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 |
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
45,623
shares
|
$3.51 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
40,695
shares
|
$3.13 Million
0.02% of portfolio
|
Q1 2025
Added 40.17%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
40,224
shares
|
$3.09 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
39,772
shares
|
$3.06 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
38,737
shares
|
$2.98 Million
2.42% of portfolio
|
Q1 2025
Added 30.88%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
37,873
shares
|
$2.91 Million
0.01% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
37,314
shares
|
$2.87 Million
1.5% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
34,713
shares
|
$2.67 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
34,521
shares
|
$2.66 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
33,950
shares
|
$2.61 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
32,855
shares
|
$2.53 Million
0.03% of portfolio
|
Q1 2025
Reduced 30.95%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
32,283
shares
|
$2.48 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
32,049
shares
|
$2.47 Million
2.14% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
31,904
shares
|
$2.45 Million
0.46% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
31,718
shares
|
$2.44 Million
0.02% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
31,353
shares
|
$2.41 Million
0.01% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,206
shares
|
$2.4 Million
0.05% of portfolio
|
Q3 2022
Added 38.13%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
31,153
shares
|
$2.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,925
shares
|
$2.3 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
29,861
shares
|
$2.3 Million
0.41% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
29,568
shares
|
$2.27 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
26,095
shares
|
$2.01 Million
0.7% of portfolio
|
Q3 2023
Reduced 4.21%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
26,075
shares
|
$2.01 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
25,513
shares
|
$1.96 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
24,734
shares
|
$1.9 Million
1.23% of portfolio
|
Q1 2025
New holding
|