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WisdomTree U.S. LargeCap Dividend Fund (DLN) Institutional Ownership

WisdomTree U.S. LargeCap Dividend Fund logo
$86.49 +0.48 (+0.56%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. LargeCap Dividend Fund (NYSEARCA:DLN)

Number of
Institutional Buyers
(last 12 months)
249
Total
Institutional Inflows
(last 12 months)
$942.81M
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$209.90M
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DLN Institutional Buying and Selling by Quarter

WisdomTree U.S. LargeCap Dividend Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2025Revolve Wealth Partners LLC208,829$18.17M2.2%-2.2%0.334%
10/14/2025OLD National Bancorp IN2,366$206K0.0%N/A0.004%
10/14/2025Farther Finance Advisors LLC18,038$1.57M0.0%+266.5%0.029%
10/14/2025Berger Financial Group Inc19,972$1.74M0.1%-42.3%0.032%
10/10/2025 Fifth Third Securities Inc.8,058$701K0.0%+52.0%0.013%
10/10/2025 KMG Fiduciary Partners LLC18,846$1.64M0.1%+1.0%0.030%
10/9/2025 Redhawk Wealth Advisors Inc.75,741$6.59M0.8%+1.5%0.121%
10/9/2025 Dynamic Advisor Solutions LLC10,323$898K0.0%+1.7%0.017%
10/7/2025 Graves Light Lenhart Wealth Inc.62,611$5.45M0.6%-9.1%0.100%
10/6/2025 Inspirion Wealth Advisors LLC19,652$1.71M0.3%-1.2%0.032%
10/6/2025 Moller Wealth Partners89,099$7.75M1.6%-4.0%0.143%
10/2/2025 GAMMA Investing LLC1,544$134K0.0%+63.6%0.003%
9/4/2025Osaic Holdings Inc.496,816$40.81M0.1%+8.5%0.811%
8/19/2025B. Riley Wealth Advisors Inc.3,971$326K0.0%N/A0.006%
8/19/2025Newbridge Financial Services Group Inc.10,032$824K0.1%+1.5%0.016%
8/18/2025Geneos Wealth Management Inc.56,949$4.68M0.1%+124.0%0.093%
8/15/2025Tower Research Capital LLC TRC 13,385$1.10M0.0%N/A0.022%
8/15/2025Corient Private Wealth LLC15,642$1.29M0.0%+113.5%0.026%
8/15/2025Equitable Holdings Inc.68,898$5.66M0.0%+4.0%0.112%
8/15/2025Captrust Financial Advisors59,923$4.92M0.0%-1.2%0.098%
8/15/2025MML Investors Services LLC39,096$3.21M0.0%-5.0%0.064%
8/15/2025Modern Wealth Management LLC5,412$445K0.0%+3.8%0.009%
8/15/2025Great Valley Advisor Group Inc.1,174,639$96.49M2.1%+13.4%1.918%
8/15/2025EP Wealth Advisors LLC57,165$4.70M0.0%+11.7%0.093%
8/15/2025Bank of America Corp DE1,047,944$86.08M0.0%+5.7%1.711%
8/15/2025Ameriprise Financial Inc.2,106,770$173.06M0.0%+47.4%3.440%
8/14/2025CLG LLC279,875$22.99M7.2%+13.7%0.457%
8/14/2025Ausdal Financial Partners Inc.28,554$2.35M0.2%-1.8%0.047%
8/14/2025Raymond James Financial Inc.578,307$47.50M0.0%+3.3%0.944%
8/14/2025Quantinno Capital Management LP3,688$303K0.0%N/A0.006%
8/14/2025Main Street Financial Solutions LLC175,498$14.42M1.0%-3.1%0.287%
8/14/2025NewEdge Advisors LLC12,558$1.03M0.0%+14.2%0.021%
8/14/2025Qube Research & Technologies Ltd1,432$118K0.0%+623.2%0.002%
8/14/2025Cary Street Partners Financial LLC3,112$255K0.0%-10.8%0.005%
8/14/2025Cerity Partners LLC47,079$3.87M0.0%+24.3%0.077%
8/13/2025Rockport Wealth LLC28,061$2.31M0.5%-17.6%0.046%
8/13/2025Flow Traders U.S. LLC5,008$411K0.0%N/A0.008%
8/13/2025Cresset Asset Management LLC45,802$3.76M0.0%+0.3%0.075%
8/13/2025Strategic Family Wealth Counselors L.L.C.111,545$9.16M2.6%+2.9%0.182%
8/13/2025Brown Advisory Inc.11,613$954K0.0%+75.6%0.019%
8/13/2025Baird Financial Group Inc.326,362$26.81M0.0%+2.2%0.533%
8/13/2025EverSource Wealth Advisors LLC7,829$643K0.0%-12.6%0.013%
8/13/2025CW Advisors LLC56,332$4.63M0.0%-1.7%0.092%
8/13/2025IAG Wealth Partners LLC398,151$32.70M4.3%-4.2%0.650%
8/13/2025Beacon Pointe Advisors LLC2,646$217K0.0%-10.8%0.004%
8/13/2025M&T Bank Corp7,622$626K0.0%-3.2%0.012%
8/13/2025ARK & TLK Investments LLC5,461$449K0.1%-5.3%0.009%
8/13/2025Lido Advisors LLC30,119$2.47M0.0%-35.4%0.049%
8/13/2025Tobias Financial Advisors Inc.67,872$5.58M1.0%-7.3%0.111%
8/13/2025Northwestern Mutual Wealth Management Co.167,724$13.78M0.0%+5.6%0.274%
8/13/2025Johnson Financial Group Inc.3,275$269K0.0%+17.0%0.005%
8/13/2025Choreo LLC12,623$1.04M0.0%-40.0%0.021%
8/12/2025J.W. Cole Advisors Inc.16,074$1.32M0.0%+269.0%0.026%
8/12/2025Financial Advocates Investment Management2,675$220K0.0%-54.7%0.004%
8/12/2025Steward Partners Investment Advisory LLC191,467$15.73M0.1%-0.2%0.313%
8/12/2025Global Retirement Partners LLC8,677$713K0.0%N/A0.014%
8/12/2025Kohmann Bosshard Financial Services LLC2,440$200K0.0%N/A0.004%
8/12/2025MAI Capital Management251,283$20.64M0.1%+2.5%0.410%
8/12/2025JPMorgan Chase & Co.164,580$13.52M0.0%-8.5%0.269%
8/12/2025Absolute Capital Management LLC5,186$426K0.2%-11.5%0.008%
8/12/2025Howe & Rusling Inc.1,618$133K0.0%N/A0.003%
8/11/2025Wealthspire Advisors LLC35,713$2.93M0.0%-12.2%0.058%
8/11/2025United Advisor Group LLC108,544$8.92M1.5%-0.4%0.176%
8/11/2025First American Trust FSB126,368$10.38M0.8%+1.6%0.205%
8/11/2025Culbertson A N & Co. Inc.22,260$1.83M0.3%-2.6%0.036%
8/11/2025Dorsey & Whitney Trust CO LLC14,566$1.20M0.1%+1.1%0.024%
8/8/2025Rockefeller Capital Management L.P.388,221$31.89M0.1%-0.5%0.631%
8/8/2025Kingsview Wealth Management LLC4,777$392K0.0%-16.6%0.008%
8/8/2025Collaborative Wealth Managment Inc.6,900$567K0.2%-13.5%0.011%
8/8/2025Avantax Advisory Services Inc.33,339$2.74M0.0%+5.1%0.054%
8/8/2025Thoroughbred Financial Services LLC8,757$719K0.1%-17.2%0.014%
8/8/2025Cetera Investment Advisers723,415$59.42M0.1%+12.5%1.176%
8/8/2025Creative Planning1,412,192$116.00M0.1%+2.0%2.296%
8/8/2025Clearstead Trust LLC1,742$143K0.0%N/A0.003%
8/8/2025Fiera Capital Corp2,493$205K0.0%N/A0.004%
8/8/2025PNC Financial Services Group Inc.3,886,291$319.22M0.2%-0.2%6.319%
8/7/2025PCG Wealth Advisors LLC2,451$201K0.1%N/A0.004%
8/7/2025Cascade Financial Partners LLC17,369$1.43M0.2%+1.8%0.028%
8/7/2025Vise Technologies Inc.12,692$1.04M0.0%N/A0.021%
8/7/2025Allworth Financial LP586$48K0.0%+138.2%0.001%
8/7/2025PFG Advisors25,866$2.13M0.1%+70.4%0.042%
8/7/2025Midwest Trust Co3,982$327K0.0%N/A0.006%
8/7/2025Rollins Financial Advisors LLC29,700$2.44M0.4%-0.5%0.048%
8/6/2025AE Wealth Management LLC5,724$470K0.0%+17.3%0.009%
8/6/2025Wedbush Securities Inc.11,617$954K0.0%+4.7%0.019%
8/6/2025Golden State Wealth Management LLC400$33K0.0%-40.9%0.001%
8/6/2025Commonwealth Equity Services LLC633,518$52.04M0.1%-26.7%1.030%
8/5/2025Arrowroot Family Office LLC3,013$247K0.1%N/A0.005%
8/5/2025Key Financial Inc99,949$8.21M1.7%+3.2%0.163%
8/5/2025Obermeyer Wealth Partners2,964$243K0.0%N/A0.005%
8/5/2025Bridgewater Advisors Inc.2,911$245K0.0%-7.6%0.005%
8/5/2025Sigma Planning Corp56,709$4.66M0.1%+6.0%0.092%
8/5/2025Mission Wealth Management LP33,686$2.77M0.1%-0.8%0.055%
8/4/2025Linscomb Wealth Inc.46,995$3.86M0.2%-0.4%0.076%
8/4/2025IFG Advisory LLC51,018$4.19M0.2%+6.2%0.083%
8/4/2025Mesirow Financial Investment Management Inc.11,811$970K0.0%-50.0%0.019%
8/4/2025Assetmark Inc.45,497$3.74M0.0%-1.9%0.074%
8/4/2025626 Financial LLC9,195$755K0.4%-1.4%0.015%
8/4/2025Bristlecone Advisors LLC223,864$18.39M1.5%+2.0%0.364%
8/1/2025FSA Advisors Inc.3,058$251K0.2%-61.5%0.005%
(Data available from 1/1/2016 forward)

DLN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DLN shares?

During the previous two years, 408 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Dividend Fund. The most heavily invested institutionals were PNC Financial Services Group Inc. ($319.22M), BKM Wealth Management LLC ($283.99M), LPL Financial LLC ($274.58M), Focus Partners Wealth ($188.19M), Ameriprise Financial Inc. ($173.06M), Wade G W & Inc. ($139.02M), and Creative Planning ($116.00M).Learn more on WisdomTree U.S. LargeCap Dividend Fund's institutional investors.

Which institutional investors have been buying WisdomTree U.S. LargeCap Dividend Fund's stock?

Of the 325 institutional investors that purchased WisdomTree U.S. LargeCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BKM Wealth Management LLC ($4.28M), Focus Partners Wealth ($2.35M), International Assets Investment Management LLC ($2.24M), Ameriprise Financial Inc. ($1.19M), Raymond James Financial Inc. ($1.18M), Trilogy Capital Inc. ($1.18M), and LPL Financial LLC ($1.01M).

How much institutional buying is happening at WisdomTree U.S. LargeCap Dividend Fund?

Institutional investors have bought a total of 11,963,260 shares in the last 24 months. This purchase volume represents approximately $942.81M in transactions.

Which of WisdomTree U.S. LargeCap Dividend Fund's major shareholders have been selling company stock?

Of the 172 institutional investors that sold WisdomTree U.S. LargeCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Capital Management LLC ($601.76K), Ameriprise Financial Inc. ($343.80K), Commonwealth Equity Services LLC ($233.08K), LPL Financial LLC ($211.88K), Advisors Preferred LLC ($137.86K), Almanack Investment Partners LLC. ($129.49K), and Stratos Wealth Partners LTD. ($82.55K).

How much institutional selling is happening at WisdomTree U.S. LargeCap Dividend Fund?

Institutional investors have sold a total of 2,627,408 shares in the last 24 months. This volume of shares sold represents approximately $209.90M in transactions.


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This page (NYSEARCA:DLN) was last updated on 10/14/2025 by MarketBeat.com Staff
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