Who owns WisdomTree LargeCap Dividend Fund?
- Ticker: DLN
- CUSIP Number: 97717W307
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree LargeCap Dividend Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of WisdomTree LargeCap Dividend Fund stock
Who bought or sold WisdomTree LargeCap Dividend Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Pnc Financial Services | 4.0M | $269M | -2% | Dec 2023 |
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| GW & Wade | 2.1M | $139M | 0% | Dec 2023 |
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| Bank of America Corporation | 1.5M | $101M | -1% | Dec 2023 |
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| Creative Planning | 1.5M | $98M | -5% | Dec 2023 |
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| UBS Group | 1.3M | $88M | -1% | Dec 2023 |
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| Commonwealth Equity Services | 811k | $54M | -1% | Dec 2023 |
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| Great Valley Advisor Group | 728k | $48M | 3% | Dec 2023 |
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| Wilbanks Smith & Thomas Asset Management | 674k | $45M | 4% | Dec 2023 |
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| Waterway Wealth Management | 661k | $48M | -9% | Mar 2024 |
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| Royal Bank of Canada | 556k | $37M | 2% | Dec 2023 |
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| Cambridge Investment Research Advisors | 516k | $34M | 1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 490k | $35M | 1% | Mar 2024 |
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| Stratos Wealth Partners | 465k | $34M | -4% | Mar 2024 |
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| Wells Fargo & Company | 441k | $29M | 9% | Dec 2023 |
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| IAG Wealth Partners | 383k | $25M | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 345k | $23M | 41% | Dec 2023 |
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| Frank. Day | 339k | $23M | 4% | Dec 2023 |
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| Rockefeller Capital Management | 336k | $22M | 6% | Dec 2023 |
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| Baird Financial | 324k | $22M | 3% | Dec 2023 |
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| Traverso Chambers Private Wealth Management | 255k | $17M | 2% | Dec 2023 |
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| Fox Financial | 253k | $17M | 100% | Dec 2023 |
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| Goldman Sachs Group | 241k | $16M | -14% | Dec 2023 |
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| Private Advisor | 232k | $15M | -19% | Dec 2023 |
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| Bristlecone Advisors | 224k | $16M | 7% | Mar 2024 |
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| Revolve Wealth Partners | 218k | $16M | 0% | Mar 2024 |
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| Advisor Group Holdings | 198k | $13M | -31% | Dec 2023 |
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| Steward Partners Investment Advisory | 195k | $13M | -1% | Dec 2023 |
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| Raymond James & Associates | 191k | $14M | -35% | Mar 2024 |
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| Bank of New York Mellon | 174k | $12M | 1223% | Dec 2023 |
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| FIDELIS iM | 172k | $12M | 1% | Mar 2024 |
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| HighTower Advisors | 162k | $11M | -1% | Dec 2023 |
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| IFG Advisory | 162k | $11M | 1% | Dec 2023 |
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| Main Street Financial Solutions | 149k | $11M | -18% | Mar 2024 |
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| Graves-Light Private Wealth Management | 139k | $9.2M | -2% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 137k | $9.9M | -1% | Mar 2024 |
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| Lake Street Financial | 136k | $9.8M | -27% | Mar 2024 |
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| Advisors Capital Management | 135k | $9.0M | 100% | Dec 2023 |
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| Koshinski Asset Management | 114k | $7.5M | 83% | Dec 2023 |
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| Almanack Investment Partners | 111k | $7.3M | -5% | Dec 2023 |
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| Kestra Advisory Services | 105k | $7.0M | -15% | Dec 2023 |
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| CX Institutional | 103k | $7.4M | 31% | Mar 2024 |
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| Stratos Wealth Advisors | 102k | $7.4M | 2% | Mar 2024 |
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| AE Wealth Management | 102k | $6.8M | 100% | Dec 2023 |
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| Moller Financial Services | 98k | $7.0M | -4% | Mar 2024 |
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| Stifel Financial | 96k | $6.4M | 2% | Dec 2023 |
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| RFG Advisory | 88k | $6.3M | 594% | Mar 2024 |
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| Strategic Family Wealth Counselors | 87k | $5.8M | 3% | Dec 2023 |
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| Key FInancial | 86k | $5.7M | 7% | Dec 2023 |
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| Atria Wealth Solutions | 85k | $5.6M | 2% | Dec 2023 |
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| Captrust Financial Advisors | 79k | $5.2M | -1% | Dec 2023 |
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| Bsc Private Wealth Management | 78k | $5.2M | -1% | Dec 2023 |
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| D.A. Davidson & Co. | 76k | $5.1M | -4% | Dec 2023 |
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| Monticello Wealth Management | 75k | $5.0M | -19% | Dec 2023 |
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| H&H Retirement Design & Management | 73k | $5.0M | 0% | Dec 2023 |
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| Sarasin & Partners | 70k | $5.1M | -2% | Mar 2024 |
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| Branch Banking & Trust Company | 69k | $4.6M | 1% | Dec 2023 |
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| Advisors Preferred | 61k | $4.1M | -69% | Dec 2023 |
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| Kestra Private Wealth Services | 61k | $4.0M | 8% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 60k | $4.3M | -6% | Mar 2024 |
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| Assetmark | 60k | $4.0M | -14% | Dec 2023 |
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| Janney Montgomery Scott | 55k | $3.7M | -2% | Dec 2023 |
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| EP Wealth Advisors | 53k | $3.5M | 0% | Dec 2023 |
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| Linscomb & Williams | 53k | $3.5M | -7% | Dec 2023 |
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| Circle Wealth Management | 51k | $3.4M | -1% | Dec 2023 |
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| Lido Advisors | 48k | $3.2M | -4% | Dec 2023 |
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| Nadler Financial | 46k | $3.0M | -5% | Dec 2023 |
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| Kingswood Wealth Advisors | 46k | $3.3M | -8% | Mar 2024 |
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| True Wealth Design | 45k | $3.0M | 0% | Dec 2023 |
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| Aspiriant | 45k | $3.2M | -1% | Mar 2024 |
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| Citadel Advisors | 43k | $2.8M | -2% | Dec 2023 |
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| Allen Capital Group | 42k | $3.0M | -1% | Mar 2024 |
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| Coldstream Capital Management | 41k | $2.7M | 0% | Dec 2023 |
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| Mission Wealth Management | 40k | $2.7M | 0% | Dec 2023 |
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| H D Vest Advisory Services | 39k | $2.6M | -1% | Dec 2023 |
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| Meridian Financial Partners | 38k | $2.6M | -5% | Mar 2024 |
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| Berger Financial Group | 37k | $2.7M | 2% | Mar 2024 |
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| Signal Advisors Wealth | 37k | $2.7M | 100% | Mar 2024 |
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| Foguth Wealth Management | 37k | $2.7M | 100% | Mar 2024 |
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| Gladstone Institutional Advisory | 36k | $2.4M | 35% | Dec 2023 |
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| HPM Partners | 36k | $2.4M | 100% | Dec 2023 |
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| International Assets Investment Management | 34k | $2.4M | 2% | Mar 2024 |
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| Ausdal Financial Partners | 32k | $2.3M | -1% | Mar 2024 |
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| CRA Financial Services | 31k | $2.2M | 0% | Mar 2024 |
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| Focus Financial Network | 30k | $2.0M | 100% | Dec 2023 |
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| Amplius Wealth Advisors | 28k | $2.0M | -1% | Mar 2024 |
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| Mather Group | 27k | $1.8M | -25% | Mar 2024 |
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| Chicago Partners Investment | 27k | $1.8M | -5% | Dec 2023 |
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| Flow Traders US | 26k | $1.7M | 15% | Dec 2023 |
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| J.w. Cole Advisors | 26k | $1.7M | -44% | Dec 2023 |
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| Rollins Financial | 25k | $1.7M | -10% | Dec 2023 |
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| Resurgent Financial Advisors | 24k | $1.6M | -3% | Dec 2023 |
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| Beacon Financial | 24k | $1.6M | 23% | Dec 2023 |
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| Heritage Wealth Management, Inc./Texas | 23k | $1.5M | 100% | Dec 2023 |
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| A.N. Culbertson & Company | 23k | $1.5M | 0% | Dec 2023 |
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| Citigroup | 22k | $1.5M | -2% | Dec 2023 |
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| Atria Investments | 22k | $1.5M | 0% | Dec 2023 |
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| Team Financial Group | 22k | $1.4M | 6% | Dec 2023 |
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| Geneos Wealth Management | 21k | $1.4M | -9% | Dec 2023 |
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| Integrys Wealth Advisors | 20k | $1.4M | 0% | Mar 2024 |
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| WealthBridge Capital Management | 19k | $1.3M | 1% | Dec 2023 |
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| Private Trust Co Na | 18k | $1.2M | 6% | Dec 2023 |
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| Mariner Wealth Advisors | 18k | $1.2M | -11% | Dec 2023 |
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| Parallel Advisors | 18k | $1.2M | -4% | Dec 2023 |
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| Sigma Planning | 18k | $1.2M | -57% | Dec 2023 |
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| Alta Wealth Advisors | 17k | $1.2M | 0% | Dec 2023 |
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| HB Wealth Management | 17k | $1.2M | 0% | Dec 2023 |
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| Valeo Financial Advisors | 17k | $1.2M | 0% | Mar 2024 |
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| Merit Financial Group | 16k | $1.1M | 100% | Dec 2023 |
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| Ethos Financial Group | 16k | $1.0M | -52% | Dec 2023 |
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| Tranquility Partners | 16k | $1.0M | -10% | Dec 2023 |
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| Ashton Thomas Private Wealth | 15k | $1.1M | -2% | Mar 2024 |
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| Arrowroot Family Office | 15k | $987k | -4% | Dec 2023 |
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| Us Bancorp | 15k | $981k | -10% | Dec 2023 |
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| Kmg Fiduciary Partners | 15k | $1.1M | 0% | Mar 2024 |
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| Dorsey & Whitney Trust Company | 14k | $956k | 0% | Dec 2023 |
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| Colony | 14k | $949k | 100% | Dec 2023 |
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| Gyl Financial Synergies | 14k | $947k | 20% | Dec 2023 |
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| High Net Worth Advisory Group | 14k | $1.0M | -3% | Mar 2024 |
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| Rsm Us Wealth Management | 14k | $911k | 65% | Dec 2023 |
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| Vestor Capital Corp | 14k | $903k | -9% | Dec 2023 |
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| Live Oak Investment Partners | 13k | $890k | -1% | Dec 2023 |
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| ShoreHaven Wealth Partners | 13k | $861k | -22% | Dec 2023 |
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| Collaborative Wealth Managment | 13k | $845k | 1% | Dec 2023 |
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| Wedbush Morgan Securities | 11k | $736k | 0% | Dec 2023 |
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| CoreCap Advisors | 11k | $725k | -4% | Dec 2023 |
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| Newbridge Financial Services Group | 11k | $717k | -13% | Dec 2023 |
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| Cora Capital Advisors | 11k | $772k | 0% | Mar 2024 |
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| Hilltop Partners | 11k | $709k | 0% | Dec 2023 |
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| GM Advisory | 10k | $687k | -24% | Dec 2023 |
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| Noesis Capital Management Corp. | 10k | $664k | 0% | Dec 2023 |
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| PFG Investments | 10k | $721k | 0% | Mar 2024 |
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| William Blair $ Company | 10k | $662k | 8% | Dec 2023 |
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| 626 Financial | 9.9k | $712k | 0% | Mar 2024 |
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| Midland Wealth Advisors | 9.8k | $654k | 100% | Dec 2023 |
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| National Asset Management | 9.5k | $632k | 3% | Dec 2023 |
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| Adamsbrown Wealth Consultants | 9.5k | $631k | 0% | Dec 2023 |
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| Adviser Investments | 9.2k | $612k | 0% | Dec 2023 |
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| Thoroughbred Financial Services | 9.1k | $601k | 0% | Dec 2023 |
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| Options Solutions | 9.0k | $597k | 0% | Dec 2023 |
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| Wetherby Asset Management | 8.9k | $588k | 0% | Dec 2023 |
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| NewEdge Wealth | 8.7k | $578k | -4% | Dec 2023 |
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| Flynn Zito Capital Management | 8.6k | $571k | -26% | Dec 2023 |
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| Moloney Securities Asset Management | 8.6k | $571k | 25% | Dec 2023 |
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| Capital Advisors Wealth Management | 8.5k | $614k | 0% | Mar 2024 |
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| EverSource Wealth Advisors | 8.4k | $558k | -5% | Dec 2023 |
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| M^T Bank Corporation | 8.4k | $558k | 8% | Dec 2023 |
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| Frazier Financial Advisors | 8.4k | $557k | 100% | Dec 2023 |
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| Well Done | 8.4k | $604k | 0% | Mar 2024 |
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| Element Wealth | 8.3k | $551k | -9% | Dec 2023 |
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| Walden Wealth Partners | 8.3k | $548k | 100% | Dec 2023 |
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| Procyon Private Wealth Partners | 8.2k | $590k | -81% | Mar 2024 |
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| First Heartland Consultants | 8.1k | $537k | -11% | Dec 2023 |
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| Staley Capital Advisers | 8.1k | $536k | -21% | Dec 2023 |
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| Family Asset Management | 7.3k | $486k | -42% | Dec 2023 |
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| Waldron | 6.2k | $410k | -32% | Dec 2023 |
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Who sold out of WisdomTree LargeCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BKM Wealth Management | Dec 2023 | 4.3M | $284M |
| Hibernia Wealth Partners | Sep 2023 | 91k | $5.6M |
| Jane Street | Sep 2023 | 36k | $2.2M |
| WealthTrust Asset Management | Sep 2023 | 12k | $722k |
| GSA Capital Partners | Sep 2023 | 8.6k | $530k |