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

WisdomTree U.S. LargeCap Dividend Fund logo
$83.21 -0.12 (-0.14%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$83.24 +0.04 (+0.04%)
As of 07/18/2025 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)
228
Total
Institutional Inflows
(last 12 months)
$861.79M
Number of
Institutional Sellers
(last 12 months)
163
Total
Institutional Outflows
(last 12 months)
$189.48M
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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
7/18/2025 B.O.S.S. Retirement Advisors LLC2,557$210K0.1%-16.0%0.004%
7/18/2025 Trilogy Capital Inc.1,157,031$95.04M4.6%-1.7%1.883%
7/18/2025 Truist Financial Corp68,159$5.60M0.0%+3.6%0.111%
7/17/2025 Centennial Wealth Advisory LLC17,022$1.40M0.4%+108.1%0.028%
7/17/2025 Janney Montgomery Scott LLC44,545$3.66M0.0%-15.2%0.073%
7/17/2025 Fifth Third Securities Inc.5,302$436K0.0%N/A0.009%
7/16/2025 Independent Wealth Network Inc.7,141$587K0.2%N/A0.012%
7/16/2025 Perigon Wealth Management LLC6,388$525K0.0%-2.0%0.010%
7/15/2025 Cora Capital Advisors LLC4,964$408K0.2%-53.6%0.008%
7/15/2025 Mather Group LLC.32,075$2.64M0.0%-0.6%0.052%
7/15/2025 Heritage Oak Wealth Advisors LLC5,109$420K0.2%-15.1%0.008%
7/15/2025 MCF Advisors LLC5,453$448K0.0%+81.8%0.009%
7/14/2025 Lee Kelleher Wealth Management328,329$26.97M17.9%+3.1%0.535%
7/11/2025 CX Institutional105,127$8.64M0.3%+2.4%0.171%
7/11/2025 Kaydan Wealth Management Inc.8,589$706K0.2%-5.4%0.014%
7/10/2025 Ryan Investment Management Inc.814$67K0.0%N/A0.001%
7/10/2025 Redhawk Wealth Advisors Inc.74,593$6.13M0.8%+530.1%0.122%
7/10/2025 Wealth Enhancement Advisory Services LLC133,991$11.18M0.0%-2.1%0.219%
7/10/2025 Moller Wealth Partners92,805$7.62M1.7%-0.6%0.152%
7/10/2025 Wedmont Private Capital19,616$1.63M0.1%-2.2%0.032%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA1,960$161K0.1%+122.7%0.003%
7/10/2025 KMG Fiduciary Partners LLC18,664$1.53M0.1%+12.1%0.030%
7/9/2025 Graves Light Lenhart Wealth Inc.68,877$5.66M0.7%-0.5%0.113%
7/9/2025 Post Resch Tallon Group Inc.7,475$614K0.6%-2.6%0.012%
7/9/2025 WealthCare Investment Partners LLC15,910$1.33M0.5%+11.4%0.026%
7/8/2025 Parallel Advisors LLC15,378$1.26M0.0%-1.1%0.025%
7/7/2025 Wesbanco Bank Inc.5,085$418K0.0%N/A0.008%
7/7/2025 Nova Wealth Management Inc.2,610$214K0.2%+603.5%0.004%
6/11/2025Kondo Wealth Advisors Inc.26,012$2.07M1.0%-2.2%0.043%
6/2/2025Modern Wealth Management LLC5,214$414K0.0%-27.8%0.009%
5/29/2025 Nova Wealth Management Inc.371$29K0.0%N/A0.001%
5/27/2025Advisors Capital Management LLC12,724$1.01M0.0%-97.9%0.021%
5/22/2025Rollins Financial Advisors LLC29,861$2.37M0.4%+1.5%0.049%
5/21/2025Geneos Wealth Management Inc.25,422$2.02M0.1%+4.6%0.042%
5/20/2025Focus Partners Wealth2,370,981$188.19M0.5%+0.9%3.909%
5/16/2025Goldman Sachs Group Inc.316,107$25.09M0.0%+3.8%0.518%
5/16/2025Jones Financial Companies Lllp6,594$523K0.0%+138.1%0.011%
5/16/2025Rockport Wealth LLC34,057$2.70M1.0%-1.9%0.056%
5/16/2025NewEdge Advisors LLC10,996$873K0.0%+5.0%0.018%
5/16/2025Integrated Wealth Concepts LLC9,142$726K0.0%-3.9%0.015%
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5/16/2025AQR Capital Management LLC7,867$624K0.0%-15.4%0.013%
5/15/2025EP Wealth Advisors LLC51,155$4.06M0.0%-1.7%0.084%
5/15/2025Focus Partners Advisor Solutions LLC6,914$549K0.0%+40.5%0.011%
5/15/2025Royal Bank of Canada564,718$44.82M0.0%-0.1%0.931%
5/15/2025MAI Capital Management245,136$19.46M0.1%-6.9%0.404%
5/15/2025Baird Financial Group Inc.319,451$25.36M0.0%-2.7%0.527%
5/14/2025Comerica Bank58,792$4.67M0.0%-1.5%0.097%
5/14/2025Synovus Financial Corp7,381$586K0.0%-7.4%0.012%
5/14/2025Northwestern Mutual Wealth Management Co.158,893$12.61M0.0%+3.2%0.262%
5/14/2025Kestra Advisory Services LLC164,006$13.02M0.1%+2.8%0.270%
5/14/2025Ameriprise Financial Inc.1,429,688$113.31M0.0%-19.4%2.357%
5/14/2025CW Advisors LLC57,290$4.55M0.1%-6.2%0.094%
5/14/2025GM Advisory Group LLC5,950$472K0.0%+2.4%0.010%
5/14/2025Vertex Planning Partners LLC2,530$201K0.0%N/A0.004%
5/13/2025Cascade Financial Partners LLC17,069$1.36M0.2%-2.9%0.028%
5/13/2025Steward Partners Investment Advisory LLC191,871$15.23M0.1%-1.3%0.316%
5/13/2025Raymond James Financial Inc.559,604$44.42M0.0%-3.5%0.923%
5/13/2025Cresset Asset Management LLC45,664$3.62M0.0%+0.3%0.075%
5/13/2025HighTower Advisors LLC157,284$12.48M0.0%-2.4%0.259%
5/12/2025Staley Capital Advisers Inc.6,290$499K0.0%-18.2%0.010%
5/12/2025Linscomb Wealth Inc.47,204$3.75M0.2%-2.3%0.078%
5/12/2025First American Trust FSB124,372$9.87M0.9%+6.1%0.205%
5/12/2025Berger Financial Group Inc34,521$2.74M0.2%-0.8%0.057%
5/12/2025Avant Capital LLC32,049$2.54M2.1%+6.6%0.053%
5/12/2025Founders Financial Alliance LLC22,059$1.75M0.4%+10.1%0.037%
5/12/2025Bristlecone Advisors LLC219,464$17.42M1.4%-4.5%0.365%
5/12/2025Flagship Wealth Advisors LLC30,534$2.42M1.0%N/A0.051%
5/9/2025Chicago Partners Investment Group LLC25,513$1.98M0.1%-11.3%0.042%
5/9/2025Citizens Financial Group Inc. RI3,592$285K0.0%-6.2%0.006%
5/9/2025Wealthspire Advisors LLC40,695$3.23M0.0%+40.2%0.068%
5/9/2025Atria Wealth Solutions Inc.32,855$2.61M0.0%-31.0%0.055%
5/9/2025Costello Asset Management INC911$72K0.0%N/A0.002%
5/9/2025Cary Street Partners Financial LLC3,490$277K0.0%+12.8%0.006%
5/9/2025Commonwealth Equity Services LLC863,812$68.56M0.1%+10.4%1.436%
5/9/2025Novus Advisors LLC4,810$382K0.4%N/A0.008%
5/9/2025Cheviot Value Management LLC974$76K0.0%N/A0.002%
5/9/2025PNC Financial Services Group Inc.3,892,481$308.95M0.2%-0.4%6.471%
5/8/2025IFG Advisory LLC48,062$3.82M0.2%-0.7%0.080%
5/8/2025Strategic Family Wealth Counselors L.L.C.108,358$8.60M2.8%+1.6%0.180%
5/8/2025Clearwater Capital Advisors LLC54,897$4.36M0.4%-0.3%0.091%
5/8/2025MONECO Advisors LLC9,601$762K0.1%+4.5%0.016%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,633$209K0.0%N/A0.004%
5/8/2025Harbour Investments Inc.4,082$324K0.0%+38.7%0.007%
5/8/2025 Lee Kelleher Wealth Management318,315$25.27M18.6%+3.4%0.529%
5/8/2025Collaborative Wealth Managment Inc.7,973$633K0.3%-6.7%0.013%
5/8/2025Mesirow Financial Investment Management Inc.23,622$1.88M0.0%+100.0%0.039%
5/8/2025FSA Advisors Inc.7,934$630K0.5%-30.4%0.013%
5/8/2025Geneos Wealth Management Inc.56,099$4.45M0.1%+130.8%0.093%
5/7/2025Woodard & Co. Asset Management Group Inc. ADV55,579$4.41M0.9%+4.9%0.092%
5/7/2025LPL Financial LLC3,459,506$274.58M0.1%+16.7%5.751%
When your faith is put to the test, what will you do? (Ad)

Former CIA advisor Jim Rickards believes President Trump has just unlocked what the Bible foretold — a $150 trillion “birthright” tied to America’s untouched wealth. He says the Book of Genesis predicted this moment… and those who act now could be first in line to benefit. The full presentation is now live.

See Jim Rickards' take on America’s $150 trillion birthright
5/7/2025 HB Wealth Management LLC17,352$1.38M0.0%-4.0%0.029%
5/7/2025Caliber Wealth Management LLC KS134,297$10.66M1.5%N/A0.223%
5/7/2025 Trilogy Capital Inc.1,177,539$93.46M4.9%N/A1.958%
5/6/2025Assetmark Inc.46,382$3.68M0.0%-0.4%0.077%
5/6/2025ShoreHaven Wealth Partners LLC10,002$794K0.4%-1.9%0.017%
5/6/2025USAdvisors Wealth Management LLC2,724$216K0.1%-9.3%0.005%
5/6/2025Cetera Investment Advisers643,025$51.04M0.1%-11.2%1.069%
5/6/2025Avantax Advisory Services Inc.31,718$2.52M0.0%+6.3%0.053%
5/6/2025Brookwood Investment Group LLC2,998$238K0.0%N/A0.005%
5/6/2025Kovack Advisors Inc.3,375$268K0.0%-43.6%0.006%
(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. ($308.95M), BKM Wealth Management LLC ($283.99M), LPL Financial LLC ($274.58M), Focus Partners Wealth ($188.19M), Wade G W & Inc. ($139.02M), Bank of America Corp DE ($129.44M), and Ameriprise Financial Inc. ($113.31M).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 316 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), LPL Financial LLC ($1.28M), Trilogy Capital Inc. ($1.18M), Raymond James Financial Inc. ($1.16M), and Waterway Wealth Management LLC ($739.48K).

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

Institutional investors have bought a total of 11,038,356 shares in the last 24 months. This purchase volume represents approximately $861.79M in transactions.

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

Of the 163 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), LPL Financial LLC ($211.88K), Waterway Wealth Management LLC ($149.76K), Advisors Preferred LLC ($137.86K), Bank Hapoalim BM ($94.50K), and Cetera Investment Advisers ($80.99K).

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

Institutional investors have sold a total of 2,426,447 shares in the last 24 months. This volume of shares sold represents approximately $189.48M in transactions.


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This page (NYSEARCA:DLN) was last updated on 7/20/2025 by MarketBeat.com Staff
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