Who owns WisdomTree LargeCap Dividend Fund?
- Ticker: DLN
- CUSIP Number: 97717W307
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree LargeCap Dividend Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of WisdomTree LargeCap Dividend Fund stock
Who bought or sold WisdomTree LargeCap Dividend Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Pnc Financial Services | 3.9M | $339M | -1% | Dec 2025 |
|
| LPL Financial | 3.6M | $315M | 3% | Dec 2025 |
|
| Colony | 2.6M | $227M | 5% | Dec 2025 |
|
| Ameriprise Financial | 1.8M | $157M | -14% | Dec 2025 |
|
| Creative Planning | 1.4M | $122M | -1% | Dec 2025 |
|
| UBS Group | 1.4M | $120M | 0% | Dec 2025 |
|
| Great Valley Advisor Group | 1.3M | $114M | 8% | Dec 2025 |
|
| Trilogy Capital | 1.1M | $99M | 0% | Dec 2025 |
|
| Hartland & Co | 1.1M | $93M | 0% | Dec 2025 |
|
| Evercore Wealth Management | 1.1M | $91M | -2% | Sep 2025 |
|
| Cetera Investment Advisers | 951k | $84M | 11% | Dec 2025 |
|
| Envestnet Asset Management | 750k | $66M | 5% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 722k | $64M | 3% | Dec 2025 |
|
| Waterway Wealth Management | 700k | $55M | -4% | Dec 2025 |
|
| Wells Fargo & Company | 699k | $62M | 2% | Dec 2025 |
|
| Raymond James Financial | 598k | $53M | 3% | Dec 2025 |
|
| Commonwealth Equity Services | 593k | $52M | -4% | Dec 2025 |
|
| Royal Bank of Canada | 514k | $45M | -9% | Sep 2025 |
|
| Advisor Group Holdings | 504k | $44M | -11% | Dec 2025 |
|
| CLG | 434k | $38M | 15% | Dec 2025 |
|
| IAG Wealth Partners | 391k | $34M | -1% | Dec 2025 |
|
| Lee-Kelleher Wealth Management | 372k | $33M | 6% | Dec 2025 |
|
| Rockefeller Capital Management | 370k | $33M | -2% | Dec 2025 |
|
| Stratos Wealth Partners | 368k | $32M | 0% | Dec 2025 |
|
| Baird Financial | 350k | $31M | 6% | Dec 2025 |
|
| LRI Investments | 334k | $29M | 0% | Dec 2025 |
|
| Goldman Sachs Group | 325k | $29M | -3% | Dec 2025 |
|
| Fox Financial | 311k | $27M | -1% | Dec 2025 |
|
| Fairway Wealth | 279k | $25M | 2% | Dec 2025 |
|
| FIDELIS iM | 268k | $24M | 306% | Dec 2025 |
|
| Private Advisor | 261k | $23M | 1% | Dec 2025 |
|
| MAI Wealth Advisors | 249k | $22M | 0% | Dec 2025 |
|
| CI Private Wealth | 243k | $21M | 3125% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 228k | $20M | 7% | Dec 2025 |
|
| Bristlecone Advisors | 227k | $20M | 1% | Sep 2025 |
|
| NerdWallet Wealth Partners | 222k | $20M | 100% | Dec 2025 |
|
| Revolve Wealth Partners | 212k | $19M | 2% | Dec 2025 |
|
| D.A. Davidson & Co. | 211k | $19M | 1% | Dec 2025 |
|
| Sanctuary Advisors | 203k | $18M | 13% | Dec 2025 |
|
| Kestra Advisory Services | 200k | $18M | 22% | Dec 2025 |
|
| Main Street Financial Solutions | 192k | $17M | 2% | Dec 2025 |
|
| Steward Partners Investment Advisory | 191k | $17M | 0% | Dec 2025 |
|
| HighTower Advisors | 185k | $16M | 9% | Dec 2025 |
|
| Jpmorgan Chase & Co | 165k | $14M | 100% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 157k | $14M | 8% | Dec 2025 |
|
| First American Trust | 122k | $11M | 0% | Dec 2025 |
|
| United Advisor Group | 121k | $11M | 3% | Dec 2025 |
|
| RFG Advisory | 120k | $11M | 14% | Dec 2025 |
|
| Strategic Family Wealth Counselors | 119k | $11M | 5% | Dec 2025 |
|
| Stratos Wealth Advisors | 109k | $9.6M | 1% | Dec 2025 |
|
| William Blair $ Company | 107k | $9.3M | 711% | Sep 2025 |
|
| CX Institutional | 104k | $9.2M | 1% | Dec 2025 |
|
| Key FInancial | 95k | $8.3M | -4% | Dec 2025 |
|
| Equitable Holdings | 92k | $8.1M | 11% | Dec 2025 |
|
| Stifel Financial | 92k | $8.1M | 2% | Dec 2025 |
|
| Moller Financial Services | 89k | $7.8M | 0% | Dec 2025 |
|
| Aspiriant | 89k | $7.8M | -1% | Dec 2025 |
|
| Howard Bailey Securities | 85k | $7.4M | 3% | Sep 2025 |
|
| Advisors Capital Management | 85k | $7.4M | 251% | Dec 2025 |
|
| Redhawk Wealth Advisors | 78k | $6.9M | 3% | Dec 2025 |
|
| H&H Retirement Design & Management | 76k | $6.9M | 5% | Dec 2025 |
|
| Branch Banking & Trust Company | 70k | $6.1M | -1% | Dec 2025 |
|
| Concurrent Investment Advisors | 69k | $6.1M | 22% | Dec 2025 |
|
| Bank of New York Mellon | 67k | $5.9M | 545% | Dec 2025 |
|
| Tobias Financial Advisors | 67k | $5.9M | 0% | Dec 2025 |
|
| Advisors Preferred | 67k | $5.9M | 142% | Dec 2025 |
|
| Kestra Private Wealth Services | 66k | $5.8M | 1% | Dec 2025 |
|
| Brown Brothers Harriman & Co. | 65k | $5.7M | 26% | Dec 2025 |
|
| Janney Montgomery Scott | 64k | $5.7M | 9% | Dec 2025 |
|
| Lake Street Financial | 63k | $5.6M | 1% | Dec 2025 |
|
| Monticello Wealth Management | 63k | $5.5M | 0% | Dec 2025 |
|
| Graves-Light Private Wealth Management | 62k | $5.5M | -1% | Dec 2025 |
|
| Koshinski Asset Management | 60k | $5.2M | 3% | Dec 2025 |
|
| Captrust Financial Advisors | 59k | $5.2M | -2% | Dec 2025 |
|
| Geneos Wealth Management | 58k | $5.1M | 1% | Dec 2025 |
|
| Gladstone Institutional Advisory | 56k | $4.9M | 4% | Dec 2025 |
|
| Sigma Planning | 55k | $4.8M | 0% | Dec 2025 |
|
| Mosaic Family Wealth Partners | 55k | $4.8M | 1862% | Dec 2025 |
|
| EP Wealth Advisors | 54k | $4.8M | -5% | Dec 2025 |
|
| Brian McDonald | 53k | $4.7M | -5% | Dec 2025 |
|
| Bsc Private Wealth Management | 53k | $4.6M | -1% | Dec 2025 |
|
| Kingswood Wealth Advisors | 51k | $4.5M | -1% | Dec 2025 |
|
| Circle Wealth Management | 49k | $4.3M | 0% | Dec 2025 |
|
| Etesian Wealth Advisors | 49k | $4.3M | 17% | Dec 2025 |
|
| IFG Advisory | 47k | $4.1M | -1% | Dec 2025 |
|
| HPM Partners | 47k | $4.1M | 2% | Dec 2025 |
|
| Nadler Financial | 47k | $4.1M | 0% | Dec 2025 |
|
| Linscomb & Williams | 46k | $4.1M | -1% | Dec 2025 |
|
| Cresset Asset Management | 46k | $4.0M | 0% | Dec 2025 |
|
| MidAtlantic Capital Management | 45k | $3.9M | 3% | Dec 2025 |
|
| Assetmark | 44k | $3.9M | -2% | Dec 2025 |
|
| Mml Investors Services | 43k | $3.8M | 43% | Dec 2025 |
|
| Sontag Advisory | 41k | $3.6M | 17% | Dec 2025 |
|
| Avant Capital | 40k | $3.5M | 7% | Dec 2025 |
|
| True Link Financial Advisors | 39k | $3.4M | -11% | Dec 2025 |
|
| Meridian Financial Partners | 37k | $3.4M | 0% | Dec 2025 |
|
| Caliber Wealth Management, Llc / Ks | 37k | $3.3M | -55% | Dec 2025 |
|
| FMR | 37k | $3.2M | 15% | Sep 2025 |
|
| Allen Capital Group | 34k | $3.0M | -10% | Dec 2025 |
|
| PFG Advisors | 33k | $2.9M | 9% | Dec 2025 |
|
| Mather Group | 32k | $2.8M | 0% | Dec 2025 |
|
| Mission Wealth Management | 32k | $2.8M | -1% | Dec 2025 |
|
| Keybank National Association | 31k | $2.8M | 0% | Dec 2025 |
|
| CRA Financial Services | 31k | $2.8M | 0% | Dec 2025 |
|
| Lido Advisors | 31k | $2.7M | 0% | Dec 2025 |
|
| Coldstream Capital Management | 30k | $2.6M | -3% | Dec 2025 |
|
| Rollins Financial Advisors | 29k | $2.6M | 0% | Dec 2025 |
|
| Flagship Wealth Advisors | 29k | $2.5M | 51% | Dec 2025 |
|
| Rhumbline Advisers | 29k | $2.5M | 100% | Dec 2025 |
|
| Centennial Wealth Advisory | 29k | $2.5M | 11% | Dec 2025 |
|
| Wiley Bros.-aintree Capital | 28k | $2.5M | 10% | Dec 2025 |
|
| Foresight Capital Management Advisors | 28k | $2.5M | -7% | Dec 2025 |
|
| Mariner Wealth Advisors | 28k | $2.5M | 3% | Dec 2025 |
|
| Ashton Thomas Private Wealth | 27k | $2.4M | 11% | Dec 2025 |
|
| Pinnacle Financial Partners | 27k | $2.4M | 100% | Dec 2025 |
|
| Ausdal Financial Partners | 27k | $2.4M | -5% | Dec 2025 |
|
| Synovus Financial Corp. | 26k | $2.3M | 251% | Sep 2025 |
|
| CoreCap Advisors | 26k | $2.3M | 11% | Dec 2025 |
|
| Chicago Partners Investment | 25k | $2.3M | 0% | Dec 2025 |
|
| Kondo Wealth Advisors | 24k | $2.1M | -4% | Dec 2025 |
|
| Jones Financial Companies, L.L | 24k | $2.1M | 29% | Dec 2025 |
|
| Susquehanna International | 24k | $2.1M | 7% | Dec 2025 |
|
| Uhlmann Price Securities | 23k | $2.0M | 4% | Dec 2025 |
|
| Team Financial Group | 22k | $2.0M | 3% | Dec 2025 |
|
| A.N. Culbertson & Company | 22k | $2.0M | 0% | Dec 2025 |
|
| Sentinus | 22k | $1.9M | 100% | Dec 2025 |
|
| Hilltop Holdings | 21k | $1.8M | 58% | Dec 2025 |
|
| Amplius Wealth Advisors | 20k | $1.8M | 12% | Dec 2025 |
|
| Integrys Wealth Advisors | 20k | $1.8M | 2% | Dec 2025 |
|
| Founders Financial Alliance | 20k | $1.8M | -2% | Dec 2025 |
|
| Berger Financial Group | 20k | $1.8M | 0% | Dec 2025 |
|
| Resurgent Financial Advisors | 20k | $1.7M | 0% | Dec 2025 |
|
| Wedmont Private Capital | 20k | $1.7M | 0% | Dec 2025 |
|
| Kmg Fiduciary Partners | 19k | $1.7M | 1% | Dec 2025 |
|
| Arkadios Wealth Advisors | 19k | $1.7M | 562% | Dec 2025 |
|
| Farther Finance Advisors | 19k | $1.7M | 4% | Dec 2025 |
|
| Goss Wealth Management | 19k | $1.6M | 23% | Dec 2025 |
|
| WealthBridge Capital Management | 18k | $1.6M | 0% | Dec 2025 |
|
| J.w. Cole Advisors | 18k | $408k | 2% | Dec 2025 |
|
| Oppenheimer & Co | 18k | $1.6M | 65% | Dec 2025 |
|
| Thrivent Financial for Lutherans | 18k | $1.6M | -6% | Dec 2025 |
|
| KPP Advisory Services | 18k | $1.6M | -1% | Dec 2025 |
|
| Tower Research Capital | 18k | $1.6M | 231% | Dec 2025 |
|
| HB Wealth Management | 18k | $1.6M | 2% | Dec 2025 |
|
| Alta Wealth Advisors | 17k | $1.5M | 0% | Dec 2025 |
|
| KCM Investment Advisors | 17k | $1.5M | 1% | Dec 2025 |
|
| Valeo Financial Advisors | 17k | $1.5M | 0% | Dec 2025 |
|
| Us Bancorp | 16k | $1.4M | 0% | Dec 2025 |
|
| WealthCare Investment Partners | 16k | $1.4M | 1% | Dec 2025 |
|
| Cascade Financial Partners | 16k | $1.4M | 0% | Dec 2025 |
|
| Atria Investments | 14k | $1.3M | -36% | Dec 2025 |
|
| Rockport Wealth | 14k | $1.3M | -43% | Dec 2025 |
|
| Renaissance Technologies | 4.9k | $432k | -73% | Dec 2025 |
|
| Kovitz Investment Group Partners | 4.6k | $403k | -76% | Dec 2025 |
|
Who sold out of WisdomTree LargeCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Siligmueller & Norvid Wealth Advisors | Jun 2025 | 27k | $2.2M |
| Jane Street | Sep 2025 | 24k | $2.1M |