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 |
|---|---|---|---|---|---|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
8,133
shares
|
$653,486
0.15% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
8,063
shares
|
$647,862
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,954
shares
|
$639,103
0.04% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
7,843
shares
|
$630,185
0.0% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
7,802
shares
|
$626,890
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
7,743
shares
|
$622,150
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
7,675
shares
|
$616,686
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,548
shares
|
$606,481
0.01% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
7,520
shares
|
$604,232
0.48% of portfolio
|
Q3 2024
Reduced 35.45%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
7,452
shares
|
$598,768
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
7,335
shares
|
$589,367
0.01% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
7,289
shares
|
$585,671
0.03% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
7,152
shares
|
$574,663
0.01% of portfolio
|
Q3 2024
Added 22.61%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6,857
shares
|
$550,959
0.32% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
6,772
shares
|
$544,130
0.19% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
6,699
shares
|
$538,264
0.32% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,698
shares
|
$538,184
0.26% of portfolio
|
Q4 2022
Added 0.59%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
6,606
shares
|
$530,792
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,580
shares
|
$528,703
0.01% of portfolio
|
Q4 2024
Added 41.69%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
6,580
shares
|
$528,703
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
6,461
shares
|
$519,141
0.89% of portfolio
|
Q2 2023
Added 14.29%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,337
shares
|
$509,177
0.01% of portfolio
|
Q3 2023
Reduced 35.55%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,332
shares
|
$508,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,320
shares
|
$507,811
0.01% of portfolio
|
Q1 2022
Added 23.01%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
6,306
shares
|
$506,687
0.01% of portfolio
|
Q3 2024
Reduced 15.36%
|