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

WisdomTree U.S. LargeCap Dividend Fund logo
$80.12 +0.68 (+0.86%)
As of 04:10 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)
165
Total
Institutional Inflows
(last 12 months)
$431.69M
Number of
Institutional Sellers
(last 12 months)
142
Total
Institutional Outflows
(last 12 months)
$119.39M
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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
1/21/2025CX Institutional108,028$8.40M0.3%+8.3%0.194%
1/21/2025Rodgers & Associates LTD3,360$261K0.0%N/A0.006%
1/21/2025RFG Advisory LLC103,011$8.01M0.2%-1.0%0.185%
1/21/2025Heritage Wealth Management Inc. Texas8,393$653K0.4%-12.1%0.015%
1/21/2025Brighton Jones LLC2,796$218K0.0%-7.8%0.005%
1/17/2025 Janney Montgomery Scott LLC52,508$4.09M0.0%-5.4%0.094%
1/16/2025 Aspiriant LLC41,366$3.22M0.1%-2.3%0.074%
1/16/2025 Sugar Maple Asset Management LLC598$47K0.0%N/A0.001%
1/16/2025 Koshinski Asset Management Inc.57,669$4.49M0.0%-1.1%0.104%
1/16/2025 Kaydan Wealth Management Inc.8,977$698K0.2%+3.2%0.016%
1/15/2025 Ameritas Advisory Services LLC4,512$351K0.0%-2.8%0.008%
1/15/2025 HB Wealth Management LLC18,070$1.41M0.0%+4.1%0.032%
1/15/2025 Lake Street Private Wealth LLC138,258$10.76M1.7%N/A0.248%
1/15/2025 Merit Financial Group LLC7,548$587K0.0%-8.6%0.014%
1/15/2025 Wealthcare Advisory Partners LLC5,079$395K0.0%N/A0.009%
1/15/2025 KMG Fiduciary Partners LLC16,430$1.28M0.1%+2.0%0.030%
1/15/2025 Tallon Kerry Patrick7,675$596K0.6%N/A0.014%
1/14/2025 SignalPoint Asset Management LLC4,719$367K0.1%-16.6%0.008%
1/14/2025 Meridian Financial Partners LLC38,197$2.97M1.6%+0.5%0.069%
1/14/2025 Graves Light Lenhart Wealth Inc.69,843$5.43M0.7%-3.0%0.126%
1/13/2025 Grandview Asset Management LLC6,772$527K0.2%-7.6%0.012%
1/10/2025 Wealth Enhancement Advisory Services LLC141,473$11.11M0.0%+3.3%0.254%
1/10/2025 ORG Partners LLC1,500$117K0.0%N/A0.003%
1/8/2025 International Assets Investment Management LLC8,063$626K0.0%N/A0.014%
1/7/2025 Moller Wealth Partners94,606$7.36M1.9%-1.4%0.170%
12/26/2024JPMorgan Chase & Co.145,161$11.40M0.0%-8.9%0.261%
12/13/2024B. Riley Wealth Advisors Inc.11,917$932K0.0%+6.0%0.021%
11/25/2024Synovus Financial Corp16,154$1.27M0.0%+208.9%0.029%
11/25/2024Wilmington Savings Fund Society FSB24,620$1.93M0.0%N/A0.044%
11/25/2024Sanctuary Advisors LLC156,161$12.71M0.1%-3.9%0.281%
11/15/2024Prestige Wealth Management Group LLC721$57K0.0%-47.6%0.001%
11/15/2024M&T Bank Corp7,843$616K0.0%-6.3%0.014%
11/15/2024LRI Investments LLC338,645$27.21M2.3%-0.1%0.609%
11/15/2024MML Investors Services LLC48,284$3.79M0.0%+8.7%0.087%
11/15/2024Glen Eagle Advisors LLC4,722$371K0.1%+4.5%0.008%
11/15/2024Jane Street Group LLC23,032$1.81M0.0%-38.0%0.041%
11/15/2024Stifel Financial Corp91,252$7.17M0.0%-5.0%0.164%
11/15/2024Resurgent Financial Advisors LLC23,096$1.81M1.1%-0.5%0.042%
11/15/2024Reynders McVeigh Capital Management LLC5,800$456K0.0%-10.8%0.010%
11/15/2024IHT Wealth Management LLC9,924$779K0.0%+15.7%0.018%
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11/15/2024Integrated Wealth Concepts LLC7,335$576K0.0%+6.5%0.013%
11/15/2024HighTower Advisors LLC159,861$12.56M0.0%-0.3%0.287%
11/15/2024Arrowroot Family Office LLC3,644$286K0.2%-31.8%0.007%
11/14/2024Captrust Financial Advisors67,400$5.30M0.0%+2.0%0.121%
11/14/2024Rockefeller Capital Management L.P.381,047$29.94M0.1%+0.4%0.685%
11/13/2024FMR LLC26,252$2.06M0.0%-7.8%0.047%
11/13/2024D.A. Davidson & CO.119,660$9.40M0.1%+18.0%0.215%
11/13/2024Associated Banc Corp5,956$468K0.0%-2.5%0.011%
11/13/2024Brown Brothers Harriman & Co.51,440$4.04M0.0%N/A0.092%
11/12/2024Cerity Partners LLC34,469$2.71M0.0%+0.4%0.062%
11/12/2024Great Valley Advisor Group Inc.888,083$69.77M1.7%+12.9%1.596%
11/12/2024GM Advisory Group LLC5,565$437K0.0%-49.3%0.010%
11/12/2024Allen Capital Group LLC40,622$3.19M0.4%-0.8%0.073%
11/12/2024Raymond James Trust N.A.4,694$369K0.0%-8.0%0.008%
11/9/2024LPL Financial LLC2,710,278$212.92M0.1%-7.3%4.870%
11/8/2024Citizens Financial Group Inc. RI3,825$300K0.0%N/A0.007%
11/8/2024Moors & Cabot Inc.3,894$306K0.0%+8.5%0.007%
11/8/2024PNC Financial Services Group Inc.3,903,646$306.67M0.2%-0.9%7.015%
11/7/2024MidAtlantic Capital Management Inc.28,541$2.24M1.6%N/A0.051%
11/7/2024MAI Capital Management263,628$20.71M0.2%-1.1%0.474%
11/7/2024Thrivent Financial for Lutherans19,576$1.54M0.0%+10.8%0.035%
11/6/2024KPP Advisory Services LLC12,518$983K0.2%N/A0.022%
11/6/2024Coastline Trust Co600$47K0.0%N/A0.001%
11/6/2024Linscomb Wealth Inc.48,281$3.79M0.2%-0.7%0.087%
11/6/2024Main Street Financial Solutions LLC163,291$12.83M1.2%+5.0%0.293%
11/6/2024Oppenheimer & Co. Inc.14,773$1.16M0.0%+1.5%0.027%
11/5/2024First Heartland Consultants Inc.5,350$420K0.0%-32.5%0.010%
11/5/2024Ashton Thomas Private Wealth LLC16,480$1.30M0.1%+6.8%0.030%
11/4/20241900 Wealth Management LLC73,746$5.32M0.5%+24.5%0.133%
11/2/2024Mesirow Financial Investment Management Inc.23,882$1.88M0.0%+100.0%0.043%
11/1/2024Atria Investments Inc22,710$1.78M0.0%-0.6%0.041%
11/1/2024Fairway Wealth LLC182,470$14.34M6.2%+61.3%0.328%
11/1/2024Assetmark Inc.47,263$3.71M0.0%-4.4%0.085%
11/1/2024Strategic Family Wealth Counselors L.L.C.101,404$7.97M2.8%+10.8%0.182%
10/30/2024Tobias Financial Advisors Inc.81,574$6.41M1.3%-2.3%0.147%
10/30/2024Fox Financial Inc255,226$20.05M17.5%+0.5%0.459%
10/30/2024United Advisor Group LLC92,242$7.25M1.6%+17.3%0.166%
10/30/2024Moloney Securities Asset Management LLC9,602$754K0.1%+22.2%0.017%
10/30/2024FIDELIS iM LLC175,010$13.75M6.2%+0.6%0.314%
10/30/2024Vestor Capital LLC12,547$986K0.1%-2.2%0.023%
10/29/2024IAG Wealth Partners LLC418,365$32.87M6.1%+2.2%0.752%
10/29/2024 Janney Montgomery Scott LLC55,521$4.36M0.0%-0.7%0.100%
10/29/2024Chicago Partners Investment Group LLC23,047$1.83M0.1%-3.0%0.041%
10/28/2024Gladstone Institutional Advisory LLC47,062$3.70M0.2%+11.2%0.085%
10/28/2024US Bancorp DE16,439$1.29M0.0%+4.0%0.030%
10/25/2024Eagle Strategies LLC2,896$227K0.0%N/A0.005%
10/24/2024FSA Advisors Inc.10,616$772K0.8%-11.9%0.019%
10/24/2024J.W. Cole Advisors Inc.26,256$2.06M0.1%+1.6%0.047%
10/24/2024ShoreHaven Wealth Partners LLC10,220$803K0.4%-8.1%0.018%
10/24/2024Pullen Investment Management LLC2,722$214K0.2%N/A0.005%
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10/24/2024Bristlecone Advisors LLC228,960$17.99M1.4%+3.0%0.411%
10/24/2024 Wealth Enhancement Advisory Services LLC136,940$10.76M0.0%-0.8%0.246%
10/23/2024Convergence Financial LLC6,228$489K0.1%N/A0.011%
10/23/2024Lake Street Advisors Group LLC11,222$882K0.0%+1.8%0.020%
10/23/2024Brighton Jones LLC3,031$238K0.0%-34.9%0.005%
10/22/2024 Eagle Bay Advisors LLC582$46K0.0%N/A0.001%
10/22/2024Private Advisor Group LLC222,511$17.48M0.1%+6.2%0.400%
10/21/2024Waterway Wealth Management LLC526,171$41.33M17.8%+2.1%0.946%
10/19/2024OLD National Bancorp IN2,571$202K0.0%-8.4%0.005%
10/18/2024Revolve Wealth Partners LLC220,005$17.28M2.6%+1.1%0.395%
(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, 348 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), PNC Financial Services Group Inc. ($306.67M), BKM Wealth Management LLC ($283.99M), Graham Capital Wealth Management LLC ($272.18M), LPL Financial LLC ($212.92M), Wade G W & Inc. ($139.02M), and Bank of America Corp DE ($119.84M).Learn more on DLN's institutional investors.

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

Of the 279 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 ($2.47M), LPL Financial LLC ($818.59K), Waterway Wealth Management LLC ($739.48K), LRI Investments LLC ($678.73K), Wade G W & Inc. ($599.85K), and Cetera Investment Advisers ($472.36K).

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

Institutional investors have bought a total of 16,375,955 shares in the last 24 months. This purchase volume represents approximately $1.09B in transactions.

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

Of the 206 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: Raymond James & Associates ($345.33K), Revolve Wealth Partners LLC ($308.08K), One Capital Management LLC ($250.47K), Envestnet Asset Management Inc. ($246.99K), ShoreHaven Wealth Partners LLC ($218.49K), PNC Financial Services Group Inc. ($214.22K), and Waterway Wealth Management LLC ($213.31K).

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

Institutional investors have sold a total of 4,734,006 shares in the last 24 months. This volume of shares sold represents approximately $311.01M in transactions.


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This page (NYSEARCA:DLN) was last updated on 1/21/2025 by MarketBeat.com Staff
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