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 |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
787
shares
|
$68,587
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
748
shares
|
$65,188
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
723
shares
|
$63,009
0.0% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
670
shares
|
$58,390
0.0% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
670
shares
|
$58,390
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
636
shares
|
$55,427
0.0% of portfolio
|
Q3 2023
Reduced 27.97%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
600
shares
|
$52,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
599
shares
|
$52,202
0.0% of portfolio
|
Q4 2023
Reduced 89.24%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
502
shares
|
$43,749
0.0% of portfolio
|
Q3 2025
Added 69.02%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
500
shares
|
$43,575
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
498
shares
|
$43,400
0.04% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
438
shares
|
$38,171
0.03% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
412
shares
|
$35,905
0.01% of portfolio
|
Q3 2025
Reduced 29.21%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
400
shares
|
$34,860
0.0% of portfolio
|
Q2 2025
Reduced 40.92%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
400
shares
|
$34,860
0.02% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
350
shares
|
$30,502
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
336
shares
|
$29,282
0.0% of portfolio
|
Q1 2024
Reduced 37.31%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
320
shares
|
$27,888
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
318
shares
|
$27,713
0.02% of portfolio
|
Q3 2024
Reduced 38.61%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
293
shares
|
$25,534
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
290
shares
|
$25,273
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
280
shares
|
$24,402
0.0% of portfolio
|
Q3 2025
Reduced 81.53%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
268
shares
|
$23,356
0.0% of portfolio
|
Q1 2023
Reduced 15.72%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
250
shares
|
$21,787
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
246
shares
|
$21,438
0.0% of portfolio
|
Q1 2024
New holding
|
|