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 |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
18,113
shares
|
$1.58 Million
0.19% of portfolio
|
Q3 2025
Reduced 30.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,038
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Added 266.48%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
17,929
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
17,900
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Added 231.48%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
17,420
shares
|
$1.52 Million
0.55% of portfolio
|
Q1 2022
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
17,352
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
17,109
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
16,699
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2022
Added 0.48%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
16,342
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
16,223
shares
|
$1.41 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,132
shares
|
$1.41 Million
0.24% of portfolio
|
Q4 2021
Added 131.25%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
16,131
shares
|
$1.41 Million
0.49% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
15,996
shares
|
$1.39 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
15,714
shares
|
$1.37 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
15,589
shares
|
$1.36 Million
0.47% of portfolio
|
Q3 2025
Added 118.3%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
15,399
shares
|
$1.34 Million
0.13% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
15,353
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
15,353
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
15,341
shares
|
$1.34 Million
0.55% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
15,263
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
15,242
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Added 21.37%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
15,218
shares
|
$1.33 Million
0.46% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,935
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2023
Reduced 20.96%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,767
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,664
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.6%
|
|