Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

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

WisdomTree U.S. LargeCap Dividend Fund logo
$84.87 -0.10 (-0.12%)
Closing price 04:10 PM Eastern
Extended Trading
$84.86 -0.01 (-0.01%)
As of 05:35 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.
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. LargeCap Dividend Fund (NYSEARCA:DLN)

Number of
Institutional Buyers
(last 12 months)
247
Total
Institutional Inflows
(last 12 months)
$874.01M
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$211.01M
Get DLN Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. LargeCap Dividend Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Quantinno Capital Management LP3,688$303K0.0%N/A0.006%
8/14/2025Main Street Financial Solutions LLC175,498$14.42M1.0%-3.1%0.287%
8/14/2025NewEdge Advisors LLC12,558$1.03M0.0%+14.2%0.021%
8/14/2025Qube Research & Technologies Ltd1,432$118K0.0%+623.2%0.002%
8/14/2025Cary Street Partners Financial LLC3,112$255K0.0%-10.8%0.005%
8/14/2025Cerity Partners LLC47,079$3.87M0.0%+24.3%0.077%
8/13/2025Rockport Wealth LLC28,061$2.31M0.5%-17.6%0.046%
8/13/2025Flow Traders U.S. LLC5,008$411K0.0%N/A0.008%
8/13/2025Cresset Asset Management LLC45,802$3.76M0.0%+0.3%0.075%
8/13/2025Strategic Family Wealth Counselors L.L.C.111,545$9.16M2.6%+2.9%0.182%
8/13/2025Brown Advisory Inc.11,613$954K0.0%+75.6%0.019%
8/13/2025Baird Financial Group Inc.326,362$26.81M0.0%+2.2%0.533%
8/13/2025EverSource Wealth Advisors LLC7,829$643K0.0%-12.6%0.013%
8/13/2025CW Advisors LLC56,332$4.63M0.0%-1.7%0.092%
8/13/2025IAG Wealth Partners LLC398,151$32.70M4.3%-4.2%0.650%
8/13/2025Beacon Pointe Advisors LLC2,646$217K0.0%-10.8%0.004%
8/13/2025M&T Bank Corp7,622$626K0.0%-3.2%0.012%
8/13/2025ARK & TLK Investments LLC5,461$449K0.1%-5.3%0.009%
8/13/2025Lido Advisors LLC30,119$2.47M0.0%-35.4%0.049%
8/13/2025Tobias Financial Advisors Inc.67,872$5.58M1.0%-7.3%0.111%
8/13/2025Northwestern Mutual Wealth Management Co.167,724$13.78M0.0%+5.6%0.274%
8/13/2025Johnson Financial Group Inc.3,275$269K0.0%+17.0%0.005%
8/13/2025Choreo LLC12,623$1.04M0.0%-40.0%0.021%
8/12/2025 J.W. Cole Advisors Inc.16,074$1.32M0.0%+269.0%0.026%
8/12/2025 Financial Advocates Investment Management2,675$220K0.0%-54.7%0.004%
8/12/2025 Steward Partners Investment Advisory LLC191,467$15.73M0.1%-0.2%0.313%
8/12/2025 Global Retirement Partners LLC8,677$713K0.0%N/A0.014%
8/12/2025 Kohmann Bosshard Financial Services LLC2,440$200K0.0%N/A0.004%
8/12/2025 MAI Capital Management251,283$20.64M0.1%+2.5%0.410%
8/12/2025 JPMorgan Chase & Co.164,580$13.52M0.0%-8.5%0.269%
8/12/2025 Absolute Capital Management LLC5,186$426K0.2%-11.5%0.008%
8/12/2025 Howe & Rusling Inc.1,618$133K0.0%N/A0.003%
8/11/2025 Wealthspire Advisors LLC35,713$2.93M0.0%-12.2%0.058%
8/11/2025 United Advisor Group LLC108,544$8.92M1.5%-0.4%0.176%
8/11/2025 First American Trust FSB126,368$10.38M0.8%+1.6%0.205%
8/11/2025 Culbertson A N & Co. Inc.22,260$1.83M0.3%-2.6%0.036%
8/11/2025 Dorsey & Whitney Trust CO LLC14,566$1.20M0.1%+1.1%0.024%
8/8/2025 Rockefeller Capital Management L.P.388,221$31.89M0.1%-0.5%0.631%
8/8/2025 Kingsview Wealth Management LLC4,777$392K0.0%-16.6%0.008%
8/8/2025 Collaborative Wealth Managment Inc.6,900$567K0.2%-13.5%0.011%
New law could create $3.7 trillion tsunami. (Ad)

During a meeting in Washington D.C., Jeff Brown discovered a bold initiative. He calls it “President Trump’s Project MAFA,” and it could soon return America to a “new” gold standard. The Trump administration, Wall Street, and Silicon Valley are all pushing it forward. The President himself calls the plan “incredible.” Already, it’s helping small plays jump as high as 300%, 318%, 520%, and even 600%.

You can watch it right here.
8/8/2025 Avantax Advisory Services Inc.33,339$2.74M0.0%+5.1%0.054%
8/8/2025 Thoroughbred Financial Services LLC8,757$719K0.1%-17.2%0.014%
8/8/2025 Cetera Investment Advisers723,415$59.42M0.1%+12.5%1.176%
8/8/2025 Creative Planning1,412,192$116.00M0.1%+2.0%2.296%
8/8/2025 Clearstead Trust LLC1,742$143K0.0%N/A0.003%
8/8/2025 Fiera Capital Corp2,493$205K0.0%N/A0.004%
8/8/2025 PNC Financial Services Group Inc.3,886,291$319.22M0.2%-0.2%6.319%
8/7/2025 PCG Wealth Advisors LLC2,451$201K0.1%N/A0.004%
8/7/2025 Cascade Financial Partners LLC17,369$1.43M0.2%+1.8%0.028%
8/7/2025 Vise Technologies Inc.12,692$1.04M0.0%N/A0.021%
8/7/2025 Allworth Financial LP586$48K0.0%+138.2%0.001%
8/7/2025 PFG Advisors25,866$2.13M0.1%+70.4%0.042%
8/7/2025 Midwest Trust Co3,982$327K0.0%N/A0.006%
8/7/2025 Rollins Financial Advisors LLC29,700$2.44M0.4%-0.5%0.048%
8/6/2025 AE Wealth Management LLC5,724$470K0.0%+17.3%0.009%
8/6/2025 Wedbush Securities Inc.11,617$954K0.0%+4.7%0.019%
8/6/2025 Golden State Wealth Management LLC400$33K0.0%-40.9%0.001%
8/6/2025 Commonwealth Equity Services LLC633,518$52.04M0.1%-26.7%1.030%
8/5/2025 Arrowroot Family Office LLC3,013$247K0.1%N/A0.005%
8/5/2025 Key Financial Inc99,949$8.21M1.7%+3.2%0.163%
8/5/2025 Obermeyer Wealth Partners2,964$243K0.0%N/A0.005%
8/5/2025 Bridgewater Advisors Inc.2,911$245K0.0%-7.6%0.005%
8/5/2025 Sigma Planning Corp56,709$4.66M0.1%+6.0%0.092%
8/5/2025 Mission Wealth Management LP33,686$2.77M0.1%-0.8%0.055%
8/4/2025 Linscomb Wealth Inc.46,995$3.86M0.2%-0.4%0.076%
8/4/2025 IFG Advisory LLC51,018$4.19M0.2%+6.2%0.083%
8/4/2025 Mesirow Financial Investment Management Inc.11,811$970K0.0%-50.0%0.019%
8/4/2025 Assetmark Inc.45,497$3.74M0.0%-1.9%0.074%
8/4/2025 626 Financial LLC9,195$755K0.4%-1.4%0.015%
8/4/2025 Bristlecone Advisors LLC223,864$18.39M1.5%+2.0%0.364%
8/1/2025 FSA Advisors Inc.3,058$251K0.2%-61.5%0.005%
8/1/2025 Heritage Wealth Management Inc. Texas7,247$595K0.3%-35.4%0.012%
8/1/2025 Y Intercept Hong Kong Ltd6,271$515K0.0%N/A0.010%
8/1/2025 Bessemer Group Inc.1,799$148K0.0%N/A0.003%
8/1/2025 Ashton Thomas Private Wealth LLC23,976$1.97M0.1%+42.2%0.039%
8/1/2025 Envestnet Asset Management Inc.651,998$53.56M0.0%+9.1%1.060%
7/31/2025 Brighton Jones LLC7,379$606K0.0%+162.8%0.012%
7/31/2025 Moloney Securities Asset Management LLC16,049$1.32M0.2%+14.8%0.026%
7/31/2025 Carnegie Investment Counsel3,811$313K0.0%N/A0.006%
7/30/2025 KPP Advisory Services LLC15,426$1.27M0.2%+8.9%0.025%
7/30/2025 Caliber Wealth Management LLC KS126,740$10.41M1.1%-5.6%0.206%
7/30/2025 Studio Investment Management LLC2,602$214K0.0%N/A0.004%
7/30/2025 D.A. Davidson & CO.193,957$15.93M0.1%+7.2%0.315%
7/30/2025 Fairway Wealth LLC261,991$21.52M5.0%+1.1%0.426%
7/29/2025 Uhlmann Price Securities LLC11,503$945K0.7%-46.3%0.019%
7/29/2025 Chicago Partners Investment Group LLC25,193$2.12M0.1%-1.3%0.041%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV55,070$4.52M0.8%-0.9%0.090%
7/29/2025 Aspiriant LLC65,224$5.36M0.2%+62.2%0.106%
7/29/2025 Koshinski Asset Management Inc.57,810$4.75M0.4%+0.2%0.094%
7/29/2025 Kondo Wealth Advisors Inc.25,372$2.10M0.9%-2.5%0.041%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
7/29/2025 ShoreHaven Wealth Partners LLC9,880$812K0.3%-1.2%0.016%
7/29/2025 Stratos Wealth Partners LTD.352,065$28.92M0.4%-8.3%0.572%
7/29/2025 Stratos Wealth Advisors LLC104,628$8.59M0.5%-1.0%0.170%
7/29/2025 Harbor Asset Planning Inc.495$41K0.0%N/A0.001%
7/28/2025 RFG Advisory LLC89,522$7.35M0.2%-25.9%0.146%
7/28/2025 Perfromance Wealth Partners LLC4,750$390K0.0%+68.1%0.008%
7/28/2025 Revolve Wealth Partners LLC213,427$17.53M2.3%-2.8%0.347%
7/28/2025 Nadler Financial Group Inc.46,420$3.81M0.4%-4.0%0.075%
7/25/2025 Atria Wealth Solutions Inc.30,778$2.53M0.1%-6.3%0.050%
7/25/2025 FIDELIS iM LLC237,434$19.50M8.7%+0.5%0.386%
(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, 416 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. ($319.22M), BKM Wealth Management LLC ($283.99M), LPL Financial LLC ($274.58M), Focus Partners Wealth ($188.19M), Wade G W & Inc. ($139.02M), Bank of America Corp DE ($129.44M), and Creative Planning ($116.00M).Learn more on WisdomTree U.S. LargeCap Dividend Fund's institutional investors.

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

Of the 327 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: BKM Wealth Management LLC ($4.28M), Focus Partners Wealth ($2.35M), International Assets Investment Management LLC ($2.24M), Trilogy Capital Inc. ($1.18M), Raymond James Financial Inc. ($1.16M), LPL Financial LLC ($1.01M), and Waterway Wealth Management LLC ($739.48K).

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

Institutional investors have bought a total of 11,153,274 shares in the last 24 months. This purchase volume represents approximately $874.01M in transactions.

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

Of the 175 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), Ameriprise Financial Inc. ($343.80K), Commonwealth Equity Services LLC ($233.08K), LPL Financial LLC ($211.88K), Advisors Preferred LLC ($137.86K), Almanack Investment Partners LLC. ($129.49K), and Stratos Wealth Partners LTD. ($82.55K).

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

Institutional investors have sold a total of 2,647,395 shares in the last 24 months. This volume of shares sold represents approximately $211.01M in transactions.


Related Companies

This page (NYSEARCA:DLN) was last updated on 8/14/2025 by MarketBeat.com Staff
From Our Partners
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
HIDDEN IN THE BOOK OF GENESIS…
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsored
When the levee breaks
The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...
Porter & Company | Sponsored
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
But this $20 American company could control the secret
The "Impossible" Chip That Runs on Pure Light Google's quantum computer shocked the world... but China DEMO...
The Oxford Club | Sponsored
BREAKING: The House just passed 3 pro-crypto bills!
THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.
Crypto 101 Media | Sponsored
Generate up to $5,000/month with 10X less money?
The secret to retiring without a million-dollar nest egg. I'm talking about generating enough monthly inco...
Investors Alley | Sponsored