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 470 institutions that hold shares in the stock, with a total of 41.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,166
shares
|
$98,025
0.03% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,075
shares
|
$90,375
0.01% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
996
shares
|
$83,733
0.0% of portfolio
|
Q2 2024
Reduced 43.47%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
974
shares
|
$81,884
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
944
shares
|
$79,362
0.0% of portfolio
|
Q1 2025
Reduced 98.74%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
930
shares
|
$78,185
0.03% of portfolio
|
Q4 2024
Reduced 17.7%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
915
shares
|
$76,924
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
903
shares
|
$75,915
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
900
shares
|
$75,663
0.0% of portfolio
|
Q1 2024
Reduced 27.01%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
851
shares
|
$71,543
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
814
shares
|
$68,432
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
810
shares
|
$68,096
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
798
shares
|
$67,087
0.03% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
791
shares
|
$66,499
0.03% of portfolio
|
Q1 2025
Reduced 20.26%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
787
shares
|
$66,163
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
748
shares
|
$62,884
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
723
shares
|
$60,782
0.0% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
705
shares
|
$59,269
0.0% of portfolio
|
Q2 2025
Reduced 84.38%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
670
shares
|
$56,326
0.0% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
636
shares
|
$53,468
0.0% of portfolio
|
Q3 2023
Reduced 27.97%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
600
shares
|
$50,441
0.01% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
600
shares
|
$50,441
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
599
shares
|
$50,357
0.0% of portfolio
|
Q4 2023
Reduced 89.24%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
586
shares
|
$49,265
0.0% of portfolio
|
Q2 2025
Added 138.21%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
582
shares
|
$48,928
0.01% of portfolio
|
Q2 2025
Added 0.34%
|