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 |
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
157,284
shares
|
$12.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
147,770
shares
|
$11.4 Million
6.35% of portfolio
|
Q2 2023
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
141,082
shares
|
$10.9 Million
1.37% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
136,910
shares
|
$10.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
134,297
shares
|
$10.3 Million
1.45% of portfolio
|
Q1 2025
New holding
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
124,372
shares
|
$9.57 Million
0.94% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
123,916
shares
|
$9.53 Million
1.97% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
120,842
shares
|
$9.3 Million
0.27% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
112,987
shares
|
$8.69 Million
4.93% of portfolio
|
Q1 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
108,948
shares
|
$8.38 Million
1.9% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
108,358
shares
|
$8.33 Million
2.96% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
105,688
shares
|
$8.13 Million
0.48% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
102,701
shares
|
$7.9 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
96,859
shares
|
$7.45 Million
1.7% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
93,356
shares
|
$7.18 Million
1.82% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
92,109
shares
|
$7.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
77,207
shares
|
$5.94 Million
1.24% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
74,925
shares
|
$5.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 98.74%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
69,240
shares
|
$5.33 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
68,716
shares
|
$5.29 Million
0.13% of portfolio
|
Q1 2025
Added 1656.99%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
67,973
shares
|
$5.23 Million
2.18% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
67,409
shares
|
$5.19 Million
3.37% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
66,245
shares
|
$5.1 Million
0.05% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
65,761
shares
|
$5.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
63,832
shares
|
$4.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.29%
|