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 |
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
500
shares
|
$42,035
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
495
shares
|
$41,614
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
440
shares
|
$36,990
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
436
shares
|
$36,654
0.03% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
410
shares
|
$34,468
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
400
shares
|
$33,628
0.02% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
400
shares
|
$33,628
0.0% of portfolio
|
Q2 2025
Reduced 40.92%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
350
shares
|
$29,424
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
336
shares
|
$28,247
0.0% of portfolio
|
Q1 2024
Reduced 37.31%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
320
shares
|
$26,902
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
318
shares
|
$26,734
0.02% of portfolio
|
Q3 2024
Reduced 38.61%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
297
shares
|
$24,968
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
268
shares
|
$22,530
0.0% of portfolio
|
Q1 2023
Reduced 15.72%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
250
shares
|
$21,017
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
246
shares
|
$20,681
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
234
shares
|
$19,672
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
214
shares
|
$17,990
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
198
shares
|
$16,645
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
194
shares
|
$16,309
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
193
shares
|
$16,225
0.0% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
182
shares
|
$15,300
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
171
shares
|
$14,375
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
171
shares
|
$14,375
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
164
shares
|
$13,787
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
160
shares
|
$13,451
0.01% of portfolio
|
Q4 2024
New holding
|