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

WisdomTree U.S. LargeCap Dividend Fund logo
$96.27 0.00 (0.00%)
Closing price 05/22/2026 04:10 PM Eastern
Extended Trading
$96.26 -0.02 (-0.02%)
As of 05/22/2026 04:40 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)
263
Total
Institutional Inflows
(last 12 months)
$541.67M
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$229.38M
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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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026 Western Wealth Management LLC9,655$862K0.0%-2.5%0.015%
5/19/2026 Orographic Financial Advisors LLC6,145$548K0.4%N/A0.010%
5/19/2026 NewEdge Advisors LLC15,615$1.40M0.0%-16.5%0.025%
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada466,523$41.68M0.0%-8.8%0.733%
5/18/2026 Evercore Wealth Management LLC1,046,430$93.48M1.5%+1.2%1.644%
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5/16/2026 Quantinno Capital Management LP6,465$578K0.0%+6.2%0.010%
5/15/2026 Gateway Wealth Partners LLC10,836$968K0.0%+157.6%0.017%
5/15/2026 Waverly Advisors LLC4,535$405K0.0%+14.5%0.007%
5/15/2026 Bridgewater Advisors Inc.2,112$200K0.0%N/A0.003%
5/14/2026 Renaissance Technologies LLC7,200$643K0.0%+46.9%0.011%
5/14/2026 Hilltop Holdings Inc.12,264$1.10M0.1%-40.8%0.019%
5/14/2026 CLG LLC430,968$38.50M9.6%-0.6%0.677%
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%
5/13/2026 GSG 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%
5/5/2026 Sanctuary 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%
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Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

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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%
3/17/2026 Rockefeller 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%
3/9/2026 Corient Private Wealth LLC240,702$21.20M0.0%+3,095.7%0.382%
3/4/2026 SHP Wealth Management6,719$592K0.0%N/A0.011%
2/25/2026 MidFirst Bank740$65K0.0%N/A0.001%
2/20/2026 Kovitz Investment Group Partners LLC4,573$403K0.0%-75.7%0.007%
2/20/2026 Wick Capital Partners LLC5,630$496K0.0%+71.6%0.009%
2/19/2026 Corient Private Wealth LLC242,932$21.20M0.0%+3,125.3%0.386%
2/18/2026 Mercer Global Advisors Inc. ADV4,089$360K0.0%+13.9%0.006%
2/18/2026 EP Wealth Advisors LLC54,176$4.77M0.0%N/A0.086%
2/18/2026 NewEdge Advisors LLC18,693$1.65M0.0%+22.6%0.030%
2/18/2026 Empowered Funds LLC1,734$153K0.0%-88.7%0.003%
2/18/2026 truNorth Financial Services Inc.138,796$12.23M13.3%N/A0.220%
2/18/2026 Millennium Management LLC4,105$362K0.0%N/A0.007%
Goldman Sachs just told you what to buy (most people missed it) (Ad)

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
2/18/2026Main Street Financial Solutions LLC192,406$16.95M1.3%+2.0%0.305%
2/18/2026 Engineers Gate Manager LP6,692$589K0.0%N/A0.011%
2/18/2026 Asset One Wealth Management LLC12,121$1.11M0.2%N/A0.019%
2/18/2026 Align Financial LLC316,648$27.89M0.1%N/A0.503%
2/18/2026 American Trust1,114$98K0.0%N/A0.002%
2/17/2026 AQR Capital Management LLC11,832$1.04M0.0%+13.3%0.019%
2/17/2026 Cetera Investment Advisers951,130$83.78M0.1%+10.8%1.510%
2/17/2026 Hilltop Holdings Inc.20,719$1.83M0.1%+58.0%0.033%
2/17/2026 Equitable Holdings Inc.92,428$8.14M0.1%+11.1%0.147%
2/17/2026 Imprint Wealth LLC4,708$415K1.9%-48.4%0.007%


DLN Institutional Ownership - Frequently Asked Questions

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. ($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 369 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), Bank of America Corp DE ($845.50K), and Advisors Capital Management LLC ($682.66K).

Institutional investors have bought a total of 6,260,799 shares in the last 24 months. This purchase volume represents approximately $541.67M in transactions.

Of the 169 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), 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), and Almanack Investment Partners LLC. ($116.31K).

Institutional investors have sold a total of 2,704,723 shares in the last 24 months. This volume of shares sold represents approximately $229.38M in transactions.


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This page (NYSEARCA:DLN) was last updated on 5/25/2026 by MarketBeat.com Staff.
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