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 |
|---|---|---|---|---|---|
| LPL Financial | 4.1M | $396M | 6% | Jun 2026 |
|
| Pnc Financial Services | 3.5M | $336M | -5% | Jun 2026 |
|
| Morgan Stanley | 2.9M | $256M | 0% | Mar 2026 |
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| Colony | 2.6M | $252M | 1% | Jun 2026 |
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| Ameriprise Financial | 2.4M | $235M | 27% | Jun 2026 |
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| Great Valley Advisor Group | 1.5M | $142M | 10% | Jun 2026 |
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| Creative Planning | 1.3M | $129M | -2% | Jun 2026 |
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| UBS Group | 1.3M | $127M | 0% | Jun 2026 |
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| Trilogy Capital | 1.2M | $115M | 3% | Jun 2026 |
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| Cetera Investment Advisers | 1.1M | $105M | 9% | Jun 2026 |
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| Evercore Wealth Management | 1.0M | $100M | -1% | Jun 2026 |
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| Bank of America Corporation | 1.0M | $100M | -15% | Jun 2026 |
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| Hartland & Co | 943k | $91M | -3% | Jun 2026 |
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| Wells Fargo & Company | 805k | $78M | 0% | Jun 2026 |
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| Envestnet Asset Management | 784k | $76M | 7% | Jun 2026 |
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| Waterway Wealth Management | 656k | $57M | -3% | Jun 2026 |
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| Raymond James Financial | 641k | $62M | 8% | Jun 2026 |
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| Commonwealth Equity Services | 592k | $57M | -1% | Jun 2026 |
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| Advisor Group Holdings | 518k | $50M | 1% | Jun 2026 |
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| CLG | 461k | $44M | 7% | Jun 2026 |
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| Royal Bank of Canada | 460k | $44M | -1% | Jun 2026 |
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| IAG Wealth Partners | 403k | $39M | 1% | Jun 2026 |
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| Lee-Kelleher Wealth Management | 381k | $37M | -1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 368k | $35M | -51% | Jun 2026 |
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| Rockefeller Capital Management | 353k | $34M | -2% | Jun 2026 |
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| Goldman Sachs Group | 341k | $33M | -5% | Jun 2026 |
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| Private Advisor | 333k | $32M | 16% | Jun 2026 |
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| LRI Investments | 331k | $32M | -1% | Jun 2026 |
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| Fox Financial | 312k | $30M | 0% | Jun 2026 |
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| Stratos Wealth Partners | 309k | $30M | -6% | Jun 2026 |
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| Baird Financial | 286k | $28M | 3% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 274k | $26M | 12% | Jun 2026 |
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| NerdWallet Wealth Partners | 264k | $25M | 12% | Jun 2026 |
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| Fairway Wealth | 262k | $25M | 0% | Jun 2026 |
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| FIDELIS iM | 262k | $25M | -1% | Jun 2026 |
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| CI Private Wealth | 229k | $22M | -4% | Jun 2026 |
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| MAI Wealth Advisors | 227k | $22M | -12% | Jun 2026 |
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| Sanctuary Advisors | 215k | $21M | 2% | Jun 2026 |
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| Kestra Advisory Services | 215k | $21M | -12% | Jun 2026 |
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| D.A. Davidson & Co. | 210k | $20M | -2% | Jun 2026 |
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| HighTower Advisors | 201k | $19M | 4% | Jun 2026 |
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| Revolve Wealth Partners | 198k | $19M | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 193k | $19M | 1% | Jun 2026 |
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| Main Street Financial Solutions | 193k | $19M | 1% | Jun 2026 |
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| Jpmorgan Chase & Co | 177k | $17M | 100% | Jun 2026 |
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| truNorth Financial Services | 150k | $15M | 4% | Jun 2026 |
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| William Blair $ Company | 136k | $13M | 4% | Jun 2026 |
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| Aspiriant | 126k | $12M | 35% | Jun 2026 |
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| United Advisor Group | 125k | $12M | 2% | Jun 2026 |
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| Strategic Family Wealth Counselors | 123k | $12M | 3% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 119k | $12M | 100% | Jun 2026 |
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| Concurrent Investment Advisors | 118k | $11M | 6% | Jun 2026 |
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| Arkadios Wealth Advisors | 114k | $11M | -9% | Jun 2026 |
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| Mosaic Family Wealth Partners | 110k | $11M | 65% | Jun 2026 |
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| TopTier Wealth Management | 110k | $11M | 4% | Jun 2026 |
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| Equitable Holdings | 108k | $10M | 2% | Jun 2026 |
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| Stratos Wealth Advisors | 107k | $10M | -1% | Jun 2026 |
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| CX Institutional | 106k | $10M | 3% | Jun 2026 |
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| Key FInancial | 96k | $9.2M | 1% | Jun 2026 |
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| Moller Financial Services | 92k | $8.8M | 0% | Jun 2026 |
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| Stifel Financial | 89k | $8.6M | -2% | Jun 2026 |
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| H&H Retirement Design & Management | 77k | $7.5M | 4% | Jun 2026 |
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| Branch Banking & Trust Company | 71k | $6.8M | 4% | Jun 2026 |
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| First American Trust | 70k | $6.7M | -4% | Jun 2026 |
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| Centennial Wealth Advisory | 68k | $6.6M | 10% | Jun 2026 |
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| Janney Montgomery Scott | 68k | $6.5M | 6% | Jun 2026 |
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| Kestra Private Wealth Services | 65k | $6.3M | -1% | Jun 2026 |
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| Brown Brothers Harriman & Co. | 65k | $6.2M | 0% | Jun 2026 |
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| Graves-Light Private Wealth Management | 63k | $6.0M | 2% | Jun 2026 |
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| Monticello Wealth Management | 63k | $6.0M | 0% | Jun 2026 |
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| Tobias Financial Advisors | 62k | $5.9M | 1% | Jun 2026 |
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| Koshinski Asset Management | 60k | $5.3M | 0% | Mar 2026 |
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| Advisors Preferred | 58k | $5.7M | -52% | Jun 2026 |
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| Qube Research & Technologies | 58k | $5.6M | 110% | Jun 2026 |
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| Gladstone Institutional Advisory | 58k | $5.6M | -1% | Jun 2026 |
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| Geneos Wealth Management | 58k | $5.6M | -2% | Jun 2026 |
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| Captrust Financial Advisors | 57k | $5.5M | -1% | Jun 2026 |
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| EP Wealth Advisors | 56k | $5.4M | 5% | Jun 2026 |
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| Sigma Planning | 54k | $5.2M | 0% | Jun 2026 |
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| Fifth Third Bancorp | 53k | $5.1M | -1% | Jun 2026 |
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| Etesian Wealth Advisors | 52k | $5.0M | -8% | Jun 2026 |
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| Flagship Wealth Advisors | 52k | $5.0M | 257% | Jun 2026 |
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| Bsc Private Wealth Management | 52k | $5.0M | -2% | Jun 2026 |
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| Kingswood Wealth Advisors | 52k | $5.0M | 2% | Jun 2026 |
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| Stenger Family Office | 50k | $4.8M | -1% | Jun 2026 |
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| Circle Wealth Management | 49k | $4.8M | 0% | Jun 2026 |
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| MidAtlantic Capital Management | 48k | $4.6M | 3% | Jun 2026 |
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| HPM Partners | 46k | $4.5M | -1% | Jun 2026 |
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| Cresset Asset Management | 46k | $4.4M | -1% | Jun 2026 |
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| IFG Advisory | 43k | $4.2M | 100% | Jun 2026 |
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| Nadler Financial | 43k | $4.2M | 0% | Jun 2026 |
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| Mml Investors Services | 43k | $4.1M | 13% | Jun 2026 |
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| Linscomb & Williams | 42k | $4.1M | 0% | Jun 2026 |
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| FMR | 42k | $4.0M | 11% | Jun 2026 |
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| Assetmark | 42k | $4.0M | -4% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 41k | $4.0M | 8% | Jun 2026 |
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| Sontag Advisory | 41k | $4.0M | 0% | Jun 2026 |
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| Avant Capital | 39k | $3.7M | 2% | Jun 2026 |
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| True Link Financial Advisors | 38k | $38M | -1% | Jun 2026 |
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| Warren Averett Asset Management | 37k | $3.6M | 724% | Jun 2026 |
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| Meridian Financial Partners | 36k | $3.5M | -3% | Jun 2026 |
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| Mission Wealth Management | 35k | $3.3M | 13% | Jun 2026 |
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| Dickmeyer Boyce Financial Management | 34k | $3.3M | 13% | Jun 2026 |
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| Mariner Wealth Advisors | 32k | $3.1M | 15% | Jun 2026 |
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| Mather Group | 32k | $3.1M | 0% | Jun 2026 |
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| Coldstream Capital Management | 31k | $3.0M | 0% | Jun 2026 |
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| Keybank National Association | 31k | $3.0M | 0% | Jun 2026 |
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| CRA Financial Services | 31k | $3.0M | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 31k | $3.0M | 23% | Jun 2026 |
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| Pinnacle Financial Partners | 29k | $2.8M | 2% | Jun 2026 |
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| Rollins Financial Advisors | 29k | $2.7M | 0% | Jun 2026 |
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| CoreCap Advisors | 28k | $2.7M | 3% | Jun 2026 |
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| PFG Advisors | 27k | $2.6M | -2% | Jun 2026 |
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| Allen Capital Group | 27k | $2.6M | -9% | Jun 2026 |
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| Citigroup | 26k | $2.3M | 100% | Mar 2026 |
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| Ausdal Financial Partners | 26k | $2.5M | -1% | Jun 2026 |
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| Chicago Partners Investment | 25k | $2.5M | 0% | Jun 2026 |
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| Uhlmann Price Securities | 24k | $2.3M | 1% | Jun 2026 |
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| Farther Finance Advisors | 23k | $2.2M | -1% | Jun 2026 |
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| Team Financial Group | 23k | $2.2M | 0% | Jun 2026 |
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| Waterloo Capital | 22k | $2.1M | 100% | Jun 2026 |
|
| A.N. Culbertson & Company | 22k | $2.1M | 3% | Jun 2026 |
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| Hilltop Holdings | 22k | $2.1M | 80% | Jun 2026 |
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| Kondo Wealth Advisors | 22k | $2.1M | -2% | Jun 2026 |
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| Citadel Advisors | 22k | $2.1M | -11% | Jun 2026 |
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| Amplius Wealth Advisors | 21k | $2.0M | 0% | Jun 2026 |
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| WealthPlan Investment Management | 21k | $2.0M | 39% | Jun 2026 |
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| Us Bancorp | 21k | $2.0M | 25% | Jun 2026 |
|
| Integrys Wealth Advisors | 20k | $2.0M | 0% | Jun 2026 |
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| AQR Capital Management | 20k | $1.9M | 36% | Jun 2026 |
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| Berger Financial Group | 20k | $1.9M | 0% | Jun 2026 |
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| Wedmont Private Capital | 20k | $1.9M | 0% | Jun 2026 |
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| Resurgent Financial Advisors | 20k | $1.9M | -1% | Jun 2026 |
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| GSG Advisors | 19k | $1.9M | 0% | Jun 2026 |
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| Independent Wealth Network | 19k | $1.8M | 7% | Jun 2026 |
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| J.w. Cole Advisors | 19k | $1.8M | -1% | Jun 2026 |
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| Oppenheimer & Co | 18k | $1.8M | 12% | Jun 2026 |
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| Sentinus | 18k | $1.8M | 0% | Jun 2026 |
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| WealthBridge Capital Management | 18k | $1.8M | 0% | Jun 2026 |
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| KPP Advisory Services | 18k | $1.7M | 1% | Jun 2026 |
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| WealthCare Investment Partners | 18k | $1.7M | 4% | Jun 2026 |
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| Alta Wealth Advisors | 17k | $1.7M | 0% | Jun 2026 |
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| KCM Investment Advisors | 17k | $1.7M | 0% | Jun 2026 |
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| BlackRock | 17k | $1.7M | 0% | Jun 2026 |
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| SRS Capital Advisors | 17k | $1.6M | 27556% | Jun 2026 |
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| Flynn Zito Capital Management | 17k | $1.6M | 4% | Jun 2026 |
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| Harbour Investments | 17k | $1.6M | 23% | Jun 2026 |
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| Northern Trust | 17k | $1.6M | 12% | Jun 2026 |
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| HB Wealth Management | 17k | $1.6M | -6% | Jun 2026 |
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| Valeo Financial Advisors | 17k | $1.6M | 0% | Jun 2026 |
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| Thrivent Financial for Lutherans | 15k | $1.4M | -13% | Jun 2026 |
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| Caliber Wealth Management, Llc / Ks | 14k | $1.3M | -18% | Jun 2026 |
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| Ashton Thomas Private Wealth | 13k | $1.3M | -52% | Jun 2026 |
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| Goss Wealth Management | 10k | $971k | -45% | Jun 2026 |
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| Founders Financial Alliance | 5.6k | $541k | -71% | Jun 2026 |
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| Lido Advisors | 4.8k | $463k | -84% | Jun 2026 |
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| Flow Traders US | 4.6k | $446k | -79% | Jun 2026 |
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| Kmg Fiduciary Partners | 2.4k | $235k | -86% | Jun 2026 |
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