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

WisdomTree U.S. LargeCap Dividend Fund logo
$101.54 -0.05 (-0.05%)
As of 11:46 AM 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)
232
Total
Institutional Inflows
(last 12 months)
$503.64M
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$133.95M
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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
7/10/2026 Lee Kelleher & Klein Wealth Management381,301$36.73M19.2%-0.8%0.597%
7/10/2026 G&S Capital LLC16,276$1.57M0.5%N/A0.025%
7/10/2026 SMI Advisory Services LLC13,571$1.32M0.2%+307.7%0.021%
7/10/2026 KMG Fiduciary Partners LLC2,439$235K0.0%-86.4%0.004%
7/10/2026 Wealthcare Advisory Partners LLC6,178$595K0.0%+1.9%0.010%
7/9/2026 Revolve Wealth Partners LLC198,080$19.08M2.0%+0.4%0.310%
7/8/2026 NerdWallet Wealth Partners LLC263,948$25.42M8.8%+12.3%0.413%
7/7/2026 Post Resch Tallon Group Inc.7,085$682K0.5%-2.5%0.011%
7/7/2026 Bill Few Associates Inc.2,190$211K0.0%N/A0.003%
7/7/2026 Dynamic Advisor Solutions LLC11,293$1.09M0.0%+7.3%0.018%
7/7/2026 Graves Light Lenhart Wealth Inc.62,709$6.04M0.6%+1.9%0.098%
7/7/2026 CoreCap Advisors LLC27,648$2.66M0.1%+2.6%0.043%
7/7/2026 St. Clair Advisors LLC14,602$1.41M0.4%-6.8%0.023%
7/6/2026 Trilogy Capital Inc.1,196,646$115.26M4.5%+2.7%1.877%
7/2/2026 Versant Capital Management Inc1,549$149K0.0%N/A0.002%
7/2/2026 CX Institutional105,870$10.20M0.3%+2.6%0.166%
7/1/2026 Eastern Bank458$44K0.0%N/A0.001%
6/18/2026Western Wealth Management LLC9,655$862K0.0%-2.5%0.015%
6/11/2026 Three Bearings Fiduciary Advisors Inc.15,184$1.36M1.3%+2.4%0.024%
6/3/2026 Parallel Advisors LLC14,165$1.27M0.0%-7.2%0.022%
6/3/2026 NewEdge Advisors LLC18,294$1.63M0.0%-2.1%0.029%
6/1/2026 Flagship Wealth Advisors LLC14,534$1.19M0.5%-49.1%0.023%
5/27/2026 Allen Capital Group LLC29,406$2.63M0.2%-12.7%0.046%
5/21/2026 Compass Capital Management Inc.8,360$747K0.0%N/A0.013%
5/21/2026 Vestor Capital LLC12,710$1.14M0.1%+1,056.5%0.020%
5/19/2026Western Wealth Management LLC9,655$862K0.0%-2.5%0.015%
5/19/2026Orographic Financial Advisors LLC6,145$548K0.4%N/A0.010%
5/19/2026 NewEdge Advisors LLC15,615$1.40M0.0%-16.5%0.025%
5/19/2026Bank of America Corp DE1,211,307$108.21M0.0%+6.0%1.903%
5/19/2026 Arkadios Wealth Advisors126,091$11.26M0.2%+566.5%0.198%
5/18/2026 EverSource Wealth Advisors LLC7,019$627K0.0%-9.5%0.011%
5/18/2026Royal Bank of Canada466,523$41.68M0.0%-8.8%0.733%
5/18/2026Evercore Wealth Management LLC1,046,430$93.48M1.5%+1.2%1.644%
5/16/2026Quantinno Capital Management LP6,465$578K0.0%+6.2%0.010%
5/15/2026 Gateway Wealth Partners LLC10,836$968K0.0%+157.6%0.017%
5/15/2026Waverly Advisors LLC4,535$405K0.0%+14.5%0.007%
5/15/2026 Bridgewater Advisors Inc.2,112$200K0.0%N/A0.003%
5/14/2026Renaissance Technologies LLC7,200$643K0.0%+46.9%0.011%
5/14/2026Hilltop Holdings Inc.12,264$1.10M0.1%-40.8%0.019%
5/14/2026 CLG LLC430,968$38.50M9.6%-0.6%0.677%
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5/14/2026 Dickmeyer Boyce Financial Management Inc.30,328$2.71M1.6%N/A0.048%
5/13/2026 Cetera Investment Advisers1,006,997$89.96M0.1%+5.9%1.582%
5/13/2026GSG Advisors LLC19,303$1.72M0.4%N/A0.030%
5/13/2026 Clearwater Capital Advisors LLC52,474$4.69M0.4%-0.4%0.082%
5/13/2026 NewEdge Wealth LLC7,750$692K0.0%-3.7%0.012%
5/8/2026 PNC Financial Services Group Inc.3,668,298$327.69M0.2%-4.8%5.763%
5/8/2026 Cassaday & Co Wealth Management LLC1,878$168K0.0%N/A0.003%
5/8/2026 Fox Financial Inc313,429$28.00M22.9%+0.7%0.492%
5/7/2026 Parallel Advisors LLC14,165$1.27M0.0%-7.2%0.022%
5/6/2026 Assetmark Inc.43,028$3.84M0.0%-2.4%0.068%
5/6/2026 Independent Financial Group LLC2,298$205K0.0%N/A0.004%
5/5/2026 Rockport Wealth LLC4,590$410K0.1%-68.0%0.007%
5/5/2026 D.A. Davidson & CO.213,330$19.06M0.1%+1.1%0.335%
5/5/2026 NerdWallet Wealth Partners LLC235,046$21.00M9.2%+5.8%0.369%
5/5/2026 Bank of New York Mellon Corp10,051$898K0.0%-85.0%0.016%
5/5/2026 truNorth Financial Services Inc.144,372$12.90M13.3%+4.0%0.227%
5/5/2026 Geneos Wealth Management Inc.58,720$5.25M0.1%+1.8%0.092%
5/5/2026 Advisors Preferred LLC122,349$10.93M1.6%+84.0%0.192%
5/5/2026Sanctuary Advisors LLC209,764$18.74M0.1%+3.4%0.330%
5/5/2026 Sigma Planning Corp54,303$4.85M0.1%-1.2%0.085%
5/5/2026 Flynn Zito Capital Management LLC16,235$1.45M0.5%+5.3%0.026%
5/4/2026 Nadler Financial Group Inc.43,432$3.88M0.4%-6.5%0.068%
5/4/2026 One Wealth Map LLC73,930$6.95M3.1%-2.1%0.116%
5/4/2026 Team Financial Group LLC22,547$2.01M0.9%+0.7%0.035%
5/2/2026 International Assets Investment Management LLC7,355$658K0.0%-9.5%0.012%
5/2/2026 Valmark Advisers Inc.6,707$599K0.0%+15.9%0.011%
5/1/2026 Fifth Third Bancorp53,126$4.75M0.0%N/A0.083%
5/1/2026 Sequoia Financial Advisors LLC7,766$694K0.0%-2.2%0.012%
4/30/2026 Costello Asset Management INC2,646$236K0.1%+187.0%0.004%
4/30/2026 Mosaic Family Wealth Partners LLC66,825$5.97M0.6%+22.3%0.105%
4/30/2026 Kestra Advisory Services LLC242,960$21.70M0.1%+21.7%0.382%
4/30/2026 IAG Wealth Partners LLC399,184$35.66M4.0%+2.2%0.627%
4/30/2026 Staley Capital Advisers Inc.5,540$495K0.0%-14.3%0.009%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA1,245$111K0.0%-20.2%0.002%
4/30/2026 Stenger Family Office LLC50,569$4.52M0.8%N/A0.079%
4/29/2026 FIDELIS iM LLC265,790$23.74M9.0%-0.7%0.418%
4/28/2026 Berger Financial Group Inc19,836$1.77M0.1%-0.8%0.031%
4/28/2026 Koshinski Asset Management Inc.59,786$5.34M0.3%+0.4%0.094%
4/27/2026World Investment Advisors2,633$235K0.0%-80.4%0.004%
4/27/2026 Private Advisor Group LLC285,986$25.55M0.1%+9.4%0.450%
4/25/2026 Clarity Wealth Advisors LLC3,523$315K0.1%-12.8%0.006%
4/25/2026 Heritage Oak Wealth Advisors LLC6,075$543K0.2%+13.3%0.010%
4/25/2026 KPP Advisory Services LLC17,673$1.58M0.2%-2.3%0.028%
4/24/2026 Key Financial Inc95,537$8.53M1.5%+1.0%0.150%
4/23/2026 Caliber Wealth Management LLC KS16,563$1.48M0.2%-55.2%0.026%
4/23/2026 626 Financial LLC8,982$802K0.4%-7.2%0.014%
4/23/2026 Fairway Wealth LLC262,860$23.48M5.5%-5.8%0.413%
4/23/2026 Etesian Wealth Advisors Inc.56,416$5.04M1.6%+16.0%0.089%
4/23/2026 Vicus Capital3,005$268K0.0%+5.5%0.005%
4/22/2026 Janney Montgomery Scott LLC64,216$5.74M0.0%-0.2%0.101%
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4/22/2026 Trilogy Capital Inc.1,165,060$104.08M4.6%+4.2%1.833%
4/21/2026 Waterway Wealth Management LLC675,342$60.33M11.1%-3.6%1.063%
4/21/2026 Independent Wealth Network Inc.17,873$1.60M0.5%+14.6%0.028%
4/21/2026 Foster & Motley Inc.2,647$236K0.0%N/A0.004%
4/20/2026 Kestra Private Wealth Services LLC66,202$5.91M0.1%+0.8%0.104%
4/20/2026 RFG Advisory LLC8,267$738K0.0%-93.1%0.013%
4/20/2026 Tranquility Partners LLC16,034$1.43M0.5%+6.7%0.025%
4/20/2026 Centennial Wealth Advisory LLC62,274$5.56M1.3%+118.7%0.098%
4/17/2026 High Net Worth Advisory Group LLC10,840$968K0.2%-13.8%0.017%
3/17/2026Rockefeller Capital Management L.P.369,865$32.58M0.1%-1.6%0.587%


DLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 433 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. ($327.69M), LPL Financial LLC ($314.92M), Morgan Stanley ($252.02M), Focus Partners Wealth ($227.17M), Ameriprise Financial Inc. ($178.78M), Creative Planning ($122.23M), and UBS Group AG ($119.74M).Learn more on WisdomTree U.S. LargeCap Dividend Fund's institutional investors.

Of the 366 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: Focus Partners Wealth ($2.52M), Trilogy Capital Inc. ($1.26M), Raymond James Financial Inc. ($1.18M), Ameriprise Financial Inc. ($1.17M), LPL Financial LLC ($849.00K), Bank of America Corp DE ($845.50K), and Advisors Capital Management LLC ($682.66K).

Institutional investors have bought a total of 5,780,928 shares in the last 24 months. This purchase volume represents approximately $503.64M in transactions.

Of the 139 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: PNC Financial Services Group Inc. ($231.28K), FIDELIS iM LLC ($173.41K), RFG Advisory LLC ($111.79K), Caliber Wealth Management LLC KS ($110.18K), Osaic Holdings Inc. ($64.43K), Howard Bailey Securities LLC ($60.78K), and Bank of New York Mellon Corp ($57.10K).

Institutional investors have sold a total of 1,517,406 shares in the last 24 months. This volume of shares sold represents approximately $133.95M in transactions.


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Institutional ownership data for NYSEARCA:DLN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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