Free Trial
Tada emoji MarketBeat All Access Sale — Buy Now For Just $5

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

WisdomTree U.S. LargeCap Dividend Fund logo
$84.07 +0.56 (+0.67%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$84.02 -0.05 (-0.06%)
As of 08/8/2025 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
240
Total
Institutional Inflows
(last 12 months)
$868.01M
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$204.11M
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
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%
7/29/2025 Uhlmann Price Securities LLC11,503$945K0.7%-46.3%0.019%
7/29/2025 Chicago Partners Investment Group LLC25,193$2.12M0.1%-1.3%0.041%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV55,070$4.52M0.8%-0.9%0.090%
7/29/2025 Aspiriant LLC65,224$5.36M0.2%+62.2%0.106%
7/29/2025 Koshinski Asset Management Inc.57,810$4.75M0.4%+0.2%0.094%
7/29/2025 Kondo Wealth Advisors Inc.25,372$2.10M0.9%-2.5%0.041%
7/29/2025 ShoreHaven Wealth Partners LLC9,880$812K0.3%-1.2%0.016%
7/29/2025 Stratos Wealth Partners LTD.352,065$28.92M0.4%-8.3%0.572%
7/29/2025 Stratos Wealth Advisors LLC104,628$8.59M0.5%-1.0%0.170%
7/29/2025 Harbor Asset Planning Inc.495$41K0.0%N/A0.001%
7/28/2025 RFG Advisory LLC89,522$7.35M0.2%-25.9%0.146%
7/28/2025 Perfromance Wealth Partners LLC4,750$390K0.0%+68.1%0.008%
7/28/2025 Revolve Wealth Partners LLC213,427$17.53M2.3%-2.8%0.347%
7/28/2025 Nadler Financial Group Inc.46,420$3.81M0.4%-4.0%0.075%
7/25/2025 Atria Wealth Solutions Inc.30,778$2.53M0.1%-6.3%0.050%
7/25/2025 FIDELIS iM LLC237,434$19.50M8.7%+0.5%0.386%
7/25/2025 Astoria Portfolio Advisors LLC.2,408$203K0.1%N/A0.004%
7/25/2025 Sequoia Financial Advisors LLC8,434$693K0.0%+7.8%0.014%
7/25/2025 MGO One Seven LLC6,093$501K0.0%+5.1%0.010%
7/25/2025 Almanack Investment Partners LLC.9,241$759K0.1%-92.5%0.015%
7/25/2025 LRI Investments LLC335,693$27.57M2.1%-0.6%0.546%
7/25/2025 CWM LLC8,617$708K0.0%-13.2%0.014%
7/25/2025 Tranquility Partners LLC16,445$1.35M0.5%+0.9%0.027%
7/25/2025 Concurrent Investment Advisors LLC59,867$4.92M0.1%-12.9%0.097%
7/24/2025 Etesian Wealth Advisors Inc.32,367$2.66M1.0%+63.3%0.053%
7/23/2025 Eagle Strategies LLC3,955$325K0.0%N/A0.006%
7/23/2025 H&H Retirement Design & Management INC73,089$6.08M3.3%+8.4%0.119%
7/23/2025 Valmark Advisers Inc.5,546$456K0.0%+12.8%0.009%
7/23/2025 Sax Wealth Advisors LLC3,890$320K0.0%N/A0.006%
7/23/2025 Kingswood Wealth Advisors LLC53,763$4.42M0.3%+0.3%0.088%
7/23/2025 626 Financial LLC9,195$755K0.4%-1.4%0.015%
7/23/2025 Foresight Capital Management Advisors Inc.31,319$2.57M1.5%+26.6%0.051%
7/23/2025 KPP Advisory Services LLC15,426$1.27M0.3%+8.9%0.025%
7/22/2025 Wealthcare Advisory Partners LLC6,008$494K0.0%-2.3%0.010%
7/21/2025 Ameritas Advisory Services LLC705$58K0.0%-84.4%0.001%
7/21/2025 Mirae Asset Global Investments Co. Ltd.1,700$140K0.0%-63.8%0.003%
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%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
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%
(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, 411 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), Wade G W & Inc. ($139.02M), Bank of America Corp DE ($129.44M), 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 322 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), Trilogy Capital Inc. ($1.18M), Raymond James Financial Inc. ($1.16M), LPL Financial LLC ($1.01M), 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 11,080,877 shares in the last 24 months. This purchase volume represents approximately $868.01M in transactions.

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

Of the 167 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 2,563,991 shares in the last 24 months. This volume of shares sold represents approximately $204.11M in transactions.


Related Companies

This page (NYSEARCA:DLN) was last updated on 8/11/2025 by MarketBeat.com Staff
From Our Partners
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
HIDDEN IN THE BOOK OF GENESIS…
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored