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

WisdomTree U.S. LargeCap Dividend Fund logo
$75.30 -0.15 (-0.20%)
Closing price 04/15/2025 04:10 PM Eastern
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$75.30 0.00 (-0.01%)
As of 04/15/2025 06:00 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)
212
Total
Institutional Inflows
(last 12 months)
$770.71M
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$107.80M
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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
4/15/2025Noble Wealth Management PBC1,437$114K0.1%-16.0%0.002%
4/15/2025Foresight Capital Management Advisors Inc.24,734$1.96M1.2%N/A0.042%
4/15/2025Redhawk Wealth Advisors Inc.11,838$940K0.1%N/A0.020%
4/15/2025CX Institutional102,701$8.15M0.3%-4.9%0.173%
4/15/2025 Sarasin & Partners LLP46,577$3.66M0.0%N/A0.079%
4/15/2025Wealthcare Advisory Partners LLC6,151$488K0.0%+21.1%0.010%
4/14/2025 Midland Wealth Advisors LLC7,714$612K0.0%-3.3%0.013%
4/14/2025 Farther Finance Advisors LLC4,961$393K0.0%N/A0.008%
4/14/2025 Capital Investment Advisors LLC2,601$206K0.0%N/A0.004%
4/14/2025 Meridian Financial Partners LLC37,314$2.96M1.5%-2.3%0.063%
4/14/2025 KMG Fiduciary Partners LLC16,654$1.32M0.1%+1.4%0.028%
4/14/2025 Revolve Wealth Partners LLC219,598$17.43M2.5%+0.5%0.371%
4/14/2025 Wedmont Private Capital20,048$1.50M0.1%+145.5%0.034%
4/11/2025 Insight Advisors LLC PA3,477$276K0.0%-7.5%0.006%
4/11/2025 Adamsbrown Wealth Consultants LLC7,846$623K0.2%-11.8%0.013%
4/11/2025 626 Financial LLC9,326$740K0.4%-6.2%0.016%
4/11/2025 Armstrong Fleming & Moore Inc2,963$235K0.3%N/A0.005%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.3,000$238K0.0%N/A0.005%
4/10/2025 Lake Street Private Wealth LLC61,510$4.88M0.8%-55.5%0.104%
4/10/2025 Beacon Financial Group13,075$1.04M0.1%-32.2%0.022%
4/9/2025 RFG Advisory LLC120,842$9.59M0.3%+17.3%0.204%
4/9/2025 Merit Financial Group LLC11,675$927K0.0%+54.7%0.020%
4/9/2025 Graves Light Lenhart Wealth Inc.69,240$5.50M0.7%-0.9%0.117%
4/9/2025 Sarasin & Partners LLP46,577$3.66M0.0%N/A0.079%
4/9/2025 NBC Securities Inc.2,625$208K0.0%+87,400.0%0.004%
4/9/2025 Moller Wealth Partners93,356$7.41M1.8%-1.3%0.158%
4/7/2025 GAMMA Investing LLC74,925$5.95M0.0%+7,837.0%0.127%
3/17/2025Wealth Enhancement Advisory Services LLC143,736$11.18M0.0%+5.0%0.244%
3/10/2025SpringVest Wealth Management LLC6,551$510K0.4%N/A0.011%
2/24/2025H&H Retirement Design & Management INC67,848$5.53M3.4%-1.2%0.122%
2/24/2025Great Valley Advisor Group Inc.950,788$73.96M1.7%+7.1%1.709%
2/24/2025United Advisor Group LLC103,263$8.03M1.6%+11.9%0.186%
2/18/2025Focus Partners Advisor Solutions LLC4,921$383K0.0%+53.3%0.009%
2/18/2025Glen Eagle Advisors LLC6,579$512K0.1%+39.3%0.012%
2/17/2025St. Clair Advisors LLC15,839$1.23M0.4%N/A0.028%
2/17/2025Royal Bank of Canada565,432$43.99M0.0%-0.6%1.016%
2/17/2025LRI Investments LLC337,724$26.27M2.3%-0.3%0.607%
2/17/2025Investor s Fiduciary Advisor Network LLC3,079$239K0.1%N/A0.006%
2/17/2025Focus Partners Wealth2,350,826$182.87M0.5%+11,875.7%4.224%
2/17/2025Clark Capital Management Group Inc.2,639$205K0.0%N/A0.005%
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2/17/2025CoreCap Advisors LLC13,470$1.05M0.0%+10.5%0.024%
2/17/2025Cresset Asset Management LLC45,537$3.54M0.0%-4.2%0.082%
2/17/2025Cambridge Investment Research Advisors Inc.580,490$45.16M0.2%-0.9%1.043%
2/17/2025Cetera Investment Advisers724,013$56.32M0.1%+33.2%1.301%
2/17/2025Captrust Financial Advisors63,832$4.97M0.0%-5.3%0.115%
2/17/2025Cary Street Partners Financial LLC3,095$241K0.0%N/A0.006%
2/17/2025Baird Financial Group Inc.328,342$25.54M0.0%-5.5%0.590%
2/17/2025Bank of America Corp DE1,663,912$129.44M0.0%+57.6%2.990%
2/17/2025Ameriprise Financial Inc.1,773,492$137.94M0.0%+38.0%3.187%
2/17/2025Arrowroot Family Office LLC3,306$257K0.1%-9.3%0.006%
2/14/2025Comerica Bank59,674$4.64M0.0%+1.2%0.107%
2/14/2025Beacon Pointe Advisors LLC4,310$335K0.0%+12.9%0.008%
2/14/2025Johnson Financial Group Inc.2,800$225K0.0%+180.0%0.005%
2/14/2025Coldstream Capital Management Inc.31,178$2.43M0.1%-2.1%0.056%
2/14/2025Kovitz Investment Group Partners LLC8,394$653K0.0%N/A0.015%
2/14/2025Integrated Wealth Concepts LLC9,511$740K0.0%+29.7%0.017%
2/14/2025Evercore Wealth Management LLC1,134,076$88.22M1.3%+0.3%2.038%
2/14/2025MGO One Seven LLC3,821$297K0.0%+5.0%0.007%
2/14/2025Susquehanna International Group LLP27,193$2.12M0.0%-42.4%0.049%
2/14/2025IHT Wealth Management LLC8,652$673K0.0%-12.8%0.016%
2/14/2025Stifel Financial Corp92,354$7.18M0.0%+1.2%0.166%
2/14/2025Transce3nd LLC992$77K0.0%N/A0.002%
2/14/2025MML Investors Services LLC49,495$3.85M0.0%+2.5%0.089%
2/13/2025Tobias Financial Advisors Inc.77,207$6.01M1.2%-5.4%0.139%
2/13/2025Resurgent Financial Advisors LLC22,225$1.73M1.0%-3.8%0.040%
2/13/2025Main Street Financial Solutions LLC171,213$13.32M1.3%+4.9%0.308%
2/13/2025United Capital Financial Advisors LLC3,769$293K0.0%-5.0%0.007%
2/13/2025Mariner LLC15,733$1.22M0.0%-3.5%0.028%
2/13/2025Reynders McVeigh Capital Management LLC4,800$373K0.0%-17.2%0.009%
2/13/2025Synovus Financial Corp7,973$621K0.0%-50.6%0.014%
2/13/2025Advisors Capital Management LLC614,484$47.80M0.8%+3,647.8%1.104%
2/13/2025Rockefeller Capital Management L.P.386,220$30.04M0.1%+1.4%0.694%
2/13/2025Raymond James Financial Inc.579,641$45.09M0.0%N/A1.042%
2/13/2025Renaissance Technologies LLC14,900$1.16M0.0%-2.6%0.027%
2/13/2025Rollins Financial Advisors LLC29,428$2.29M0.4%+3.6%0.053%
2/13/2025Cerity Partners LLC34,623$2.69M0.0%+0.4%0.062%
2/13/2025Envestnet Asset Management Inc.554,245$43.12M0.0%+0.2%0.996%
2/13/2025KCM Investment Advisors LLC16,859$1.31M0.0%-12.6%0.030%
2/13/2025Wells Fargo & Company MN653,459$50.83M0.0%+3.6%1.174%
2/12/2025Thoroughbred Financial Services LLC10,570$822K0.1%+8.1%0.019%
2/12/2025OneAscent Financial Services LLC4,696$365K0.0%N/A0.008%
2/12/2025JPMorgan Chase & Co.154,701$12.03M0.0%+6.6%0.278%
2/12/2025Ausdal Financial Partners Inc.29,568$2.30M0.2%-0.6%0.053%
2/11/2025First American Trust FSB117,206$9.12M0.9%N/A0.211%
2/11/2025Modern Wealth Management LLC2,984$241K0.0%+6.8%0.005%
2/11/2025Congress Wealth Management LLC DE 61,099$4.75M0.1%+4.3%0.110%
2/11/2025LPL Financial LLC2,964,255$230.59M0.1%+9.4%5.327%
2/11/2025Optimum Investment Advisors930$72K0.0%-17.7%0.002%
2/11/2025Lee Danner & Bass Inc.400$31K0.0%N/A0.001%
2/11/2025Absolute Capital Management LLC6,537$509K0.3%+18.2%0.012%
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2/11/2025GM Advisory Group LLC5,810$452K0.0%+4.4%0.010%
2/10/2025Thrivent Financial for Lutherans23,063$1.86M0.0%+17.8%0.041%
2/10/2025Clearwater 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%
2/10/2025Rockport Wealth LLC34,713$2.71M1.2%-0.7%0.062%
2/10/2025Collaborative Wealth Managment Inc.8,550$665K0.3%-9.3%0.015%
2/10/2025Corient Private Wealth LLC7,099$552K0.0%-14.3%0.013%
2/10/2025Associated Banc Corp5,756$448K0.0%-3.4%0.010%
2/10/2025Commonwealth Equity Services LLC782,624$60.88M0.1%+0.6%1.406%
2/10/2025IAG Wealth Partners LLC412,385$32.08M5.7%-1.4%0.741%
(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, 385 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 302 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 21,101,832 shares in the last 24 months. This purchase volume represents approximately $1.49B in transactions.

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

Of the 217 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: One Capital Management LLC ($250.47K), Envestnet Asset Management Inc. ($246.99K), Waterway Wealth Management LLC ($218.12K), PNC Financial Services Group Inc. ($214.22K), LPL Financial LLC ($211.88K), ShoreHaven Wealth Partners LLC ($176.17K), and Advisors Capital Management LLC ($174.09K).

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

Institutional investors have sold a total of 4,505,667 shares in the last 24 months. This volume of shares sold represents approximately $301.53M in transactions.


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This page (NYSEARCA:DLN) was last updated on 4/16/2025 by MarketBeat.com Staff
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