Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free DLN Stock Alerts

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

WisdomTree U.S. LargeCap Dividend Fund logo
$98.35 +0.57 (+0.58%)
Closing price 07/24/2026 04:10 PM Eastern
Extended Trading
$98.38 +0.03 (+0.03%)
As of 07/24/2026 07:34 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
261
Total
Institutional Inflows
(last 12 months)
$538.44M
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$170.55M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
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%
6/3/2026Parallel Advisors LLC14,165$1.27M0.0%-7.2%0.022%
6/3/2026NewEdge Advisors LLC18,294$1.63M0.0%-2.1%0.029%
6/1/2026Flagship Wealth Advisors LLC14,534$1.19M0.5%-49.1%0.023%
5/27/2026Allen Capital Group LLC29,406$2.63M0.2%-12.7%0.046%
5/21/2026Compass Capital Management Inc.8,360$747K0.0%N/A0.013%
5/21/2026Vestor 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%
5/19/2026NewEdge 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%
5/19/2026Arkadios Wealth Advisors126,091$11.26M0.2%+566.5%0.198%
5/18/2026EverSource 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%
5/15/2026Gateway Wealth Partners LLC10,836$968K0.0%+157.6%0.017%
5/15/2026Waverly Advisors LLC4,535$405K0.0%+14.5%0.007%
5/15/2026Bridgewater 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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
5/14/2026 Dickmeyer Boyce Financial Management Inc.30,328$2.71M1.6%N/A0.048%
5/13/2026Cetera Investment Advisers1,006,997$89.96M0.1%+5.9%1.582%
5/13/2026GSG Advisors LLC19,303$1.72M0.4%N/A0.030%
5/13/2026Clearwater Capital Advisors LLC52,474$4.69M0.4%-0.4%0.082%
5/13/2026NewEdge Wealth LLC7,750$692K0.0%-3.7%0.012%
5/8/2026PNC Financial Services Group Inc.3,668,298$327.69M0.2%-4.8%5.763%
5/8/2026Cassaday & Co Wealth Management LLC1,878$168K0.0%N/A0.003%
5/8/2026Fox Financial Inc313,429$28.00M22.9%+0.7%0.492%
5/7/2026Parallel Advisors LLC14,165$1.27M0.0%-7.2%0.022%
5/6/2026Assetmark Inc.43,028$3.84M0.0%-2.4%0.068%
5/6/2026 Independent Financial Group LLC2,298$205K0.0%N/A0.004%
5/5/2026Rockport Wealth LLC4,590$410K0.1%-68.0%0.007%
5/5/2026D.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%
5/5/2026Bank of New York Mellon Corp10,051$898K0.0%-85.0%0.016%
5/5/2026truNorth Financial Services Inc.144,372$12.90M13.3%+4.0%0.227%
5/5/2026Geneos Wealth Management Inc.58,720$5.25M0.1%+1.8%0.092%
5/5/2026Advisors Preferred LLC122,349$10.93M1.6%+84.0%0.192%
5/5/2026Sanctuary Advisors LLC209,764$18.74M0.1%+3.4%0.330%
5/5/2026Sigma Planning Corp54,303$4.85M0.1%-1.2%0.085%
5/5/2026Flynn Zito Capital Management LLC16,235$1.45M0.5%+5.3%0.026%
5/4/2026Nadler Financial Group Inc.43,432$3.88M0.4%-6.5%0.068%
5/4/2026One 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%
5/2/2026Valmark Advisers Inc.6,707$599K0.0%+15.9%0.011%
5/1/2026Fifth Third Bancorp53,126$4.75M0.0%N/A0.083%
5/1/2026 Sequoia Financial Advisors LLC7,766$694K0.0%-2.2%0.012%
4/30/2026Costello Asset Management INC2,646$236K0.1%+187.0%0.004%
4/30/2026Mosaic Family Wealth Partners LLC66,825$5.97M0.6%+22.3%0.105%
4/30/2026Kestra Advisory Services LLC242,960$21.70M0.1%+21.7%0.382%
4/30/2026IAG Wealth Partners LLC399,184$35.66M4.0%+2.2%0.627%
4/30/2026Staley Capital Advisers Inc.5,540$495K0.0%-14.3%0.009%
4/30/2026Farmers & 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%
4/28/2026Berger Financial Group Inc19,836$1.77M0.1%-0.8%0.031%
4/28/2026Koshinski Asset Management Inc.59,786$5.34M0.3%+0.4%0.094%
4/27/2026World Investment Advisors2,633$235K0.0%-80.4%0.004%
4/27/2026Private Advisor Group LLC285,986$25.55M0.1%+9.4%0.450%
4/25/2026Clarity 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%
4/25/2026KPP Advisory Services LLC17,673$1.58M0.2%-2.3%0.028%
4/24/2026Key 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%
4/23/2026626 Financial LLC8,982$802K0.4%-7.2%0.014%
4/23/2026Fairway 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%
4/23/2026Vicus Capital3,005$268K0.0%+5.5%0.005%
4/22/2026Janney Montgomery Scott LLC64,216$5.74M0.0%-0.2%0.101%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%
4/21/2026Foster & Motley Inc.2,647$236K0.0%N/A0.004%
4/20/2026Kestra 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%
4/17/2026High 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, 439 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 371 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 ($901.77K), Bank of America Corp DE ($845.50K), and Advisors Capital Management LLC ($682.66K).

Institutional investors have bought a total of 6,204,691 shares in the last 24 months. This purchase volume represents approximately $538.44M in transactions.

Of the 160 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: Commonwealth Equity Services LLC ($270.39K), PNC Financial Services Group Inc. ($237.47K), FIDELIS iM LLC ($173.41K), RFG Advisory LLC ($143.11K), Caliber Wealth Management LLC KS ($117.73K), Osaic Holdings Inc. ($64.43K), and Howard Bailey Securities LLC ($60.78K).

Institutional investors have sold a total of 1,963,066 shares in the last 24 months. This volume of shares sold represents approximately $170.55M in transactions.


Related Companies

This page (NYSEARCA:DLN) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel