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 | Actions |
|---|---|---|---|---|---|
| Pnc Financial Services | 4.0M | $288M | -1% | Mar 2024 |
|
| LPL Financial | 2.9M | $207M | -5% | Mar 2024 |
|
| Morgan Stanley | 2.8M | $199M | 3% | Mar 2024 |
|
| Colony | 2.2M | $158M | 15235% | Mar 2024 |
|
| GW & Wade | 2.1M | $139M | 0% | Dec 2023 |
|
| Ameriprise Financial | 1.5M | $112M | 6% | Mar 2024 |
|
| Bank of America Corporation | 1.5M | $110M | 0% | Mar 2024 |
|
| Creative Planning | 1.5M | $106M | -1% | Mar 2024 |
|
| UBS Group | 1.3M | $91M | -5% | Mar 2024 |
|
| Evercore Wealth Management | 1.1M | $81M | 3% | Mar 2024 |
|
| Commonwealth Equity Services | 795k | $57M | -2% | Mar 2024 |
|
| Great Valley Advisor Group | 725k | $52M | 0% | Mar 2024 |
|
| Wilbanks Smith & Thomas Asset Management | 681k | $49M | 1% | Mar 2024 |
|
| Waterway Wealth Management | 661k | $48M | -9% | Mar 2024 |
|
| Envestnet Asset Management | 608k | $44M | -9% | Mar 2024 |
|
| Royal Bank of Canada | 565k | $41M | 2% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 530k | $38M | 3% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 490k | $35M | 1% | Mar 2024 |
|
| Stratos Wealth Partners | 465k | $34M | -4% | Mar 2024 |
|
| Wells Fargo & Company | 434k | $31M | -2% | Mar 2024 |
|
| IAG Wealth Partners | 390k | $28M | 2% | Mar 2024 |
|
| Rockefeller Capital Management | 336k | $22M | 6% | Dec 2023 |
|
| Jpmorgan Chase & Co | 330k | $24M | -4% | Mar 2024 |
|
| Baird Financial | 324k | $22M | 3% | Dec 2023 |
|
| Goldman Sachs Group | 286k | $21M | 19% | Mar 2024 |
|
| MAI Wealth Advisors | 267k | $19M | 3927% | Mar 2024 |
|
| Traverso Chambers Private Wealth Management | 255k | $17M | 2% | Dec 2023 |
|
| Fox Financial | 251k | $18M | -1% | Mar 2024 |
|
| Bristlecone Advisors | 224k | $16M | 7% | Mar 2024 |
|
| Revolve Wealth Partners | 218k | $16M | 0% | Mar 2024 |
|
| Private Advisor | 209k | $15M | -10% | Mar 2024 |
|
| Advisors Preferred | 203k | $15M | 233% | Mar 2024 |
|
| Steward Partners Investment Advisory | 195k | $14M | 0% | Mar 2024 |
|
| Raymond James & Associates | 191k | $14M | -35% | Mar 2024 |
|
| Bank Hapoalim Bm | 189k | $14M | 100% | Mar 2024 |
|
| Advisor Group Holdings | 184k | $13M | -7% | Mar 2024 |
|
| FIDELIS iM | 172k | $12M | 1% | Mar 2024 |
|
| HighTower Advisors | 163k | $12M | 1% | Mar 2024 |
|
| Main Street Financial Solutions | 149k | $11M | -18% | Mar 2024 |
|
| Almanack Investment Partners | 142k | $10M | 28% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 138k | $10M | 102% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 137k | $9.9M | -1% | Mar 2024 |
|
| Lake Street Financial | 136k | $9.8M | -27% | Mar 2024 |
|
| Graves-Light Private Wealth Management | 133k | $9.6M | -4% | Mar 2024 |
|
| Kestra Advisory Services | 105k | $7.0M | -15% | Dec 2023 |
|
| CX Institutional | 103k | $7.4M | 31% | Mar 2024 |
|
| Stratos Wealth Advisors | 102k | $7.4M | 2% | Mar 2024 |
|
| Fairway Wealth | 102k | $7.3M | -1% | Mar 2024 |
|
| Moller Financial Services | 98k | $7.0M | -4% | Mar 2024 |
|
| Stifel Financial | 93k | $6.7M | -3% | Mar 2024 |
|
| Tobias Financial Advisors | 90k | $6.5M | -28% | Mar 2024 |
|
| RFG Advisory | 88k | $6.3M | 594% | Mar 2024 |
|
| Atria Wealth Solutions | 88k | $6.3M | 3% | Mar 2024 |
|
| Key FInancial | 87k | $6.3M | 2% | Mar 2024 |
|
| Strategic Family Wealth Counselors | 87k | $5.8M | 3% | Dec 2023 |
|
| D.A. Davidson & Co. | 76k | $5.5M | -1% | Mar 2024 |
|
| Bsc Private Wealth Management | 76k | $5.5M | -3% | Mar 2024 |
|
| Captrust Financial Advisors | 74k | $5.3M | -6% | Mar 2024 |
|
| Monticello Wealth Management | 74k | $5.3M | -2% | Mar 2024 |
|
| Koshinski Asset Management | 73k | $5.3M | -36% | Mar 2024 |
|
| Sarasin & Partners | 70k | $5.1M | -2% | Mar 2024 |
|
| Assetmark | 70k | $5.0M | 17% | Mar 2024 |
|
| Branch Banking & Trust Company | 69k | $5.0M | 1% | Mar 2024 |
|
| United Advisor Group | 67k | $4.9M | 100% | Mar 2024 |
|
| Thrive Capital Management | 66k | $3.3M | 100% | Mar 2024 |
|
| Kestra Private Wealth Services | 65k | $4.7M | 8% | Mar 2024 |
|
| H&H Retirement Design & Management | 65k | $4.5M | -11% | Mar 2024 |
|
| Congress Wealth Management LLC / DE / | 60k | $4.3M | -6% | Mar 2024 |
|
| Brian McDonald | 59k | $4.3M | 4% | Mar 2024 |
|
| Janney Montgomery Scott | 56k | $4.0M | 1% | Mar 2024 |
|
| IFG Advisory | 54k | $3.9M | -67% | Mar 2024 |
|
| EP Wealth Advisors | 53k | $3.5M | 0% | Dec 2023 |
|
| Linscomb & Williams | 53k | $3.5M | -7% | Dec 2023 |
|
| Circle Wealth Management | 51k | $3.4M | -1% | Dec 2023 |
|
| Sigma Planning | 50k | $3.6M | 182% | Mar 2024 |
|
| Lido Advisors | 48k | $3.5M | -1% | Mar 2024 |
|
| Resurgent Financial Advisors | 48k | $3.4M | 100% | Mar 2024 |
|
| Kingswood Wealth Advisors | 46k | $3.3M | -8% | Mar 2024 |
|
| Aspiriant | 45k | $3.2M | -1% | Mar 2024 |
|
| Nadler Financial | 45k | $3.2M | -2% | Mar 2024 |
|
| True Wealth Design | 45k | $3.2M | -1% | Mar 2024 |
|
| Allen Capital Group | 42k | $3.0M | -1% | Mar 2024 |
|
| Coldstream Capital Management | 41k | $2.7M | 0% | Dec 2023 |
|
| Mission Wealth Management | 40k | $2.9M | -2% | Mar 2024 |
|
| Rockport Wealth | 38k | $2.7M | 100% | Mar 2024 |
|
| Meridian Financial Partners | 38k | $2.6M | -5% | Mar 2024 |
|
| Berger Financial Group | 37k | $2.7M | 2% | Mar 2024 |
|
| Signal Advisors Wealth | 37k | $2.7M | 100% | Mar 2024 |
|
| Foguth Wealth Management | 37k | $2.7M | 100% | Mar 2024 |
|
| Gladstone Institutional Advisory | 36k | $2.4M | 35% | Dec 2023 |
|
| H D Vest Advisory Services | 35k | $2.5M | -11% | Mar 2024 |
|
| HPM Partners | 34k | $2.5M | -4% | Mar 2024 |
|
| International Assets Investment Management | 34k | $2.4M | 2% | Mar 2024 |
|
| Ausdal Financial Partners | 32k | $2.3M | -1% | Mar 2024 |
|
| CRA Financial Services | 31k | $2.2M | 0% | Mar 2024 |
|
| Focus Financial Network | 30k | $2.0M | 100% | Dec 2023 |
|
| Keybank National Association | 29k | $2.1M | -1% | Mar 2024 |
|
| Amplius Wealth Advisors | 28k | $2.0M | -1% | Mar 2024 |
|
| Mather Group | 27k | $1.8M | -25% | Mar 2024 |
|
| J.w. Cole Advisors | 26k | $1.9M | 0% | Mar 2024 |
|
| Rollins Financial Advisors | 26k | $1.9M | 100% | Mar 2024 |
|
| Chicago Partners Investment | 25k | $1.8M | -5% | Mar 2024 |
|
| FMR | 25k | $1.8M | 31% | Mar 2024 |
|
| Rollins Financial | 25k | $1.7M | -10% | Dec 2023 |
|
| Heritage Wealth Management, Inc./Texas | 24k | $1.7M | 2% | Mar 2024 |
|
| Beacon Financial | 23k | $1.7M | -1% | Mar 2024 |
|
| Team Financial Group | 23k | $1.7M | 7% | Mar 2024 |
|
| A.N. Culbertson & Company | 23k | $1.7M | 0% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 22k | $1.6M | -11% | Mar 2024 |
|
| Atria Investments | 22k | $1.5M | 0% | Dec 2023 |
|
| Citigroup | 22k | $1.6M | -2% | Mar 2024 |
|
| Geneos Wealth Management | 20k | $1.5M | -3% | Mar 2024 |
|
| Integrys Wealth Advisors | 20k | $1.4M | 0% | Mar 2024 |
|
| WealthBridge Capital Management | 19k | $1.4M | 0% | Mar 2024 |
|
| KCM Investment Advisors | 19k | $1.4M | 1% | Mar 2024 |
|
| Mariner Wealth Advisors | 18k | $1.3M | 0% | Mar 2024 |
|
| Private Trust Co Na | 18k | $1.3M | -5% | Mar 2024 |
|
| Alta Wealth Advisors | 17k | $1.3M | 0% | Mar 2024 |
|
| HB Wealth Management | 17k | $1.3M | 0% | Mar 2024 |
|
| Founders Financial Alliance | 17k | $1.2M | 127% | Mar 2024 |
|
| Northern Trust | 17k | $1.2M | 56% | Mar 2024 |
|
| Valeo Financial Advisors | 17k | $1.2M | 0% | Mar 2024 |
|
| Oppenheimer & Co | 16k | $1.1M | -12% | Mar 2024 |
|
| Us Bancorp | 16k | $1.1M | 7% | Mar 2024 |
|
| Parallel Advisors | 16k | $1.1M | -13% | Mar 2024 |
|
| Tranquility Partners | 16k | $1.1M | 0% | Mar 2024 |
|
| Flynn Zito Capital Management | 15k | $1.1M | 77% | Mar 2024 |
|
| Ashton Thomas Private Wealth | 15k | $1.1M | -2% | Mar 2024 |
|
| Arrowroot Family Office | 15k | $987k | -4% | Dec 2023 |
|
| Kmg Fiduciary Partners | 15k | $1.1M | 0% | Mar 2024 |
|
| Dorsey & Whitney Trust Company | 14k | $1.0M | 0% | Mar 2024 |
|
| Gyl Financial Synergies | 14k | $947k | 20% | Dec 2023 |
|
| High Net Worth Advisory Group | 14k | $1.0M | -3% | Mar 2024 |
|
| Vestor Capital Corp | 14k | $977k | -1% | Mar 2024 |
|
| Live Oak Investment Partners | 13k | $890k | -1% | Dec 2023 |
|
| Citadel Advisors | 13k | $939k | -70% | Mar 2024 |
|
| Mesirow Financial Investment Management International Equity | 12k | $876k | 100% | Mar 2024 |
|
| ShoreHaven Wealth Partners | 12k | $875k | -6% | Mar 2024 |
|
| Collaborative Wealth Managment | 11k | $813k | -11% | Mar 2024 |
|
| Wedbush Morgan Securities | 11k | $736k | 0% | Dec 2023 |
|
| CoreCap Advisors | 11k | $725k | -4% | Dec 2023 |
|
| GM Advisory | 11k | $780k | 4% | Mar 2024 |
|
| Cora Capital Advisors | 11k | $772k | 0% | Mar 2024 |
|
| Hilltop Partners | 11k | $709k | 0% | Dec 2023 |
|
| Newbridge Financial Services Group | 11k | $767k | -2% | Mar 2024 |
|
| William Blair $ Company | 11k | $764k | 6% | Mar 2024 |
|
| Coulter & Justus Financial Services | 10k | $722k | 100% | Mar 2024 |
|
| Noesis Capital Management Corp. | 10k | $722k | 0% | Mar 2024 |
|
| PFG Investments | 10k | $721k | 0% | Mar 2024 |
|
| 626 Financial | 9.9k | $712k | 0% | Mar 2024 |
|
| Rsm Us Wealth Management | 8.3k | $602k | -39% | Mar 2024 |
|
| Procyon Private Wealth Partners | 8.2k | $590k | -81% | Mar 2024 |
|
| Merit Financial Group | 7.7k | $540k | -52% | Mar 2024 |
|
| Family Asset Management | 7.3k | $486k | -42% | Dec 2023 |
|
| Susquehanna International | 7.2k | $521k | -88% | Mar 2024 |
|
| Bank of New York Mellon | 6.4k | $464k | -96% | Mar 2024 |
|
| Flow Traders US | 5.3k | $382k | -80% | Mar 2024 |
|
| Ethos Financial Group | 4.2k | $305k | -73% | Mar 2024 |
|
| AE Wealth Management | 4.1k | $294k | -96% | Mar 2024 |
|
| Tower Research Capital | 1.4k | $98k | -93% | Mar 2024 |
|
Who sold out of WisdomTree LargeCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BKM Wealth Management | Dec 2023 | 4.3M | $284M |
| Frank. Day | Dec 2023 | 339k | $23M |
| Advisors Capital Management | Dec 2023 | 135k | $9.0M |