Free Trial

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

WisdomTree U.S. LargeCap Dividend Fund logo
$78.56 -0.19 (-0.24%)
Closing price 05/22/2025 04:10 PM Eastern
Extended Trading
$77.95 -0.61 (-0.78%)
As of 08:56 AM 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.

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. LargeCap Dividend Fund (NYSEARCA:DLN)

Number of
Institutional Buyers
(last 12 months)
226
Total
Institutional Inflows
(last 12 months)
$895.94M
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$139.99M
Get DLN Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. LargeCap Dividend Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DLN Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025 Rollins Financial Advisors LLC29,861$2.37M0.4%+1.5%0.049%
5/21/2025 Geneos Wealth Management Inc.25,422$2.02M0.1%+4.6%0.042%
5/20/2025 Focus Partners Wealth2,370,981$188.19M0.5%+0.9%3.909%
5/16/2025 Goldman Sachs Group Inc.316,107$25.09M0.0%+3.8%0.521%
5/16/2025 Jones Financial Companies Lllp6,594$523K0.0%+138.1%0.011%
5/16/2025 Rockport Wealth LLC34,057$2.70M1.0%-1.9%0.056%
5/16/2025 NewEdge Advisors LLC10,996$873K0.0%+5.0%0.018%
5/16/2025 Integrated Wealth Concepts LLC9,142$726K0.0%-3.9%0.015%
5/16/2025 AQR Capital Management LLC7,867$624K0.0%-15.4%0.013%
5/15/2025 EP Wealth Advisors LLC51,155$4.06M0.0%-1.7%0.084%
5/15/2025 Focus Partners Advisor Solutions LLC6,914$549K0.0%+40.5%0.011%
5/15/2025 Royal Bank of Canada564,718$44.82M0.0%-0.1%0.931%
5/15/2025 MAI Capital Management245,136$19.46M0.1%-6.9%0.404%
5/15/2025 Baird Financial Group Inc.319,451$25.36M0.0%-2.7%0.527%
5/14/2025 Comerica Bank58,792$4.67M0.0%-1.5%0.097%
5/14/2025 Synovus Financial Corp7,381$586K0.0%-7.4%0.012%
5/14/2025 Northwestern Mutual Wealth Management Co.158,893$12.61M0.0%+3.2%0.262%
5/14/2025 Kestra Advisory Services LLC164,006$13.02M0.1%+2.8%0.270%
5/14/2025 Ameriprise Financial Inc.1,429,688$113.31M0.0%-19.4%2.357%
5/14/2025 CW Advisors LLC57,290$4.55M0.1%-6.2%0.094%
5/14/2025 GM Advisory Group LLC5,950$472K0.0%+2.4%0.010%
5/14/2025 Vertex Planning Partners LLC2,530$201K0.0%N/A0.004%
5/13/2025 Cascade Financial Partners LLC17,069$1.36M0.2%-2.9%0.028%
5/13/2025 Steward Partners Investment Advisory LLC191,871$15.23M0.1%-1.3%0.316%
5/13/2025 Raymond James Financial Inc.559,604$44.42M0.0%-3.5%0.923%
5/13/2025 Cresset Asset Management LLC45,664$3.62M0.0%+0.3%0.075%
5/13/2025 HighTower Advisors LLC157,284$12.48M0.0%-2.4%0.259%
5/12/2025 Staley Capital Advisers Inc.6,290$499K0.0%-18.2%0.010%
5/12/2025 Linscomb Wealth Inc.47,204$3.75M0.2%-2.3%0.078%
5/12/2025 First American Trust FSB124,372$9.87M0.9%+6.1%0.205%
5/12/2025 Berger Financial Group Inc34,521$2.74M0.2%-0.8%0.057%
5/12/2025 Avant Capital LLC32,049$2.54M2.1%+6.6%0.053%
5/12/2025 Founders Financial Alliance LLC22,059$1.75M0.4%+10.1%0.037%
5/12/2025 Bristlecone Advisors LLC219,464$17.42M1.4%-4.5%0.365%
5/12/2025 Flagship Wealth Advisors LLC30,534$2.42M1.0%N/A0.051%
5/9/2025 Chicago Partners Investment Group LLC25,513$1.98M0.1%-11.3%0.042%
5/9/2025 Citizens Financial Group Inc. RI3,592$285K0.0%-6.2%0.006%
5/9/2025 Wealthspire Advisors LLC40,695$3.23M0.0%+40.2%0.068%
5/9/2025 Atria Wealth Solutions Inc.32,855$2.61M0.0%-31.0%0.055%
5/9/2025 Costello Asset Management INC911$72K0.0%N/A0.002%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
5/9/2025 Cary Street Partners Financial LLC3,490$277K0.0%+12.8%0.006%
5/9/2025 Commonwealth Equity Services LLC863,812$68.56M0.1%+10.4%1.436%
5/9/2025 Novus Advisors LLC4,810$382K0.4%N/A0.008%
5/9/2025 Cheviot Value Management LLC974$76K0.0%N/A0.002%
5/9/2025 PNC Financial Services Group Inc.3,892,481$308.95M0.2%-0.4%6.471%
5/8/2025 IFG Advisory LLC48,062$3.82M0.2%-0.7%0.080%
5/8/2025 Strategic Family Wealth Counselors L.L.C.108,358$8.60M2.8%+1.6%0.180%
5/8/2025 Clearwater Capital Advisors LLC54,897$4.36M0.4%-0.3%0.091%
5/8/2025 MONECO Advisors LLC9,601$762K0.1%+4.5%0.016%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,633$209K0.0%N/A0.004%
5/8/2025 Harbour 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%
5/8/2025 Collaborative Wealth Managment Inc.7,973$633K0.3%-6.7%0.013%
5/8/2025 Mesirow Financial Investment Management Inc.23,622$1.88M0.0%+100.0%0.039%
5/8/2025 FSA Advisors Inc.7,934$630K0.5%-30.4%0.013%
5/8/2025 Geneos Wealth Management Inc.56,099$4.45M0.1%+130.8%0.093%
5/7/2025 Woodard & Co. Asset Management Group Inc. ADV55,579$4.41M0.9%+4.9%0.092%
5/7/2025 LPL Financial LLC3,459,506$274.58M0.1%+16.7%5.751%
5/7/2025 HB Wealth Management LLC17,352$1.38M0.0%-4.0%0.029%
5/7/2025 Caliber 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%
5/6/2025 Assetmark Inc.46,382$3.68M0.0%-0.4%0.077%
5/6/2025 ShoreHaven Wealth Partners LLC10,002$794K0.4%-1.9%0.017%
5/6/2025 USAdvisors Wealth Management LLC2,724$216K0.1%-9.3%0.005%
5/6/2025 Cetera Investment Advisers643,025$51.04M0.1%-11.2%1.069%
5/6/2025 Avantax Advisory Services Inc.31,718$2.52M0.0%+6.3%0.053%
5/6/2025 Brookwood Investment Group LLC2,998$238K0.0%N/A0.005%
5/6/2025 Kovack Advisors Inc.3,375$268K0.0%-43.6%0.006%
5/6/2025 AE Wealth Management LLC4,881$387K0.0%-7.6%0.008%
5/6/2025 Advisors Preferred LLC6,693$531K0.1%-94.0%0.011%
5/6/2025 Vestor Capital LLC13,024$1.03M0.1%+10.5%0.022%
5/6/2025 Choreo LLC21,030$1.67M0.0%-3.1%0.035%
5/6/2025 Flynn Zito Capital Management LLC16,082$1.28M0.6%-2.3%0.027%
5/6/2025 PFG Advisors15,176$1.21M0.1%+215.4%0.025%
5/5/2025 Hazlett Burt & Watson Inc.5,044$400K0.2%-9.7%0.008%
5/5/2025 Kestra Private Wealth Services LLC61,933$4.92M0.1%+1.5%0.103%
5/5/2025 Resurgent Financial Advisors LLC22,014$1.75M1.0%-0.9%0.037%
5/5/2025 Private Advisor Group LLC250,907$19.92M0.1%+6.9%0.417%
5/5/2025 Transce3nd LLC791$63K0.0%-20.3%0.001%
5/2/2025 Kingsview Wealth Management LLC5,727$455K0.0%-2.6%0.010%
5/2/2025 Bridgewater Advisors Inc.3,152$242K0.0%N/A0.005%
5/2/2025 Future You Wealth LLC181,519$14.41M9.2%+25.9%0.302%
5/2/2025 SBI Securities Co. Ltd.3,198$254K0.0%-7.8%0.005%
5/2/2025 Sigma Planning Corp53,493$4.25M0.1%-1.4%0.089%
5/1/2025 Key Financial Inc96,859$7.69M1.7%-1.5%0.161%
5/1/2025 CWM LLC9,928$788K0.0%+133.8%0.017%
5/1/2025 TruNorth Capital Management LLC4,853$385K0.1%N/A0.008%
5/1/2025 ARK & TLK Investments LLC5,764$457K0.2%-7.2%0.010%
4/30/2025 FIDELIS iM LLC236,179$18.75M8.7%+42.7%0.393%
4/30/2025 Cerity Partners LLC37,873$3.01M0.0%+9.4%0.063%
Washington Is Broke—and Eyeing Your Savings Next (Ad)

Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.

Get your free guide now by clicking here >>
4/30/2025 Moloney Securities Asset Management LLC13,976$1.11M0.1%+12.0%0.023%
4/30/2025 Principal Securities Inc.8,867$690K0.0%+18.6%0.015%
4/30/2025 Stratos Wealth Partners LTD.384,103$30.49M0.5%-8.9%0.639%
4/30/2025 Stratos Wealth Advisors LLC105,688$8.39M0.5%+1.6%0.176%
4/29/2025 Fairway Wealth LLC259,033$20.56M6.3%+16.3%0.431%
4/29/2025 Financial Counselors Inc.3,982$316K0.0%-4.5%0.007%
4/29/2025 Envestnet Asset Management Inc.597,464$47.42M0.0%+7.8%0.993%
4/29/2025 Concurrent Investment Advisors LLC68,716$5.45M0.1%+1,657.0%0.114%
4/29/2025 Bank of New York Mellon Corp53,354$4.24M0.0%+793.4%0.089%
4/29/2025 Element Wealth LLC8,026$637K0.3%-1.9%0.013%
(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, 403 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 DLN's institutional investors.

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

Of the 318 institutional investors that purchased WisdomTree U.S. LargeCap Dividend Fund 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 23,043,105 shares in the last 24 months. This purchase volume represents approximately $1.66B in transactions.

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

Of the 226 institutional investors that sold WisdomTree U.S. LargeCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($343.80K), Advisors Preferred LLC ($274.16K), Envestnet Asset Management Inc. ($246.99K), PNC Financial Services Group Inc. ($230.35K), Waterway Wealth Management LLC ($218.12K), LPL Financial LLC ($211.88K), and ShoreHaven Wealth Partners LLC ($176.37K).

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

Institutional investors have sold a total of 4,402,120 shares in the last 24 months. This volume of shares sold represents approximately $308.07M in transactions.



This page (NYSEARCA:DLN) was last updated on 5/23/2025 by MarketBeat.com Staff
From Our Partners