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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
   MISSION WEALTH MANAGEMENT LLC 116 - 2023-12-31 40,417 $2,683,000 0
   Integrys Wealth Advisors LLC 45 - 2024-03-31 19,652 $1,419,000 0
   Valeo Financial Advisors LLC 211 - 2024-03-31 16,699 $1,170,000 0
   Platform Technology Partners 66 - 2023-12-31 16,996 $1,163,000 0
   Alta Wealth Advisors LLC 40 - 2023-12-31 17,420 $1,156,000 0
   HB Wealth Management LLC 299 - 2023-12-31 17,352 $1,152,000 0
   DORSEY & WHITNEY TRUST CO LLC 217 - 2023-12-31 14,404 $956,000 0
   CORA CAPITAL ADVISORS LLC 45 - 2024-03-31 10,694 $772,000 0
   WEDBUSH MORGAN SECURITIES INC 416 - 2023-12-31 11,092 $736,000 0
   NORTHERN TRUST CORP 3422 - 2023-12-31 10,776 $715,000 0
   Hilltop Partners LLC 52 - 2023-12-31 10,686 $709,000 0
   NOESIS CAPITAL MANGEMENT CORP 57 - 2023-12-31 10,000 $664,000 0
   Adviser Investments LLC 352 - 2023-12-31 9,218 $612,000 0
   Well Done LLC 104 - 2024-03-31 8,364 $604,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 322 - 2023-12-31 9,055 $601,000 0
   OPTIONS SOLUTIONS LLC 47 - 2023-12-31 9,000 $597,000 0
   BENEDICT FINANCIAL ADVISORS INC 105 - 2024-03-31 8,181 $591,000 0
   WETHERBY ASSET MANAGEMENT INC 499 - 2023-12-31 8,850 $587,000 0
   HBK SORCE ADVISORY LLC - 2023-12-31 8,212 $545,000 0
   HAVERFORD TRUST CO 266 - 2023-12-31 7,802 $518,000 0
   COZAD ASSET MANAGEMENT INC 253 - 2023-12-31 7,520 $499,000 0
   STOCK YARDS BANK & TRUST CO 282 - 2023-12-31 7,170 $476,000 0
   REDMONT WEALTH ADVISORS LLC 42 - 2024-03-31 6,461 $466,000 0
   Manhattan West Asset Management LLC 99 - 2023-12-31 6,718 $446,000 0
   Fiduciary Group LLC 183 - 2023-12-31 6,606 $439,000 0
   WHITTIER TRUST CO OF NEVADA INC 360 - 2023-12-31 6,580 $437,000 0
   REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC 140 - 2023-12-31 6,500 $431,000 0
   Kelman-Lazarov Inc. 74 - 2023-12-31 6,178 $410,000 0
   Moisand Fitzgerald Tamayo LLC 75 - 2024-03-31 5,664 $409,000 0
   Willow Creek Wealth Management Inc. 91 - 2023-12-31 6,110 $406,000 0
   Summit Trail Advisors LLC 387 - 2024-03-31 5,500 $397,000 0
   Cornerstone Wealth Management LLC 380 - 2024-03-31 5,358 $387,000 0
   LS INVESTMENT ADVISORS, LLC 114 - 2023-12-31 5,800 $385,000 0
   MITCHELL MCLEOD PUGH & WILLIAMS INC 187 - 2023-12-31 5,458 $362,000 0
   SPINNAKER TRUST 219 - 2023-12-31 5,365 $356,000 0
   Wedmont Private Capital 412 - 2024-03-31 4,886 $348,000 0
   COURIER CAPITAL CORP 285 - 2024-03-31 4,780 $345,000 0
   ROBINSON SMITH WEALTH ADVISORS LLC 57 - 2024-03-31 4,763 $344,000 0
   BDO Wealth Advisors LLC 202 - 2023-06-30 5,386 $343,000 0
   Marion Wealth Management 101 - 2024-03-31 4,711 $340,000 0
   OneAscent Financial Services LLC 263 - 2024-03-31 4,696 $339,000 0
   ROCKLAND TRUST CO 236 - 2024-03-31 4,680 $338,000 0
   NICOLET BANKSHARES INC 165 - 2023-12-31 5,084 $337,000 0
   FINEMARK NATIONAL BANK & TRUST 321 - 2023-12-31 4,990 $331,000 0
   St. Louis Trust Co 99 - 2023-12-31 4,720 $313,000 0
   CHOATE INVESTMENT ADVISORS 303 - 2023-12-31 4,710 $313,000 0
   RATHBONE BROTHERS PLC 470 - 2023-12-31 4,700 $312,000 0
   Peninsula Wealth LLC 72 - 2023-12-31 4,662 $309,000 0
   Salomon & Ludwin LLC 147 - 2023-12-31 4,870 $299,000 0
   Camden Capital LLC 256 - 2023-12-31 4,214 $280,000 0
   PRECEDENT WEALTH PARTNERS LLC 116 - 2024-03-31 3,881 $280,000 0
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 385 - 2023-12-31 4,176 $277,000 0
   BURNS J W & CO INC/NY 168 - 2024-03-31 3,750 $271,000 0
   Lutz Financial Services LLC 77 - 2023-12-31 4,046 $269,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 551 - 2023-12-31 3,930 $261,000 0
   Private Ocean LLC 127 - 2024-03-31 3,420 $247,000 0
   Wealthquest Corp 118 - 2023-12-31 3,700 $246,000 0
   Sailer Financial LLC 54 - 2023-12-31 3,600 $239,000 0
   Weaver Consulting Group 175 - 2024-03-31 3,302 $238,000 0
   PROSPERA FINANCIAL SERVICES 945 - 2023-12-31 3,506 $233,000 0
   MTM Investment Management LLC 175 - 2024-03-31 3,122 $225,000 0
   Cherry Tree Wealth Management LLC 142 - 2023-12-31 3,394 $225,000 0
   MARINO STRAM & ASSOCIATES LLC 162 - 2024-03-31 3,076 $222,000 0
   MCF Advisors LLC 216 - 2024-03-31 3,000 $217,000 0
   ANCORA ADVISORS, LLC 626 - 2023-12-31 3,159 $210,000 0
   Spire Wealth Management 844 - 2024-03-31 2,168 $157,000 0
   Roble Belko & Company Inc 114 - 2024-03-31 2,000 $144,000 0
   FRANKLIN RESOURCES INC 2387 - 2023-12-31 1,686 $112,000 0
   JTC Employer Solutions Trusteee Ltd 192 - 2024-03-31 1,465 $105,000 0
   CVA Family Office LLC 350 - 2024-03-31 1,426 $103,000 0
   Washington Trust Advisors Inc. 242 - 2023-12-31 1,525 $101,000 0
   Prestige Wealth Management Group LLC 205 - 2024-03-31 1,376 $99,000 0
   SIGNATUREFD, LLC 1146 - 2023-12-31 1,406 $93,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 1,396 $92,000 0
   FTB Advisors Inc. 731 - 2024-03-31 1,204 $87,000 0
   OPTIMUM INVESTMENT ADVISORS 296 - 2024-03-31 1,130 $82,000 0
   Aspire Private Capital LLC 211 - 2024-03-31 1,080 $78,000 0
   AdvisorNet Financial Inc 696 - 2024-03-31 1,061 $77,000 0
   IFP Advisors Inc 1397 - 2023-12-31 1,002 $67,000 0
   CULLEN FROST BANKERS INC 620 - 2023-12-31 996 $66,000 0
   Bank of New Hampshire 299 - 2024-03-31 810 $58,000 0
   Pacifica Partners Inc. 204 - 2024-03-31 784 $56,000 0
   GHP INVESTMENT ADVISORS INC 494 - 2024-03-31 748 $54,000 0
   NVWM LLC 232 - 2023-12-31 774 $51,000 0
   Lumature Wealth Partners LLC 222 - 2023-06-30 798 $51,000 0
   Glassman Wealth Services 455 - 2023-12-31 741 $49,000 0
   ARMSTRONG ADVISORY GROUP INC 361 - 2024-03-31 636 $42,000 0
   NATIONAL BANK OF CANADA /FI/ 1693 - 2023-12-31 536 $36,000 0
   GAMMA Investing LLC 1262 - 2024-03-31 472 $34,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 794 - 2023-12-31 472 $31,000 0
   VALLEY NATIONAL ADVISERS INC 473 - 2024-03-31 410 $29,000 0
   Capital Advisors Ltd. LLC 559 - 2024-03-31 320 $23,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 166 - 2022-12-31 350 $22,000 0
   TOTH FINANCIAL ADVISORY CORP 387 - 2024-03-31 268 $19,000 0
   BerganKDV Wealth Management LLC 511 - 2023-06-30 234 $15,000 0
   Sunbelt Securities Inc. 1142 - 2024-03-31 190 $14,000 0
   SJS Investment Consulting Inc. 322 - 2024-03-31 182 $13,000 0
   Colonial Trust Co / SC 710 - 2023-12-31 164 $11,000 0
   Glass Jacobson Investment Advisors llc 565 - 2024-03-31 120 $9,000 0
   Sound Income Strategies LLC 815 - 2024-03-31 106 $8,000 0
  100 Records found
  1    
  Page 1 of 1
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