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 408 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
576
shares
|
$46,281
0.0% of portfolio
|
Q4 2024
Added 144.07%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
500
shares
|
$40,175
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
472
shares
|
$37,925
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
440
shares
|
$35,354
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
410
shares
|
$32,943
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
350
shares
|
$28,122
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
336
shares
|
$26,997
0.0% of portfolio
|
Q1 2024
Reduced 37.31%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
320
shares
|
$25,712
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
318
shares
|
$25,551
0.02% of portfolio
|
Q3 2024
Reduced 38.61%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
300
shares
|
$24,105
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
268
shares
|
$21,533
0.0% of portfolio
|
Q1 2023
Reduced 15.72%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
246
shares
|
$19,766
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
234
shares
|
$18,801
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
229
shares
|
$18,400
0.0% of portfolio
|
Q3 2024
Reduced 52.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
193
shares
|
$15,507
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
182
shares
|
$14,623
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
171
shares
|
$13,739
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
164
shares
|
$13,177
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
149
shares
|
$11,972
0.01% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
120
shares
|
$9,642
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
106
shares
|
$8,517
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
104
shares
|
$8,356
0.01% of portfolio
|
Q2 2024
Reduced 16.8%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
86
shares
|
$6,910
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82
shares
|
$6,588
0.0% of portfolio
|
Q4 2023
Added 1.23%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
50
shares
|
$4,017
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|