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

WisdomTree U.S. LargeCap Dividend Fund logo
$99.47 -0.06 (-0.06%)
Closing price 04:10 PM Eastern
Extended Trading
$99.46 -0.02 (-0.02%)
As of 07:30 PM 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)
240
Total
Institutional Inflows
(last 12 months)
$439.40M
Number of
Institutional Sellers
(last 12 months)
142
Total
Institutional Outflows
(last 12 months)
$136.50M
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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
10/10/2026Harpswell Capital Advisors LLC11,111$1.08M0.7%+11.1%0.018%
10/10/2026Valley Wealth Managers Inc.836$81K0.0%N/A0.001%
10/9/2026Graves Light Lenhart Wealth Inc.58,944$5.73M0.5%-6.0%0.093%
10/9/2026Inspirion Wealth Advisors LLC20,356$1.98M0.2%N/A0.032%
10/9/2026LifeGoal Investments LLC2,104$205K0.1%N/A0.003%
10/9/2026Lee Kelleher & Klein Wealth Management391,195$38.02M20.7%+2.6%0.619%
10/8/2026Farther Finance Advisors LLC15,740$1.53M0.0%-32.6%0.025%
10/8/2026CoreCap Advisors LLC29,009$2.82M0.1%+4.9%0.046%
10/8/2026Dickmeyer Boyce Financial Management Inc.36,183$3.52M1.6%+5.3%0.057%
10/8/2026Avidian Wealth Enterprises LLC6,452$627K0.0%N/A0.010%
10/8/2026Kaydan Wealth Management Inc.8,694$845K0.3%+1.2%0.014%
10/8/2026Toth Financial Advisory Corp268$26K0.0%N/A0.000%
10/7/2026Benedict Financial Advisors Inc.7,188$699K0.1%N/A0.011%
10/5/2026Rosenberg Matthew Hamilton593$58K0.0%N/A0.001%
10/5/2026Eastern Bank458$45K0.0%N/A0.001%
10/5/2026Rockland Trust Co.3,980$387K0.0%N/A0.006%
10/2/2026 CX Institutional111,877$10.87M0.3%+5.7%0.177%
10/1/2026 Noble Wealth Management PBC1,167$113K0.1%-14.6%0.002%
10/1/2026 Coastline Trust Co600$58K0.0%N/A0.001%
9/23/2026QRG Capital Management Inc.3,778$364K0.0%N/A0.006%
9/23/2026Envestnet Asset Management Inc.784,125$75.53M0.0%+6.7%1.242%
9/9/2026Integrated Wealth Concepts LLC12,127$1.17M0.0%+5.5%0.019%
9/9/2026RFG Advisory LLC7,938$765K0.0%-4.0%0.013%
9/9/2026NewEdge Advisors LLC10,078$971K0.0%-44.9%0.016%
9/9/2026IFP Advisors Inc2,681$258K0.0%+25.5%0.004%
9/9/2026Baird Financial Group Inc.285,646$27.51M0.0%+3.4%0.450%
9/8/2026Allworth Financial LP1,401$135K0.0%+63.5%0.002%
9/8/2026Waverly Advisors LLC37,381$3.60M0.0%+724.3%0.059%
9/4/2026Parkside Financial Bank & Trust553$53K0.0%-82.3%0.001%
9/2/2026Citadel Advisors LLC21,767$2.10M0.0%-11.0%0.034%
8/27/2026Corient Private Wealth LP228,915$22.05M0.0%-4.2%0.360%
8/25/2026Tobias Financial Advisors Inc.61,735$5.95M0.7%+0.5%0.097%
8/23/2026Studio Investment Management LLC3,907$376K0.1%+19.3%0.006%
8/23/2026Ameritas Advisory Services LLC5,182$499K0.0%+79.1%0.008%
8/23/2026HB Wealth Management LLC16,653$1.60M0.0%-5.8%0.026%
8/22/2026TD Waterhouse Canada Inc.700$67K0.0%N/A0.001%
8/22/2026Concurrent Investment Advisors LLC117,671$11.33M0.1%+6.1%0.185%
8/21/2026High Net Worth Advisory Group LLC9,240$890K0.2%-14.8%0.015%
7/10/2026Lee Kelleher & Klein Wealth Management381,301$36.73M19.2%-0.8%0.597%
7/10/2026G&S Capital LLC16,276$1.57M0.5%N/A0.025%
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7/10/2026SMI Advisory Services LLC13,571$1.32M0.2%+307.7%0.021%
7/10/2026KMG Fiduciary Partners LLC2,439$235K0.0%-86.4%0.004%
7/10/2026Wealthcare Advisory Partners LLC6,178$595K0.0%+1.9%0.010%
7/9/2026Revolve Wealth Partners LLC198,080$19.08M2.0%+0.4%0.310%
7/8/2026NerdWallet Wealth Partners LLC263,948$25.42M8.8%+12.3%0.413%
7/7/2026Post Resch Tallon Group Inc.7,085$682K0.5%-2.5%0.011%
7/7/2026Bill Few Associates Inc.2,190$211K0.0%N/A0.003%
7/7/2026Dynamic Advisor Solutions LLC11,293$1.09M0.0%+7.3%0.018%
7/7/2026Graves Light Lenhart Wealth Inc.62,709$6.04M0.6%+1.9%0.098%
7/7/2026CoreCap Advisors LLC27,648$2.66M0.1%+2.6%0.043%
7/7/2026St. Clair Advisors LLC14,602$1.41M0.4%-6.8%0.023%
7/6/2026Trilogy 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%
7/1/2026Eastern Bank458$44K0.0%N/A0.001%
6/18/2026Western Wealth Management LLC9,655$862K0.0%-2.5%0.015%
6/11/2026Three 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%
5/14/2026CLG LLC430,968$38.50M9.6%-0.6%0.677%
5/14/2026Dickmeyer 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%
5/6/2026Independent Financial Group LLC2,298$205K0.0%N/A0.004%
5/5/2026Rockport Wealth LLC4,590$410K0.1%-68.0%0.007%
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5/5/2026D.A. Davidson & CO.213,330$19.06M0.1%+1.1%0.335%
5/5/2026NerdWallet 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%


DLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 440 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 373 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 4,968,987 shares in the last 24 months. This purchase volume represents approximately $439.40M in transactions.

Of the 142 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 ($112.12K), 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 1,542,411 shares in the last 24 months. This volume of shares sold represents approximately $136.50M 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 10/10/2026. New 13F filings are added each quarter as they're published.
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