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 |
|---|---|---|---|---|---|
| LPL Financial | 3.9M | $347M | 9% | Mar 2026 |
|
| Pnc Financial Services | 3.7M | $328M | -5% | Mar 2026 |
|
| Morgan Stanley | 2.9M | $256M | 0% | Mar 2026 |
|
| Colony | 2.6M | $227M | 5% | Dec 2025 |
|
| Ameriprise Financial | 1.9M | $172M | 8% | Mar 2026 |
|
| Creative Planning | 1.4M | $122M | -1% | Mar 2026 |
|
| Great Valley Advisor Group | 1.3M | $120M | 4% | Mar 2026 |
|
| UBS Group | 1.3M | $118M | -3% | Mar 2026 |
|
| Bank of America Corporation | 1.2M | $108M | 100% | Mar 2026 |
|
| Trilogy Capital | 1.2M | $104M | 4% | Mar 2026 |
|
| Evercore Wealth Management | 1.0M | $94M | 1% | Mar 2026 |
|
| Cetera Investment Advisers | 1.0M | $90M | 6% | Mar 2026 |
|
| Hartland & Co | 976k | $87M | -7% | Mar 2026 |
|
| Wells Fargo & Company | 805k | $72M | 15% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 754k | $67M | 4% | Mar 2026 |
|
| Envestnet Asset Management | 735k | $66M | -2% | Mar 2026 |
|
| Waterway Wealth Management | 675k | $53M | -4% | Mar 2026 |
|
| Raymond James Financial | 598k | $53M | 3% | Dec 2025 |
|
| Commonwealth Equity Services | 595k | $53M | 0% | Mar 2026 |
|
| Advisor Group Holdings | 504k | $44M | -11% | Dec 2025 |
|
| Royal Bank of Canada | 467k | $42M | -9% | Mar 2026 |
|
| CLG | 434k | $38M | 15% | Dec 2025 |
|
| IAG Wealth Partners | 399k | $36M | 2% | Mar 2026 |
|
| Lee-Kelleher Wealth Management | 384k | $34M | 3% | Mar 2026 |
|
| Goldman Sachs Group | 361k | $32M | 11% | Mar 2026 |
|
| Rockefeller Capital Management | 360k | $32M | -3% | Mar 2026 |
|
| Baird Financial | 350k | $31M | 6% | Dec 2025 |
|
| LRI Investments | 333k | $30M | 0% | Mar 2026 |
|
| Stratos Wealth Partners | 330k | $29M | -10% | Mar 2026 |
|
| Fox Financial | 313k | $28M | 1% | Mar 2026 |
|
| Private Advisor | 286k | $26M | 9% | Mar 2026 |
|
| FIDELIS iM | 266k | $24M | -1% | Mar 2026 |
|
| Fairway Wealth | 263k | $24M | -6% | Mar 2026 |
|
| MAI Wealth Advisors | 258k | $23M | 4% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 244k | $22M | 7% | Mar 2026 |
|
| Kestra Advisory Services | 243k | $22M | 22% | Mar 2026 |
|
| CI Private Wealth | 239k | $21M | -1% | Mar 2026 |
|
| NerdWallet Wealth Partners | 235k | $21M | 6% | Mar 2026 |
|
| D.A. Davidson & Co. | 213k | $19M | 1% | Mar 2026 |
|
| Sanctuary Advisors | 210k | $19M | 3% | Mar 2026 |
|
| Revolve Wealth Partners | 197k | $18M | -7% | Mar 2026 |
|
| HighTower Advisors | 195k | $17M | 5% | Mar 2026 |
|
| Main Street Financial Solutions | 192k | $17M | 2% | Dec 2025 |
|
| Steward Partners Investment Advisory | 191k | $17M | 0% | Mar 2026 |
|
| truNorth Financial Services | 144k | $13M | 100% | Mar 2026 |
|
| William Blair $ Company | 131k | $12M | 11% | Mar 2026 |
|
| Arkadios Wealth Advisors | 126k | $11M | 567% | Mar 2026 |
|
| Advisors Preferred | 122k | $11M | 84% | Mar 2026 |
|
| United Advisor Group | 122k | $11M | 1% | Mar 2026 |
|
| Strategic Family Wealth Counselors | 120k | $11M | 0% | Mar 2026 |
|
| Concurrent Investment Advisors | 111k | $9.9M | 60% | Mar 2026 |
|
| Stratos Wealth Advisors | 108k | $9.7M | -1% | Mar 2026 |
|
| Equitable Holdings | 106k | $9.3M | 15% | Mar 2026 |
|
| TopTier Wealth Management | 106k | $9.4M | 100% | Mar 2026 |
|
| CX Institutional | 103k | $9.2M | -1% | Mar 2026 |
|
| Key FInancial | 96k | $8.5M | 1% | Mar 2026 |
|
| Aspiriant | 94k | $8.4M | 5% | Mar 2026 |
|
| Moller Financial Services | 92k | $8.2M | 4% | Mar 2026 |
|
| Stifel Financial | 91k | $8.1M | -1% | Mar 2026 |
|
| H&H Retirement Design & Management | 74k | $7.0M | -2% | Mar 2026 |
|
| First American Trust | 72k | $6.4M | -41% | Mar 2026 |
|
| Branch Banking & Trust Company | 68k | $6.1M | -2% | Mar 2026 |
|
| Mosaic Family Wealth Partners | 67k | $6.0M | 22% | Mar 2026 |
|
| Kestra Private Wealth Services | 66k | $5.9M | 1% | Mar 2026 |
|
| Brown Brothers Harriman & Co. | 65k | $5.8M | 0% | Mar 2026 |
|
| Janney Montgomery Scott | 64k | $5.7M | 0% | Mar 2026 |
|
| Monticello Wealth Management | 63k | $5.6M | 0% | Mar 2026 |
|
| Centennial Wealth Advisory | 62k | $5.6M | 119% | Mar 2026 |
|
| Graves-Light Private Wealth Management | 62k | $5.5M | -1% | Mar 2026 |
|
| Tobias Financial Advisors | 61k | $5.5M | -8% | Mar 2026 |
|
| Koshinski Asset Management | 60k | $5.3M | 0% | Mar 2026 |
|
| Gladstone Institutional Advisory | 59k | $5.3M | 5% | Mar 2026 |
|
| Geneos Wealth Management | 59k | $5.2M | 2% | Mar 2026 |
|
| Captrust Financial Advisors | 59k | $5.2M | -2% | Dec 2025 |
|
| Etesian Wealth Advisors | 56k | $5.0M | 16% | Mar 2026 |
|
| Sigma Planning | 54k | $4.9M | -1% | Mar 2026 |
|
| EP Wealth Advisors | 54k | $4.8M | -1% | Mar 2026 |
|
| Brian McDonald | 53k | $4.7M | -5% | Dec 2025 |
|
| Fifth Third Bancorp | 53k | $4.7M | 100% | Mar 2026 |
|
| Bsc Private Wealth Management | 53k | $4.7M | 0% | Mar 2026 |
|
| Stenger Family Office | 51k | $4.5M | 100% | Mar 2026 |
|
| Kingswood Wealth Advisors | 51k | $4.5M | -1% | Mar 2026 |
|
| Circle Wealth Management | 49k | $4.4M | 0% | Mar 2026 |
|
| MidAtlantic Capital Management | 47k | $4.2M | 4% | Mar 2026 |
|
| HPM Partners | 47k | $4.2M | -1% | Mar 2026 |
|
| Cresset Asset Management | 46k | $4.1M | 0% | Mar 2026 |
|
| Nadler Financial | 43k | $3.9M | -7% | Mar 2026 |
|
| Assetmark | 43k | $3.8M | -2% | Mar 2026 |
|
| Linscomb & Williams | 42k | $3.8M | -9% | Mar 2026 |
|
| Sontag Advisory | 41k | $3.7M | 0% | Mar 2026 |
|
| True Link Financial Advisors | 39k | $3.5M | 0% | Mar 2026 |
|
| Mml Investors Services | 38k | $3.4M | -11% | Mar 2026 |
|
| Avant Capital | 38k | $3.4M | -5% | Mar 2026 |
|
| Meridian Financial Partners | 37k | $3.3M | 0% | Mar 2026 |
|
| FMR | 37k | $3.2M | 0% | Dec 2025 |
|
| Mather Group | 32k | $2.9M | 0% | Mar 2026 |
|
| Coldstream Capital Management | 31k | $2.8M | 5% | Mar 2026 |
|
| Keybank National Association | 31k | $2.8M | 0% | Mar 2026 |
|
| CRA Financial Services | 31k | $2.8M | 0% | Mar 2026 |
|
| Lido Advisors | 31k | $2.8M | 0% | Mar 2026 |
|
| Mission Wealth Management | 31k | $2.8M | -3% | Mar 2026 |
|
| Dickmeyer Boyce Financial Management | 30k | $2.7M | 100% | Mar 2026 |
|
| Allen Capital Group | 29k | $2.6M | -13% | Mar 2026 |
|
| Rollins Financial Advisors | 29k | $2.5M | -2% | Mar 2026 |
|
| Wiley Bros.-aintree Capital | 28k | $2.5M | 10% | Dec 2025 |
|
| PFG Advisors | 28k | $2.5M | -16% | Mar 2026 |
|
| Mariner Wealth Advisors | 28k | $2.5M | 0% | Mar 2026 |
|
| Ashton Thomas Private Wealth | 27k | $2.4M | 0% | Mar 2026 |
|
| Pinnacle Financial Partners | 27k | $2.4M | 100% | Dec 2025 |
|
| CoreCap Advisors | 27k | $2.4M | 5% | Mar 2026 |
|
| Citigroup | 26k | $2.3M | 100% | Mar 2026 |
|
| Ausdal Financial Partners | 26k | $2.3M | -4% | Mar 2026 |
|
| Chicago Partners Investment | 25k | $2.4M | 0% | Mar 2026 |
|
| Citadel Advisors | 25k | $2.2M | -47% | Mar 2026 |
|
| Jones Financial Companies, L.L | 24k | $2.1M | 29% | Dec 2025 |
|
| Susquehanna International | 24k | $2.1M | 7% | Dec 2025 |
|
| Farther Finance Advisors | 24k | $2.1M | 26% | Mar 2026 |
|
| Uhlmann Price Securities | 23k | $2.1M | 0% | Mar 2026 |
|
| Team Financial Group | 23k | $2.0M | 1% | Mar 2026 |
|
| Kondo Wealth Advisors | 22k | $2.0M | -8% | Mar 2026 |
|
| Flow Traders US | 22k | $2.0M | 195% | Mar 2026 |
|
| A.N. Culbertson & Company | 22k | $1.9M | -3% | Mar 2026 |
|
| Amplius Wealth Advisors | 21k | $1.9M | 4% | Mar 2026 |
|
| Hilltop Holdings | 21k | $1.8M | 58% | Dec 2025 |
|
| Integrys Wealth Advisors | 20k | $1.8M | 0% | Mar 2026 |
|
| Berger Financial Group | 20k | $1.8M | -1% | Mar 2026 |
|
| Resurgent Financial Advisors | 20k | $1.8M | 0% | Mar 2026 |
|
| Wedmont Private Capital | 20k | $1.8M | 0% | Mar 2026 |
|
| GSG Advisors | 19k | $1.7M | 100% | Mar 2026 |
|
| Founders Financial Alliance | 19k | $1.7M | -4% | Mar 2026 |
|
| J.w. Cole Advisors | 19k | $1.7M | 3% | Mar 2026 |
|
| Goss Wealth Management | 18k | $1.6M | -2% | Mar 2026 |
|
| Sentinus | 18k | $1.6M | -18% | Mar 2026 |
|
| WealthBridge Capital Management | 18k | $1.6M | -1% | Mar 2026 |
|
| Tower Research Capital | 18k | $1.6M | 231% | Dec 2025 |
|
| Kmg Fiduciary Partners | 18k | $1.6M | -6% | Mar 2026 |
|
| Independent Wealth Network | 18k | $1.6M | 15% | Mar 2026 |
|
| HB Wealth Management | 18k | $1.6M | 0% | Mar 2026 |
|
| KPP Advisory Services | 18k | $1.6M | -2% | Mar 2026 |
|
| Alta Wealth Advisors | 17k | $1.6M | 0% | Mar 2026 |
|
| KCM Investment Advisors | 17k | $1.5M | 0% | Mar 2026 |
|
| BlackRock | 17k | $1.5M | 8883% | Mar 2026 |
|
| WealthCare Investment Partners | 17k | $1.5M | 3% | Mar 2026 |
|
| Thrivent Financial for Lutherans | 17k | $1.5M | -7% | Mar 2026 |
|
| Valeo Financial Advisors | 17k | $1.5M | 0% | Mar 2026 |
|
| Caliber Wealth Management, Llc / Ks | 17k | $1.5M | -55% | Mar 2026 |
|
| Oppenheimer & Co | 16k | $1.5M | -10% | Mar 2026 |
|
| Us Bancorp | 16k | $1.4M | 0% | Dec 2025 |
|
| Flynn Zito Capital Management | 16k | $1.5M | 5% | Mar 2026 |
|
| Cascade Financial Partners | 16k | $1.4M | 0% | Mar 2026 |
|
| Flagship Wealth Advisors | 15k | $1.2M | -49% | Mar 2026 |
|
| Rhumbline Advisers | 11k | $1.0M | -60% | Mar 2026 |
|
| Bank of New York Mellon | 10k | $898k | -85% | Mar 2026 |
|
| RFG Advisory | 8.3k | $739k | -93% | Mar 2026 |
|
| Howard Bailey Securities | 6.4k | $570k | -92% | Mar 2026 |
|
| Renaissance Technologies | 4.9k | $432k | -73% | Dec 2025 |
|
| Lake Street Financial | 3.3k | $290k | -95% | Mar 2026 |
|
| Advisors Capital Management | 2.4k | $217k | -97% | Mar 2026 |
|
Who sold out of WisdomTree LargeCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 165k | $14M |
| Wealth Enhancement Advisory Services | Dec 2025 | 157k | $14M |
| Redhawk Wealth Advisors | Dec 2025 | 78k | $6.9M |
| IFG Advisory | Dec 2025 | 47k | $4.1M |
| Foresight Capital Management Advisors | Dec 2025 | 28k | $2.5M |