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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
376,029
shares
|
$32.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
366,568
shares
|
$31.9 Million
0.4% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
349,340
shares
|
$30.4 Million
18.73% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
334,596
shares
|
$29.2 Million
2.38% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
333,350
shares
|
$29.1 Million
0.0% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
330,397
shares
|
$28.8 Million
0.05% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Nov 07, 2025 Q3 2025 |
313,726
shares
|
$27.3 Million
21.73% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
272,617
shares
|
$23.8 Million
6.66% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
257,459
shares
|
$22.4 Million
0.12% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
254,800
shares
|
$22.2 Million
4.11% of portfolio
|
Q4 2023
Added 2.12%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
248,438
shares
|
$21.7 Million
0.14% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
238,279
shares
|
$20.8 Million
0.01% of portfolio
|
Q3 2024
Added 22.94%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
227,025
shares
|
$19.8 Million
1.69% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
213,524
shares
|
$18.6 Million
0.01% of portfolio
|
Q3 2025
Added 27.31%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
209,281
shares
|
$18.2 Million
0.12% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
208,829
shares
|
$18.2 Million
2.27% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
204,818
shares
|
$17.8 Million
1.05% of portfolio
|
Q3 2023
Reduced 17.84%
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
202,113
shares
|
$17.6 Million
8.61% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
190,886
shares
|
$16.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
190,803
shares
|
$16.6 Million
8.51% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
188,627
shares
|
$16.4 Million
1.06% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
169,379
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
164,654
shares
|
$14.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
163,019
shares
|
$14.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 12.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
157,286
shares
|
$13.7 Million
0.08% of portfolio
|
Q4 2024
Added 0.72%
|
|