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

WisdomTree U.S. LargeCap Dividend Fund logo
$85.50 +0.02 (+0.02%)
Closing price 08/29/2025 04:10 PM Eastern
Extended Trading
$85.46 -0.03 (-0.04%)
As of 08/29/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
250
Total
Institutional Inflows
(last 12 months)
$951.06M
Number of
Institutional Sellers
(last 12 months)
174
Total
Institutional Outflows
(last 12 months)
$208.81M
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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
8/19/2025 B. Riley Wealth Advisors Inc.3,971$326K0.0%N/A0.006%
8/19/2025 Newbridge Financial Services Group Inc.10,032$824K0.1%+1.5%0.016%
8/18/2025 Geneos Wealth Management Inc.56,949$4.68M0.1%+124.0%0.093%
8/15/2025 Tower Research Capital LLC TRC 13,385$1.10M0.0%N/A0.022%
8/15/2025 Corient Private Wealth LLC15,642$1.29M0.0%+113.5%0.026%
8/15/2025 Equitable Holdings Inc.68,898$5.66M0.0%+4.0%0.112%
8/15/2025 Captrust Financial Advisors59,923$4.92M0.0%-1.2%0.098%
8/15/2025 MML Investors Services LLC39,096$3.21M0.0%-5.0%0.064%
8/15/2025 Modern Wealth Management LLC5,412$445K0.0%+3.8%0.009%
8/15/2025 Great Valley Advisor Group Inc.1,174,639$96.49M2.1%+13.4%1.918%
8/15/2025 EP Wealth Advisors LLC57,165$4.70M0.0%+11.7%0.093%
8/15/2025 Bank of America Corp DE1,047,944$86.08M0.0%+5.7%1.711%
8/15/2025 Ameriprise Financial Inc.2,106,770$173.06M0.0%+47.4%3.440%
8/14/2025 CLG LLC279,875$22.99M7.2%+13.7%0.457%
8/14/2025 Ausdal Financial Partners Inc.28,554$2.35M0.2%-1.8%0.047%
8/14/2025 Raymond James Financial Inc.578,307$47.50M0.0%+3.3%0.944%
8/14/2025 Quantinno Capital Management LP3,688$303K0.0%N/A0.006%
8/14/2025 Main Street Financial Solutions LLC175,498$14.42M1.0%-3.1%0.287%
8/14/2025 NewEdge Advisors LLC12,558$1.03M0.0%+14.2%0.021%
8/14/2025 Qube Research & Technologies Ltd1,432$118K0.0%+623.2%0.002%
8/14/2025 Cary Street Partners Financial LLC3,112$255K0.0%-10.8%0.005%
8/14/2025 Cerity Partners LLC47,079$3.87M0.0%+24.3%0.077%
8/13/2025 Rockport Wealth LLC28,061$2.31M0.5%-17.6%0.046%
8/13/2025 Flow Traders U.S. LLC5,008$411K0.0%N/A0.008%
8/13/2025 Cresset Asset Management LLC45,802$3.76M0.0%+0.3%0.075%
8/13/2025 Strategic Family Wealth Counselors L.L.C.111,545$9.16M2.6%+2.9%0.182%
8/13/2025 Brown Advisory Inc.11,613$954K0.0%+75.6%0.019%
8/13/2025 Baird Financial Group Inc.326,362$26.81M0.0%+2.2%0.533%
8/13/2025 EverSource Wealth Advisors LLC7,829$643K0.0%-12.6%0.013%
8/13/2025 CW Advisors LLC56,332$4.63M0.0%-1.7%0.092%
8/13/2025 IAG Wealth Partners LLC398,151$32.70M4.3%-4.2%0.650%
8/13/2025 Beacon Pointe Advisors LLC2,646$217K0.0%-10.8%0.004%
8/13/2025 M&T Bank Corp7,622$626K0.0%-3.2%0.012%
8/13/2025 ARK & TLK Investments LLC5,461$449K0.1%-5.3%0.009%
8/13/2025 Lido Advisors LLC30,119$2.47M0.0%-35.4%0.049%
8/13/2025 Tobias Financial Advisors Inc.67,872$5.58M1.0%-7.3%0.111%
8/13/2025 Northwestern Mutual Wealth Management Co.167,724$13.78M0.0%+5.6%0.274%
8/13/2025 Johnson Financial Group Inc.3,275$269K0.0%+17.0%0.005%
8/13/2025 Choreo LLC12,623$1.04M0.0%-40.0%0.021%
8/12/2025 J.W. Cole Advisors Inc.16,074$1.32M0.0%+269.0%0.026%
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8/12/2025 Financial Advocates Investment Management2,675$220K0.0%-54.7%0.004%
8/12/2025 Steward Partners Investment Advisory LLC191,467$15.73M0.1%-0.2%0.313%
8/12/2025 Global Retirement Partners LLC8,677$713K0.0%N/A0.014%
8/12/2025 Kohmann Bosshard Financial Services LLC2,440$200K0.0%N/A0.004%
8/12/2025 MAI Capital Management251,283$20.64M0.1%+2.5%0.410%
8/12/2025 JPMorgan Chase & Co.164,580$13.52M0.0%-8.5%0.269%
8/12/2025 Absolute Capital Management LLC5,186$426K0.2%-11.5%0.008%
8/12/2025 Howe & Rusling Inc.1,618$133K0.0%N/A0.003%
8/11/2025 Wealthspire Advisors LLC35,713$2.93M0.0%-12.2%0.058%
8/11/2025 United Advisor Group LLC108,544$8.92M1.5%-0.4%0.176%
8/11/2025 First American Trust FSB126,368$10.38M0.8%+1.6%0.205%
8/11/2025 Culbertson A N & Co. Inc.22,260$1.83M0.3%-2.6%0.036%
8/11/2025 Dorsey & Whitney Trust CO LLC14,566$1.20M0.1%+1.1%0.024%
8/8/2025 Rockefeller Capital Management L.P.388,221$31.89M0.1%-0.5%0.631%
8/8/2025 Kingsview Wealth Management LLC4,777$392K0.0%-16.6%0.008%
8/8/2025 Collaborative Wealth Managment Inc.6,900$567K0.2%-13.5%0.011%
8/8/2025 Avantax Advisory Services Inc.33,339$2.74M0.0%+5.1%0.054%
8/8/2025 Thoroughbred Financial Services LLC8,757$719K0.1%-17.2%0.014%
8/8/2025 Cetera Investment Advisers723,415$59.42M0.1%+12.5%1.176%
8/8/2025 Creative Planning1,412,192$116.00M0.1%+2.0%2.296%
8/8/2025 Clearstead Trust LLC1,742$143K0.0%N/A0.003%
8/8/2025 Fiera Capital Corp2,493$205K0.0%N/A0.004%
8/8/2025 PNC Financial Services Group Inc.3,886,291$319.22M0.2%-0.2%6.319%
8/7/2025 PCG Wealth Advisors LLC2,451$201K0.1%N/A0.004%
8/7/2025 Cascade Financial Partners LLC17,369$1.43M0.2%+1.8%0.028%
8/7/2025 Vise Technologies Inc.12,692$1.04M0.0%N/A0.021%
8/7/2025 Allworth Financial LP586$48K0.0%+138.2%0.001%
8/7/2025 PFG Advisors25,866$2.13M0.1%+70.4%0.042%
8/7/2025 Midwest Trust Co3,982$327K0.0%N/A0.006%
8/7/2025 Rollins Financial Advisors LLC29,700$2.44M0.4%-0.5%0.048%
8/6/2025 AE Wealth Management LLC5,724$470K0.0%+17.3%0.009%
8/6/2025 Wedbush Securities Inc.11,617$954K0.0%+4.7%0.019%
8/6/2025 Golden State Wealth Management LLC400$33K0.0%-40.9%0.001%
8/6/2025 Commonwealth Equity Services LLC633,518$52.04M0.1%-26.7%1.030%
8/5/2025 Arrowroot Family Office LLC3,013$247K0.1%N/A0.005%
8/5/2025 Key Financial Inc99,949$8.21M1.7%+3.2%0.163%
8/5/2025 Obermeyer Wealth Partners2,964$243K0.0%N/A0.005%
8/5/2025 Bridgewater Advisors Inc.2,911$245K0.0%-7.6%0.005%
8/5/2025 Sigma Planning Corp56,709$4.66M0.1%+6.0%0.092%
8/5/2025 Mission Wealth Management LP33,686$2.77M0.1%-0.8%0.055%
8/4/2025 Linscomb Wealth Inc.46,995$3.86M0.2%-0.4%0.076%
8/4/2025 IFG Advisory LLC51,018$4.19M0.2%+6.2%0.083%
8/4/2025 Mesirow Financial Investment Management Inc.11,811$970K0.0%-50.0%0.019%
8/4/2025 Assetmark Inc.45,497$3.74M0.0%-1.9%0.074%
8/4/2025 626 Financial LLC9,195$755K0.4%-1.4%0.015%
8/4/2025 Bristlecone Advisors LLC223,864$18.39M1.5%+2.0%0.364%
8/1/2025 FSA Advisors Inc.3,058$251K0.2%-61.5%0.005%
8/1/2025 Heritage Wealth Management Inc. Texas7,247$595K0.3%-35.4%0.012%
8/1/2025 Y Intercept Hong Kong Ltd6,271$515K0.0%N/A0.010%
8/1/2025 Bessemer Group Inc.1,799$148K0.0%N/A0.003%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
8/1/2025 Ashton Thomas Private Wealth LLC23,976$1.97M0.1%+42.2%0.039%
8/1/2025 Envestnet Asset Management Inc.651,998$53.56M0.0%+9.1%1.060%
7/31/2025 Brighton Jones LLC7,379$606K0.0%+162.8%0.012%
7/31/2025 Moloney Securities Asset Management LLC16,049$1.32M0.2%+14.8%0.026%
7/31/2025 Carnegie Investment Counsel3,811$313K0.0%N/A0.006%
7/30/2025 KPP Advisory Services LLC15,426$1.27M0.2%+8.9%0.025%
7/30/2025 Caliber Wealth Management LLC KS126,740$10.41M1.1%-5.6%0.206%
7/30/2025 Studio Investment Management LLC2,602$214K0.0%N/A0.004%
7/30/2025 D.A. Davidson & CO.193,957$15.93M0.1%+7.2%0.315%
7/30/2025 Fairway Wealth LLC261,991$21.52M5.0%+1.1%0.426%
(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, 416 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 330 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 12,084,370 shares in the last 24 months. This purchase volume represents approximately $951.06M in transactions.

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

Of the 174 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 2,616,723 shares in the last 24 months. This volume of shares sold represents approximately $208.81M in transactions.


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This page (NYSEARCA:DLN) was last updated on 8/31/2025 by MarketBeat.com Staff
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