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Get Institutions for : 
WisdomTree LargeCap Dividend Fund (DLN)  
$70.09 0.03 (0.04%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 356    2
Total shares held : 
 35,650,699  
% of shares held : 
 15.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -37  
Amount of shares held : 
 -4,598,474  
% of shares held change : 
   -1.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $61.03  
Last Quarter's Ending Price : 
 $66.38  
Last Quarter's Average Price : 
 $62.83  
Change from last quarter's     
avg. price to the last closing  : 
7.26 (11.55%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 221,354
 0.62%
 
Increased Positions :
92
 1,070,886
 3%
 
Unchanged Positions :
118
 1,033,407
 2.9%
 
Decreased Positions :
127
-1,410,640
-3.96%
 
Closed Positions :
21
-4,480,074
-12.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 144 - 2023-12-31 3,271,872 $217,187,000 266,964
   MORGAN STANLEY 813 - 2023-12-31 2,767,005 $183,674,000 79,654
   WADE G W & INC 3 - 2023-12-31 2,094,288 $139,019,000 10,350
   GREAT VALLEY ADVISOR GROUP INC. 8 - 2023-12-31 727,535 $48,294,000 20,005
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 16 - 2023-12-31 673,519 $44,708,000 22,961
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 128 - 2024-03-31 530,411 $38,290,000 14,330
   ROYAL BANK OF CANADA 811 - 2023-12-31 555,460 $36,872,000 11,583
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 336 - 2024-03-31 490,261 $35,392,000 3,499
   WELLS FARGO & CO/MN 884 - 2023-12-31 440,494 $29,240,000 34,602
   IAG Wealth Partners LLC 3 - 2024-03-31 389,773 $28,138,000 6,512
   J P MORGAN CHASE & CO 1501 - 2023-12-31 345,044 $22,904,000 100,474
   M HOLDINGS SECURITIES, INC. 8 - 2023-12-31 339,383 $22,528,000 13,233
   Rockefeller Capital Management L.P. 268 - 2023-12-31 335,904 $22,297,000 18,534
   Baird Financial Group Inc. 303 - 2023-12-31 324,023 $21,509,000 9,926
   Traverso Chambers Private Wealth Management LLC 8 - 2023-12-31 254,800 $16,914,000 5,290
   FINANCIAL NETWORK 226 - 2023-12-31 250,191 $16,608,000 5,092
   Bristlecone Advisors LLC 17 - 2024-03-31 224,351 $16,196,000 15,510
   FIDELIS iM LLC 8 - 2024-03-31 171,898 $12,409,000 2,240
   IFG Advisory LLC 17 - 2023-12-31 162,076 $10,759,000 1,754
   MULTIFINANCIAL SECURITIES CORP 154 - 2023-12-31 146,298 $9,711,000 2,995
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 428 - 2023-12-31 123,551 $8,201,000 55,297
   Koshinski Asset Management Inc. 11 - 2023-12-31 113,709 $7,548,000 51,484
   CX Institutional 70 - 2024-03-31 102,500 $7,400,000 24,110
   Stratos Wealth Advisors LLC 56 - 2024-03-31 102,435 $7,395,000 2,472
   AE Wealth Management LLC 491 - 2023-12-31 101,559 $6,848,000 101,559
   STIFEL FINANCIAL CORP 978 - 2023-12-31 95,911 $6,366,000 1,949
   RFG Advisory Group LLC 83 - 2024-03-31 87,728 $6,333,000 75,080
   Strategic Family Wealth Counselors L.L.C. 17 - 2023-12-31 87,102 $5,782,000 2,379
   Key Financial Inc 11 - 2023-12-31 85,864 $5,700,000 5,904
   Atria Wealth Solutions Inc. 275 - 2023-12-31 85,019 $5,644,000 1,399
   BB&T CORP 887 - 2023-12-31 68,760 $4,564,000 382
   Equitable Holdings Inc. 241 - 2023-12-31 67,186 $4,460,000 2,920
   KESTRA PRIVATE WEALTH SERVICES LLC 219 - 2023-12-31 60,467 $4,014,000 4,280
   COMERICA BANK 818 - 2023-12-31 58,662 $3,894,000 1,465
   Cresset Asset Management LLC 428 - 2023-12-31 45,171 $2,998,000 210
   Berger Financial Group Inc 99 - 2024-03-31 37,152 $2,682,000 583
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 78 - 2024-03-31 33,705 $2,419,000 535
   Gladstone Institutional Advisory LLC 190 - 2023-12-31 35,698 $2,370,000 9,309
   HPM Partners LLC - 2023-12-31 35,622 $2,364,000 35,622
   CRA Financial Services LLC 37 - 2024-03-31 30,763 $2,221,000 16
   KEYBANK NATIONAL ASSOCIATION/OH 390 - 2023-12-31 32,664 $2,168,000 3,024
   FLOW TRADERS U.S. LLC 238 - 2023-12-31 26,320 $1,747,000 3,522
   Heritage Wealth Management Inc./Texas 13 - 2024-03-31 23,635 $1,706,000 429
   BEACON FINANCIAL GROUP 126 - 2023-12-31 23,606 $1,567,000 4,346
   Avant Capital LLC 20 - 2023-09-30 24,386 $1,500,000 1,516
   ATRIA INVESTMENTS LLC 729 - 2023-12-31 21,953 $1,457,000 16
   Team Financial Group LLC 16 - 2023-12-31 21,643 $1,437,000 1,309
   RENAISSANCE TECHNOLOGIES LLC 2205 - 2023-12-31 20,500 $1,361,000 6,400
   FMR LLC 2247 - 2023-12-31 19,576 $1,299,000 450
   WealthBridge Capital Management LLC 46 - 2023-12-31 19,362 $1,285,000 282
   KCM INVESTMENT ADVISORS LLC 190 - 2023-12-31 18,984 $1,260,000 138
   KMG FIDUCIARY PARTNERS LLC 139 - 2024-03-31 14,686 $1,060,000 61
   GYL Financial Synergies LLC 184 - 2023-12-31 14,269 $947,000 2,346
   RSM US WEALTH MANAGEMENT LLC 283 - 2023-12-31 13,727 $911,000 5,386
   Collaborative Wealth Managment Inc. 57 - 2023-12-31 12,728 $845,000 172
   PFG Investments LLC 416 - 2024-03-31 9,992 $721,000 44
   626 Financial LLC 46 - 2024-03-31 9,858 $712,000 23
   BLAIR WILLIAM & CO/IL 987 - 2023-12-31 9,966 $662,000 700
   PRUDENTIAL FINANCIAL INC 2026 - 2023-12-31 9,696 $644,000 993
   NATIONAL ASSET MANAGEMENT, INC. 701 - 2023-12-31 9,517 $632,000 281
   ADAMSBROWN WEALTH CONSULTANTS LLC 33 - 2023-12-31 9,502 $631,000 14
   Capital Advisors Wealth Management LLC 76 - 2024-03-31 8,507 $614,000 23
   Moloney Securities Asset Management LLC 227 - 2023-12-31 8,594 $570,000 1,738
   M&T BANK CORP 1085 - 2023-12-31 8,401 $558,000 657
   Dynamic Advisors Solutions LLC 588 - 2024-03-31 7,269 $525,000 508
   BUCKINGHAM ASSET MANAGEMENT, LLC 429 - 2023-12-31 7,896 $524,000 1,435
   Grandview Asset Management LLC 69 - 2024-03-31 7,203 $520,000 55
   Founders Financial Alliance LLC 109 - 2023-12-31 7,540 $501,000 4
   Western Wealth Management LLC 437 - 2023-12-31 6,981 $463,000 1,740
   Powers Advisory Group LLC 61 - 2024-03-31 6,198 $447,000 27
   Bickling Financial Services Inc. 68 - 2022-12-31 6,698 $415,000 39
   ASSOCIATED BANC-CORP 241 - 2023-12-31 6,110 $406,000 4
   Mutual Advisors LLC 740 - 2023-12-31 5,555 $369,000 6
   BRIGHTON JONES LLC 405 - 2023-12-31 5,317 $353,000 1,661
   DAYMARK WEALTH PARTNERS LLC 359 - 2024-03-31 3,820 $276,000 756
   We Are One Seven LLC 796 - 2023-12-31 3,374 $224,000 7
   SHEETS SMITH & ASSOCIATES INC 296 - 2023-09-30 3,573 $220,000 2
   LINCOLN NATIONAL CORP 1008 - 2023-12-31 3,212 $213,000 3,212
   BIRCH HILL INVESTMENT ADVISORS LLC 157 - 2023-12-31 3,200 $212,000 3,200
   Capital Analysts Inc. 413 - 2023-12-31 3,152 $209,000 23
   HARBOUR INVESTMENTS INC. 858 - 2023-12-31 2,943 $195,000 345
   FinTrust Capital Advisors LLC 276 - 2023-12-31 2,900 $193,000 709
   NBC SECURITIES INC. 772 - 2024-03-31 2,609 $188,000 24
   CWM LLC 1646 - 2024-03-31 2,052 $148,000 528
   BENJAMIN F. EDWARDS & COMPANY INC. 1115 - 2023-12-31 1,191 $79,000 3
   Fortis Group Advisors LLC 159 - 2023-12-31 1,000 $66,000 500
   Farmers & Merchants Trust Co of Chambersburg PA 181 - 2024-03-31 880 $64,000 880
   JNBA FINANCIAL ADVISORS 317 - 2024-03-31 560 $40,000 76
   FIFTH THIRD BANCORP 1497 - 2024-03-31 470 $34,000 210
   Hartland & Co. LLC 880 - 2023-12-31 408 $27,000 3
   Capital Investment Advisory Services LLC 764 - 2024-03-31 236 $17,000 24
   Legend Financial Advisors Inc. 142 - 2024-03-31 125 $9,000 83
   Riverview Trust Co 632 - 2024-03-31 44 $3,000 44
  93 Records found
  1    
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