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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
10,323
shares
|
$899,649
0.03% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
10,114
shares
|
$881,435
0.15% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
10,000
shares
|
$871,500
0.84% of portfolio
|
Q3 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
10,000
shares
|
$871,500
0.14% of portfolio
|
Q4 2021
Reduced 1.23%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
10,000
shares
|
$871,500
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,969
shares
|
$868,798
0.02% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
9,951
shares
|
$867,229
0.14% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
9,722
shares
|
$847,272
0.07% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
9,720
shares
|
$847,098
0.4% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
9,587
shares
|
$835,507
0.01% of portfolio
|
Q3 2025
Reduced 18.55%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
9,298
shares
|
$810,320
0.04% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
9,218
shares
|
$803,348
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
9,135
shares
|
$796,115
0.03% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
9,117
shares
|
$794,546
2.54% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
9,038
shares
|
$787,661
0.01% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
9,000
shares
|
$784,350
0.41% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
8,888
shares
|
$774,589
0.05% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
8,816
shares
|
$768,314
0.01% of portfolio
|
Q3 2025
Added 27.51%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
8,706
shares
|
$758,727
0.97% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
8,704
shares
|
$758,553
0.01% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
8,570
shares
|
$746,875
0.11% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
8,565
shares
|
$746,439
0.21% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,434
shares
|
$735,023
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
8,361
shares
|
$728,661
0.34% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
8,359
shares
|
$728,486
0.06% of portfolio
|
Q3 2025
Reduced 0.17%
|
|