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 43.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
234
shares
|
$20,393
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
216
shares
|
$18,824
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
211
shares
|
$18,388
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
196
shares
|
$17,081
0.0% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
182
shares
|
$15,861
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
173
shares
|
$15,076
0.0% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
171
shares
|
$14,902
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
171
shares
|
$14,902
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
164
shares
|
$14,292
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
153
shares
|
$13,333
0.0% of portfolio
|
Q3 2025
Reduced 91.5%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
149
shares
|
$12,985
0.01% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
140
shares
|
$12,201
0.01% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
129
shares
|
$11,242
0.0% of portfolio
|
Q3 2025
Reduced 85.71%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
109
shares
|
$9,499
0.0% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
86
shares
|
$7,494
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
85
shares
|
$7,407
0.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82
shares
|
$7,146
0.0% of portfolio
|
Q4 2023
Added 1.23%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
50
shares
|
$4,357
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
46
shares
|
$4,008
0.0% of portfolio
|
Q3 2025
Added 4500.0%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
44
shares
|
$3,834
0.0% of portfolio
|
Q3 2024
Reduced 46.34%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
21
shares
|
$1,830
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
20
shares
|
$1,743
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
16
shares
|
$1,394
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
16
shares
|
$1,394
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13
shares
|
$1,132
0.0% of portfolio
|
Q3 2024
New holding
|
|