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 |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
37,600
shares
|
$3.28 Million
0.32% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
37,314
shares
|
$3.25 Million
1.38% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
37,168
shares
|
$3.24 Million
2.31% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
35,293
shares
|
$3.08 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
33,339
shares
|
$2.91 Million
0.02% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
32,110
shares
|
$2.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
32,075
shares
|
$2.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
31,345
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
31,280
shares
|
$2.73 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,206
shares
|
$2.72 Million
0.05% of portfolio
|
Q3 2022
Added 38.13%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
30,893
shares
|
$2.69 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
30,814
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
30,778
shares
|
$2.68 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
30,387
shares
|
$2.65 Million
0.11% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
30,350
shares
|
$2.65 Million
1.53% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,925
shares
|
$2.61 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
29,842
shares
|
$2.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
29,229
shares
|
$2.55 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
28,707
shares
|
$2.5 Million
0.14% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
28,685
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2025
Added 20.34%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
27,496
shares
|
$2.4 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
26,929
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2025
Added 17.78%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
26,095
shares
|
$2.27 Million
0.7% of portfolio
|
Q3 2023
Reduced 4.21%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
25,854
shares
|
$2.25 Million
0.03% of portfolio
|
Q3 2025
Added 250.8%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
25,694
shares
|
$2.24 Million
0.69% of portfolio
|
Q3 2025
Added 50.95%
|
|