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 |
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
62,473
shares
|
$4.81 Million
0.45% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
61,933
shares
|
$4.76 Million
0.09% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
61,510
shares
|
$4.73 Million
0.82% of portfolio
|
Q1 2025
Reduced 55.51%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
59,674
shares
|
$4.59 Million
0.02% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
57,679
shares
|
$4.44 Million
0.39% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
57,290
shares
|
$4.41 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
56,727
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.97%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
56,099
shares
|
$4.32 Million
0.12% of portfolio
|
Q1 2025
Added 130.8%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
55,579
shares
|
$4.28 Million
0.97% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
54,897
shares
|
$4.22 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
53,614
shares
|
$4.12 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
53,493
shares
|
$4.11 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
52,510
shares
|
$4.04 Million
0.01% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
52,042
shares
|
$4 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
51,448
shares
|
$3.96 Million
0.0% of portfolio
|
Q1 2025
Added 89.2%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
51,440
shares
|
$3.96 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
51,335
shares
|
$3.95 Million
0.19% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
51,237
shares
|
$3.94 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
49,495
shares
|
$3.81 Million
0.01% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
48,360
shares
|
$3.72 Million
0.43% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
48,062
shares
|
$3.7 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
47,204
shares
|
$3.63 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
46,744
shares
|
$3.6 Million
0.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
46,382
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
45,664
shares
|
$3.51 Million
0.02% of portfolio
|
Q1 2025
Added 0.28%
|