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 408 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
10,000
shares
|
$803,500
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
9,942
shares
|
$798,839
0.43% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,924
shares
|
$797,393
0.02% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9,796
shares
|
$787,108
0.05% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
9,781
shares
|
$785,903
0.05% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,602
shares
|
$771,520
0.11% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
9,424
shares
|
$757,218
0.34% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
9,218
shares
|
$740,666
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,080
shares
|
$729,578
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
9,000
shares
|
$723,150
0.36% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
8,977
shares
|
$721,301
0.23% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
8,912
shares
|
$716,079
0.04% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
8,900
shares
|
$715,115
0.24% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
8,603
shares
|
$691,251
0.55% of portfolio
|
Q4 2024
Added 87.88%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,590
shares
|
$690,206
0.12% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
8,393
shares
|
$674,377
0.38% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
8,377
shares
|
$673,091
0.01% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
8,374
shares
|
$672,850
0.06% of portfolio
|
Q2 2024
Added 11.52%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
8,364
shares
|
$672,047
0.12% of portfolio
|
Q4 2022
Reduced 32.89%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
8,361
shares
|
$671,806
0.34% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
8,293
shares
|
$666,342
0.04% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
8,288
shares
|
$665,940
0.0% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
8,212
shares
|
$659,834
0.03% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
8,179
shares
|
$657,182
0.34% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
8,167
shares
|
$656,218
0.03% of portfolio
|
Q2 2024
Added 67.15%
|