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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
   PNC FINANCIAL SERVICES GROUP INC 85 - 2023-12-31 4,049,858 $268,830,000 -102,348
   BANK OF AMERICA CORP /DE/ 846 - 2023-12-31 1,524,723 $101,211,000 -8,576
   CREATIVE PLANNING 75 - 2023-12-31 1,482,559 $98,412,000 -84,766
   AMERIPRISE FINANCIAL INC 538 - 2023-12-31 1,422,904 $94,470,000 -29,778
   UBS Group AG 456 - 2023-12-31 1,328,558 $88,190,000 -18,440
   EVERCORE WEALTH MANAGEMENT, LLC 32 - 2023-12-31 1,074,155 $71,302,000 -18,126
   COMMONWEALTH EQUITY SERVICES LLC. 198 - 2023-12-31 811,362 $53,858,000 -6,518
   Waterway Wealth Management LLC 1 - 2024-03-31 660,505 $47,682,000 -68,365
   ENVESTNET ASSET MANAGEMENT INC 700 - 2023-12-31 608,689 $40,405,000 -60,003
   Stratos Wealth Partners LTD. 28 - 2024-03-31 464,491 $33,532,000 -18,356
   GOLDMAN SACHS GROUP INC/ 1731 - 2023-12-31 240,976 $15,996,000 -39,373
   Revolve Wealth Partners LLC 10 - 2024-03-31 218,300 $15,759,000 -919
   Private Advisor Group LLC 161 - 2023-12-31 231,896 $15,394,000 -53,856
   RAYMOND JAMES & ASSOCIATES 975 - 2024-03-31 191,214 $13,804,000 -105,096
   Advisor Group Holdings Inc. 661 - 2023-12-31 197,506 $13,112,000 -87,087
   Steward Partners Investment Advisory LLC 129 - 2023-12-31 194,707 $12,925,000 -1,722
   COMERICA SECURITIESINC. 17 - 2023-09-30 204,818 $12,594,000 -44,487
   HIGHTOWER ADVISORS, LLC 666 - 2023-12-31 162,289 $10,776,000 -1,210
   Main Street Financial Solutions LLC 15 - 2024-03-31 148,593 $10,727,000 -31,844
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 478 - 2024-03-31 136,921 $9,884,000 -1,113
   LAKE STREET FINANCIAL LLC 12 - 2024-03-31 136,224 $9,834,000 -50,606
   Graves-Light Private Wealth Management Inc. 22 - 2023-12-31 139,257 $9,244,000 -3,336
   Almanack Investment Partners LLC. 18 - 2023-12-31 110,676 $7,347,000 -6,064
   MOLLER FINANCIAL SERVICES 20 - 2024-03-31 97,532 $7,041,000 -3,815
   Kestra Advisory Services LLC 352 - 2023-12-31 104,893 $6,963,000 -18,478
   Tobias Financial Advisors Inc. 16 - 2023-12-31 94,068 $6,244,000 -30,238
   MONTICELLO WEALTH MANAGEMENT LLC 41 - 2024-03-31 73,746 $5,324,000 -1,315
   CAPTRUST FINANCIAL ADVISORS 545 - 2023-12-31 78,511 $5,212,000 -936
   BSC PRIVATE WEALTH MANAGEMENT LLC 34 - 2023-12-31 78,245 $5,194,000 -1,149
   Sarasin & Partners LLP 59 - 2024-03-31 70,442 $5,085,000 -1,496
   DAVIDSON D A & CO 282 - 2023-12-31 76,298 $5,065,000 -2,794
   H&H Retirement Design & Management INC 8 - 2024-03-31 65,166 $4,532,000 -7,717
   Congress Wealth Management LLC / DE / 241 - 2024-03-31 59,851 $4,321,000 -3,635
   Advisors Preferred LLC - 2023-12-31 60,991 $4,064,000 -136,301
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 420 - 2023-12-31 59,714 $3,964,000 -9,657
   JANNEY MONTGOMERY SCOTT LLC 840 - 2023-12-31 55,190 $3,664,000 -1,245
   EP WEALTH ADVISORS, INC. 197 - 2023-12-31 52,907 $3,512,000 -112
   LINSCOMB & WILLIAMS INC 103 - 2023-12-31 52,628 $3,493,000 -3,797
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 582 - 2023-09-30 56,727 $3,488,000 -2,967
   Circle Wealth Management LLC 52 - 2023-12-31 51,237 $3,401,000 -313
   KINGSWOOD WEALTH ADVISORS LLC 50 - 2024-03-31 45,516 $3,286,000 -4,170
   KOCHIS FITZ/QUINTILE LLC 71 - 2024-03-31 44,753 $3,231,000 -279
   NADLER FINANCIAL GROUP, INC. 30 - 2024-03-31 44,710 $3,228,000 -950
   Lido Advisors LLC 299 - 2023-12-31 48,247 $3,203,000 -2,239
   Allen Capital Group LLC 52 - 2024-03-31 42,064 $3,037,000 -355
   True Wealth Design LLC 18 - 2023-12-31 45,302 $3,007,000 -175
   CITADEL ADVISORS LLC 2022 - 2023-12-31 42,862 $2,845,000 -965
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1577 - 2023-12-31 41,137 $2,731,000 -11,378
   COLDSTREAM CAPITAL MANAGEMENT INC 137 - 2023-12-31 40,719 $2,703,000 -79
   Signal Advisors Wealth LLC 43 - 2024-03-31 37,065 $2,676,000 -3,913
   Meridian Financial Partners LLC 6 - 2024-03-31 38,023 $2,614,000 -2,154
   H D Vest Advisory Services 435 - 2023-12-31 38,948 $2,585,000 -548
   Cetera Investment Advisers 719 - 2023-12-31 36,112 $2,397,000 -1,856
   MML INVESTORS SERVICES LLC 918 - 2023-12-31 35,722 $2,371,000 -155
   Ausdal Financial Partners Inc. 93 - 2024-03-31 31,590 $2,280,000 -397
   Amplius Wealth Advisors LLC 52 - 2024-03-31 28,284 $2,042,000 -157
   MATHER GROUP, INC. 163 - 2024-03-31 27,080 $1,798,000 -9,076
   Chicago Partners Investment Group LLC 222 - 2024-03-31 25,207 $1,768,000 -1,295
   J.W. COLE ADVISORS INC. 212 - 2023-12-31 25,812 $1,713,000 -20,178
   Rollins Financial 34 - 2023-12-31 24,903 $1,653,000 -2,685
   Truadvice LLC 44 - 2023-09-30 26,095 $1,613,000 -1,148
   Resurgent Financial Advisors LLC 20 - 2023-12-31 23,726 $1,575,000 -841
   CULBERTSON A N & CO INC 73 - 2023-12-31 22,960 $1,524,000 -40
   THRIVENT FINANCIAL FOR LUTHERANS 1509 - 2023-12-31 22,859 $1,517,000 -2,079
   CITIGROUP INC 1803 - 2023-12-31 22,372 $1,485,000 -551
   Geneos Wealth Management Inc. - 2023-12-31 20,874 $1,386,000 -2,159
   PRIVATE TRUST CO NA 171 - 2024-03-31 17,472 $1,261,000 -951
   MARINER WEALTH ADVISORS, LLC 1307 - 2023-12-31 18,265 $1,212,000 -2,229
   Parallel Advisors LLC 298 - 2023-12-31 18,130 $1,203,000 -803
   OPPENHEIMER & CO INC 656 - 2023-12-31 17,746 $1,178,000 -351
   Sigma Planning Corp 238 - 2023-12-31 17,657 $1,172,000 -22,953
   Ethos Financial Group LLC 68 - 2023-12-31 15,709 $1,043,000 -16,901
   Tranquility Partners LLC 66 - 2023-12-31 15,601 $1,036,000 -1,655
   High Net Worth Advisory Group LLC 74 - 2024-03-31 14,180 $1,024,000 -400
   Arrowroot Family Office LLC 40 - 2023-12-31 14,864 $987,000 -616
   US BANCORP 1113 - 2023-12-31 14,780 $981,000 -1,707
   COLONY GROUP LLC 443 - 2023-09-30 14,935 $918,000 -3,961
   VESTOR CAPITAL CORP 82 - 2023-12-31 13,608 $903,000 -1,344
   ShoreHaven Wealth Partners LLC 40 - 2023-12-31 12,963 $860,000 -3,567
   Newbridge Financial Services Group Inc. 68 - 2024-03-31 10,619 $767,000 -186
   CoreCap Advisors LLC 290 - 2023-12-31 10,920 $725,000 -441
   GM Advisory Group Inc. 120 - 2023-12-31 10,356 $687,000 -3,200
   IHT Wealth Management LLC 520 - 2023-12-31 9,542 $633,000 -1,092
   Procyon Private Wealth Partners LLC 301 - 2024-03-31 8,172 $590,000 -35,791
   WALDEN WEALTH PARTNERS LLC 42 - 2024-03-31 8,250 $582,000 -8
   NewEdge Wealth LLC 483 - 2023-12-31 8,710 $578,000 -382
   FLYNN ZITO CAPITAL MANAGEMENT LLC 34 - 2023-12-31 8,608 $571,000 -2,959
   EverSource Wealth Advisors LLC 231 - 2023-12-31 8,403 $558,000 -400
   Kaydan Wealth Management Inc. 52 - 2024-03-31 7,726 $558,000 -26
   Element Wealth LLC 54 - 2023-12-31 8,303 $551,000 -793
   FIRST HEARTLAND CONSULTANTS INC 204 - 2023-12-31 8,090 $537,000 -1,020
   STALEY CAPITAL ADVISERS INC 131 - 2023-12-31 8,076 $536,000 -2,134
   Family Asset Management LLC 68 - 2023-12-31 7,326 $486,000 -5,298
   Financial Advocates Investment Management 439 - 2023-12-31 7,214 $479,000 -29
   BANK OF NEW YORK MELLON CORP 3490 - 2024-03-31 6,427 $464,000 -167,607
   MCCORMACK ADVISORS INTERNATIONAL 682 - 2023-12-31 6,632 $440,000 -339
   Global Retirement Partners LLC 563 - 2024-03-31 6,009 $434,000 -980
   CI Private Wealth LLC 1673 - 2023-12-31 6,524 $433,000 -132
   Kovack Advisors Inc. 284 - 2024-03-31 5,905 $426,000 -479
   SIGNALPOINT ASSET MANAGEMENT, LLC 161 - 2024-03-31 5,892 $425,000 -43
  100 Records found
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