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

WisdomTree U.S. LargeCap Dividend Fund logo
$97.14 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$97.14 0.00 (0.00%)
As of 07/2/2026 07:55 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.
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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)
266
Total
Institutional Inflows
(last 12 months)
$542.12M
Number of
Institutional Sellers
(last 12 months)
168
Total
Institutional Outflows
(last 12 months)
$183.21M
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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
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%
6/11/2026Three 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%
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%
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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%
5/4/2026Team Financial Group LLC22,547$2.01M0.9%+0.7%0.035%
5/2/2026International 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%
5/1/2026Sequoia 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%
4/30/2026Stenger Family Office LLC50,569$4.52M0.8%N/A0.079%
4/29/2026FIDELIS 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%
4/25/2026Heritage 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%
4/23/2026Caliber 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%
4/23/2026Etesian 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%
4/22/2026Trilogy Capital Inc.1,165,060$104.08M4.6%+4.2%1.833%
4/21/2026Waterway Wealth Management LLC675,342$60.33M11.1%-3.6%1.063%
4/21/2026Independent 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%
4/20/2026RFG Advisory LLC8,267$738K0.0%-93.1%0.013%
4/20/2026Tranquility Partners LLC16,034$1.43M0.5%+6.7%0.025%
4/20/2026Centennial 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%
3/13/2026World 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%
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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%


DLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 441 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 372 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 6,265,518 shares in the last 24 months. This purchase volume represents approximately $542.12M in transactions.

Of the 168 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), Almanack Investment Partners LLC. ($116.31K), and Osaic Holdings Inc. ($64.43K).

Institutional investors have sold a total of 2,120,467 shares in the last 24 months. This volume of shares sold represents approximately $183.21M in transactions.


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This page (NYSEARCA:DLN) was last updated on 7/5/2026 by MarketBeat.com Staff.
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