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 | ||
---|---|---|---|---|---|---|
Pnc Financial Services | 4.3M | $268M | 1% | Dec 2022 | ||
Morgan Stanley | 2.9M | $181M | 0% | Dec 2022 | ||
LPL Financial | 2.5M | $157M | 13% | Dec 2022 | ||
GW & Wade | 2.0M | $124M | 30% | Dec 2022 | ||
Bank of America Corporation | 1.9M | $120M | 13% | Dec 2022 | ||
Ameriprise Financial | 1.8M | $110M | 7% | Dec 2022 | ||
Creative Planning | 1.4M | $89M | 0% | Dec 2022 | ||
UBS Group | 1.3M | $83M | 4% | Dec 2022 | ||
Evercore Wealth Management | 1.1M | $66M | 10% | Dec 2022 | ||
Mirae Asset Global Investments | 1.0M | $64M | 0% | Dec 2022 | ||
Commonwealth Equity Services | 759k | $47M | 4% | Dec 2022 | ||
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Wilbanks Smith & Thomas Asset Management | 615k | $38M | 5% | Dec 2022 | ||
Envestnet Asset Management | 613k | $38M | 1% | Dec 2022 | ||
Raymond James Financial Services Advisors | 579k | $36M | 5% | Dec 2022 | ||
Stratos Wealth Partners | 573k | $36M | -2% | Dec 2022 | ||
Royal Bank of Canada | 572k | $35M | 15% | Dec 2022 | ||
Raymond James & Associates | 537k | $33M | 3% | Dec 2022 | ||
Revolve Wealth Partners | 526k | $33M | -5% | Dec 2022 | ||
Cambridge Investment Research Advisors | 518k | $32M | 5% | Dec 2022 | ||
Great Valley Advisor Group | 476k | $30M | 11% | Dec 2022 | ||
Wells Fargo & Company | 424k | $26M | -16% | Dec 2022 | ||
Advisor Group Holdings | 378k | $23M | 99% | Dec 2022 | ||
IAG Wealth Partners | 356k | $22M | 0% | Dec 2022 | ||
Frank. Day | 330k | $21M | -5% | Dec 2022 | ||
Baird Financial | 310k | $19M | 0% | Dec 2022 | ||
Private Advisor | 274k | $17k | 31% | Dec 2022 | ||
One Capital Management | 255k | $16M | 7% | Dec 2022 | ||
Goldman Sachs Group | 251k | $16M | 0% | Dec 2022 | ||
Traverso Chambers Private Wealth Management | 244k | $15M | 0% | Dec 2022 | ||
Almanack Investment Partners | 241k | $15M | 1% | Dec 2022 | ||
Bristlecone Advisors | 239k | $15M | 10% | Dec 2022 | ||
ShoreHaven Wealth Partners | 230k | $14M | 4% | Dec 2022 | ||
Kestra Advisory Services | 220k | $14M | 21% | Dec 2022 | ||
Jpmorgan Chase & Co | 217k | $14M | -13% | Dec 2022 | ||
Tobias Financial Advisors | 216k | $13M | 0% | Dec 2022 | ||
Comerica Securities | 214k | $13M | 0% | Dec 2022 | ||
Steward Partners Investment Advisory | 201k | $13M | 0% | Dec 2022 | ||
Financial Network Investment Corporation | 188k | $12M | 9% | Dec 2022 | ||
Prestige Wealth Management Group | 181k | $11M | -2% | Dec 2022 | ||
Advisors Capital Management | 179k | $11M | 236% | Dec 2022 | ||
Lake Street Financial | 177k | $11M | -2% | Dec 2022 | ||
Graves-Light Private Wealth Management | 174k | $11M | -4% | Dec 2022 | ||
Main Street Financial Solutions | 172k | $11M | 4% | Dec 2022 | ||
HighTower Advisors | 155k | $9.6M | -5% | Dec 2022 | ||
FIDELIS iM | 148k | $9.2M | 0% | Dec 2022 | ||
IFG Advisory | 134k | $8.3M | 760% | Dec 2022 | ||
CX Institutional | 127k | $7.9M | 4% | Dec 2022 | ||
Bsc Private Wealth Management | 122k | $7.5M | -2% | Dec 2022 | ||
Monticello Wealth Management | 122k | $7.5M | -4% | Dec 2022 | ||
Koshinski Asset Management | 117k | $7.3M | 2% | Dec 2022 | ||
Multi-Financial Securities | 114k | $7.0M | 121% | Dec 2022 | ||
Moller Financial Services | 107k | $6.6M | 1% | Dec 2022 | ||
Stratos Wealth Advisors | 100k | $6.2M | 5% | Dec 2022 | ||
Captrust Financial Advisors | 98k | $6.1M | -5% | Dec 2022 | ||
Stifel Financial | 96k | $5.9M | -59% | Dec 2022 | ||
First Republic Investment Management | 93k | $5.8M | 0% | Dec 2022 | ||
Atria Wealth Solutions | 90k | $5.6M | -1% | Dec 2022 | ||
Strategic Family Wealth Counselors | 87k | $5.4M | -1% | Dec 2022 | ||
Sarasin & Partners | 80k | $5.0M | 0% | Dec 2022 | ||
D.A. Davidson & Co. | 78k | $4.8M | -11% | Dec 2022 | ||
Key FInancial | 73k | $4.0M | 0% | Dec 2022 | ||
Rollins Financial | 66k | $4.1M | 17% | Dec 2022 | ||
Linscomb & Williams | 64k | $4.0M | 10% | Dec 2022 | ||
Branch Banking & Trust Company | 59k | $3.7M | 48% | Dec 2022 | ||
Congress Wealth Management LLC / DE / | 58k | $3.6M | 0% | Dec 2022 | ||
Assetmark | 57k | $3.5M | -10% | Dec 2022 | ||
Janney Montgomery Scott | 55k | $3.4M | 0% | Dec 2022 | ||
EP Wealth Advisors | 54k | $3.0M | 40% | Sep 2022 | ||
Aspiriant | 54k | $3.3M | 802% | Dec 2022 | ||
Equitable Holdings | 52k | $3.2M | -3% | Dec 2022 | ||
Circle Wealth Management | 52k | $3.2M | 0% | Dec 2022 | ||
Sigma Planning | 50k | $3.1M | -2% | Dec 2022 | ||
Cetera Investment Advisers | 50k | $3.1M | 95% | Dec 2022 | ||
H D Vest Advisory Services | 49k | $3.0M | 74% | Dec 2022 | ||
Nadler Financial | 49k | $3.0M | 2% | Dec 2022 | ||
True Wealth Design | 49k | $3.0M | 100% | Dec 2022 | ||
Meridian Financial Partners | 48k | $3.0M | -4% | Dec 2022 | ||
Cresset Asset Management | 48k | $2.9M | 0% | Dec 2022 | ||
Lido Advisors | 47k | $2.9M | 66% | Dec 2022 | ||
J.w. Cole Advisors | 46k | $2.8M | 0% | Dec 2022 | ||
Coldstream Capital Management | 46k | $2.8M | 3% | Dec 2022 | ||
Northwestern Mutual Wealth Management Company | 43k | $2.7M | 82% | Dec 2022 | ||
Mission Wealth Management | 42k | $2.6M | 3% | Dec 2022 | ||
Ausdal Financial Partners | 41k | $2.6M | 5% | Dec 2022 | ||
Procyon Private Wealth Partners | 41k | $2.6M | 1% | Dec 2022 | ||
Thrivent Financial for Lutherans | 40k | $2.5M | -3% | Dec 2022 | ||
Amplius Wealth Advisors | 39k | $2.4M | -92% | Dec 2022 | ||
Berger Financial Group | 38k | $2.3M | -7% | Dec 2022 | ||
Susquehanna International | 38k | $2.3M | 222% | Dec 2022 | ||
Pennsylvania Capital Management | 37k | $2.3M | 100% | Dec 2022 | ||
Mather Group | 36k | $2.2M | 32% | Dec 2022 | ||
HPM Partners | 34k | $2.1M | 5% | Dec 2022 | ||
Mml Investors Services | 33k | $2.0M | -11% | Dec 2022 | ||
Kovack Advisors | 33k | $2.0M | 2% | Dec 2022 | ||
Rockefeller Capital Management | 32k | $2.0M | 19% | Dec 2022 | ||
55i | 31k | $1.7M | 38% | Sep 2022 | ||
Keybank National Association | 30k | $1.9M | -1% | Dec 2022 | ||
CRA Financial Services | 29k | $1.8M | 29% | Dec 2022 | ||
Chicago Partners Investment | 28k | $1.8M | 2% | Dec 2022 | ||
Geneos Wealth Management | 27k | $1.7M | 2% | Dec 2022 | ||
Calton & Associates | 27k | $1.6M | 0% | Dec 2022 | ||
Atria Investments | 25k | $1.5M | 0% | Dec 2022 | ||
Resurgent Financial Advisors | 24k | $1.5M | 1% | Dec 2022 | ||
A.N. Culbertson & Company | 23k | $1.4M | 3% | Dec 2022 | ||
Parallel Advisors | 21k | $1.3M | 22% | Dec 2022 | ||
Citigroup | 21k | $1.3M | 3% | Dec 2022 | ||
Integrys Wealth Advisors | 20k | $1.2M | 0% | Dec 2022 | ||
Beacon Financial | 19k | $1.2M | 0% | Dec 2022 | ||
WealthBridge Capital Management | 19k | $1.2M | 1% | Dec 2022 | ||
Alta Wealth Advisors | 17k | $1.1M | 0% | Dec 2022 | ||
Mariner Wealth Advisors | 17k | $1.1M | 1% | Dec 2022 | ||
HB Wealth Management | 17k | $1.1M | -2% | Dec 2022 | ||
Private Trust Co Na | 17k | $1.1M | 26% | Dec 2022 | ||
Colony Group | 17k | $1.1M | -1% | Dec 2022 | ||
Platform Technology Partners | 17k | $1.1M | 0% | Dec 2022 | ||
Us Bancorp | 17k | $1.0M | 8% | Dec 2022 | ||
Valeo Financial Advisors | 17k | $1.0M | 0% | Dec 2022 | ||
Avant Capital | 17k | $1.0M | -2% | Dec 2022 | ||
HBK Sorce Advisory | 16k | $1.0M | 98% | Dec 2022 | ||
Gladstone Institutional Advisory | 16k | $1.0M | 54% | Dec 2022 | ||
Oakmont Partners | 16k | $958k | 3% | Dec 2022 | ||
WealthTrust Asset Management | 15k | $919k | -5% | Dec 2022 | ||
Vestor Capital Corp | 15k | $903k | -2% | Dec 2022 | ||
High Net Worth Advisory Group | 15k | $903k | 0% | Dec 2022 | ||
Oppenheimer & Co | 15k | $897k | 4% | Dec 2022 | ||
Dorsey & Whitney Trust Company | 14k | $892k | 0% | Dec 2022 | ||
Tranquility Partners | 14k | $881k | 1% | Dec 2022 | ||
Kmg Fiduciary Partners | 14k | $863k | 1% | Dec 2022 | ||
Newbridge Financial Services Group | 14k | $858k | -5% | Dec 2022 | ||
American Portfolios Advisors | 14k | $754k | 1% | Sep 2022 | ||
GM Advisory | 14k | $837k | -27% | Dec 2022 | ||
Live Oak Investment Partners | 13k | $833k | 100% | Dec 2022 | ||
Adamsbrown Wealth Consultants | 12k | $768k | -32% | Dec 2022 | ||
626 Financial | 12k | $746k | 2% | Dec 2022 | ||
Gyl Financial Synergies | 12k | $739k | 0% | Dec 2022 | ||
National Asset Management | 12k | $721k | 8% | Dec 2022 | ||
Northern Trust | 11k | $700k | -7% | Dec 2022 | ||
Lake Street Advisors Group | 11k | $688k | 100% | Dec 2022 | ||
Wedbush Morgan Securities | 11k | $687k | 0% | Dec 2022 | ||
Flynn Zito Capital Management | 11k | $678k | 100% | Dec 2022 | ||
Cora Capital Advisors | 11k | $663k | 100% | Dec 2022 | ||
IHT Wealth Management | 10k | $636k | 6% | Dec 2022 | ||
Money Concepts Capital Corp | 10k | $635k | 52% | Dec 2022 | ||
Qube Research & Technologies | 10k | $623k | 100% | Dec 2022 | ||
Hrt Financial | 10k | $622k | 100% | Dec 2022 | ||
Noesis Capital Management Corp. | 10k | $620k | 0% | Dec 2022 | ||
Reynders McVeigh Capital Management | 10k | $619k | 0% | Dec 2022 | ||
Staley Capital Advisers | 9.9k | $610k | 0% | Dec 2022 | ||
Belpointe Asset Management | 9.6k | $595k | -1% | Dec 2022 | ||
CoreCap Advisors | 9.6k | $592k | 100% | Dec 2022 | ||
Bank of New York Mellon | 9.0k | $538k | -66% | Dec 2022 | ||
Well Done | 8.4k | $518k | -33% | Dec 2022 | ||
PFG Financial Advisors | 7.5k | $463k | -58% | Dec 2022 |
Who sold out of WisdomTree LargeCap Dividend Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
CFS Investment Advisory Services | Sep 2022 | 88k | $2.0k |
Allen Capital Group | Sep 2022 | 49k | $2.7M |
Grant Street Asset Management | Sep 2022 | 12k | $649k |