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 |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
62,501
shares
|
$5.45 Million
0.4% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
59,582
shares
|
$5.19 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
58,853
shares
|
$5.13 Million
0.01% of portfolio
|
Q3 2025
Added 32.12%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
57,803
shares
|
$5.04 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
57,189
shares
|
$4.98 Million
0.13% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
57,165
shares
|
$4.98 Million
0.03% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
56,966
shares
|
$4.96 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
56,727
shares
|
$4.94 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
56,332
shares
|
$4.91 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
55,762
shares
|
$4.86 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
54,837
shares
|
$4.78 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
53,957
shares
|
$4.7 Million
0.19% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
53,408
shares
|
$4.65 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
51,498
shares
|
$4.49 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
51,440
shares
|
$4.48 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
49,376
shares
|
$4.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
47,385
shares
|
$4.13 Million
0.2% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
46,959
shares
|
$4.09 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
46,320
shares
|
$4.04 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
46,045
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
45,912
shares
|
$4 Million
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
44,871
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
43,623
shares
|
$3.8 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
43,357
shares
|
$3.78 Million
2.58% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
41,509
shares
|
$3.62 Million
1.19% of portfolio
|
Q3 2025
Added 28.24%
|
|