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 | 3.9M | $307M | -1% | Sep 2024 |
|
| Morgan Stanley | 2.8M | $204M | 2% | Jun 2024 |
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| LPL Financial | 2.7M | $213M | -7% | Sep 2024 |
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| Creative Planning | 1.4M | $111M | -1% | Sep 2024 |
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| Bank of America Corporation | 1.1M | $83M | -25% | Sep 2024 |
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| Great Valley Advisor Group | 888k | $70M | 13% | Sep 2024 |
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| Commonwealth Equity Services | 778k | $61M | 0% | Sep 2024 |
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| Hartland & Co | 691k | $54M | 0% | Sep 2024 |
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| Wells Fargo & Company | 631k | $50M | 5% | Sep 2024 |
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| Cambridge Investment Research Advisors | 586k | $46M | 2% | Sep 2024 |
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| Royal Bank of Canada | 569k | $45M | -3% | Sep 2024 |
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| Envestnet Asset Management | 553k | $44M | -5% | Sep 2024 |
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| Waterway Wealth Management | 526k | $41M | 2% | Sep 2024 |
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| Cetera Investment Advisers | 509k | $37M | 8% | Jun 2024 |
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| Raymond James Financial Services Advisors | 474k | $37M | -4% | Sep 2024 |
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| Stratos Wealth Partners | 435k | $34M | 0% | Sep 2024 |
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| IAG Wealth Partners | 418k | $33M | 2% | Sep 2024 |
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| Rockefeller Capital Management | 380k | $28M | 9% | Jun 2024 |
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| LRI Investments | 339k | $27M | 0% | Sep 2024 |
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| Goldman Sachs Group | 275k | $20M | -4% | Jun 2024 |
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| MAI Wealth Advisors | 264k | $21M | -1% | Sep 2024 |
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| Fox Financial | 255k | $20M | 1% | Sep 2024 |
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| Raymond James & Associates | 238k | $19M | 23% | Sep 2024 |
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| Bristlecone Advisors | 229k | $18M | 3% | Sep 2024 |
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| Private Advisor | 223k | $18M | 6% | Sep 2024 |
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| Revolve Wealth Partners | 220k | $17M | 1% | Sep 2024 |
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| Steward Partners Investment Advisory | 194k | $14M | 0% | Jun 2024 |
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| Fairway Wealth | 183k | $14M | 61% | Sep 2024 |
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| FIDELIS iM | 175k | $14M | 1% | Sep 2024 |
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| Main Street Financial Solutions | 163k | $13M | 10% | Sep 2024 |
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| HighTower Advisors | 160k | $12M | -2% | Jun 2024 |
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| Sanctuary Advisors | 156k | $13M | -4% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 154k | $12M | 12% | Sep 2024 |
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| Kestra Advisory Services | 152k | $12M | -2% | Sep 2024 |
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| Jpmorgan Chase & Co | 145k | $11M | -9% | Sep 2024 |
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| Advisor Group Holdings | 145k | $11M | -21% | Sep 2024 |
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| Advisors Preferred | 145k | $11M | -20% | Sep 2024 |
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| Relative Value Partners | 141k | $10M | 100% | Jun 2024 |
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| Almanack Investment Partners | 139k | $11M | -3% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 138k | $10M | 1% | Jun 2024 |
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| Graves-Light Private Wealth Management | 131k | $9.5M | -1% | Jun 2024 |
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| Stratos Wealth Advisors | 105k | $8.2M | 1% | Sep 2024 |
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| RFG Advisory | 104k | $8.2M | 20% | Sep 2024 |
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| D.A. Davidson & Co. | 101k | $7.4M | 34% | Jun 2024 |
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| Strategic Family Wealth Counselors | 101k | $8.0M | 11% | Sep 2024 |
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| CX Institutional | 100k | $7.8M | 1% | Sep 2024 |
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| Key FInancial | 99k | $7.8M | 0% | Sep 2024 |
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| Stifel Financial | 96k | $7.0M | 3% | Jun 2024 |
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| Moller Financial Services | 96k | $7.5M | 0% | Sep 2024 |
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| Bank Hapoalim Bm | 95k | $7.4M | 0% | Sep 2024 |
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| United Advisor Group | 92k | $7.2M | 17% | Sep 2024 |
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| Tobias Financial Advisors | 82k | $6.4M | -2% | Sep 2024 |
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| Howard Bailey Securities | 75k | $5.9M | 100% | Sep 2024 |
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| Bsc Private Wealth Management | 74k | $5.8M | -1% | Sep 2024 |
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| Monticello Wealth Management | 74k | $5.3M | 25% | Sep 2024 |
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| H&H Retirement Design & Management | 69k | $5.5M | 4% | Sep 2024 |
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| Branch Banking & Trust Company | 68k | $5.0M | -1% | Jun 2024 |
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| Captrust Financial Advisors | 67k | $5.3M | 2% | Sep 2024 |
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| Equitable Holdings | 64k | $4.6M | -4% | Jun 2024 |
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| Brian McDonald | 59k | $4.6M | 0% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 59k | $4.6M | -2% | Sep 2024 |
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| Koshinski Asset Management | 58k | $4.6M | -1% | Sep 2024 |
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| Kestra Private Wealth Services | 57k | $4.5M | -16% | Sep 2024 |
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| Janney Montgomery Scott | 56k | $4.4M | -1% | Sep 2024 |
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| Sigma Planning | 53k | $4.2M | 0% | Sep 2024 |
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| EP Wealth Advisors | 52k | $4.1M | 0% | Sep 2024 |
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| Circle Wealth Management | 51k | $4.0M | 0% | Sep 2024 |
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| IFG Advisory | 51k | $4.0M | 1% | Sep 2024 |
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| Mml Investors Services | 48k | $3.8M | 9% | Sep 2024 |
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| Linscomb & Williams | 48k | $3.8M | -1% | Sep 2024 |
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| Nadler Financial | 48k | $3.7M | 0% | Sep 2024 |
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| Assetmark | 47k | $3.7M | -4% | Sep 2024 |
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| Susquehanna International | 47k | $3.7M | 194% | Sep 2024 |
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| Lido Advisors | 47k | $3.4M | -1% | Jun 2024 |
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| Gladstone Institutional Advisory | 47k | $3.7M | 11% | Sep 2024 |
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| Sarasin & Partners | 47k | $3.7M | -11% | Sep 2024 |
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| Atria Wealth Solutions | 47k | $3.7M | -50% | Sep 2024 |
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| Aspiriant | 42k | $3.3M | 0% | Sep 2024 |
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| Allen Capital Group | 41k | $3.2M | -1% | Sep 2024 |
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| Meridian Financial Partners | 38k | $3.0M | 0% | Sep 2024 |
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| Rockport Wealth | 37k | $2.7M | -2% | Jun 2024 |
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| Mission Wealth Management | 36k | $2.8M | -6% | Sep 2024 |
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| Berger Financial Group | 35k | $2.7M | -7% | Sep 2024 |
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| HPM Partners | 35k | $2.7M | 0% | Sep 2024 |
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| Mather Group | 34k | $2.6M | 0% | Sep 2024 |
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| Coldstream Capital Management | 32k | $2.5M | 0% | Sep 2024 |
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| H D Vest Advisory Services | 30k | $2.2M | -13% | Jun 2024 |
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| CRA Financial Services | 30k | $2.4M | 0% | Sep 2024 |
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| Ausdal Financial Partners | 30k | $2.3M | 8% | Sep 2024 |
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| Kingswood Wealth Advisors | 30k | $2.3M | -46% | Sep 2024 |
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| Keybank National Association | 29k | $2.3M | -2% | Sep 2024 |
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| MidAtlantic Capital Management | 29k | $2.2M | 43% | Sep 2024 |
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| Rollins Financial Advisors | 28k | $2.2M | 11% | Sep 2024 |
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| J.w. Cole Advisors | 26k | $2.1M | 2% | Sep 2024 |
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| Amplius Wealth Advisors | 26k | $2.1M | -5% | Sep 2024 |
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| Team Financial Group | 25k | $2.0M | 0% | Sep 2024 |
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| Bryn Mawr Trust | 25k | $1.9M | 100% | Sep 2024 |
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| Mesirow Financial Investment Management International Equity | 24k | $1.9M | 100% | Sep 2024 |
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| Resurgent Financial Advisors | 23k | $1.7M | -51% | Jun 2024 |
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| Chicago Partners Investment | 23k | $1.8M | -3% | Sep 2024 |
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| Jane Street | 23k | $1.8M | -38% | Sep 2024 |
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| A.N. Culbertson & Company | 23k | $1.8M | 0% | Sep 2024 |
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| Atria Investments | 23k | $1.8M | -1% | Sep 2024 |
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| Rsm Us Wealth Management | 22k | $1.7M | -26% | Sep 2024 |
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| Citigroup | 21k | $1.6M | -6% | Sep 2024 |
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| Beacon Financial | 21k | $1.6M | -1% | Sep 2024 |
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| Founders Financial Alliance | 20k | $1.6M | -11% | Sep 2024 |
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| Integrys Wealth Advisors | 20k | $1.5M | 0% | Sep 2024 |
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| Colony | 20k | $1.5M | -99% | Sep 2024 |
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| Thrivent Financial for Lutherans | 20k | $1.5M | -12% | Sep 2024 |
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| Geneos Wealth Management | 19k | $1.4M | -4% | Jun 2024 |
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| KCM Investment Advisors | 19k | $1.5M | 1% | Sep 2024 |
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| WealthBridge Capital Management | 19k | $1.5M | 1% | Sep 2024 |
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| Cascade Financial Partners | 18k | $1.4M | 0% | Sep 2024 |
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| Private Trust Co Na | 18k | $1.3M | 0% | Jun 2024 |
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| Alta Wealth Advisors | 17k | $1.4M | 0% | Sep 2024 |
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| HB Wealth Management | 17k | $1.4M | 0% | Sep 2024 |
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| Platform Technology Partners | 17k | $1.3M | 0% | Sep 2024 |
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| Citadel Advisors | 17k | $1.3M | 269% | Sep 2024 |
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| Valeo Financial Advisors | 17k | $1.3M | 0% | Sep 2024 |
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| Ashton Thomas Private Wealth | 17k | $1.3M | 7% | Sep 2024 |
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| Us Bancorp | 16k | $1.3M | 4% | Sep 2024 |
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| Advisors Capital Management | 16k | $1.3M | 100% | Sep 2024 |
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| Flynn Zito Capital Management | 16k | $1.3M | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 16k | $1.3M | 12% | Sep 2024 |
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| Northern Trust | 16k | $1.3M | -3% | Sep 2024 |
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| Synovus Financial Corp. | 16k | $1.3M | 209% | Sep 2024 |
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| Kmg Fiduciary Partners | 16k | $1.3M | 9% | Sep 2024 |
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| Tranquility Partners | 16k | $1.3M | 0% | Sep 2024 |
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| Wiley Bros.-aintree Capital | 16k | $1.2M | 100% | Jun 2024 |
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| Parallel Advisors | 16k | $1.2M | 0% | Sep 2024 |
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| Renaissance Technologies | 15k | $1.2M | 21% | Sep 2024 |
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| Oppenheimer & Co | 15k | $1.2M | -7% | Sep 2024 |
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| Dorsey & Whitney Trust Company | 14k | $1.1M | 0% | Sep 2024 |
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| High Net Worth Advisory Group | 14k | $1.1M | 0% | Sep 2024 |
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| Sontag Advisory | 13k | $1.1M | 100% | Sep 2024 |
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| William Blair $ Company | 13k | $1.0M | -4% | Sep 2024 |
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| Gyl Financial Synergies | 13k | $1.0M | -15% | Sep 2024 |
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| Monongahela Capital Management | 13k | $926k | 0% | Jun 2024 |
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| Vestor Capital Corp | 13k | $986k | -2% | Sep 2024 |
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| KPP Advisory Services | 13k | $983k | 100% | Sep 2024 |
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| CoreCap Advisors | 12k | $957k | 12% | Sep 2024 |
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| National Asset Management | 12k | $932k | 6% | Sep 2024 |
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| Operose Advisors | 12k | $919k | 100% | Sep 2024 |
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| Newbridge Financial Services Group | 12k | $906k | 10% | Sep 2024 |
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| Global Retirement Partners | 11k | $885k | 2% | Sep 2024 |
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| Lake Street Advisors Group | 11k | $882k | 2% | Sep 2024 |
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| Wedbush Morgan Securities | 11k | $871k | 0% | Sep 2024 |
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| Goss Wealth Management | 11k | $780k | 152% | Jun 2024 |
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| FSA Advisors | 11k | $772k | -12% | Sep 2024 |
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| Empirical Asset Management | 11k | $265k | -6% | Sep 2024 |
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| ShoreHaven Wealth Partners | 10k | $803k | -8% | Sep 2024 |
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| Heritage Wealth Management, Inc./Texas | 9.5k | $750k | -12% | Sep 2024 |
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| Live Oak Investment Partners | 7.5k | $591k | -35% | Sep 2024 |
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| Bank of New York Mellon | 6.0k | $469k | -91% | Sep 2024 |
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| GM Advisory | 5.6k | $437k | -49% | Sep 2024 |
|
| Arrowroot Family Office | 5.3k | $389k | -58% | Jun 2024 |
|
Who sold out of WisdomTree LargeCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lake Street Financial | Jun 2024 | 141k | $10M |
| True Wealth Design | Jun 2024 | 45k | $3.2M |
| International Assets Investment Management | Jun 2024 | 33k | $2.4M |