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

WisdomTree U.S. LargeCap Dividend Fund logo
$78.07
-0.13 (-0.17%)
(As of 11/4/2024 ET)
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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)
$773.93M
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$123.54M
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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
11/4/20241900 Wealth Management LLC73,746$5.32M0.5%+24.5%0.133%
11/2/2024 Mesirow Financial Investment Management Inc.23,882$1.88M0.0%+100.0%0.043%
11/1/2024 Atria Investments Inc22,710$1.78M0.0%-0.6%0.041%
11/1/2024 Fairway Wealth LLC182,470$14.34M6.2%+61.3%0.328%
11/1/2024 Assetmark Inc.47,263$3.71M0.0%-4.4%0.085%
11/1/2024 Strategic Family Wealth Counselors L.L.C.101,404$7.97M2.8%+10.8%0.182%
10/30/2024 Tobias Financial Advisors Inc.81,574$6.41M1.3%-2.3%0.147%
10/30/2024 Fox Financial Inc255,226$20.05M17.5%+0.5%0.459%
10/30/2024 United Advisor Group LLC92,242$7.25M1.6%+17.3%0.166%
10/30/2024 Moloney Securities Asset Management LLC9,602$754K0.1%+22.2%0.017%
10/30/2024 FIDELIS iM LLC175,010$13.75M6.2%+0.6%0.314%
10/30/2024 Vestor Capital LLC12,547$986K0.1%-2.2%0.023%
10/29/2024 IAG 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%
10/29/2024 Chicago Partners Investment Group LLC23,047$1.83M0.1%-3.0%0.041%
10/28/2024 Gladstone Institutional Advisory LLC47,062$3.70M0.2%+11.2%0.085%
10/28/2024 US Bancorp DE16,439$1.29M0.0%+4.0%0.030%
10/25/2024 Eagle Strategies LLC2,896$227K0.0%N/A0.005%
10/24/2024 FSA Advisors Inc.10,616$772K0.8%-11.9%0.019%
10/24/2024 J.W. Cole Advisors Inc.26,256$2.06M0.1%+1.6%0.047%
10/24/2024 ShoreHaven Wealth Partners LLC10,220$803K0.4%-8.1%0.018%
10/24/2024 Pullen Investment Management LLC2,722$214K0.2%N/A0.005%
10/24/2024 Bristlecone 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%
10/23/2024 Convergence Financial LLC6,228$489K0.1%N/A0.011%
10/23/2024 Lake Street Advisors Group LLC11,222$882K0.0%+1.8%0.020%
10/23/2024 Brighton Jones LLC3,031$238K0.0%-34.9%0.005%
10/22/2024 Eagle Bay Advisors LLC582$46K0.0%N/A0.001%
10/22/2024 Private Advisor Group LLC222,511$17.48M0.1%+6.2%0.400%
10/21/2024 Waterway 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%
10/18/2024Seamount Financial Group Inc.4,000$314K0.2%N/A0.007%
10/18/2024Commonwealth Equity Services LLC777,898$61.11M0.1%-0.4%1.398%
10/18/2024Raymond James & Associates238,279$18.72M0.0%+22.9%0.428%
10/18/2024Meridian Financial Partners LLC38,024$2.99M1.5%+0.4%0.068%
10/18/2024KMG Fiduciary Partners LLC16,108$1.27M0.1%+9.1%0.029%
10/18/2024Precedent Wealth Partners LLC3,618$284K0.1%-6.8%0.007%
10/18/2024Stratos Wealth Advisors LLC104,548$8.21M0.4%+0.6%0.188%
10/17/2024RFG Advisory LLC104,085$8.18M0.2%+19.9%0.187%
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10/16/2024 Global Retirement Partners LLC11,261$885K0.0%+2.1%0.020%
10/16/2024 Kaydan Wealth Management Inc.8,702$684K0.2%+2.7%0.016%
10/16/2024 Amplius Wealth Advisors LLC26,175$2.06M0.2%-4.5%0.047%
10/16/2024 Brady Family Wealth LLC2,655$209K0.1%N/A0.005%
10/15/2024 NBC Securities Inc.2,746$215K0.0%+5.3%0.005%
10/11/2024 Creative Planning1,417,842$111.39M0.1%-0.8%2.548%
10/11/2024 CX Institutional99,775$7.84M0.3%+0.7%0.179%
10/11/2024 Empirical Asset Management LLC10,531$827K0.1%-6.2%0.019%
10/10/2024 Koshinski Asset Management Inc.58,330$4.58M0.4%-1.2%0.105%
10/10/2024 Code Waechter LLC4,000$314K0.3%N/A0.007%
10/9/2024 Sarasin & Partners LLP46,577$3.66M0.0%-11.2%0.084%
10/9/2024 Moller Wealth Partners95,943$7.54M1.9%-0.3%0.172%
10/9/2024 Sanibel Captiva Trust Company Inc.4,990$392K0.0%N/A0.009%
10/8/2024 WealthCare Investment Partners LLC4,398$344K0.2%N/A0.008%
10/8/2024 Dynamic Advisor Solutions LLC9,812$771K0.0%+13.5%0.018%
10/7/2024 SignalPoint Asset Management LLC5,655$442K0.1%-4.2%0.010%
10/7/2024 WealthBridge Capital Management LLC18,734$1.47M0.4%+1.1%0.034%
10/7/2024 GAMMA Investing LLC944$74K0.0%+100.0%0.002%
9/13/2024 FIDELIS iM LLC173,997$12.66M6.2%+1.2%0.313%
9/5/2024Sanctuary Advisors LLC162,524$11.34M0.1%N/A0.292%
8/28/2024 Heritage Oak Wealth Advisors LLC10,117$736K0.4%N/A0.018%
8/26/2024 Founders Financial Alliance LLC22,191$1.61M0.5%+29.9%0.040%
8/22/2024Cetera Investment Advisers508,475$36.99M0.1%+8.4%0.914%
8/21/2024 SPC Financial Inc.3,600$262K0.0%N/A0.006%
8/21/2024Truist Financial Corp68,416$4.98M0.0%-1.1%0.123%
8/19/2024B. Riley Wealth Advisors Inc.11,246$818K0.0%+21.8%0.020%
8/16/2024Northwestern Mutual Wealth Management Co.137,617$10.01M0.0%-0.3%0.247%
8/16/2024 Creative Planning1,428,816$103.95M0.1%-2.2%2.568%
8/16/2024Rockport Wealth LLC37,271$2.71M1.1%-2.1%0.067%
8/14/2024 Team Financial Group LLC25,270$1.84M1.2%+9.2%0.045%
8/13/2024Thrivent Financial for Lutherans17,668$1.29M0.0%-20.3%0.032%
8/13/2024AE Wealth Management LLC4,237$308K0.0%+3.9%0.008%
8/13/2024GM Advisory Group LLC10,966$798K0.1%+1.5%0.020%
8/12/2024 Brighton Jones LLC4,658$339K0.0%-7.9%0.008%
8/12/2024Blair William & Co. IL13,739$1M0.0%+29.8%0.025%
8/10/2024 Fairway Wealth LLC113,141$8.23M4.9%+11.3%0.203%
8/9/2024Moors & Cabot Inc.3,590$261K0.0%+4.9%0.006%
8/9/2024Renaissance Technologies LLC12,600$917K0.0%-65.9%0.023%
8/9/2024 Mesirow Financial Investment Management Inc.11,940$869K0.0%-1.6%0.021%
8/9/2024Collaborative Wealth Managment Inc.9,460$688K0.3%-16.0%0.017%
8/8/2024Envestnet Asset Management Inc.579,517$42.16M0.0%-4.7%1.041%
8/8/2024Thoroughbred Financial Services LLC9,505$691K0.0%+37.2%0.017%
8/8/2024CoreCap Advisors LLC10,852$789K0.1%N/A0.020%
8/8/2024Main Street Financial Solutions LLC155,462$11.31M1.1%+4.6%0.279%
8/8/2024LPL Financial LLC2,922,155$212.59M0.1%+1.8%5.251%
8/7/2024Coldstream Capital Management Inc.31,901$2.32M0.1%-3.5%0.057%
8/7/2024Choreo LLC29,499$2.15M0.0%+253.7%0.053%
8/7/2024Ashton Thomas Private Wealth LLC15,429$1.12M0.1%+2.3%0.028%
8/6/2024Clearwater Capital Advisors LLC74,630$5.43M0.6%-1.3%0.134%
8/6/2024 Ausdal Financial Partners Inc.27,580$2.01M0.2%-12.7%0.050%
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8/6/2024Stonebrook Private Inc.3,355$244K0.1%-22.9%0.006%
8/6/2024Cullen Frost Bankers Inc.996$72K0.0%-43.5%0.002%
8/6/2024Flynn Zito Capital Management LLC16,299$1.19M0.6%+7.1%0.029%
8/5/2024 Private Advisor Group LLC209,477$15.24M0.1%+0.4%0.376%
8/2/2024Larson Financial Group LLC3,906$284K0.0%N/A0.007%
8/2/2024 Cozad Asset Management Inc.8,374$609K0.1%+11.5%0.015%
8/2/2024Founders Financial Securities LLC3,618$263K0.0%N/A0.007%
8/2/2024 Midland Wealth Advisors LLC9,227$671K0.0%-1.9%0.017%
8/1/2024 Family Asset Management LLC6,879$500K0.3%-6.1%0.012%
8/1/2024D.A. Davidson & CO.101,448$7.38M0.1%+34.0%0.182%
(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, 342 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), BKM Wealth Management LLC ($283.99M), Graham Capital Wealth Management LLC ($272.18M), PNC Financial Services Group Inc. ($255.32M), LPL Financial LLC ($212.59M), 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 278 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 ($2.46M), 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 16,719,758 shares in the last 24 months. This purchase volume represents approximately $1.10B in transactions.

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

Of the 199 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: Amplius Wealth Advisors LLC ($473.97K), Raymond James & Associates ($345.33K), Revolve Wealth Partners LLC ($338.06K), One Capital Management LLC ($250.47K), Envestnet Asset Management Inc. ($246.99K), ShoreHaven Wealth Partners LLC ($218.49K), 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 4,943,413 shares in the last 24 months. This volume of shares sold represents approximately $318.25M in transactions.


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This page (NYSEARCA:DLN) was last updated on 11/5/2024 by MarketBeat.com Staff
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