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

WisdomTree U.S. LargeCap Dividend Fund logo
$78.13 +0.90 (+1.17%)
(As of 12/20/2024 04:32 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
168
Total
Institutional Inflows
(last 12 months)
$755.60M
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$122.03M
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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
12/13/2024 B. Riley Wealth Advisors Inc.11,917$932K0.0%+6.0%0.021%
11/25/2024 Synovus Financial Corp16,154$1.27M0.0%+208.9%0.029%
11/25/2024 Wilmington Savings Fund Society FSB24,620$1.93M0.0%N/A0.044%
11/25/2024 Sanctuary Advisors LLC156,161$12.71M0.1%-3.9%0.281%
11/15/2024 Prestige Wealth Management Group LLC721$57K0.0%-47.6%0.001%
11/15/2024 M&T Bank Corp7,843$616K0.0%-6.3%0.014%
11/15/2024 LRI Investments LLC338,645$27.21M2.3%-0.1%0.609%
11/15/2024 MML Investors Services LLC48,284$3.79M0.0%+8.7%0.087%
11/15/2024 Glen Eagle Advisors LLC4,722$371K0.1%+4.5%0.008%
11/15/2024 Jane Street Group LLC23,032$1.81M0.0%-38.0%0.041%
11/15/2024 Stifel Financial Corp91,252$7.17M0.0%-5.0%0.164%
11/15/2024 Resurgent Financial Advisors LLC23,096$1.81M1.1%-0.5%0.042%
11/15/2024 Reynders McVeigh Capital Management LLC5,800$456K0.0%-10.8%0.010%
11/15/2024 IHT Wealth Management LLC9,924$779K0.0%+15.7%0.018%
11/15/2024 Integrated Wealth Concepts LLC7,335$576K0.0%+6.5%0.013%
11/15/2024 HighTower Advisors LLC159,861$12.56M0.0%-0.3%0.287%
11/15/2024 Arrowroot Family Office LLC3,644$286K0.2%-31.8%0.007%
11/14/2024 Captrust Financial Advisors67,400$5.30M0.0%+2.0%0.121%
11/14/2024 Rockefeller Capital Management L.P.381,047$29.94M0.1%+0.4%0.685%
11/13/2024 FMR LLC26,252$2.06M0.0%-7.8%0.047%
11/13/2024 D.A. Davidson & CO.119,660$9.40M0.1%+18.0%0.215%
11/13/2024 Associated Banc Corp5,956$468K0.0%-2.5%0.011%
11/13/2024 Brown Brothers Harriman & Co.51,440$4.04M0.0%N/A0.092%
11/12/2024 Cerity Partners LLC34,469$2.71M0.0%+0.4%0.062%
11/12/2024 Great Valley Advisor Group Inc.888,083$69.77M1.7%+12.9%1.596%
11/12/2024 GM Advisory Group LLC5,565$437K0.0%-49.3%0.010%
11/12/2024 Allen Capital Group LLC40,622$3.19M0.4%-0.8%0.073%
11/12/2024 Raymond James Trust N.A.4,694$369K0.0%-8.0%0.008%
11/9/2024 LPL Financial LLC2,710,278$212.92M0.1%-7.3%4.870%
11/8/2024 Citizens Financial Group Inc. RI3,825$300K0.0%N/A0.007%
11/8/2024 Moors & Cabot Inc.3,894$306K0.0%+8.5%0.007%
11/8/2024 PNC Financial Services Group Inc.3,903,646$306.67M0.2%-0.9%7.015%
11/7/2024 MidAtlantic Capital Management Inc.28,541$2.24M1.6%N/A0.051%
11/7/2024 MAI Capital Management263,628$20.71M0.2%-1.1%0.474%
11/7/2024 Thrivent Financial for Lutherans19,576$1.54M0.0%+10.8%0.035%
11/6/2024 KPP Advisory Services LLC12,518$983K0.2%N/A0.022%
11/6/2024 Coastline Trust Co600$47K0.0%N/A0.001%
11/6/2024 Linscomb Wealth Inc.48,281$3.79M0.2%-0.7%0.087%
11/6/2024 Main Street Financial Solutions LLC163,291$12.83M1.2%+5.0%0.293%
11/6/2024 Oppenheimer & Co. Inc.14,773$1.16M0.0%+1.5%0.027%
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11/5/2024 First Heartland Consultants Inc.5,350$420K0.0%-32.5%0.010%
11/5/2024 Ashton Thomas Private Wealth LLC16,480$1.30M0.1%+6.8%0.030%
11/4/2024 1900 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%
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%
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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%
(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, 346 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 ($2.46M), 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 16,344,213 shares in the last 24 months. This purchase volume represents approximately $1.08B 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: 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 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 5,198,051 shares in the last 24 months. This volume of shares sold represents approximately $339.16M in transactions.


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This page (NYSEARCA:DLN) was last updated on 12/22/2024 by MarketBeat.com Staff
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