Institutional Ownership Wisdomtree Tr U.S Largecap Div (DLN)
This table provides information about the institutional ownership of Wisdomtree Tr U.S Largecap Div (DLN). We have compiled data on the 480 institutions that hold shares in the stock, with a total of 43.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
3,750
shares
|
$326,812
0.04% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
3,738
shares
|
$325,766
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
3,735
shares
|
$325,505
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
3,732
shares
|
$325,243
0.0% of portfolio
|
Q3 2025
Added 16.95%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
3,625
shares
|
$315,918
0.01% of portfolio
|
Q3 2025
Reduced 42.19%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
3,601
shares
|
$313,827
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,600
shares
|
$313,740
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
3,600
shares
|
$313,740
0.03% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
3,598
shares
|
$313,565
0.72% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
3,589
shares
|
$312,781
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,589
shares
|
$312,781
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
3,585
shares
|
$312,432
0.03% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
3,583
shares
|
$312,258
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
3,506
shares
|
$305,547
0.01% of portfolio
|
Q1 2023
Reduced 47.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,487
shares
|
$303,892
0.01% of portfolio
|
Q4 2023
Reduced 1.41%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,430
shares
|
$298,924
0.01% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,420
shares
|
$298,053
0.02% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
3,406
shares
|
$296,832
0.07% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
3,394
shares
|
$295,787
0.06% of portfolio
|
Q3 2023
Reduced 9.64%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
3,356
shares
|
$292,475
0.03% of portfolio
|
Q3 2025
Reduced 15.17%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
3,336
shares
|
$290,732
0.01% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
3,286
shares
|
$286,374
0.01% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
3,281
shares
|
$285,939
0.07% of portfolio
|
Q3 2025
Added 141.07%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
3,275
shares
|
$285,416
0.01% of portfolio
|
Q2 2025
Added 16.96%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
3,251
shares
|
$283,324
0.02% of portfolio
|
Q3 2025
Reduced 0.4%
|
|