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 |
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
9,081
shares
|
$698,510
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
9,075
shares
|
$698,049
0.23% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
9,000
shares
|
$692,280
0.34% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,956
shares
|
$688,895
0.04% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,867
shares
|
$682,049
0.02% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,652
shares
|
$665,511
0.02% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
8,633
shares
|
$664,050
0.57% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
8,610
shares
|
$662,281
0.12% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
8,428
shares
|
$648,281
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
8,373
shares
|
$644,051
0.07% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
8,361
shares
|
$643,128
0.34% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
8,212
shares
|
$631,667
0.03% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
8,181
shares
|
$629,282
0.25% of portfolio
|
Q1 2025
Added 112.66%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,180
shares
|
$629,205
0.01% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
8,056
shares
|
$619,667
0.15% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
8,026
shares
|
$617,359
0.35% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
7,973
shares
|
$613,283
0.3% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
7,973
shares
|
$613,283
0.01% of portfolio
|
Q4 2024
Reduced 50.64%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
7,934
shares
|
$610,283
0.5% of portfolio
|
Q1 2025
Reduced 30.42%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
7,872
shares
|
$605,514
0.05% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
7,872
shares
|
$605,514
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
7,846
shares
|
$603,514
0.2% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
7,827
shares
|
$602,052
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
7,802
shares
|
$600,129
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
7,714
shares
|
$593,360
0.04% of portfolio
|
Q1 2025
Reduced 3.27%
|