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 | 2.2M | $240M | -1% | Dec 2020 | ||
| Morgan Stanley | 1.3M | $143M | -3% | Dec 2020 | ||
| Bank of America Corporation | 1.0M | $111M | 0% | Dec 2020 | ||
| GW & Wade | 724k | $78M | 4% | Dec 2020 | ||
| LPL Financial | 651k | $70M | 13% | Dec 2020 | ||
| Creative Planning | 560k | $64M | 6% | Mar 2021 | ||
| Ameriprise Financial | 481k | $52M | 29% | Dec 2020 | ||
| UBS Group | 448k | $48M | 0% | Dec 2020 | ||
| Evercore Wealth Management | 448k | $48M | 0% | Dec 2020 | ||
| Raymond James Financial Services Advisors | 386k | $42M | -24% | Dec 2020 | ||
| Commonwealth Equity Services | 295k | $32M | 4% | Dec 2020 | ||
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| Stratos Wealth Partners | 276k | $32M | -8% | Mar 2021 | ||
| Wilbanks Smith & Thomas Asset Management | 257k | $28M | -1% | Dec 2020 | ||
| Envestnet Asset Management | 252k | $27M | 11% | Dec 2020 | ||
| Bank of New York Mellon | 230k | $25M | 333% | Dec 2020 | ||
| Cambridge Investment Research Advisors | 188k | $20M | 1% | Dec 2020 | ||
| Wells Fargo & Company | 183k | $20M | -1% | Dec 2020 | ||
| Frank. Day | 162k | $17M | 0% | Dec 2020 | ||
| Goldman Sachs Group | 153k | $17M | -13% | Dec 2020 | ||
| Susquehanna International | 140k | $15M | 262% | Dec 2020 | ||
| IAG Wealth Partners | 131k | $15M | 5% | Mar 2021 | ||
| Royal Bank of Canada | 124k | $13M | 4% | Dec 2020 | ||
| Raymond James & Associates | 114k | $12M | -3% | Dec 2020 | ||
| Graves-Light Private Wealth Management | 105k | $12M | -2% | Mar 2021 | ||
| Jpmorgan Chase & Co | 103k | $17M | 8% | Dec 2020 | ||
| Kestra Advisory Services | 95k | $10M | 191% | Dec 2020 | ||
| ShoreHaven Wealth Partners | 91k | $9.8M | 100% | Dec 2020 | ||
| Baird Financial | 86k | $9.3M | 9% | Dec 2020 | ||
| Monticello Wealth Management | 83k | $9.6M | -7% | Mar 2021 | ||
| Advisors Preferred | 81k | $8.5M | 100% | Dec 2020 | ||
| Bristlecone Advisors | 76k | $8.8M | 3% | Mar 2021 | ||
| Tobias Financial Advisors | 75k | $8.1M | 2% | Dec 2020 | ||
| Advisor Group Holdings | 72k | $7.8M | 14% | Dec 2020 | ||
| Bsc Private Wealth Management | 70k | $8.1M | -7% | Mar 2021 | ||
| Great Valley Advisor Group | 70k | $8.0M | 168% | Mar 2021 | ||
| Meridian Financial Partners | 69k | $8.1M | 2% | Mar 2021 | ||
| Traverso Chambers Private Wealth Management | 67k | $7.7M | 0% | Mar 2021 | ||
| Assetmark | 62k | $6.7M | -3% | Dec 2020 | ||
| H D Vest Advisory Services | 61k | $6.5M | -35% | Dec 2020 | ||
| Koshinski Asset Management | 60k | $6.5M | 3% | Dec 2020 | ||
| Moller Financial Services | 56k | $6.4M | 6% | Mar 2021 | ||
| CX Institutional | 56k | $6.4M | -28% | Mar 2021 | ||
| Lake Street Financial | 56k | $6.4M | 7% | Mar 2021 | ||
| J.w. Cole Advisors | 55k | $6.3M | 2% | Mar 2021 | ||
| D.A. Davidson & Co. | 54k | $5.8M | -2% | Dec 2020 | ||
| First Republic Investment Management | 54k | $5.8M | -7% | Dec 2020 | ||
| Sawtooth Asset Management | 51k | $5.4M | 100% | Dec 2020 | ||
| Sarasin & Partners | 44k | $5.1M | -1% | Mar 2021 | ||
| Financial Network Investment Corporation | 42k | $4.5M | 0% | Dec 2020 | ||
| Linscomb & Williams | 38k | $4.1M | -1% | Dec 2020 | ||
| Stratos Wealth Advisors | 37k | $4.2M | 3% | Mar 2021 | ||
| Mission Wealth Management | 36k | $3.9M | -9% | Dec 2020 | ||
| Key FInancial | 33k | $3.8M | 29% | Mar 2021 | ||
| Strategic Family Wealth Counselors | 31k | $3.3M | 0% | Dec 2020 | ||
| Cresset Asset Management | 31k | $3.3M | 1% | Dec 2020 | ||
| Circle Wealth Management | 31k | $3.3M | -27% | Dec 2020 | ||
| Treybourne Wealth Planners | 29k | $3.1M | 100% | Dec 2020 | ||
| Janney Montgomery Scott | 28k | $3.2M | 2% | Mar 2021 | ||
| EP Wealth Advisors | 28k | $3.0M | -1% | Dec 2020 | ||
| Comerica Securities | 27k | $2.9M | 1% | Dec 2020 | ||
| Multi-Financial Securities | 27k | $2.9M | 1% | Dec 2020 | ||
| Berger Financial Group | 26k | $2.8M | 100% | Dec 2020 | ||
| Paracle Advisors | 26k | $2.8M | 0% | Dec 2020 | ||
| Nadler Financial | 25k | $2.8M | -3% | Mar 2021 | ||
| Private Wealth Advisors | 25k | $2.6M | 27% | Dec 2020 | ||
| Private Advisor | 24k | $2.8M | 40% | Mar 2021 | ||
| Insight Advisors, LLC/ PA | 24k | $2.6M | 100% | Dec 2020 | ||
| Stifel Financial | 23k | $2.5M | 31% | Dec 2020 | ||
| M^T Bank Corporation | 23k | $2.4M | 1% | Dec 2020 | ||
| Thrivent Financial for Lutherans | 22k | $2.3M | 24% | Dec 2020 | ||
| Sigma Planning | 21k | $2.2M | 74% | Dec 2020 | ||
| Branch Banking & Trust Company | 20k | $2.1M | 3% | Dec 2020 | ||
| Financial Advocates Investment Management | 20k | $2.1M | -5% | Dec 2020 | ||
| Allen Capital Group | 19k | $2.2M | 6% | Mar 2021 | ||
| Procyon Private Wealth Partners | 19k | $2.2M | 6% | Mar 2021 | ||
| Voya Financial Advisors | 18k | $1.9M | 20% | Dec 2020 | ||
| Equitable Holdings | 17k | $1.8M | 5% | Dec 2020 | ||
| HPM Partners | 14k | $1.5M | 1% | Dec 2020 | ||
| A.N. Culbertson & Company | 14k | $1.6M | 0% | Mar 2021 | ||
| Keybank National Association | 14k | $1.5M | 0% | Dec 2020 | ||
| Ausdal Financial Partners | 14k | $1.5M | 16% | Dec 2020 | ||
| Advisory Research | 14k | $1.5M | 98% | Dec 2020 | ||
| Atria Investments | 13k | $1.4M | 100% | Dec 2020 | ||
| Kovack Advisors | 13k | $1.4M | 0% | Dec 2020 | ||
| PFG Financial Advisors | 13k | $1.4M | 70% | Dec 2020 | ||
| Chicago Partners Investment | 12k | $1.5M | -11% | Mar 2021 | ||
| Captrust Financial Advisors | 11k | $1.2M | 57% | Dec 2020 | ||
| Citigroup | 11k | $1.2M | 6% | Dec 2020 | ||
| Garrett Wealth Advisory Group | 11k | $1.3M | -8% | Mar 2021 | ||
| GM Advisory | 11k | $1.1M | 2% | Dec 2020 | ||
| Brown Advisory Holdings Incorporated | 10k | $1.1M | 1% | Dec 2020 | ||
| WealthBridge Capital Management | 10k | $1.1M | 0% | Dec 2020 | ||
| Noesis Capital Management Corp. | 10k | $1.1M | 0% | Dec 2020 | ||
| Parallel Advisors | 10k | $1.1M | 0% | Mar 2021 | ||
| Northwestern Mutual Wealth Management Company | 10k | $1.1M | -7% | Dec 2020 | ||
| Staley Capital Advisers | 9.8k | $1.1M | 0% | Dec 2020 | ||
| Beacon Financial | 9.6k | $1.1M | 0% | Dec 2020 | ||
| Mml Investors Services | 9.3k | $1.0M | 0% | Dec 2020 | ||
| Platform Technology Partners | 9.3k | $995k | -1% | Dec 2020 | ||
| Evergreen Capital Management | 9.0k | $970k | 1% | Dec 2020 | ||
| Colony Group | 9.0k | $970k | 0% | Dec 2020 | ||
| Valeo Financial Advisors | 8.3k | $953k | -28% | Mar 2021 | ||
| Vestor Capital Corp | 8.2k | $883k | 0% | Dec 2020 | ||
| Us Bancorp | 7.8k | $900k | 3% | Mar 2021 | ||
| Pineno Levin & Ford Asset Management | 7.1k | $814k | -1% | Mar 2021 | ||
| William Blair $ Company | 7.0k | $753k | -8% | Dec 2020 | ||
| Reynders McVeigh Capital Management | 7.0k | $752k | 0% | Dec 2020 | ||
| IFG Advisory | 6.7k | $768k | 2% | Mar 2021 | ||
| United Capital Financial Advisers | 6.5k | $697k | -80% | Dec 2020 | ||
| Kmg Fiduciary Partners | 6.4k | $733k | 2% | Mar 2021 | ||
| Belpointe Asset Management | 6.3k | $674k | -5% | Dec 2020 | ||
| Well Done | 6.2k | $715k | 0% | Mar 2021 | ||
| Grant Street Asset Management | 5.9k | $631k | 0% | Dec 2020 | ||
| Tranquility Partners | 5.8k | $662k | 0% | Mar 2021 | ||
| Wedbush Morgan Securities | 5.5k | $636k | 4% | Mar 2021 | ||
| Atlantic Trust | 5.5k | $587k | 100% | Dec 2020 | ||
| Rsm Us Wealth Management | 5.2k | $596k | 0% | Mar 2021 | ||
| First Heartland Consultants | 5.0k | $534k | -11% | Dec 2020 | ||
| Eqis Capital Management | 4.7k | $510k | -16% | Dec 2020 | ||
| Adviser Investments | 4.6k | $495k | 0% | Dec 2020 | ||
| Rollins Financial | 4.6k | $493k | 100% | Dec 2020 | ||
| GRT Capital Partners | 4.4k | $477k | 0% | Dec 2020 | ||
| One Capital Management | 4.4k | $469k | -19% | Dec 2020 | ||
| Oppenheimer & Co | 4.3k | $461k | 1% | Dec 2020 | ||
| HBK Sorce Advisory | 4.2k | $452k | 0% | Dec 2020 | ||
| Nicolet Advisory Services | 4.1k | $443k | 0% | Dec 2020 | ||
| SignalPoint Asset Management | 4.1k | $441k | -5% | Dec 2020 | ||
| Cambridge Trust Company | 4.0k | $425k | 0% | Dec 2020 | ||
| Cozad Asset Management | 3.8k | $438k | 0% | Mar 2021 | ||
| Renaissance Technologies | 3.8k | $409k | 100% | Dec 2020 | ||
| Northern Capital Management | 3.7k | $397k | 100% | Dec 2020 | ||
| Spinnaker Trust | 3.6k | $410k | -8% | Mar 2021 | ||
| First Commonwealth Financial Corporation | 3.5k | $382k | 0% | Dec 2020 | ||
| Kelman-Lazarov | 3.5k | $372k | 0% | Dec 2020 | ||
| FineMark National Bank & Trust | 3.4k | $368k | 0% | Dec 2020 | ||
| Buckingham Asset Management | 3.4k | $391k | -4% | Mar 2021 | ||
| Burns Wealth Management | 3.4k | $362k | -4% | Dec 2020 | ||
| Optimum Investment Advisors | 3.3k | $383k | 0% | Mar 2021 | ||
| Whittier Trust Co. of Nevada | 3.3k | $377k | 0% | Mar 2021 | ||
| Element Wealth | 3.1k | $330k | -15% | Dec 2020 | ||
| Madison Wealth Management | 3.1k | $329k | 0% | Dec 2020 | ||
| Willow Creek Wealth Management | 3.1k | $328k | -5% | Dec 2020 | ||
| Financial Counselors | 2.9k | $334k | -4% | Mar 2021 | ||
| LS Investment Advisors | 2.9k | $312k | 0% | Dec 2020 | ||
| Capital Advisors Wealth Management | 2.9k | $330k | 100% | Mar 2021 | ||
| Tiemann Investment Advisors | 2.9k | $307k | 100% | Dec 2020 | ||
| Moisand Fitzgerald Tamayo | 2.8k | $304k | 0% | Dec 2020 | ||
| Brighton Jones | 2.7k | $288k | -13% | Dec 2020 | ||
| Courier Capital Corp | 2.7k | $305k | 0% | Mar 2021 | ||
| PBWM Holdings | 2.5k | $286k | -13% | Mar 2021 | ||
| MTM Investment Management | 2.5k | $281k | -17% | Mar 2021 | ||
| PSI Advisors | 2.3k | $243k | -27% | Dec 2020 | ||
| Tower Research Capital | 17.00 | $2.0k | -100% | Dec 2020 | ||
Who sold out of WisdomTree LargeCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Steward Partners Investment Advisory | Sep 2020 | 108k | $11M |
| AE Wealth Management | Dec 2020 | 55k | $6.0M |
| VisionPoint Advisory Group | Sep 2020 | 34k | $3.3M |
| HighTower Advisors | Sep 2020 | 18k | $1.8M |
| Wunderlich Securities | Sep 2020 | 4.4k | $431k |
| Peninsula Wealth | Sep 2020 | 3.2k | $309k |