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

WisdomTree U.S. LargeCap Dividend Fund logo
$94.06 +0.50 (+0.53%)
Closing price 04:10 PM Eastern
Extended Trading
$94.17 +0.11 (+0.12%)
As of 07:33 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)
266
Total
Institutional Inflows
(last 12 months)
$675.12M
Number of
Institutional Sellers
(last 12 months)
179
Total
Institutional Outflows
(last 12 months)
$258.22M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/5/2026 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%
4/27/2026 World 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%
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%
3/13/2026 World Investment Advisors13,423$1.18M0.0%+29.3%0.021%
3/9/2026Corient Private Wealth LLC240,702$21.20M0.0%+3,095.7%0.382%
3/4/2026SHP Wealth Management6,719$592K0.0%N/A0.011%
2/25/2026MidFirst Bank740$65K0.0%N/A0.001%
2/20/2026Kovitz Investment Group Partners LLC4,573$403K0.0%-75.7%0.007%
2/20/2026Wick Capital Partners LLC5,630$496K0.0%+71.6%0.009%
2/19/2026Corient Private Wealth LLC242,932$21.20M0.0%+3,125.3%0.386%
2/18/2026Mercer Global Advisors Inc. ADV4,089$360K0.0%+13.9%0.006%
2/18/2026EP Wealth Advisors LLC54,176$4.77M0.0%N/A0.086%
2/18/2026NewEdge Advisors LLC18,693$1.65M0.0%+22.6%0.030%
2/18/2026Empowered Funds LLC1,734$153K0.0%-88.7%0.003%
2/18/2026truNorth Financial Services Inc.138,796$12.23M13.3%N/A0.220%
2/18/2026Millennium Management LLC4,105$362K0.0%N/A0.007%
2/18/2026Main Street Financial Solutions LLC192,406$16.95M1.3%+2.0%0.305%
2/18/2026Engineers Gate Manager LP6,692$589K0.0%N/A0.011%
2/18/2026Asset One Wealth Management LLC12,121$1.11M0.2%N/A0.019%
2/18/2026Align Financial LLC316,648$27.89M0.1%N/A0.503%
2/18/2026 American Trust1,114$98K0.0%N/A0.002%
2/17/2026AQR Capital Management LLC11,832$1.04M0.0%+13.3%0.019%
2/17/2026Cetera Investment Advisers951,130$83.78M0.1%+10.8%1.510%
2/17/2026Hilltop Holdings Inc.20,719$1.83M0.1%+58.0%0.033%
2/17/2026Equitable Holdings Inc.92,428$8.14M0.1%+11.1%0.147%
2/17/2026Imprint Wealth LLC4,708$415K1.9%-48.4%0.007%
2/17/2026Laird Norton Wetherby Trust Company LLC8,812$776K0.0%N/A0.014%
2/17/2026Kovack Advisors Inc.9,773$861K0.0%+171.5%0.016%
2/17/2026Osaic Holdings Inc.504,439$44.44M0.1%-11.3%0.801%
2/17/2026Tower Research Capital LLC TRC 17,928$1.58M0.0%+230.8%0.028%
2/17/2026Evercore Wealth Management LLC1,033,859$91.06M1.3%-1.6%1.641%
2/17/2026 Private Advisor Group LLC261,312$23.02M0.1%+1.5%0.415%
2/17/2026Captrust Financial Advisors58,619$5.16M0.0%-1.6%0.093%
2/17/2026&PARTNERS28,322$2.50M0.0%+10.4%0.045%
2/17/2026Blair William & Co. IL118,203$10.41M0.0%+10.8%0.188%
2/17/2026Royal Bank of Canada511,623$45.06M0.0%-0.5%0.812%
2/17/2026Rothschild Wealth LLC22,107$1.95M0.2%N/A0.035%
2/17/2026 Waterway Wealth Management LLC700,381$61.69M11.3%-4.4%1.112%
2/16/2026 Perryman Financial Advisory Inc. AD13,346$1.18M0.2%N/A0.021%
2/16/2026 MLP3 LLC3,011$265K0.3%N/A0.005%
2/16/2026 MML Investors Services LLC42,634$3.76M0.0%+42.9%0.068%
2/16/2026Mariner LLC27,850$2.45M0.0%+3.4%0.044%
2/16/2026Focus Partners Wealth2,579,158$227.17M0.3%+4.7%4.094%
2/16/2026Garrison Point Advisors LLC14,700$1.30M0.6%N/A0.023%
2/16/2026Aptus Capital Advisors LLC4,746$418K0.0%+282.4%0.008%
2/13/2026 Kestra Advisory Services LLC199,664$17.59M0.1%+22.5%0.317%
2/13/2026Parkside Financial Bank & Trust3,805$335K0.0%N/A0.006%
2/13/2026Stifel Financial Corp92,221$8.12M0.0%+1.8%0.146%
2/13/2026Quattro Advisors LLC451$40K0.0%N/A0.001%
2/13/2026Morgan Stanley2,861,252$252.02M0.0%-0.2%4.542%
2/13/2026 Mosaic Family Wealth Partners LLC54,653$4.81M0.5%+1,862.4%0.087%
2/13/2026Avant Capital LLC39,861$3.51M2.4%+7.2%0.063%
2/13/2026Arkadios Wealth Advisors18,918$1.67M0.0%+562.4%0.030%
2/13/2026Integrated Wealth Concepts LLC2,802$247K0.0%-74.6%0.004%
2/13/2026Ausdal Financial Partners Inc.27,164$2.39M0.1%-5.4%0.043%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC648$57K0.0%-95.6%0.001%
2/13/2026Wells Fargo & Company MN698,821$61.55M0.0%+2.0%1.109%


DLN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DLN shares?

During the previous two years, 438 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. ($339.22M), 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.

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

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. ($1.22M), Raymond James Financial Inc. ($1.18M), Ameriprise Financial Inc. ($1.17M), LPL Financial LLC ($901.77K), Cetera Investment Advisers ($825.60K), and Bank of America Corp DE ($776.45K).

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

Institutional investors have bought a total of 7,981,063 shares in the last 24 months. This purchase volume represents approximately $674.62M in transactions.

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

Of the 176 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. ($395.57K), Commonwealth Equity Services LLC ($270.39K), FIDELIS iM LLC ($173.41K), RFG Advisory LLC ($143.11K), Caliber Wealth Management LLC KS ($117.73K), and Almanack Investment Partners LLC. ($116.31K).

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

Institutional investors have sold a total of 3,043,102 shares in the last 24 months. This volume of shares sold represents approximately $253.12M in transactions.


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This page (NYSEARCA:DLN) was last updated on 5/5/2026 by MarketBeat.com Staff.
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