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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Exchange-Traded Fund
Symbol
DLN
Shares outstanding
58,405,767
Price per share
$88.08
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
41,313,120
Total reported value
$3,587,744,723
% of total 13F portfolios
0.02%
Share change
+1,116,983
Value change
+$89,803,721
Number of holders
430
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PNC FINANCIAL SERVICES GROUP, INC. 5.9% $258,304,996 3,463,462 The PNC Financial Services Group, Inc. 31 Dec 2024

As of 30 Sep 2025, 430 institutional investors reported holding 41,313,120 shares of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN). This represents 71% of the company’s total 58,405,767 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PNC Financial Services Group, Inc. 6.7% 3,899,581 +0.34% 0.21% $339,380,498
LPL Financial LLC 6% 3,475,573 +7% 0.09% $302,479,079
MORGAN STANLEY 4.9% 2,865,779 -3% 0.02% $249,408,795
Focus Partners Wealth 4.2% 2,462,898 +2.1% 0.35% $214,345,996
AMERIPRISE FINANCIAL INC 3.5% 2,055,006 -2.5% 0.04% $178,777,553
Creative Planning 2.4% 1,404,483 -0.55% 0.09% $122,232,196
UBS Group AG 2.3% 1,359,616 +4.4% 0.02% $118,327,381
GREAT VALLEY ADVISOR GROUP, INC. 2% 1,194,827 +1.7% 2.1% $103,985,646
BANK OF AMERICA CORP /DE/ 2% 1,159,861 +11% 0.01% $100,942,675
Trilogy Capital Inc. 1.9% 1,118,106 -3.4% 4.5% $97,308,808
Clearstead Advisors, LLC 1.8% 1,054,394 +0.43% 1.3% $91,763,913
Evercore Wealth Management, LLC 1.8% 1,050,411 -2% 1.3% $91,417,269
Cetera Investment Advisers 1.5% 858,767 +19% 0.09% $74,738,536
Waterway Wealth Management, LLC 1.3% 732,261 +22% 13% $56,576,030
ENVESTNET ASSET MANAGEMENT INC 1.2% 715,734 +9.8% 0.02% $62,290,330
Cambridge Investment Research Advisors, Inc. 1.2% 702,402 +10% 0.17% $61,130,000
WELLS FARGO & COMPANY/MN 1.2% 685,188 +0.05% 0.01% $59,631,914
COMMONWEALTH EQUITY SERVICES, LLC 1.1% 615,872 -2.8% 0.07% $53,599,000
RAYMOND JAMES FINANCIAL INC 0.99% 580,073 +0.31% 0.02% $50,483,815
OSAIC HOLDINGS, INC. 0.97% 568,867 +15% 0.07% $49,143,719
ROYAL BANK OF CANADA 0.88% 513,950 -9.2% 0.01% $44,728,000
IAG Wealth Partners, LLC 0.67% 393,899 -1.1% 4.1% $34,281,066
CLG LLC 0.65% 378,460 +35% 9% $32,937,406
Rockefeller Capital Management L.P. 0.64% 376,029 -3.1% 0.06% $32,725,832
Stratos Wealth Partners, LTD. 0.63% 366,568 +4.1% 0.38% $31,902,489

Institutional Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 744,394 $65,788,953 +$2,643,067 $88.08 24
2025 Q3 41,313,120 $3,587,744,723 +$89,803,721 $87.03 430
2025 Q2 40,168,459 $3,299,834,111 +$51,650,522 $82.14 427
2025 Q1 39,517,632 $3,135,531,471 +$99,767,825 $79.37 416
2024 Q4 38,202,976 $2,972,728,395 +$393,235,638 $77.79 400
2024 Q3 32,593,249 $2,561,581,958 -$208,854,878 $78.56 372
2024 Q2 35,383,899 $2,574,022,599 +$27,507,259 $72.75 362
2024 Q1 35,496,173 $2,561,512,893 +$112,971,552 $72.19 365
2023 Q4 29,939 $1,987,338 +$1,527 $66.38 3
2023 Q3 34,823,991 $2,141,284,364 -$22,368,158 $61.49 333
2023 Q2 35,149,870 $2,235,638,507 +$25,374,531 $63.60 335
2023 Q1 34,666,463 $2,144,681,898 -$134,681,753 $61.86 329
2022 Q4 36,889,541 $2,284,954,692 +$83,424,763 $61.95 328
2022 Q3 35,387,492 $1,956,506,589 +$125,554,064 $55.26 299
2022 Q2 33,195,577 $1,962,236,660 +$182,389,615 $59.10 315
2022 Q1 29,900,705 $1,963,617,156 +$71,653,095 $65.72 294
2021 Q4 28,489,821 $1,883,063,817 +$900,734,043 $66.04 280
2021 Q3 13,907,109 $1,659,498,547 +$24,838,722 $119.29 258
2021 Q2 13,810,326 $1,662,003,176 -$11,424,032 $120.32 249
2021 Q1 14,099,782 $1,617,324,695 +$14,281,335 $114.68 241
2020 Q4 13,812,701 $1,484,738,234 +$42,184,632 $107.50 235
2020 Q3 13,269,287 $1,287,860,007 -$11,308,872 $97.04 213
2020 Q2 13,446,995 $1,249,144,283 +$3,258 $92.88 215
2020 Q1 13,524,160 $1,095,766,341 +$41,053,196 $80.94 219
2019 Q4 12,965,308 $1,373,362,584 +$64,124,574 $105.93 234
2019 Q3 12,375,770 $1,226,305,431 +$29,512,749 $99.07 207
2019 Q2 12,076,346 $1,171,052,070 -$13,123,554 $96.90 193
2019 Q1 12,288,268 $1,158,584,931 -$29,075,705 $94.22 203
2018 Q4 12,601,341 $1,064,717,931 +$92,074,444 $84.45 197
2018 Q3 11,045,778 $1,053,749,387 -$25,713,735 $95.41 183
2018 Q2 11,327,462 $1,016,639,829 -$34,185,521 $89.75 183
2018 Q1 11,744,430 $1,039,349,364 -$23,923,889 $88.49 188
2017 Q4 12,009,899 $1,105,974,470 -$19,607,718 $92.12 186
2017 Q3 11,900,743 $1,033,601,183 +$683,098 $86.84 168
2017 Q2 11,885,676 $999,886,584 -$16,257,644 $84.08 165
2017 Q1 12,064,782 $1,000,527,855 -$27,897,768 $82.93 158
2016 Q4 12,410,342 $991,942,286 +$19,988,242 $79.90 149
2016 Q3 11,987,225 $920,711,159 +$1,791,214 $76.98 145
2016 Q2 11,900,343 $902,367,896 -$3,842,518 $75.76 139
2016 Q1 11,817,575 $868,035,058 -$68,482,748 $73.40 147
2015 Q4 12,751,582 $903,532,702 +$19,194,544 $71.14 133
2015 Q3 11,862,104 $798,841,746 -$19,839,797 $67.30 118
2015 Q2 12,187,453 $883,725,778 -$205,035,535 $72.49 117
2015 Q1 14,683,024 $1,076,352,526 -$198,368,502 $73.30 117
2014 Q4 17,759,894 $1,316,497,940 +$298,310,151 $74.16 118
2014 Q3 13,801,283 $981,213,370 +$14,275,830 $71.17 99
2014 Q2 13,544,182 $958,971,019 -$97,609,888 $70.80 98
2014 Q1 14,928,257 $1,009,901,208 +$36,259,308 $67.65 97