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 | $304M | 0% | Dec 2024 |
|
| LPL Financial | 3.5M | $275M | 17% | Mar 2025 |
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| Morgan Stanley | 2.9M | $227M | 100% | Dec 2024 |
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| Colony | 2.4M | $188M | 1% | Mar 2025 |
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| Bank of America Corporation | 1.7M | $129M | 58% | Dec 2024 |
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| Ameriprise Financial | 1.4M | $113M | -19% | Mar 2025 |
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| Creative Planning | 1.4M | $110M | 0% | Mar 2025 |
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| UBS Group | 1.3M | $104M | 2% | Mar 2025 |
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| Evercore Wealth Management | 1.1M | $87M | -4% | Mar 2025 |
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| Great Valley Advisor Group | 1.0M | $82M | 9% | Mar 2025 |
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| Commonwealth Equity Services | 783k | $61M | 1% | Dec 2024 |
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| Cetera Investment Advisers | 724k | $56M | 33% | Dec 2024 |
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| Hartland & Co | 720k | $56M | 4% | Dec 2024 |
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| Wells Fargo & Company | 671k | $53M | 3% | Mar 2025 |
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| Envestnet Asset Management | 598k | $47M | 8% | Mar 2025 |
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| Cambridge Investment Research Advisors | 586k | $47M | 1% | Mar 2025 |
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| Royal Bank of Canada | 565k | $45M | 0% | Mar 2025 |
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| Raymond James Financial | 560k | $44M | -3% | Mar 2025 |
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| Waterway Wealth Management | 539k | $43M | 3% | Mar 2025 |
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| Advisor Group Holdings | 458k | $36M | 120% | Mar 2025 |
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| IAG Wealth Partners | 416k | $33M | 1% | Mar 2025 |
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| Rockefeller Capital Management | 386k | $30M | 1% | Dec 2024 |
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| Stratos Wealth Partners | 384k | $31M | -9% | Mar 2025 |
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| LRI Investments | 338k | $27M | 0% | Mar 2025 |
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| Baird Financial | 328k | $26M | -5% | Dec 2024 |
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| Lee-Kelleher Wealth Management | 318k | $25M | 3% | Mar 2025 |
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| Goldman Sachs Group | 316k | $25M | 4% | Mar 2025 |
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| Fox Financial | 313k | $25M | 1% | Mar 2025 |
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| Fairway Wealth | 259k | $21M | 16% | Mar 2025 |
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| Private Advisor | 251k | $20M | 7% | Mar 2025 |
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| CLG | 246k | $20M | 62% | Mar 2025 |
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| MAI Wealth Advisors | 245k | $20M | -7% | Mar 2025 |
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| FIDELIS iM | 236k | $19M | 43% | Mar 2025 |
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| Revolve Wealth Partners | 220k | $17M | 1% | Mar 2025 |
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| Bristlecone Advisors | 220k | $17M | -4% | Mar 2025 |
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| Steward Partners Investment Advisory | 194k | $15M | 0% | Dec 2024 |
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| Future You Wealth | 182k | $14M | 26% | Mar 2025 |
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| Main Street Financial Solutions | 181k | $14M | 6% | Mar 2025 |
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| D.A. Davidson & Co. | 181k | $14M | 23% | Mar 2025 |
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| Jpmorgan Chase & Co | 180k | $14M | 16% | Mar 2025 |
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| HighTower Advisors | 161k | $13M | 1% | Dec 2024 |
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| Kestra Advisory Services | 160k | $12M | 5% | Dec 2024 |
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| Sanctuary Advisors | 157k | $13M | 1% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 154k | $12M | 0% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 137k | $11M | -5% | Mar 2025 |
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| First American Trust | 124k | $9.9M | 6% | Mar 2025 |
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| Almanack Investment Partners | 124k | $9.8M | -9% | Mar 2025 |
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| RFG Advisory | 121k | $9.6M | 17% | Mar 2025 |
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| Win Advisors | 113k | $9.0M | 100% | Mar 2025 |
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| Advisors Preferred | 112k | $8.7M | -22% | Dec 2024 |
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| United Advisor Group | 109k | $8.6M | 6% | Mar 2025 |
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| Strategic Family Wealth Counselors | 108k | $8.6M | 2% | Mar 2025 |
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| Stratos Wealth Advisors | 106k | $8.4M | 2% | Mar 2025 |
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| CX Institutional | 103k | $8.2M | -5% | Mar 2025 |
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| Key FInancial | 97k | $7.7M | -2% | Mar 2025 |
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| Moller Financial Services | 93k | $7.4M | -1% | Mar 2025 |
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| Stifel Financial | 92k | $7.2M | 1% | Dec 2024 |
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| Tobias Financial Advisors | 77k | $6.0M | -5% | Dec 2024 |
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| Graves-Light Private Wealth Management | 69k | $5.5M | -1% | Mar 2025 |
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| Concurrent Investment Advisors | 69k | $5.5M | 1657% | Mar 2025 |
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| Howard Bailey Securities | 68k | $5.4M | -11% | Mar 2025 |
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| H&H Retirement Design & Management | 67k | $4.9M | -1% | Mar 2025 |
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| Branch Banking & Trust Company | 66k | $5.2M | -3% | Mar 2025 |
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| Equitable Holdings | 65k | $5.1M | 2% | Dec 2024 |
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| Monticello Wealth Management | 63k | $5.0M | 7% | Mar 2025 |
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| Kestra Private Wealth Services | 62k | $4.9M | 2% | Mar 2025 |
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| Lake Street Financial | 62k | $4.9M | -56% | Mar 2025 |
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| Congress Wealth Management LLC / DE / | 61k | $4.8M | 4% | Dec 2024 |
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| Captrust Financial Advisors | 61k | $4.8M | -5% | Mar 2025 |
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| Brian McDonald | 59k | $4.7M | -1% | Mar 2025 |
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| Koshinski Asset Management | 58k | $4.6M | 0% | Mar 2025 |
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| Geneos Wealth Management | 25k | $2.0M | 5% | Mar 2025 |
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| Woodard & Co Asset Management Group | 56k | $4.4M | 5% | Mar 2025 |
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| Bsc Private Wealth Management | 55k | $4.4M | 0% | Mar 2025 |
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| Kingswood Wealth Advisors | 54k | $4.3M | -11% | Mar 2025 |
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| Sigma Planning | 54k | $4.2M | -1% | Mar 2025 |
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| Bank of New York Mellon | 53k | $4.2M | 793% | Mar 2025 |
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| Janney Montgomery Scott | 53k | $4.2M | 0% | Mar 2025 |
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| Brown Brothers Harriman & Co. | 51k | $4.1M | 0% | Mar 2025 |
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| Gladstone Institutional Advisory | 51k | $4.0M | 9% | Dec 2024 |
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| Circle Wealth Management | 51k | $4.0M | 0% | Dec 2024 |
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| EP Wealth Advisors | 51k | $4.1M | -2% | Mar 2025 |
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| Mml Investors Services | 50k | $3.8M | 3% | Dec 2024 |
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| Nadler Financial | 48k | $3.8M | 2% | Mar 2025 |
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| IFG Advisory | 48k | $3.8M | -1% | Mar 2025 |
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| Linscomb & Williams | 47k | $3.7M | -2% | Mar 2025 |
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| Lido Advisors | 47k | $3.6M | 0% | Dec 2024 |
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| Assetmark | 47k | $3.6M | -1% | Dec 2024 |
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| True Link Financial Advisors | 46k | $3.6M | 100% | Mar 2025 |
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| Cresset Asset Management | 46k | $3.5M | -4% | Dec 2024 |
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| Sontag Advisory | 41k | $3.2M | 40% | Mar 2025 |
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| Aspiriant | 40k | $3.2M | -3% | Mar 2025 |
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| Allen Capital Group | 40k | $3.2M | 0% | Mar 2025 |
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| MidAtlantic Capital Management | 39k | $3.1M | 31% | Mar 2025 |
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| HPM Partners | 38k | $3.0M | 9% | Mar 2025 |
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| Meridian Financial Partners | 37k | $3.0M | -2% | Mar 2025 |
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| Berger Financial Group | 35k | $2.7M | -1% | Mar 2025 |
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| Rockport Wealth | 34k | $2.7M | -2% | Mar 2025 |
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| Mission Wealth Management | 34k | $2.7M | -5% | Mar 2025 |
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| Atria Wealth Solutions | 33k | $2.6M | -31% | Mar 2025 |
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| Mather Group | 32k | $2.6M | -3% | Mar 2025 |
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| Avant Capital | 32k | $2.5M | 7% | Mar 2025 |
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| CRA Financial Services | 32k | $2.5M | 1% | Mar 2025 |
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| Keybank National Association | 31k | $2.5M | 0% | Mar 2025 |
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| Coldstream Capital Management | 31k | $2.5M | 0% | Mar 2025 |
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| Flagship Wealth Advisors | 31k | $2.4M | 100% | Mar 2025 |
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| Rollins Financial Advisors | 30k | $2.4M | 1% | Mar 2025 |
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| H D Vest Advisory Services | 30k | $2.3M | 2% | Dec 2024 |
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| FMR | 30k | $2.4M | -3% | Mar 2025 |
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| Ausdal Financial Partners | 30k | $2.3M | -1% | Dec 2024 |
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| Susquehanna International | 27k | $2.1M | -42% | Dec 2024 |
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| Amplius Wealth Advisors | 26k | $2.1M | 0% | Mar 2025 |
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| Kondo Wealth Advisors | 26k | $2.1M | -2% | Mar 2025 |
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| Chicago Partners Investment | 26k | $2.0M | -11% | Mar 2025 |
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| Foresight Capital Management Advisors | 25k | $2.0M | 100% | Mar 2025 |
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| Gts Securities | 25k | $1.9M | 100% | Mar 2025 |
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| Citigroup | 24k | $1.9M | 3% | Mar 2025 |
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| Mesirow Financial Investment Management International Equity | 24k | $1.9M | 100% | Mar 2025 |
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| A.N. Culbertson & Company | 23k | $1.8M | 0% | Mar 2025 |
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| Atria Investments | 22k | $1.7M | -2% | Dec 2024 |
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| Founders Financial Alliance | 22k | $1.8M | 10% | Mar 2025 |
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| Resurgent Financial Advisors | 22k | $1.7M | -1% | Mar 2025 |
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| Team Financial Group | 22k | $1.7M | -14% | Mar 2025 |
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| Rsm Us Wealth Management | 21k | $1.7M | -3% | Mar 2025 |
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| Wedmont Private Capital | 20k | $1.5M | 145% | Mar 2025 |
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| Etesian Wealth Advisors | 20k | $1.6M | 31% | Mar 2025 |
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| Integrys Wealth Advisors | 20k | $1.6M | 0% | Mar 2025 |
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| Private Trust Co Na | 20k | $1.6M | -8% | Mar 2025 |
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| Thrivent Financial for Lutherans | 19k | $1.6M | -16% | Mar 2025 |
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| Bryn Mawr Trust | 19k | $1.5M | -8% | Mar 2025 |
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| WealthBridge Capital Management | 19k | $1.5M | -1% | Mar 2025 |
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| Alta Wealth Advisors | 17k | $1.4M | 0% | Mar 2025 |
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| HB Wealth Management | 17k | $1.4M | -4% | Mar 2025 |
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| Cascade Financial Partners | 17k | $1.4M | -3% | Mar 2025 |
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| CoreCap Advisors | 17k | $1.4M | 27% | Mar 2025 |
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| KCM Investment Advisors | 17k | $1.3M | 0% | Mar 2025 |
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| Ashton Thomas Private Wealth | 17k | $1.3M | 0% | Mar 2025 |
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| Valeo Financial Advisors | 17k | $1.3M | 0% | Mar 2025 |
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| Kmg Fiduciary Partners | 17k | $1.3M | 1% | Mar 2025 |
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| Us Bancorp | 16k | $1.3M | -1% | Mar 2025 |
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| Tranquility Partners | 16k | $1.3M | 4% | Mar 2025 |
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| Flynn Zito Capital Management | 16k | $1.3M | -2% | Mar 2025 |
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| St. Clair Advisors | 16k | $1.2M | -1% | Mar 2025 |
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| Parallel Advisors | 16k | $1.2M | 0% | Mar 2025 |
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| Mariner Wealth Advisors | 16k | $1.2M | -2% | Mar 2025 |
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| Wiley Bros.-aintree Capital | 15k | $1.2M | 5% | Dec 2024 |
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| Northern Trust | 15k | $1.2M | -8% | Mar 2025 |
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| Renaissance Technologies | 15k | $1.2M | -1% | Mar 2025 |
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| Dorsey & Whitney Trust Company | 14k | $1.1M | 0% | Mar 2025 |
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| WealthCare Investment Partners | 14k | $1.0M | 56% | Mar 2025 |
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| Beacon Financial | 13k | $1.0M | -32% | Mar 2025 |
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| Advisors Capital Management | 13k | $1.0M | -98% | Mar 2025 |
|
| J.w. Cole Advisors | 4.4k | $346k | -83% | Mar 2025 |
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Who sold out of WisdomTree LargeCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank Hapoalim Bm | Dec 2024 | 95k | $7.4M |