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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
14,404
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
14,180
shares
|
$1.24 Million
0.32% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,650
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2020
Added 4.34%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
13,597
shares
|
$1.18 Million
0.31% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
13,510
shares
|
$1.18 Million
0.2% of portfolio
|
Q3 2025
Reduced 75.47%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
13,325
shares
|
$1.16 Million
0.36% of portfolio
|
Q3 2025
Added 14.15%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
13,113
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
13,075
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
13,075
shares
|
$1.14 Million
0.12% of portfolio
|
Q1 2025
Reduced 32.24%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
12,733
shares
|
$1.11 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
12,653
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2025
Added 4901.19%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
12,627
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
11,981
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
11,830
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
11,700
shares
|
$1.02 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
11,676
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
11,541
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
11,522
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
11,068
shares
|
$964,576
0.0% of portfolio
|
Q3 2025
Added 28.44%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
11,018
shares
|
$960,218
0.01% of portfolio
|
Q3 2025
Added 41.58%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
10,995
shares
|
$958,214
0.01% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
10,800
shares
|
$941,220
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
10,686
shares
|
$931,284
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
10,442
shares
|
$910,020
0.0% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
10,385
shares
|
$905,052
0.02% of portfolio
|
Q3 2025
New holding
|
|