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 |
|---|---|---|---|---|---|
|
Northern Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
2,714
shares
|
$236,525
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
2,700
shares
|
$235,305
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
2,671
shares
|
$232,777
0.16% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
2,630
shares
|
$229,204
0.02% of portfolio
|
Q1 2025
Reduced 32.16%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
2,617
shares
|
$228,071
0.07% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
2,611
shares
|
$227,548
0.08% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,603
shares
|
$226,851
0.0% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
2,543
shares
|
$221,622
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
2,536
shares
|
$221,012
0.04% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
2,504
shares
|
$218,223
0.0% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
2,493
shares
|
$217,264
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
2,480
shares
|
$216,132
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,440
shares
|
$212,646
0.07% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,440
shares
|
$212,646
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,425
shares
|
$211,338
0.02% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,418
shares
|
$210,728
0.01% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
2,408
shares
|
$209,857
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
2,373
shares
|
$206,806
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
2,366
shares
|
$206,196
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
2,360
shares
|
$205,674
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
2,339
shares
|
$203,843
0.01% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,168
shares
|
$188,941
0.01% of portfolio
|
Q1 2022
Reduced 88.69%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
2,000
shares
|
$174,300
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
1,960
shares
|
$170,814
0.05% of portfolio
|
Q2 2025
Added 122.73%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
1,954
shares
|
$170,291
0.0% of portfolio
|
Q3 2025
Added 36.45%
|
|