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 |
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,132
shares
|
$1.24 Million
0.24% of portfolio
|
Q4 2021
Added 131.25%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
16,082
shares
|
$1.24 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,733
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Apr 24, 2025 Q1 2025 |
15,714
shares
|
$1.21 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
15,556
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
15,215
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
15,176
shares
|
$1.17 Million
0.07% of portfolio
|
Q1 2025
Added 215.44%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,935
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2023
Reduced 20.96%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
14,902
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
14,900
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
14,404
shares
|
$1.11 Million
0.07% of portfolio
|
Q1 2022
Reduced 0.84%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
14,276
shares
|
$1.1 Million
0.48% of portfolio
|
Q1 2025
Added 56.04%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
14,180
shares
|
$1.09 Million
0.33% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
14,170
shares
|
$1.09 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
13,976
shares
|
$1.08 Million
0.17% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,650
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2020
Added 4.34%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
13,597
shares
|
$1.05 Million
0.34% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
13,156
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
13,075
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
13,075
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2025
Reduced 32.24%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
13,024
shares
|
$1 Million
0.09% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
12,810
shares
|
$985,345
0.02% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
12,733
shares
|
$979,422
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
12,586
shares
|
$968,115
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
11,838
shares
|
$910,578
0.13% of portfolio
|
Q1 2025
New holding
|