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

WisdomTree U.S. LargeCap Dividend Fund logo
$79.42 -0.16 (-0.20%)
Closing price 03/26/2025 04:10 PM Eastern
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$79.40 -0.02 (-0.03%)
As of 03/26/2025 05:56 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 Polygon.io. 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)
204
Total
Institutional Inflows
(last 12 months)
$756.24M
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$102.22M
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DLN Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC143,736$11.18M0.0%+5.0%0.244%
3/10/2025 SpringVest Wealth Management LLC6,551$510K0.4%N/A0.011%
2/24/2025 H&H Retirement Design & Management INC67,848$5.53M3.4%-1.2%0.122%
2/24/2025 Great Valley Advisor Group Inc.950,788$73.96M1.7%+7.1%1.709%
2/24/2025 United Advisor Group LLC103,263$8.03M1.6%+11.9%0.186%
2/18/2025 Focus Partners Advisor Solutions LLC4,921$383K0.0%+53.3%0.009%
2/18/2025 Glen Eagle Advisors LLC6,579$512K0.1%+39.3%0.012%
2/17/2025 St. Clair Advisors LLC15,839$1.23M0.4%N/A0.028%
2/17/2025 Royal Bank of Canada565,432$43.99M0.0%-0.6%1.016%
2/17/2025 LRI Investments LLC337,724$26.27M2.3%-0.3%0.607%
2/17/2025 Investor s Fiduciary Advisor Network LLC3,079$239K0.1%N/A0.006%
2/17/2025 Focus Partners Wealth2,350,826$182.87M0.5%+11,875.7%4.224%
2/17/2025 Clark Capital Management Group Inc.2,639$205K0.0%N/A0.005%
2/17/2025 CoreCap Advisors LLC13,470$1.05M0.0%+10.5%0.024%
2/17/2025 Cresset Asset Management LLC45,537$3.54M0.0%-4.2%0.082%
2/17/2025 Cambridge Investment Research Advisors Inc.580,490$45.16M0.2%-0.9%1.043%
2/17/2025 Cetera Investment Advisers724,013$56.32M0.1%+33.2%1.301%
2/17/2025 Captrust Financial Advisors63,832$4.97M0.0%-5.3%0.115%
2/17/2025 Cary Street Partners Financial LLC3,095$241K0.0%N/A0.006%
2/17/2025 Baird Financial Group Inc.328,342$25.54M0.0%-5.5%0.590%
2/17/2025 Bank of America Corp DE1,663,912$129.44M0.0%+57.6%2.990%
2/17/2025 Ameriprise Financial Inc.1,773,492$137.94M0.0%+38.0%3.187%
2/17/2025 Arrowroot Family Office LLC3,306$257K0.1%-9.3%0.006%
2/14/2025 Comerica Bank59,674$4.64M0.0%+1.2%0.107%
2/14/2025 Beacon Pointe Advisors LLC4,310$335K0.0%+12.9%0.008%
2/14/2025 Johnson Financial Group Inc.2,800$225K0.0%+180.0%0.005%
2/14/2025 Coldstream Capital Management Inc.31,178$2.43M0.1%-2.1%0.056%
2/14/2025 Kovitz Investment Group Partners LLC8,394$653K0.0%N/A0.015%
2/14/2025 Integrated Wealth Concepts LLC9,511$740K0.0%+29.7%0.017%
2/14/2025 Evercore Wealth Management LLC1,134,076$88.22M1.3%+0.3%2.038%
2/14/2025 MGO One Seven LLC3,821$297K0.0%+5.0%0.007%
2/14/2025 Susquehanna International Group LLP27,193$2.12M0.0%-42.4%0.049%
2/14/2025 IHT Wealth Management LLC8,652$673K0.0%-12.8%0.016%
2/14/2025 Stifel Financial Corp92,354$7.18M0.0%+1.2%0.166%
2/14/2025 Transce3nd LLC992$77K0.0%N/A0.002%
2/14/2025 MML Investors Services LLC49,495$3.85M0.0%+2.5%0.089%
2/13/2025 Tobias Financial Advisors Inc.77,207$6.01M1.2%-5.4%0.139%
2/13/2025 Resurgent Financial Advisors LLC22,225$1.73M1.0%-3.8%0.040%
2/13/2025 Main Street Financial Solutions LLC171,213$13.32M1.3%+4.9%0.308%
2/13/2025 United Capital Financial Advisors LLC3,769$293K0.0%-5.0%0.007%
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2/13/2025 Mariner LLC15,733$1.22M0.0%-3.5%0.028%
2/13/2025 Reynders McVeigh Capital Management LLC4,800$373K0.0%-17.2%0.009%
2/13/2025 Synovus Financial Corp7,973$621K0.0%-50.6%0.014%
2/13/2025 Advisors Capital Management LLC614,484$47.80M0.8%+3,647.8%1.104%
2/13/2025 Rockefeller Capital Management L.P.386,220$30.04M0.1%+1.4%0.694%
2/13/2025 Raymond James Financial Inc.579,641$45.09M0.0%N/A1.042%
2/13/2025 Renaissance Technologies LLC14,900$1.16M0.0%-2.6%0.027%
2/13/2025 Rollins Financial Advisors LLC29,428$2.29M0.4%+3.6%0.053%
2/13/2025 Cerity Partners LLC34,623$2.69M0.0%+0.4%0.062%
2/13/2025 Envestnet Asset Management Inc.554,245$43.12M0.0%+0.2%0.996%
2/13/2025 KCM Investment Advisors LLC16,859$1.31M0.0%-12.6%0.030%
2/13/2025 Wells Fargo & Company MN653,459$50.83M0.0%+3.6%1.174%
2/12/2025 Thoroughbred Financial Services LLC10,570$822K0.1%+8.1%0.019%
2/12/2025 OneAscent Financial Services LLC4,696$365K0.0%N/A0.008%
2/12/2025 JPMorgan Chase & Co.154,701$12.03M0.0%+6.6%0.278%
2/12/2025 Ausdal Financial Partners Inc.29,568$2.30M0.2%-0.6%0.053%
2/11/2025 First American Trust FSB117,206$9.12M0.9%N/A0.211%
2/11/2025 Modern Wealth Management LLC2,984$241K0.0%+6.8%0.005%
2/11/2025 Congress Wealth Management LLC DE 61,099$4.75M0.1%+4.3%0.110%
2/11/2025 LPL Financial LLC2,964,255$230.59M0.1%+9.4%5.327%
2/11/2025 Optimum Investment Advisors930$72K0.0%-17.7%0.002%
2/11/2025 Lee Danner & Bass Inc.400$31K0.0%N/A0.001%
2/11/2025 Absolute Capital Management LLC6,537$509K0.3%+18.2%0.012%
2/11/2025 GM Advisory Group LLC5,810$452K0.0%+4.4%0.010%
2/10/2025 Thrivent Financial for Lutherans23,063$1.86M0.0%+17.8%0.041%
2/10/2025 Clearwater Capital Advisors LLC55,050$4.28M0.4%-25.4%0.099%
2/10/2025 Parallel Advisors LLC15,556$1.21M0.0%-1.2%0.028%
2/10/2025 Rockport Wealth LLC34,713$2.71M1.2%-0.7%0.062%
2/10/2025 Collaborative Wealth Managment Inc.8,550$665K0.3%-9.3%0.015%
2/10/2025 Corient Private Wealth LLC7,099$552K0.0%-14.3%0.013%
2/10/2025 Associated Banc Corp5,756$448K0.0%-3.4%0.010%
2/10/2025 Commonwealth Equity Services LLC782,624$60.88M0.1%+0.6%1.406%
2/10/2025 IAG Wealth Partners LLC412,385$32.08M5.7%-1.4%0.741%
2/10/2025 Avantax Advisory Services Inc.29,836$2.32M0.0%+2.0%0.054%
2/10/2025 EverSource Wealth Advisors LLC8,956$697K0.0%-8.6%0.016%
2/7/2025 PFG Advisors4,811$374K0.0%N/A0.009%
2/7/2025 HighTower Advisors LLC161,076$12.53M0.0%+0.8%0.289%
2/7/2025 Moors & Cabot Inc.3,626$282K0.0%-6.9%0.007%
2/7/2025 Fairway Wealth LLC222,780$17.33M6.8%+22.1%0.400%
2/7/2025 Founders Financial Alliance LLC20,036$1.56M0.4%+1.3%0.036%
2/7/2025 Sage Mountain Advisors LLC1,634$127K0.0%N/A0.003%
2/7/2025 Midland Wealth Advisors LLC7,975$620K0.0%-3.8%0.014%
2/7/2025 PNC Financial Services Group Inc.3,908,613$304.05M0.2%+0.1%7.024%
2/7/2025 Mesirow Financial Investment Management Inc.11,811$919K0.0%-50.5%0.021%
2/7/2025 Ashton Thomas Private Wealth LLC16,804$1.31M0.1%+2.0%0.030%
2/7/2025 Strategic Family Wealth Counselors L.L.C.106,631$8.30M2.7%+5.2%0.192%
2/6/2025 Raymond James Financial Inc.579,641$45.09M0.0%N/A1.042%
2/6/2025 M&T Bank Corp7,993$622K0.0%+1.9%0.014%
2/6/2025 Atria Investments Inc22,199$1.73M0.0%-2.3%0.040%
2/6/2025 Assetmark Inc.46,572$3.62M0.0%-1.5%0.084%
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2/6/2025 Keybank National Association OH31,353$2.44M0.0%+9.2%0.056%
2/6/2025 Steward Partners Investment Advisory LLC194,406$15.12M0.1%+0.1%0.349%
2/6/2025 Wolfstich Capital LLC4,024$313K0.3%N/A0.007%
2/6/2025 Mission Wealth Management LP35,752$2.78M0.1%-1.3%0.064%
2/6/2025 Garrett Wealth Advisory Group LLC4,917$382K0.1%-8.2%0.009%
2/6/2025 SBI Securities Co. Ltd.3,468$270K0.0%N/A0.006%
2/6/2025 Jones Financial Companies Lllp2,769$215K0.0%+346.6%0.005%
2/6/2025 Modera Wealth Management LLC6,166$480K0.0%-2.7%0.011%
2/5/2025 Kohmann Bosshard Financial Services LLC2,440$190K0.0%N/A0.004%
2/5/2025 Noble Wealth Management PBC1,710$133K0.1%N/A0.003%
(Data available from 1/1/2016 forward)

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DLN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DLN shares?

During the previous two years, 381 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. ($304.05M), BKM Wealth Management LLC ($283.99M), Graham Capital Wealth Management LLC ($272.18M), LPL Financial LLC ($230.59M), Focus Partners Wealth ($182.87M), 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 297 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), Focus Partners Wealth ($2.33M), International Assets Investment Management LLC ($2.24M), Raymond James Financial Inc. ($1.16M), LPL Financial LLC ($784.14K), Waterway Wealth Management LLC ($739.48K), and LRI Investments LLC ($678.73K).

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

Institutional investors have bought a total of 20,861,993 shares in the last 24 months. This purchase volume represents approximately $1.47B in transactions.

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

Of the 218 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 ($309.58K), One Capital Management LLC ($250.47K), Envestnet Asset Management Inc. ($246.99K), ShoreHaven Wealth Partners LLC ($218.49K), Waterway Wealth Management LLC ($218.12K), and PNC Financial Services Group Inc. ($214.22K).

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

Institutional investors have sold a total of 4,830,693 shares in the last 24 months. This volume of shares sold represents approximately $320.00M in transactions.


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This page (NYSEARCA:DLN) was last updated on 3/27/2025 by MarketBeat.com Staff
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