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 |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
147,770
shares
|
$12.9 Million
6.35% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
145,698
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
141,082
shares
|
$12.3 Million
1.37% of portfolio
|
Q2 2024
New holding
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
122,646
shares
|
$10.7 Million
0.81% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
117,231
shares
|
$10.2 Million
1.48% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
113,370
shares
|
$9.88 Million
2.7% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
107,234
shares
|
$9.35 Million
0.47% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
106,715
shares
|
$9.3 Million
0.03% of portfolio
|
Q3 2025
Added 711.15%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
105,370
shares
|
$9.18 Million
0.34% of portfolio
|
Q3 2025
Added 17.7%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
102,619
shares
|
$8.94 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
98,611
shares
|
$8.59 Million
1.62% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
90,629
shares
|
$7.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
90,157
shares
|
$7.86 Million
0.24% of portfolio
|
Q3 2025
Added 38.23%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
89,099
shares
|
$7.76 Million
1.62% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
83,207
shares
|
$7.25 Million
0.06% of portfolio
|
Q3 2025
Added 20.77%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
83,068
shares
|
$7.24 Million
0.81% of portfolio
|
Q3 2025
Reduced 34.46%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
75,741
shares
|
$6.6 Million
0.84% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
72,095
shares
|
$6.28 Million
3.36% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
70,640
shares
|
$6.16 Million
0.01% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
66,877
shares
|
$5.83 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 31, 2025 Q3 2025 |
65,960
shares
|
$5.75 Million
4.88% of portfolio
|
Q3 2025
Reduced 72.22%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
64,859
shares
|
$5.65 Million
0.08% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
64,502
shares
|
$5.62 Million
2.11% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
62,611
shares
|
$5.46 Million
0.61% of portfolio
|
Q3 2025
Reduced 9.1%
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
62,506
shares
|
$5.45 Million
0.74% of portfolio
|
Q3 2025
Added 1.01%
|
|