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 456 institutions that hold shares in the stock, with a total of 43.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.34 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 |
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
390,335
shares
|
$30 Million
0.08% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
384,103
shares
|
$29.5 Million
0.48% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
337,618
shares
|
$26 Million
2.59% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
328,342
shares
|
$25.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
May 08, 2025 Q1 2025 |
318,315
shares
|
$24.5 Million
18.59% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
316,107
shares
|
$24.3 Million
0.0% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Apr 21, 2025 Q1 2025 |
313,249
shares
|
$24.1 Million
23.4% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
263,286
shares
|
$20.3 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
259,033
shares
|
$19.9 Million
7.6% of portfolio
|
Q1 2025
Added 16.27%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
254,800
shares
|
$19.6 Million
4.11% of portfolio
|
Q4 2023
Added 2.12%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
250,907
shares
|
$19.3 Million
0.13% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
246,056
shares
|
$18.9 Million
6.78% of portfolio
|
Q1 2025
Added 62.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
238,279
shares
|
$18.3 Million
0.01% of portfolio
|
Q3 2024
Added 22.94%
|
|
|
Fidelis I M, LLC
Medford, OR |
Apr 30, 2025 Q1 2025 |
236,179
shares
|
$18.2 Million
8.68% of portfolio
|
Q1 2025
Added 42.68%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
219,598
shares
|
$16.9 Million
2.61% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
219,464
shares
|
$16.9 Million
1.44% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
204,818
shares
|
$15.8 Million
1.05% of portfolio
|
Q3 2023
Reduced 17.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
191,871
shares
|
$14.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
181,519
shares
|
$14 Million
9.23% of portfolio
|
Q1 2025
Added 25.88%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
181,177
shares
|
$13.9 Million
1.26% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
180,863
shares
|
$13.9 Million
0.12% of portfolio
|
Q1 2025
Added 22.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
179,830
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
164,006
shares
|
$12.6 Million
0.07% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
158,893
shares
|
$12.2 Million
0.01% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
157,286
shares
|
$12.1 Million
0.08% of portfolio
|
Q4 2024
Added 0.72%
|