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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,802
shares
|
$157,044
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
1,686
shares
|
$146,934
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,618
shares
|
$141,008
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,552
shares
|
$135,256
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,544
shares
|
$134,559
0.01% of portfolio
|
Q3 2025
Added 63.56%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,500
shares
|
$130,725
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
1,465
shares
|
$127,674
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
1,437
shares
|
$125,234
0.09% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
1,426
shares
|
$124,275
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,241
shares
|
$108,153
0.0% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,233
shares
|
$107,455
0.0% of portfolio
|
Q4 2023
Reduced 35.07%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,200
shares
|
$104,580
0.0% of portfolio
|
Q2 2018
Reduced 50.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,194
shares
|
$104,057
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,075
shares
|
$93,686
0.01% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
1,017
shares
|
$88,631
0.02% of portfolio
|
Q3 2025
Reduced 41.62%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
996
shares
|
$86,801
0.0% of portfolio
|
Q2 2024
Reduced 43.47%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
974
shares
|
$84,884
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
955
shares
|
$83,228
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
930
shares
|
$81,049
0.03% of portfolio
|
Q4 2024
Reduced 17.7%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
918
shares
|
$80,003
0.03% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
900
shares
|
$78,435
0.0% of portfolio
|
Q1 2024
Reduced 27.01%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
854
shares
|
$74,426
0.0% of portfolio
|
Q3 2025
Added 45.73%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
851
shares
|
$74,164
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
810
shares
|
$70,591
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
798
shares
|
$69,545
0.03% of portfolio
|
Q4 2021
Added 100.0%
|
|