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 |
|---|---|---|---|---|---|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
3,200
shares
|
$278,880
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
3,160
shares
|
$275,394
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
3,124
shares
|
$272,256
0.09% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
3,122
shares
|
$272,082
0.09% of portfolio
|
Q4 2023
Reduced 14.75%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
3,102
shares
|
$270,339
0.01% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
3,086
shares
|
$268,944
0.06% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
3,079
shares
|
$268,334
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
3,076
shares
|
$268,073
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
3,062
shares
|
$266,853
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
3,037
shares
|
$264,674
0.07% of portfolio
|
Q3 2025
Reduced 12.63%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
3,026
shares
|
$263,715
0.11% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
3,000
shares
|
$261,450
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
2,972
shares
|
$259,009
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,953
shares
|
$257,353
0.05% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,910
shares
|
$253,606
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,893
shares
|
$252,124
0.04% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,882
shares
|
$251,166
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
2,880
shares
|
$250,992
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
2,876
shares
|
$250,643
0.12% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,856
shares
|
$248,900
0.01% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
2,824
shares
|
$246,111
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
2,807
shares
|
$244,630
0.01% of portfolio
|
Q3 2022
Closed
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,785
shares
|
$242,712
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
2,725
shares
|
$237,483
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 27, 2025 Q3 2025 |
2,722
shares
|
$237,222
0.13% of portfolio
|
Q3 2024
New holding
|
|