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

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$68.91
+0.22 (+0.32%)
(As of 04:00 PM ET)
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Stock AnalysisChartHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
185
Total
Institutional Inflows
(last 12 months)
$763.43M
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$288.08M
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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
4/19/2024Lake Street Private Wealth LLC136,224$9.83M1.4%-27.1%0.244%
4/18/2024Congress Wealth Management LLC DE 59,851$4.32M0.1%-5.7%0.107%
4/18/2024Waterway Wealth Management LLC660,505$47.68M21.0%-9.4%1.185%
4/17/2024FIDELIS iM LLC171,898$12.41M6.2%+1.3%0.308%
4/17/2024Foguth Wealth Management LLC.37,065$2.68M1.4%N/A0.066%
4/17/2024Vicus Capital3,385$244K0.0%-12.5%0.006%
4/17/2024Meridian Financial Partners LLC38,023$2.61M3.3%-5.4%0.068%
4/16/2024Dixon Fnancial Services Inc.2,787$201K0.1%N/A0.005%
4/16/2024Wealth Enhancement Advisory Services LLC136,921$9.88M0.0%-0.8%0.246%
4/15/2024Wealthcare Advisory Partners LLC5,471$395K0.0%N/A0.010%
4/15/2024Revolve Wealth Partners LLC218,300$15.76M2.7%-0.4%0.392%
4/15/2024Aspiriant LLC44,753$3.23M0.1%-0.6%0.080%
4/15/2024Kingswood Wealth Advisors LLC45,516$3.29M0.4%-8.4%0.082%
4/13/2024 Sarasin & Partners LLP70,442$5.09M0.1%-2.1%0.125%
4/12/2024 High Net Worth Advisory Group LLC14,180$1.02M0.3%-2.7%0.025%
4/11/2024 International Assets Investment Management LLC33,705$2.42M0.1%+1.6%0.060%
4/11/2024 Moller Wealth Partners97,532$7.04M1.9%-3.8%0.174%
4/11/2024 RFG Advisory LLC87,728$6.33M0.2%+593.6%0.156%
4/10/2024 Signal Advisors Wealth LLC37,065$2.68M0.7%-9.5%0.066%
4/9/2024 Mather Group LLC.27,080$1.80M0.0%-25.1%0.048%
3/28/2024Newbridge Financial Services Group Inc.10,805$717K0.4%-12.8%0.019%
3/15/2024B. Riley Wealth Advisors Inc.9,517$632K0.0%+3.0%0.017%
3/14/2024 Walden Wealth Partners LLC8,258$548K0.3%N/A0.015%
3/8/2024ICA Group Wealth Management LLC621$41K0.0%N/A0.001%
3/4/2024Fortis Group Advisors LLC1,000$66K0.0%+100.0%0.002%
3/1/2024ARK & TLK Investments LLC6,908$459K0.1%N/A0.012%
3/1/2024Goldman Sachs Group Inc.240,976$16.00M0.0%-14.0%0.429%
2/23/2024Chicago Partners Investment Group LLC26,502$1.77M0.1%-5.3%0.047%
2/23/2024Beacon Financial Group23,606$1.57M0.2%+22.6%0.042%
2/21/2024Garde Capital Inc.2,700$179K0.0%N/A0.005%
2/16/2024Harbour Investments Inc.2,943$195K0.0%+13.3%0.005%
2/15/2024Buckingham Strategic Wealth LLC7,896$524K0.0%+22.2%0.014%
2/15/2024Baird Financial Group Inc.324,023$21.51M0.0%+3.2%0.577%
2/15/2024Citadel Advisors LLC42,862$2.85M0.0%-2.2%0.076%
2/15/2024Comerica Bank58,662$3.89M0.0%+2.6%0.104%
2/14/2024Royal Bank of Canada555,460$36.87M0.0%+2.1%0.988%
2/14/2024Midland Wealth Advisors LLC9,846$654K0.0%N/A0.018%
2/14/2024Kestra Advisory Services LLC104,893$6.96M0.1%-15.0%0.187%
2/14/2024True Wealth Design LLC45,302$3.01M0.8%-0.4%0.081%
2/14/2024Creative Planning1,482,559$98.41M0.1%-5.4%2.638%
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2/14/2024Cresset Asset Management LLC45,171$3.00M0.0%+0.5%0.080%
2/14/2024Evercore Wealth Management LLC1,074,155$71.30M1.2%-1.7%1.911%
2/13/2024Envestnet Asset Management Inc.608,689$40.41M0.0%-9.0%1.083%
2/13/2024Cetera Advisor Networks LLC250,191$16.61M0.1%+2.1%0.445%
2/13/2024Oppenheimer & Co. Inc.17,746$1.18M0.0%-1.9%0.032%
2/13/2024Goldman Sachs Group Inc.240,976$16.00M0.0%-14.0%0.429%
2/13/2024FinTrust Capital Advisors LLC2,900$193K0.0%+32.4%0.005%
2/12/2024Robinson Smith Wealth Advisors LLC4,763$316K0.3%N/A0.008%
2/12/2024GM Advisory Group LLC10,356$687K0.1%-23.6%0.018%
2/12/2024Focus Financial Network Inc. ADV29,925$1.99M0.1%N/A0.053%
2/12/2024Stifel Financial Corp95,911$6.37M0.0%+2.1%0.171%
2/12/2024Steward Partners Investment Advisory LLC194,707$12.93M0.2%-0.9%0.346%
2/12/2024Edmond DE Rothschild Holding S.A.2,480$165K0.0%N/A0.004%
2/12/2024Staley Capital Advisers Inc.8,076$536K0.0%-20.9%0.014%
2/12/2024Parallel Advisors LLC18,130$1.20M0.0%-4.2%0.032%
2/10/2024Linscomb & Williams Inc.52,628$3.49M0.2%-6.7%0.094%
2/9/2024H&H Retirement Design & Management INC72,883$4.97M3.1%+0.2%0.130%
2/9/2024Congress Wealth Management LLC DE 63,486$4.21M0.1%+7.0%0.113%
2/9/2024US Bancorp DE14,780$981K0.0%-10.4%0.026%
2/9/2024Cambridge Investment Research Advisors Inc.516,081$34.26M0.1%+0.7%0.918%
2/9/2024Frazier Financial Advisors LLC8,395$557K0.5%N/A0.015%
2/9/2024EverSource Wealth Advisors LLC8,403$558K0.1%-4.5%0.015%
2/9/2024Certified Advisory Corp5,299$352K0.1%-20.9%0.009%
2/9/2024Assetmark Inc.59,714$3.96M0.0%-13.9%0.106%
2/9/2024D.A. Davidson & CO.76,298$5.07M0.0%-3.5%0.136%
2/9/2024Wells Fargo & Company MN440,494$29.24M0.0%+8.5%0.784%
2/9/2024Gladstone Institutional Advisory LLC35,698$2.37M0.1%+35.3%0.064%
2/9/2024UBS Group AG1,328,558$88.19M0.0%-1.4%2.364%
2/9/2024PNC Financial Services Group Inc.4,049,858$268.83M0.2%-2.5%7.206%
2/8/2024Main Street Financial Solutions LLC180,437$11.98M1.5%-0.2%0.321%
2/8/2024First Heartland Consultants Inc.8,090$537K0.1%-11.2%0.014%
2/8/2024OMNI 360 Wealth Inc.6,672$443K0.4%N/A0.012%
2/8/2024Beacon Pointe Advisors LLC3,678$244K0.0%-40.0%0.007%
2/8/2024Wade G W & Inc.2,094,288$139.02M4.5%+0.5%3.726%
2/8/2024Janney Montgomery Scott LLC55,190$3.66M0.0%-2.2%0.098%
2/8/2024JNBA Financial Advisors484$32K0.0%-54.6%0.001%
2/7/2024Avantax Advisory Services Inc.38,948$2.59M0.0%-1.4%0.069%
2/7/2024Almanack Investment Partners LLC.110,676$7.35M1.1%-5.2%0.197%
2/7/2024 NBC Securities Inc.2,585$171K0.0%-8.7%0.005%
2/7/2024Collaborative Wealth Managment Inc.12,728$845K0.5%+1.4%0.023%
2/7/2024Northwest Financial Advisors4,635$308K0.3%N/A0.008%
2/7/2024Berger Financial Group Inc36,569$2.43M0.3%-1.5%0.065%
2/7/2024Principal Securities Inc.5,261$349K0.0%N/A0.009%
2/7/2024Ethos Financial Group LLC15,709$1.04M0.2%-51.8%0.028%
2/7/2024Vestor Capital LLC13,608$903K0.1%-9.0%0.024%
2/7/2024Clearwater Capital Advisors LLC78,245$5.19M0.6%-1.4%0.139%
2/6/2024ShoreHaven Wealth Partners LLC12,963$860K0.5%-21.6%0.023%
2/6/2024Family Asset Management LLC7,326$486K0.3%-42.0%0.013%
2/6/2024Private Advisor Group LLC231,896$15.39M0.1%-18.8%0.413%
2/6/2024Rollins Financial24,903$1.65M0.3%-9.7%0.044%
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2/6/2024M&T Bank Corp8,401$558K0.0%+8.5%0.015%
2/6/2024Merit Financial Group LLC16,114$1.07M0.0%N/A0.029%
2/6/2024Commonwealth Equity Services LLC811,362$53.86M0.1%-0.8%1.444%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC673,519$44.71M1.4%+3.5%1.198%
2/6/2024Great Valley Advisor Group Inc.727,535$48.29M1.7%+2.8%1.295%
2/5/2024Brighton Jones LLC5,317$353K0.0%+45.4%0.009%
2/5/2024Kestra Private Wealth Services LLC60,467$4.01M0.1%+7.6%0.108%
2/5/2024Choreo LLC13,727$911K0.0%+64.6%0.024%
2/5/2024Stonebrook Private Inc.4,617$306K0.1%N/A0.008%
2/2/2024IAG Wealth Partners LLC383,261$25.44M5.8%+0.1%0.682%
(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, 359 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Dividend Fund. The most heavily invested institutionals were Aspire Private Capital LLC ($66.81B), BKM Wealth Management LLC ($283.99M), Graham Capital Wealth Management LLC ($272.18M), PNC Financial Services Group Inc. ($268.83M), LPL Financial LLC ($184.77M), Morgan Stanley ($165.25M), and Wade G W & Inc. ($139.02M).Learn more on DLN's institutional investors.

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

Of the 314 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), International Assets Investment Management LLC ($2.46M), Mirae Asset Global Investments Co. Ltd. ($1.04M), LPL Financial LLC ($765.82K), Waterway Wealth Management LLC ($728.87K), Wade G W & Inc. ($706.72K), and UBS Group AG ($567.59K).

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

Institutional investors have bought a total of 20,288,411 shares in the last 24 months. This purchase volume represents approximately $1.28B in transactions.

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

Of the 221 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: Bank of America Corp DE ($557.85K), Amplius Wealth Advisors LLC ($471.87K), Revolve Wealth Partners LLC ($345.39K), Ameriprise Financial Inc. ($317.45K), Envestnet Asset Management Inc. ($302.55K), PNC Financial Services Group Inc. ($279.13K), and One Capital Management LLC ($250.47K).

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

Institutional investors have sold a total of 6,617,756 shares in the last 24 months. This volume of shares sold represents approximately $415.12M in transactions.


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This page (NYSEARCA:DLN) was last updated on 4/19/2024 by MarketBeat.com Staff

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