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 | $288M | -1% | Mar 2024 |
|
| LPL Financial | 2.9M | $207M | 100% | Mar 2024 |
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| Morgan Stanley | 2.8M | $199M | 100% | Mar 2024 |
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| Colony | 2.2M | $158M | 15235% | Mar 2024 |
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| Ameriprise Financial | 1.5M | $112M | 100% | Mar 2024 |
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| Bank of America Corporation | 1.5M | $110M | 0% | Mar 2024 |
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| Creative Planning | 1.5M | $106M | -1% | Mar 2024 |
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| UBS Group | 1.3M | $91M | -5% | Mar 2024 |
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| Evercore Wealth Management | 1.1M | $81M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 795k | $57M | -2% | Mar 2024 |
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| Great Valley Advisor Group | 787k | $57M | 9% | Jun 2024 |
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| Wilbanks Smith & Thomas Asset Management | 681k | $49M | 1% | Mar 2024 |
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| Envestnet Asset Management | 608k | $44M | 100% | Mar 2024 |
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| Royal Bank of Canada | 565k | $41M | 2% | Mar 2024 |
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| Cambridge Investment Research Advisors | 530k | $38M | 3% | Mar 2024 |
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| Waterway Wealth Management | 516k | $38M | -22% | Jun 2024 |
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| Raymond James Financial Services Advisors | 492k | $36M | 0% | Jun 2024 |
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| Cetera Investment Advisers | 469k | $34M | 100% | Mar 2024 |
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| Stratos Wealth Partners | 435k | $32M | -6% | Jun 2024 |
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| Wells Fargo & Company | 434k | $31M | -2% | Mar 2024 |
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| IAG Wealth Partners | 409k | $30M | 5% | Jun 2024 |
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| Rockefeller Capital Management | 348k | $25M | 3% | Mar 2024 |
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| LRI Investments | 339k | $25M | 0% | Jun 2024 |
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| Baird Financial | 334k | $24M | 3% | Mar 2024 |
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| Jpmorgan Chase & Co | 330k | $24M | -4% | Mar 2024 |
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| Goldman Sachs Group | 286k | $21M | 19% | Mar 2024 |
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| MAI Wealth Advisors | 267k | $19M | 3927% | Mar 2024 |
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| Fox Financial | 254k | $19M | 1% | Jun 2024 |
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| Bristlecone Advisors | 222k | $16M | -1% | Jun 2024 |
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| Revolve Wealth Partners | 218k | $16M | 0% | Jun 2024 |
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| Private Advisor | 209k | $15M | -10% | Mar 2024 |
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| Advisors Preferred | 203k | $15M | 233% | Mar 2024 |
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| Steward Partners Investment Advisory | 195k | $14M | 0% | Mar 2024 |
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| Raymond James & Associates | 194k | $14M | 1% | Jun 2024 |
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| Advisor Group Holdings | 184k | $13M | -7% | Mar 2024 |
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| FIDELIS iM | 172k | $12M | 1% | Mar 2024 |
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| HighTower Advisors | 163k | $12M | 1% | Mar 2024 |
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| Main Street Financial Solutions | 149k | $11M | -18% | Mar 2024 |
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| Almanack Investment Partners | 142k | $10M | 28% | Mar 2024 |
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| Relative Value Partners | 141k | $10M | 100% | Jun 2024 |
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| Lake Street Financial | 141k | $10M | 4% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 138k | $10M | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 138k | $10M | 1% | Jun 2024 |
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| Graves-Light Private Wealth Management | 133k | $9.6M | -4% | Mar 2024 |
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| Kestra Advisory Services | 106k | $7.7M | 1% | Mar 2024 |
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| Stratos Wealth Advisors | 104k | $7.6M | 1% | Jun 2024 |
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| Fairway Wealth | 102k | $7.3M | -1% | Mar 2024 |
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| CX Institutional | 99k | $7.2M | -3% | Jun 2024 |
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| Moller Financial Services | 96k | $7.0M | -1% | Jun 2024 |
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| Bank Hapoalim Bm | 95k | $6.9M | -50% | Jun 2024 |
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| Stifel Financial | 93k | $6.7M | -3% | Mar 2024 |
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| Atria Wealth Solutions | 93k | $6.7M | 6% | Jun 2024 |
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| Tobias Financial Advisors | 90k | $6.5M | 100% | Mar 2024 |
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| Strategic Family Wealth Counselors | 90k | $6.5M | 3% | Mar 2024 |
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| Key FInancial | 87k | $6.3M | 2% | Mar 2024 |
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| RFG Advisory | 87k | $6.3M | -1% | Jun 2024 |
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| D.A. Davidson & Co. | 76k | $5.5M | -1% | Mar 2024 |
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| Bsc Private Wealth Management | 76k | $5.5M | -3% | Mar 2024 |
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| Captrust Financial Advisors | 74k | $5.3M | -6% | Mar 2024 |
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| Monticello Wealth Management | 74k | $5.3M | -2% | Mar 2024 |
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| Assetmark | 70k | $5.0M | 17% | Mar 2024 |
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| Branch Banking & Trust Company | 69k | $5.0M | 1% | Mar 2024 |
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| United Advisor Group | 67k | $4.9M | 100% | Mar 2024 |
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| Equitable Holdings | 67k | $4.8M | 0% | Mar 2024 |
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| Thrive Capital Management | 66k | $3.3M | 100% | Mar 2024 |
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| H&H Retirement Design & Management | 66k | $5.0M | 1% | Jun 2024 |
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| Kestra Private Wealth Services | 65k | $4.7M | 8% | Mar 2024 |
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| Bank of New York Mellon | 63k | $4.6M | 880% | Jun 2024 |
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| Congress Wealth Management LLC / DE / | 60k | $4.3M | -6% | Mar 2024 |
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| Brian McDonald | 59k | $4.3M | 100% | Mar 2024 |
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| Koshinski Asset Management | 59k | $4.3M | -19% | Jun 2024 |
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| Janney Montgomery Scott | 56k | $4.1M | 1% | Jun 2024 |
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| Kingswood Wealth Advisors | 55k | $4.0M | 21% | Jun 2024 |
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| IFG Advisory | 54k | $3.9M | -67% | Mar 2024 |
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| Sarasin & Partners | 53k | $3.8M | -26% | Jun 2024 |
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| EP Wealth Advisors | 52k | $3.8M | -2% | Mar 2024 |
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| Circle Wealth Management | 51k | $3.7M | 0% | Mar 2024 |
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| Sigma Planning | 50k | $3.6M | 182% | Mar 2024 |
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| Linscomb & Williams | 49k | $3.5M | -8% | Mar 2024 |
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| Lido Advisors | 48k | $3.5M | -1% | Mar 2024 |
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| Nadler Financial | 48k | $3.5M | 6% | Jun 2024 |
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| Resurgent Financial Advisors | 48k | $3.4M | 100% | Mar 2024 |
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| Cresset Asset Management | 47k | $3.4M | 5% | Mar 2024 |
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| True Wealth Design | 45k | $3.2M | -1% | Mar 2024 |
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| Aspiriant | 42k | $3.1M | -5% | Jun 2024 |
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| Allen Capital Group | 42k | $3.0M | -1% | Mar 2024 |
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| Mml Investors Services | 42k | $3.0M | 16% | Mar 2024 |
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| Mission Wealth Management | 40k | $2.9M | -2% | Mar 2024 |
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| Gladstone Institutional Advisory | 39k | $2.8M | 8% | Mar 2024 |
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| Rockport Wealth | 38k | $2.7M | 100% | Mar 2024 |
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| Meridian Financial Partners | 38k | $2.8M | 0% | Jun 2024 |
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| Berger Financial Group | 37k | $2.7M | 2% | Mar 2024 |
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| Renaissance Technologies | 37k | $2.7M | 80% | Mar 2024 |
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| H D Vest Advisory Services | 35k | $2.5M | -11% | Mar 2024 |
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| HPM Partners | 34k | $2.5M | -4% | Mar 2024 |
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| Mather Group | 34k | $2.4M | 25% | Jun 2024 |
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| International Assets Investment Management | 34k | $2.4M | 2% | Mar 2024 |
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| Coldstream Capital Management | 33k | $2.4M | -19% | Mar 2024 |
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| Ausdal Financial Partners | 32k | $2.3M | -1% | Mar 2024 |
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| CRA Financial Services | 30k | $2.2M | -3% | Jun 2024 |
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| Keybank National Association | 29k | $2.1M | 100% | Mar 2024 |
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| Amplius Wealth Advisors | 27k | $2.0M | -3% | Jun 2024 |
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| J.w. Cole Advisors | 26k | $1.9M | 0% | Mar 2024 |
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| Rollins Financial Advisors | 26k | $1.9M | 100% | Mar 2024 |
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| Chicago Partners Investment | 25k | $1.8M | -5% | Mar 2024 |
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| FMR | 25k | $1.8M | 100% | Mar 2024 |
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| Heritage Wealth Management, Inc./Texas | 24k | $1.7M | 2% | Mar 2024 |
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| Beacon Financial | 23k | $1.7M | -1% | Mar 2024 |
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| Team Financial Group | 23k | $1.7M | 7% | Mar 2024 |
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| A.N. Culbertson & Company | 23k | $1.7M | 0% | Mar 2024 |
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| Thrivent Financial for Lutherans | 22k | $1.6M | 100% | Mar 2024 |
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| Citigroup | 22k | $1.6M | -2% | Mar 2024 |
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| Atria Investments | 22k | $1.6M | -1% | Mar 2024 |
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| Integrys Wealth Advisors | 20k | $1.4M | 0% | Jun 2024 |
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| Geneos Wealth Management | 19k | $1.4M | -4% | Jun 2024 |
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| WealthBridge Capital Management | 19k | $1.4M | 0% | Mar 2024 |
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| KCM Investment Advisors | 19k | $1.4M | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 18k | $1.3M | 0% | Mar 2024 |
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| Private Trust Co Na | 18k | $1.3M | 0% | Jun 2024 |
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| Alta Wealth Advisors | 17k | $1.3M | 0% | Jun 2024 |
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| HB Wealth Management | 17k | $1.3M | 0% | Mar 2024 |
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| Founders Financial Alliance | 17k | $1.2M | 127% | Mar 2024 |
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| Northern Trust | 17k | $1.2M | 100% | Mar 2024 |
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| Valeo Financial Advisors | 17k | $1.2M | 0% | Jun 2024 |
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| Tranquility Partners | 16k | $1.2M | 2% | Jun 2024 |
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| Oppenheimer & Co | 16k | $1.1M | 100% | Mar 2024 |
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| Wiley Bros.-aintree Capital | 16k | $1.2M | 100% | Jun 2024 |
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| Us Bancorp | 16k | $1.1M | 7% | Mar 2024 |
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| Parallel Advisors | 16k | $1.1M | -13% | Mar 2024 |
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| Gyl Financial Synergies | 15k | $1.1M | 8% | Jun 2024 |
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| Flynn Zito Capital Management | 15k | $1.1M | 77% | Mar 2024 |
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| Ashton Thomas Private Wealth | 15k | $1.1M | -2% | Mar 2024 |
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| Kmg Fiduciary Partners | 15k | $1.1M | 1% | Jun 2024 |
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| Dorsey & Whitney Trust Company | 14k | $1.0M | 0% | Mar 2024 |
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| High Net Worth Advisory Group | 14k | $1.0M | 0% | Jun 2024 |
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| Vestor Capital Corp | 14k | $977k | -1% | Mar 2024 |
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| Citadel Advisors | 13k | $939k | -70% | Mar 2024 |
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| Arrowroot Family Office | 13k | $925k | -14% | Mar 2024 |
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| Monongahela Capital Management | 13k | $919k | 100% | Mar 2024 |
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| FSA Advisors | 12k | $872k | 100% | Mar 2024 |
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| Live Oak Investment Partners | 12k | $848k | -13% | Jun 2024 |
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| Collaborative Wealth Managment | 11k | $813k | -11% | Mar 2024 |
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| ShoreHaven Wealth Partners | 11k | $809k | -8% | Jun 2024 |
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| Wedbush Morgan Securities | 11k | $801k | 0% | Mar 2024 |
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| Global Retirement Partners | 11k | $802k | 83% | Jun 2024 |
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| GM Advisory | 11k | $780k | 4% | Mar 2024 |
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| Cora Capital Advisors | 11k | $772k | 0% | Mar 2024 |
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| Hilltop Partners | 11k | $771k | 0% | Mar 2024 |
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| Newbridge Financial Services Group | 11k | $767k | -2% | Mar 2024 |
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| William Blair $ Company | 11k | $764k | 6% | Mar 2024 |
|
| Rsm Us Wealth Management | 8.3k | $602k | -39% | Mar 2024 |
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| Procyon Private Wealth Partners | 8.2k | $590k | -81% | Mar 2024 |
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| Merit Financial Group | 7.7k | $540k | -52% | Mar 2024 |
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| Flow Traders US | 5.3k | $382k | -80% | Mar 2024 |
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| Ethos Financial Group | 4.2k | $305k | -73% | Mar 2024 |
|
| AE Wealth Management | 4.1k | $294k | -96% | Mar 2024 |
|
Who sold out of WisdomTree LargeCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Frank. Day | Dec 2023 | 339k | $23M |
| Advisors Capital Management | Dec 2023 | 135k | $9.0M |
| Signal Advisors Wealth | Mar 2024 | 37k | $2.7M |
| Foguth Wealth Management | Mar 2024 | 37k | $2.7M |
| Mesirow Financial Investment Management International Equity | Mar 2024 | 12k | $876k |