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
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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 | 3.5M | $303M | 7% | Sep 2025 |
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| Colony | 2.5M | $214M | 2% | Sep 2025 |
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| Ameriprise Financial | 2.1M | $179M | -2% | Sep 2025 |
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| Creative Planning | 1.4M | $122M | -1% | Sep 2025 |
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| UBS Group | 1.4M | $120M | 0% | Dec 2025 |
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| Great Valley Advisor Group | 1.2M | $104M | 2% | Sep 2025 |
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| Trilogy Capital | 1.1M | $99M | 0% | Dec 2025 |
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| Hartland & Co | 1.1M | $92M | 0% | Sep 2025 |
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| Evercore Wealth Management | 1.1M | $91M | -2% | Sep 2025 |
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| Cetera Investment Advisers | 859k | $75M | 19% | Sep 2025 |
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| Waterway Wealth Management | 732k | $57M | 22% | Sep 2025 |
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| Cambridge Investment Research Advisors | 722k | $64M | 3% | Dec 2025 |
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| Envestnet Asset Management | 716k | $62M | 10% | Sep 2025 |
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| Wells Fargo & Company | 685k | $60M | 0% | Sep 2025 |
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| Commonwealth Equity Services | 616k | $54M | -3% | Sep 2025 |
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| Raymond James Financial | 580k | $51M | 0% | Sep 2025 |
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| Advisor Group Holdings | 569k | $50M | 15% | Sep 2025 |
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| Royal Bank of Canada | 514k | $45M | -9% | Sep 2025 |
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| CLG | 434k | $38M | 15% | Dec 2025 |
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| IAG Wealth Partners | 391k | $34M | -1% | Dec 2025 |
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| Rockefeller Capital Management | 376k | $33M | -3% | Sep 2025 |
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| Lee-Kelleher Wealth Management | 372k | $33M | 6% | Dec 2025 |
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| Stratos Wealth Partners | 368k | $32M | 0% | Dec 2025 |
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| LRI Investments | 334k | $29M | 0% | Dec 2025 |
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| Baird Financial | 330k | $29M | 1% | Sep 2025 |
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| Goldman Sachs Group | 325k | $29M | -3% | Dec 2025 |
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| Fox Financial | 314k | $27M | 0% | Sep 2025 |
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| Fairway Wealth | 279k | $25M | 2% | Dec 2025 |
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| FIDELIS iM | 268k | $24M | 306% | Dec 2025 |
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| Private Advisor | 258k | $22M | 1% | Sep 2025 |
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| MAI Wealth Advisors | 248k | $22M | -1% | Sep 2025 |
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| Bristlecone Advisors | 227k | $20M | 1% | Sep 2025 |
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| NerdWallet Wealth Partners | 222k | $20M | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 214k | $19M | 27% | Sep 2025 |
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| D.A. Davidson & Co. | 211k | $19M | 1% | Dec 2025 |
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| Revolve Wealth Partners | 209k | $18M | -2% | Sep 2025 |
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| Sanctuary Advisors | 203k | $18M | 13% | Dec 2025 |
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| Kestra Advisory Services | 200k | $18M | 22% | Dec 2025 |
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| Steward Partners Investment Advisory | 191k | $17M | 0% | Sep 2025 |
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| Main Street Financial Solutions | 189k | $16M | 7% | Sep 2025 |
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| HighTower Advisors | 169k | $15M | 2% | Sep 2025 |
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| Jpmorgan Chase & Co | 165k | $14M | 100% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 157k | $14M | 8% | Dec 2025 |
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| First American Trust | 123k | $11M | -3% | Sep 2025 |
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| United Advisor Group | 121k | $11M | 3% | Dec 2025 |
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| Strategic Family Wealth Counselors | 119k | $11M | 5% | Dec 2025 |
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| Stratos Wealth Advisors | 107k | $9.3M | 2% | Sep 2025 |
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| William Blair $ Company | 107k | $9.3M | 711% | Sep 2025 |
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| RFG Advisory | 105k | $9.2M | 18% | Sep 2025 |
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| CX Institutional | 104k | $9.2M | 1% | Dec 2025 |
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| Key FInancial | 95k | $8.3M | -4% | Dec 2025 |
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| Stifel Financial | 91k | $7.9M | -4% | Sep 2025 |
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| Moller Financial Services | 89k | $7.8M | 0% | Dec 2025 |
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| Aspiriant | 89k | $7.8M | -1% | Dec 2025 |
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| Advisors Capital Management | 85k | $7.4M | 251% | Dec 2025 |
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| Equitable Holdings | 83k | $7.2M | 21% | Sep 2025 |
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| Redhawk Wealth Advisors | 78k | $6.9M | 3% | Dec 2025 |
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| H&H Retirement Design & Management | 76k | $6.9M | 5% | Dec 2025 |
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| Branch Banking & Trust Company | 70k | $6.1M | -1% | Dec 2025 |
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| Concurrent Investment Advisors | 69k | $6.1M | 22% | Dec 2025 |
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| Bank of New York Mellon | 67k | $5.9M | 545% | Dec 2025 |
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| Tobias Financial Advisors | 67k | $5.8M | -1% | Sep 2025 |
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| Advisors Preferred | 67k | $5.9M | 142% | Dec 2025 |
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| Kestra Private Wealth Services | 66k | $5.8M | 1% | Dec 2025 |
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| Howard Bailey Securities | 65k | $5.6M | -4% | Sep 2025 |
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| Lake Street Financial | 63k | $5.6M | 1% | Dec 2025 |
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| Monticello Wealth Management | 63k | $5.4M | 0% | Sep 2025 |
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| Graves-Light Private Wealth Management | 62k | $5.5M | -1% | Dec 2025 |
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| Captrust Financial Advisors | 60k | $5.2M | -1% | Sep 2025 |
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| Janney Montgomery Scott | 59k | $5.1M | 32% | Sep 2025 |
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| Koshinski Asset Management | 58k | $5.0M | 0% | Sep 2025 |
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| Geneos Wealth Management | 58k | $5.1M | 1% | Dec 2025 |
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| Sigma Planning | 55k | $4.8M | 0% | Dec 2025 |
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| Mosaic Family Wealth Partners | 55k | $4.8M | 1862% | Dec 2025 |
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| Gladstone Institutional Advisory | 54k | $4.7M | -1% | Sep 2025 |
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| Bsc Private Wealth Management | 53k | $4.6M | -1% | Sep 2025 |
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| Brian McDonald | 53k | $4.7M | -5% | Dec 2025 |
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| Brown Brothers Harriman & Co. | 51k | $4.5M | 0% | Sep 2025 |
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| Kingswood Wealth Advisors | 51k | $4.5M | -1% | Dec 2025 |
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| Circle Wealth Management | 49k | $4.3M | -4% | Sep 2025 |
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| IFG Advisory | 47k | $4.1M | -7% | Sep 2025 |
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| Linscomb & Williams | 47k | $4.1M | 0% | Sep 2025 |
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| Nadler Financial | 47k | $4.1M | 0% | Dec 2025 |
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| HPM Partners | 46k | $4.0M | -2% | Sep 2025 |
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| Cresset Asset Management | 46k | $4.0M | 17% | Sep 2025 |
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| Assetmark | 44k | $3.9M | -2% | Dec 2025 |
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| MidAtlantic Capital Management | 43k | $3.8M | 0% | Sep 2025 |
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| Etesian Wealth Advisors | 42k | $3.6M | 28% | Sep 2025 |
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| Avant Capital | 40k | $3.5M | 7% | Dec 2025 |
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| True Link Financial Advisors | 39k | $3.4M | -11% | Dec 2025 |
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| Allen Capital Group | 38k | $3.3M | -4% | Sep 2025 |
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| Meridian Financial Partners | 37k | $3.2M | 0% | Sep 2025 |
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| Caliber Wealth Management, Llc / Ks | 37k | $3.3M | -55% | Dec 2025 |
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| FMR | 37k | $3.2M | 15% | Sep 2025 |
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| Sontag Advisory | 35k | $3.1M | -1% | Sep 2025 |
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| PFG Advisors | 33k | $2.9M | 9% | Dec 2025 |
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| Mather Group | 32k | $2.8M | 0% | Dec 2025 |
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| Mission Wealth Management | 32k | $2.8M | -1% | Dec 2025 |
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| Keybank National Association | 31k | $2.8M | 0% | Dec 2025 |
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| CRA Financial Services | 31k | $2.8M | 0% | Dec 2025 |
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| Coldstream Capital Management | 31k | $2.7M | -1% | Sep 2025 |
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| Lido Advisors | 31k | $2.7M | 0% | Dec 2025 |
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| Mml Investors Services | 30k | $2.6M | -24% | Sep 2025 |
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| Rollins Financial Advisors | 29k | $2.6M | 0% | Dec 2025 |
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| Ausdal Financial Partners | 29k | $2.5M | 1% | Sep 2025 |
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| Centennial Wealth Advisory | 29k | $2.5M | 11% | Dec 2025 |
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| Foresight Capital Management Advisors | 28k | $2.5M | -7% | Dec 2025 |
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| Ashton Thomas Private Wealth | 27k | $2.4M | 11% | Dec 2025 |
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| Mariner Wealth Advisors | 27k | $2.3M | 18% | Sep 2025 |
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| Synovus Financial Corp. | 26k | $2.3M | 251% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 26k | $2.2M | -9% | Sep 2025 |
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| CoreCap Advisors | 26k | $2.3M | 11% | Dec 2025 |
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| Rockport Wealth | 25k | $2.2M | -10% | Sep 2025 |
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| Chicago Partners Investment | 25k | $2.3M | 0% | Dec 2025 |
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| Kondo Wealth Advisors | 24k | $2.1M | -4% | Dec 2025 |
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| Jane Street | 24k | $2.1M | 100% | Sep 2025 |
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| Uhlmann Price Securities | 23k | $2.0M | 4% | Dec 2025 |
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| Atria Investments | 23k | $2.0M | 4% | Sep 2025 |
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| Team Financial Group | 22k | $2.0M | 3% | Dec 2025 |
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| A.N. Culbertson & Company | 22k | $2.0M | 0% | Dec 2025 |
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| Susquehanna International | 22k | $1.9M | 33% | Sep 2025 |
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| Sentinus | 22k | $1.9M | 100% | Dec 2025 |
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| Founders Financial Alliance | 21k | $1.8M | -6% | Sep 2025 |
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| Amplius Wealth Advisors | 20k | $1.8M | 12% | Dec 2025 |
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| Integrys Wealth Advisors | 20k | $1.8M | 2% | Dec 2025 |
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| Berger Financial Group | 20k | $1.8M | 0% | Dec 2025 |
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| Resurgent Financial Advisors | 20k | $1.7M | -3% | Sep 2025 |
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| Wedmont Private Capital | 20k | $1.7M | 0% | Dec 2025 |
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| Thrivent Financial for Lutherans | 19k | $1.7M | 100% | Sep 2025 |
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| Kmg Fiduciary Partners | 19k | $1.7M | 1% | Dec 2025 |
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| Arkadios Wealth Advisors | 19k | $1.7M | 562% | Dec 2025 |
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| Flagship Wealth Advisors | 19k | $1.6M | -3% | Sep 2025 |
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| Kovitz Investment Group Partners | 19k | $1.6M | 100% | Sep 2025 |
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| Farther Finance Advisors | 19k | $1.7M | 4% | Dec 2025 |
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| Jones Financial Companies, L.L | 19k | $1.6M | 13% | Sep 2025 |
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| WealthBridge Capital Management | 18k | $1.6M | 0% | Dec 2025 |
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| Oppenheimer & Co | 18k | $1.6M | 65% | Dec 2025 |
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| KPP Advisory Services | 18k | $1.6M | -1% | Dec 2025 |
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| J.w. Cole Advisors | 18k | $1.6M | 12% | Sep 2025 |
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| Renaissance Technologies | 18k | $1.6M | 231% | Sep 2025 |
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| HB Wealth Management | 18k | $1.6M | 2% | Dec 2025 |
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| Alta Wealth Advisors | 17k | $1.5M | 0% | Sep 2025 |
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| KCM Investment Advisors | 17k | $1.5M | 0% | Sep 2025 |
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| Valeo Financial Advisors | 17k | $1.5M | 0% | Dec 2025 |
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| Us Bancorp | 16k | $1.4M | 0% | Dec 2025 |
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| WealthCare Investment Partners | 16k | $1.4M | 1% | Dec 2025 |
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| Cascade Financial Partners | 16k | $1.4M | -7% | Sep 2025 |
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| Moloney Securities Asset Management | 16k | $1.4M | 0% | Sep 2025 |
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| St. Clair Advisors | 16k | $1.4M | 0% | Dec 2025 |
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| Independent Wealth Network | 16k | $1.4M | 0% | Dec 2025 |
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| Flynn Zito Capital Management | 15k | $1.4M | 1% | Dec 2025 |
|
| Tranquility Partners | 15k | $1.3M | -7% | Sep 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 |
| Bryn Mawr Trust | Jun 2025 | 19k | $1.6M |