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 | ||
|---|---|---|---|---|---|---|
| Pnc Financial Services | 2.1M | $246M | -1% | Sep 2021 | ||
| LPL Financial | 856k | $102M | 18% | Sep 2021 | ||
| GW & Wade | 693k | $83M | -5% | Sep 2021 | ||
| Ameriprise Financial | 577k | $69M | 2% | Sep 2021 | ||
| Stratos Wealth Partners | 540k | $36M | 99% | Dec 2021 | ||
| Creative Planning | 540k | $64M | 6% | Sep 2021 | ||
| UBS Group | 478k | $57M | 0% | Sep 2021 | ||
| Evercore Wealth Management | 447k | $53M | -2% | Sep 2021 | ||
| Envestnet Asset Management | 315k | $38M | 0% | Sep 2021 | ||
| Commonwealth Equity Services | 301k | $36M | 3% | Sep 2021 | ||
| Raymond James Financial Services Advisors | 276k | $33M | 1% | Sep 2021 | ||
Setup an alertWant to be notified whenever an investor makes a significant change to their holdings of WisdomTree LargeCap Dividend Fund? |
||||||
| Wilbanks Smith & Thomas Asset Management | 262k | $31M | 2% | Sep 2021 | ||
| Cambridge Investment Research Advisors | 211k | $25M | 2% | Sep 2021 | ||
| Wells Fargo & Company | 179k | $21M | 2% | Sep 2021 | ||
| Great Valley Advisor Group | 151k | $18M | 57% | Sep 2021 | ||
| Bristlecone Advisors | 149k | $9.9M | 85% | Dec 2021 | ||
| IAG Wealth Partners | 142k | $17M | 6% | Sep 2021 | ||
| Traverso Chambers Private Wealth Management | 137k | $9.0M | 101% | Dec 2021 | ||
| Baird Financial | 126k | $15M | 24% | Sep 2021 | ||
| Raymond James & Associates | 116k | $14M | 3% | Sep 2021 | ||
| Koshinski Asset Management | 114k | $7.5M | 82% | Dec 2021 | ||
| ShoreHaven Wealth Partners | 111k | $13M | 2% | Sep 2021 | ||
| CX Institutional | 110k | $7.3M | 102% | Dec 2021 | ||
| Graves-Light Private Wealth Management | 102k | $12M | -1% | Sep 2021 | ||
| Steward Partners Investment Advisory | 101k | $12M | 100% | Sep 2021 | ||
| Comerica Securities | 97k | $12M | 2% | Sep 2021 | ||
| Tobias Financial Advisors | 95k | $11M | 11% | Sep 2021 | ||
| Advisor Group Holdings | 94k | $11M | -2% | Sep 2021 | ||
| HighTower Advisors | 83k | $10M | -11% | Sep 2021 | ||
| Lake Street Financial | 83k | $9.9M | 17% | Sep 2021 | ||
| Stratos Wealth Advisors | 83k | $5.5M | 107% | Dec 2021 | ||
| Sarasin & Partners | 81k | $5.4M | 100% | Dec 2021 | ||
| Kestra Advisory Services | 79k | $9.4M | 5% | Sep 2021 | ||
| Meridian Financial Partners | 73k | $8.8M | 3% | Sep 2021 | ||
| Monticello Wealth Management | 73k | $8.7M | -15% | Sep 2021 | ||
| Financial Network Investment Corporation | 72k | $8.6M | 8% | Sep 2021 | ||
| Key FInancial | 69k | $4.5M | 99% | Dec 2021 | ||
| Bsc Private Wealth Management | 68k | $8.1M | -3% | Sep 2021 | ||
| Bank of New York Mellon | 56k | $6.7M | 56% | Sep 2021 | ||
| D.A. Davidson & Co. | 55k | $6.6M | 6% | Sep 2021 | ||
| Moller Financial Services | 55k | $6.5M | -1% | Sep 2021 | ||
| Captrust Financial Advisors | 54k | $6.5M | -3% | Sep 2021 | ||
| Advisors Preferred | 54k | $6.5M | 115% | Sep 2021 | ||
| Assetmark | 50k | $5.9M | -6% | Sep 2021 | ||
| Nadler Financial | 47k | $3.1M | 100% | Dec 2021 | ||
| First Republic Investment Management | 47k | $5.6M | -2% | Sep 2021 | ||
| Susquehanna International | 45k | $5.4M | 13% | Sep 2021 | ||
| Private Advisor | 44k | $5.2M | 65% | Sep 2021 | ||
| Strategic Family Wealth Counselors | 37k | $4.3M | 7% | Sep 2021 | ||
| Stifel Financial | 36k | $4.3M | 11% | Sep 2021 | ||
| Linscomb & Williams | 35k | $4.1M | 0% | Sep 2021 | ||
| Procyon Private Wealth Partners | 35k | $2.3M | 61% | Dec 2021 | ||
| Sigma Planning | 31k | $3.7M | 0% | Sep 2021 | ||
| Mission Wealth Management | 29k | $3.4M | 0% | Sep 2021 | ||
| A.N. Culbertson & Company | 29k | $1.9M | 100% | Dec 2021 | ||
| Janney Montgomery Scott | 27k | $3.2M | 0% | Sep 2021 | ||
| Citadel Advisors | 26k | $3.1M | 10% | Sep 2021 | ||
| Kovack Advisors | 26k | $1.7M | 97% | Dec 2021 | ||
| Thrivent Financial for Lutherans | 25k | $3.0M | -3% | Sep 2021 | ||
| Circle Wealth Management | 25k | $3.0M | 0% | Sep 2021 | ||
| Berger Financial Group | 25k | $3.0M | 1% | Sep 2021 | ||
| Coldstream Capital Management | 25k | $3.0M | -3% | Sep 2021 | ||
| Allen Capital Group | 23k | $2.8M | 12% | Sep 2021 | ||
| Cresset Asset Management | 22k | $2.6M | -13% | Sep 2021 | ||
| Equitable Holdings | 21k | $2.5M | 5% | Sep 2021 | ||
| Ausdal Financial Partners | 21k | $2.4M | 2% | Sep 2021 | ||
| EP Wealth Advisors | 20k | $2.3M | -23% | Sep 2021 | ||
| Branch Banking & Trust Company | 20k | $2.3M | 0% | Sep 2021 | ||
| Beacon Financial | 19k | $1.3M | 100% | Dec 2021 | ||
| Spire Wealth Management | 19k | $1.3M | 1668% | Dec 2021 | ||
| Cetera Investment Advisers | 18k | $2.2M | -58% | Sep 2021 | ||
| Valeo Financial Advisors | 17k | $1.1M | 100% | Dec 2021 | ||
| Mml Investors Services | 16k | $1.9M | -3% | Sep 2021 | ||
| Keybank National Association | 16k | $1.9M | 1% | Sep 2021 | ||
| Newbridge Financial Services Group | 15k | $1.0M | 99% | Dec 2021 | ||
| Atria Investments | 15k | $1.8M | 0% | Sep 2021 | ||
| HPM Partners | 15k | $1.7M | 1% | Sep 2021 | ||
| H D Vest Advisory Services | 14k | $1.7M | -7% | Sep 2021 | ||
| Insight Advisors, LLC/ PA | 14k | $1.8M | -31% | Sep 2021 | ||
| Lido Advisors | 14k | $1.6M | 100% | Sep 2021 | ||
| Kmg Fiduciary Partners | 13k | $878k | 104% | Dec 2021 | ||
| Chicago Partners Investment | 13k | $1.6M | 5% | Sep 2021 | ||
| Multi-Financial Securities | 12k | $1.4M | 3% | Sep 2021 | ||
| Wedbush Morgan Securities | 11k | $733k | 100% | Dec 2021 | ||
| Garrett Wealth Advisory Group | 11k | $1.3M | -4% | Sep 2021 | ||
| Mariner Wealth Advisors | 11k | $1.3M | -4% | Sep 2021 | ||
| Northwestern Mutual Wealth Management Company | 11k | $1.3M | 10% | Sep 2021 | ||
| Noesis Capital Management Corp. | 10k | $1.2M | 0% | Sep 2021 | ||
| WealthBridge Capital Management | 10k | $1.2M | -4% | Sep 2021 | ||
| Parallel Advisors | 9.7k | $1.2M | -3% | Sep 2021 | ||
| Evergreen Capital Management | 9.2k | $1.1M | 1% | Sep 2021 | ||
| GM Advisory | 9.0k | $1.1M | 0% | Sep 2021 | ||
| Colony Group | 8.8k | $1.1M | 0% | Sep 2021 | ||
| Platform Technology Partners | 8.5k | $1.0M | 0% | Sep 2021 | ||
| Vestor Capital Corp | 8.0k | $957k | 0% | Sep 2021 | ||
| Us Bancorp | 7.8k | $932k | -2% | Sep 2021 | ||
| Dorsey & Whitney Trust Company | 7.3k | $866k | -7% | Sep 2021 | ||
| PFG Financial Advisors | 7.2k | $854k | -47% | Sep 2021 | ||
| Minot Wealth Management | 7.0k | $832k | 100% | Sep 2021 | ||
| Tower Research Capital | 6.8k | $803k | 40035% | Sep 2021 | ||
| Brown Advisory Holdings Incorporated | 6.7k | $797k | -21% | Sep 2021 | ||
| Advisory Research | 6.7k | $794k | 0% | Sep 2021 | ||
| Whittier Trust Co. of Nevada | 6.6k | $435k | 100% | Dec 2021 | ||
| Pineno Levin & Ford Asset Management | 6.5k | $777k | -8% | Sep 2021 | ||
| Belpointe Asset Management | 6.3k | $749k | 1% | Sep 2021 | ||
| Well Done | 6.2k | $743k | 0% | Sep 2021 | ||
| Stock Yards Trust Company | 6.2k | $411k | 100% | Dec 2021 | ||
| Certified Advisory Corp | 5.9k | $703k | -36% | Sep 2021 | ||
| Grant Street Asset Management | 5.9k | $700k | 363% | Sep 2021 | ||
| Staley Capital Advisers | 5.8k | $690k | 0% | Sep 2021 | ||
| Geneos Wealth Management | 5.5k | $665k | 1% | Sep 2021 | ||
| Tranquility Partners | 5.3k | $635k | -8% | Sep 2021 | ||
| Courier Capital Corp | 5.3k | $351k | 100% | Dec 2021 | ||
| IFG Advisory | 5.2k | $618k | 0% | Sep 2021 | ||
| Reynders McVeigh Capital Management | 5.0k | $596k | 0% | Sep 2021 | ||
| First Heartland Consultants | 5.0k | $593k | 0% | Sep 2021 | ||
| Wedmont Private Capital | 4.9k | $324k | 100% | Dec 2021 | ||
| Jane Street | 4.9k | $580k | 100% | Sep 2021 | ||
| Wealth Enhancement Advisory Services | 4.6k | $581k | 21% | Sep 2021 | ||
| Wunderlich Securities | 4.6k | $551k | 8% | Sep 2021 | ||
| Adviser Investments | 4.6k | $550k | 0% | Sep 2021 | ||
| GRT Capital Partners | 4.5k | $533k | 0% | Sep 2021 | ||
| Rsm Us Wealth Management | 4.3k | $507k | -18% | Sep 2021 | ||
| Benedict Financial Advisors | 4.2k | $503k | -7% | Sep 2021 | ||
| HBK Sorce Advisory | 4.2k | $499k | 0% | Sep 2021 | ||
| Capital Investment Advisors | 4.1k | $272k | 100% | Dec 2021 | ||
| United Capital Financial Advisers | 4.0k | $481k | 0% | Sep 2021 | ||
| Capital Advisors Wealth Management | 4.0k | $473k | 2% | Sep 2021 | ||
| Lincoln National | 3.9k | $473k | 100% | Sep 2021 | ||
| William Blair $ Company | 3.9k | $463k | 0% | Sep 2021 | ||
| Fusion Capital | 3.9k | $256k | 100% | Dec 2021 | ||
| Northern Capital Management | 3.9k | $255k | 100% | Dec 2021 | ||
| Cozad Asset Management | 3.8k | $456k | 0% | Sep 2021 | ||
| Rockefeller Capital Management | 3.8k | $455k | 198% | Sep 2021 | ||
| IHT Wealth Management | 3.7k | $441k | 100% | Sep 2021 | ||
| Northern Trust | 3.7k | $437k | 0% | Sep 2021 | ||
| Financial Advocates Investment Management | 3.6k | $434k | 3% | Sep 2021 | ||
| Carlson Capital Management | 3.5k | $232k | 100% | Dec 2021 | ||
| Spinnaker Trust | 3.5k | $419k | 3% | Sep 2021 | ||
| Qube Research & Technologies | 3.5k | $418k | 25% | Sep 2021 | ||
| RegentAtlantic Capital | 3.5k | $414k | 32% | Sep 2021 | ||
| Founders Financial Alliance | 3.5k | $411k | 39% | Sep 2021 | ||
| FineMark National Bank & Trust | 3.4k | $408k | 0% | Sep 2021 | ||
| Vista Wealth Management Group | 3.4k | $223k | 100% | Dec 2021 | ||
| Kelman-Lazarov | 3.4k | $400k | 0% | Sep 2021 | ||
| SignalPoint Asset Management | 3.3k | $399k | -9% | Sep 2021 | ||
| Grandview Asset Management | 3.3k | $398k | 100% | Sep 2021 | ||
| FMR | 3.2k | $387k | 3% | Sep 2021 | ||
| One Capital Management | 3.2k | $378k | -9% | Sep 2021 | ||
| Oppenheimer & Co | 3.2k | $377k | -55% | Sep 2021 | ||
| Buckingham Asset Management | 3.1k | $373k | -8% | Sep 2021 | ||
| Fifth Third Securities | 2.8k | $338k | -56% | Sep 2021 | ||
| We Are One Seven | 2.6k | $330k | -33% | Sep 2021 | ||
| Barclays | 1.4k | $166k | -57% | Sep 2021 | ||
| Optimum Investment Advisors | 676.00 | $81k | -79% | Sep 2021 | ||
| Liberty Wealth Management | 205.00 | $24k | -99% | Sep 2021 | ||
Who sold out of WisdomTree LargeCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| J.w. Cole Advisors | Jun 2021 | 56k | $6.7M |
| Sequoia Financial Advisors | Jun 2021 | 3.4k | $410k |
| Advisor Resource Council | Jun 2021 | 3.3k | $394k |