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
Download as csv
Download as Excel
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 |
|
| LPL Financial | 2.7M | $213M | -7% | Sep 2024 |
|
| Creative Planning | 1.4M | $111M | -1% | Sep 2024 |
|
| Bank of America Corporation | 1.1M | $83M | -25% | Sep 2024 |
|
| Great Valley Advisor Group | 888k | $70M | 13% | Sep 2024 |
|
| Commonwealth Equity Services | 778k | $61M | 0% | Sep 2024 |
|
| Hartland & Co | 691k | $54M | 0% | Sep 2024 |
|
| Wells Fargo & Company | 631k | $50M | 5% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 586k | $46M | 2% | Sep 2024 |
|
| Royal Bank of Canada | 569k | $45M | -3% | Sep 2024 |
|
| Envestnet Asset Management | 553k | $44M | -5% | Sep 2024 |
|
| Waterway Wealth Management | 526k | $41M | 2% | Sep 2024 |
|
| Cetera Investment Advisers | 509k | $37M | 8% | Jun 2024 |
|
| Raymond James Financial Services Advisors | 474k | $37M | -4% | Sep 2024 |
|
| Stratos Wealth Partners | 435k | $34M | 0% | Sep 2024 |
|
| IAG Wealth Partners | 418k | $33M | 2% | Sep 2024 |
|
| Rockefeller Capital Management | 380k | $28M | 9% | Jun 2024 |
|
| LRI Investments | 339k | $27M | 0% | Sep 2024 |
|
| Goldman Sachs Group | 275k | $20M | -4% | Jun 2024 |
|
| MAI Wealth Advisors | 264k | $21M | -1% | Sep 2024 |
|
| Fox Financial | 255k | $20M | 1% | Sep 2024 |
|
| Raymond James & Associates | 238k | $19M | 23% | Sep 2024 |
|
| Bristlecone Advisors | 229k | $18M | 3% | Sep 2024 |
|
| Private Advisor | 223k | $18M | 6% | Sep 2024 |
|
| Revolve Wealth Partners | 220k | $17M | 1% | Sep 2024 |
|
| Steward Partners Investment Advisory | 194k | $14M | 0% | Jun 2024 |
|
| Fairway Wealth | 183k | $14M | 61% | Sep 2024 |
|
| FIDELIS iM | 175k | $14M | 1% | Sep 2024 |
|
| Main Street Financial Solutions | 163k | $13M | 10% | Sep 2024 |
|
| Sanctuary Advisors | 163k | $11M | 100% | Jun 2024 |
|
| HighTower Advisors | 160k | $12M | -2% | Jun 2024 |
|
| Northwestern Mutual Wealth Management Company | 154k | $12M | 12% | Sep 2024 |
|
| Kestra Advisory Services | 152k | $12M | -2% | Sep 2024 |
|
| Jpmorgan Chase & Co | 145k | $11M | -9% | Sep 2024 |
|
| Advisor Group Holdings | 145k | $11M | -21% | Sep 2024 |
|
| Advisors Preferred | 145k | $11M | -20% | Sep 2024 |
|
| Relative Value Partners | 141k | $10M | 100% | Jun 2024 |
|
| Almanack Investment Partners | 139k | $11M | -3% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 138k | $10M | 1% | Jun 2024 |
|
| Graves-Light Private Wealth Management | 131k | $9.5M | -1% | Jun 2024 |
|
| Stratos Wealth Advisors | 105k | $8.2M | 1% | Sep 2024 |
|
| RFG Advisory | 104k | $8.2M | 20% | Sep 2024 |
|
| D.A. Davidson & Co. | 101k | $7.4M | 34% | Jun 2024 |
|
| Strategic Family Wealth Counselors | 101k | $8.0M | 11% | Sep 2024 |
|
| CX Institutional | 100k | $7.8M | 1% | Sep 2024 |
|
| Key FInancial | 99k | $7.8M | 0% | Sep 2024 |
|
| Stifel Financial | 96k | $7.0M | 3% | Jun 2024 |
|
| Moller Financial Services | 96k | $7.5M | 0% | Sep 2024 |
|
| Bank Hapoalim Bm | 95k | $7.4M | 0% | Sep 2024 |
|
| United Advisor Group | 92k | $7.2M | 17% | Sep 2024 |
|
| Tobias Financial Advisors | 82k | $6.4M | -2% | Sep 2024 |
|
| Howard Bailey Securities | 75k | $5.9M | 100% | Sep 2024 |
|
| Bsc Private Wealth Management | 74k | $5.8M | -1% | Sep 2024 |
|
| Monticello Wealth Management | 74k | $5.3M | 25% | Sep 2024 |
|
| H&H Retirement Design & Management | 69k | $5.5M | 4% | Sep 2024 |
|
| Branch Banking & Trust Company | 68k | $5.0M | -1% | Jun 2024 |
|
| Captrust Financial Advisors | 67k | $5.3M | 2% | Sep 2024 |
|
| Equitable Holdings | 64k | $4.6M | -4% | Jun 2024 |
|
| Brian McDonald | 59k | $4.6M | 0% | Sep 2024 |
|
| Congress Wealth Management LLC / DE / | 59k | $4.6M | -2% | Sep 2024 |
|
| Koshinski Asset Management | 58k | $4.6M | -1% | Sep 2024 |
|
| Kestra Private Wealth Services | 57k | $4.5M | -16% | Sep 2024 |
|
| Janney Montgomery Scott | 56k | $4.4M | -1% | Sep 2024 |
|
| Sigma Planning | 53k | $4.2M | 0% | Sep 2024 |
|
| EP Wealth Advisors | 52k | $4.1M | 0% | Sep 2024 |
|
| Circle Wealth Management | 51k | $4.0M | 0% | Sep 2024 |
|
| IFG Advisory | 51k | $4.0M | 1% | Sep 2024 |
|
| Mml Investors Services | 48k | $3.8M | 9% | Sep 2024 |
|
| Linscomb & Williams | 48k | $3.8M | -1% | Sep 2024 |
|
| Nadler Financial | 48k | $3.7M | 0% | Sep 2024 |
|
| Assetmark | 47k | $3.7M | -4% | Sep 2024 |
|
| Susquehanna International | 47k | $3.7M | 194% | Sep 2024 |
|
| Lido Advisors | 47k | $3.4M | -1% | Jun 2024 |
|
| Gladstone Institutional Advisory | 47k | $3.7M | 11% | Sep 2024 |
|
| Sarasin & Partners | 47k | $3.7M | -11% | Sep 2024 |
|
| Atria Wealth Solutions | 47k | $3.7M | -50% | Sep 2024 |
|
| Aspiriant | 42k | $3.3M | 0% | Sep 2024 |
|
| Allen Capital Group | 41k | $3.2M | -1% | Sep 2024 |
|
| Meridian Financial Partners | 38k | $3.0M | 0% | Sep 2024 |
|
| Rockport Wealth | 37k | $2.7M | -2% | Jun 2024 |
|
| Mission Wealth Management | 36k | $2.8M | -6% | Sep 2024 |
|
| Berger Financial Group | 35k | $2.7M | -7% | Sep 2024 |
|
| HPM Partners | 35k | $2.7M | 0% | Sep 2024 |
|
| Mather Group | 34k | $2.6M | 0% | Sep 2024 |
|
| Coldstream Capital Management | 32k | $2.5M | 0% | Sep 2024 |
|
| H D Vest Advisory Services | 30k | $2.2M | -13% | Jun 2024 |
|
| CRA Financial Services | 30k | $2.4M | 0% | Sep 2024 |
|
| Ausdal Financial Partners | 30k | $2.3M | 8% | Sep 2024 |
|
| Kingswood Wealth Advisors | 30k | $2.3M | -46% | Sep 2024 |
|
| Keybank National Association | 29k | $2.3M | -2% | Sep 2024 |
|
| MidAtlantic Capital Management | 29k | $2.2M | 43% | Sep 2024 |
|
| Rollins Financial Advisors | 28k | $2.2M | 11% | Sep 2024 |
|
| J.w. Cole Advisors | 26k | $2.1M | 2% | Sep 2024 |
|
| Amplius Wealth Advisors | 26k | $2.1M | -5% | Sep 2024 |
|
| Team Financial Group | 25k | $2.0M | 0% | Sep 2024 |
|
| Mesirow Financial Investment Management International Equity | 24k | $1.9M | 100% | Sep 2024 |
|
| Resurgent Financial Advisors | 23k | $1.7M | -51% | Jun 2024 |
|
| Chicago Partners Investment | 23k | $1.8M | -3% | Sep 2024 |
|
| Jane Street | 23k | $1.8M | -38% | Sep 2024 |
|
| A.N. Culbertson & Company | 23k | $1.8M | 0% | Sep 2024 |
|
| Atria Investments | 23k | $1.8M | -1% | Sep 2024 |
|
| Rsm Us Wealth Management | 22k | $1.7M | -26% | Sep 2024 |
|
| Citigroup | 21k | $1.6M | -6% | Sep 2024 |
|
| Beacon Financial | 21k | $1.6M | -1% | Sep 2024 |
|
| Founders Financial Alliance | 20k | $1.6M | -11% | Sep 2024 |
|
| Integrys Wealth Advisors | 20k | $1.5M | 0% | Sep 2024 |
|
| Colony | 20k | $1.5M | -99% | Sep 2024 |
|
| Thrivent Financial for Lutherans | 20k | $1.5M | -12% | Sep 2024 |
|
| Geneos Wealth Management | 19k | $1.4M | -4% | Jun 2024 |
|
| KCM Investment Advisors | 19k | $1.5M | 1% | Sep 2024 |
|
| WealthBridge Capital Management | 19k | $1.5M | 1% | Sep 2024 |
|
| Cascade Financial Partners | 18k | $1.4M | 0% | Sep 2024 |
|
| Private Trust Co Na | 18k | $1.3M | 0% | Jun 2024 |
|
| Alta Wealth Advisors | 17k | $1.4M | 0% | Sep 2024 |
|
| HB Wealth Management | 17k | $1.4M | 0% | Sep 2024 |
|
| Platform Technology Partners | 17k | $1.3M | 0% | Sep 2024 |
|
| Citadel Advisors | 17k | $1.3M | 269% | Sep 2024 |
|
| Valeo Financial Advisors | 17k | $1.3M | 0% | Sep 2024 |
|
| Ashton Thomas Private Wealth | 17k | $1.3M | 7% | Sep 2024 |
|
| Us Bancorp | 16k | $1.3M | 4% | Sep 2024 |
|
| Advisors Capital Management | 16k | $1.3M | 100% | Sep 2024 |
|
| Flynn Zito Capital Management | 16k | $1.3M | 0% | Sep 2024 |
|
| Mariner Wealth Advisors | 16k | $1.3M | 12% | Sep 2024 |
|
| Northern Trust | 16k | $1.3M | -3% | Sep 2024 |
|
| Synovus Financial Corp. | 16k | $1.3M | 209% | Sep 2024 |
|
| Kmg Fiduciary Partners | 16k | $1.3M | 9% | Sep 2024 |
|
| Tranquility Partners | 16k | $1.3M | 0% | Sep 2024 |
|
| Wiley Bros.-aintree Capital | 16k | $1.2M | 100% | Jun 2024 |
|
| Parallel Advisors | 16k | $1.2M | 0% | Sep 2024 |
|
| Renaissance Technologies | 15k | $1.2M | 21% | Sep 2024 |
|
| Oppenheimer & Co | 15k | $1.2M | -7% | Sep 2024 |
|
| Dorsey & Whitney Trust Company | 14k | $1.1M | 0% | Sep 2024 |
|
| High Net Worth Advisory Group | 14k | $1.1M | 0% | Sep 2024 |
|
| Sontag Advisory | 13k | $1.1M | 100% | Sep 2024 |
|
| William Blair $ Company | 13k | $1.0M | -4% | Sep 2024 |
|
| Gyl Financial Synergies | 13k | $1.0M | -15% | Sep 2024 |
|
| Monongahela Capital Management | 13k | $926k | 0% | Jun 2024 |
|
| Vestor Capital Corp | 13k | $986k | -2% | Sep 2024 |
|
| KPP Advisory Services | 13k | $983k | 100% | Sep 2024 |
|
| CoreCap Advisors | 12k | $957k | 12% | Sep 2024 |
|
| Operose Advisors | 12k | $919k | 100% | Sep 2024 |
|
| Newbridge Financial Services Group | 12k | $906k | 10% | Sep 2024 |
|
| Global Retirement Partners | 11k | $885k | 2% | Sep 2024 |
|
| National Asset Management | 11k | $818k | 22% | Jun 2024 |
|
| Lake Street Advisors Group | 11k | $882k | 2% | Sep 2024 |
|
| Wedbush Morgan Securities | 11k | $871k | 0% | Sep 2024 |
|
| Goss Wealth Management | 11k | $780k | 152% | Jun 2024 |
|
| Cora Capital Advisors | 11k | $840k | 0% | Sep 2024 |
|
| FSA Advisors | 11k | $772k | -12% | Sep 2024 |
|
| Empirical Asset Management | 11k | $265k | -6% | Sep 2024 |
|
| ShoreHaven Wealth Partners | 10k | $803k | -8% | Sep 2024 |
|
| Heritage Wealth Management, Inc./Texas | 9.5k | $750k | -12% | Sep 2024 |
|
| Live Oak Investment Partners | 7.5k | $591k | -35% | Sep 2024 |
|
| Bank of New York Mellon | 6.0k | $469k | -91% | Sep 2024 |
|
| 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 |