WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Exchange-Traded Fund
Symbol
DLN
Shares outstanding
58,405,767
Price per share
$90.56
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
42,164,113
Total reported value
$3,706,886,858
% of total 13F portfolios
0.02%
Share change
+967,149
Value change
+$85,461,710
Number of holders
442
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PNC FINANCIAL SERVICES GROUP, INC. 5.9% $265,612,901 3,463,462 The PNC Financial Services Group, Inc. 31 Dec 2024

As of 31 Dec 2025, 442 institutional investors reported holding 42,164,113 shares of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN). This represents 72% of the company’s total 58,405,767 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PNC Financial Services Group, Inc. 6.6% 3,851,287 -1.2% 0.19% $339,221,385
LPL Financial LLC 6.1% 3,575,342 +2.9% 0.09% $314,916,098
MORGAN STANLEY 4.9% 2,861,252 -0.16% 0.02% $252,019,088
Focus Partners Wealth 4.4% 2,579,158 +4.7% 0.26% $227,172,282
AMERIPRISE FINANCIAL INC 3% 1,776,404 -14% 0.04% $156,458,643
Creative Planning 2.4% 1,385,944 -1.3% 0.09% $122,073,950
UBS Group AG 2.3% 1,359,443 -0.01% 0.02% $119,739,740
GREAT VALLEY ADVISOR GROUP, INC. 2.2% 1,289,748 +7.9% 2.2% $113,600,873
BANK OF AMERICA CORP /DE/ 2% 1,142,263 -1.5% 0.01% $100,610,552
Trilogy Capital Inc. 1.9% 1,117,743 -0.03% 4.4% $98,450,765
Clearstead Advisors, LLC 1.8% 1,052,408 -0.19% 1.2% $92,696,126
Evercore Wealth Management, LLC 1.8% 1,033,859 -1.6% 1.3% $91,062,300
Cetera Investment Advisers 1.6% 951,130 +11% 0.09% $83,775,573
ENVESTNET ASSET MANAGEMENT INC 1.3% 749,533 +4.7% 0.02% $66,018,882
Cambridge Investment Research Advisors, Inc. 1.2% 722,080 +2.8% 0.17% $63,601,000
Waterway Wealth Management, LLC 1.2% 700,381 -4.4% 12% $54,474,211
WELLS FARGO & COMPANY/MN 1.2% 698,821 +2% 0.01% $61,552,050
RAYMOND JAMES FINANCIAL INC 1% 598,386 +3.2% 0.02% $52,705,813
COMMONWEALTH EQUITY SERVICES, LLC 1% 593,418 -3.6% 0.07% $52,268,252
ROYAL BANK OF CANADA 0.88% 511,623 -0.45% 0.01% $45,064,000
OSAIC HOLDINGS, INC. 0.86% 504,439 -11% 0.06% $44,437,038
CLG LLC 0.74% 433,585 +15% 9.5% $38,190,208
IAG Wealth Partners, LLC 0.67% 390,561 -0.85% 4% $34,400,641
Lee-Kelleher Wealth Management 0.64% 371,903 +6.5% 20% $32,757,252
Rockefeller Capital Management L.P. 0.63% 369,865 -1.6% 0.07% $32,580,084

Institutional Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 42,164,113 $3,706,886,858 +$85,461,710 $88.08 442
2025 Q3 41,175,948 $3,577,878,396 +$79,425,555 $87.03 431
2025 Q2 40,168,459 $3,299,834,111 +$51,650,523 $82.14 427
2025 Q1 39,517,632 $3,135,531,471 +$99,767,800 $79.37 416
2024 Q4 38,338,847 $2,983,198,315 +$399,425,627 $77.79 406
2024 Q3 32,640,958 $2,565,329,803 -$208,615,371 $78.56 376
2024 Q2 35,409,428 $2,575,879,817 +$27,488,374 $72.75 365
2024 Q1 35,521,963 $2,563,374,662 +$112,315,029 $72.19 368
2023 Q4 36,017,982 $2,391,156,064 +$8,927,716 $66.38 365
2023 Q3 34,855,437 $2,143,218,328 -$17,599,723 $61.49 339
2023 Q2 35,181,809 $2,237,669,802 +$25,911,961 $63.60 340
2023 Q1 34,702,935 $2,146,938,047 -$133,290,292 $61.86 334
2022 Q4 36,930,479 $2,287,490,792 +$83,679,905 $61.95 333
2022 Q3 35,431,406 $1,958,933,278 +$124,847,783 $55.26 304
2022 Q2 33,248,623 $1,965,371,677 +$186,505,293 $59.10 320
2022 Q1 30,086,299 $1,975,815,280 +$72,097,608 $65.72 300
2021 Q4 28,504,100 $1,882,585,436 +$901,974,253 $66.04 284
2021 Q3 13,925,812 $1,661,729,967 +$26,545,993 $119.29 261
2021 Q2 13,817,939 $1,662,919,509 -$11,221,036 $120.32 251
2021 Q1 14,107,372 $1,618,195,156 +$20,395,886 $114.68 244
2020 Q4 13,922,936 $1,496,588,961 +$41,480,566 $107.50 239
2020 Q3 13,282,043 $1,289,097,869 -$11,296,594 $97.04 217
2020 Q2 13,454,467 $1,249,838,306 -$2,967,692 $92.88 218
2020 Q1 13,600,244 $1,101,967,099 +$42,953,319 $80.94 223
2019 Q4 13,023,490 $1,379,528,072 +$61,827,246 $105.93 236
2019 Q3 12,377,570 $1,226,483,757 +$29,518,293 $99.07 209
2019 Q2 12,078,147 $1,171,227,490 -$13,126,674 $96.90 196
2019 Q1 12,290,068 $1,158,754,527 -$30,533,678 $94.22 205
2018 Q4 12,603,385 $1,064,890,386 +$100,090,678 $84.45 200
2018 Q3 11,047,678 $1,053,930,666 -$47,772,577 $95.41 185
2018 Q2 11,356,339 $1,019,263,354 -$34,131,671 $89.75 185
2018 Q1 11,745,730 $1,039,464,401 -$24,219,742 $88.49 189
2017 Q4 12,011,199 $1,106,094,226 -$19,607,720 $92.12 187
2017 Q3 11,902,045 $1,033,715,075 +$690,291 $86.84 170
2017 Q2 11,886,976 $999,995,888 -$15,667,650 $84.08 166
2017 Q1 12,066,082 $1,000,635,664 -$27,782,335 $82.93 159
2016 Q4 12,413,688 $992,047,156 +$19,989,241 $79.90 151
2016 Q3 11,987,225 $920,711,159 +$1,794,049 $76.98 145
2016 Q2 11,961,726 $907,014,896 -$3,412,306 $75.76 141
2016 Q1 11,817,575 $868,035,058 -$68,465,764 $73.40 147
2015 Q4 12,751,582 $903,532,702 +$19,416,562 $71.14 133
2015 Q3 11,862,104 $798,841,746 -$19,719,056 $67.30 118
2015 Q2 12,187,453 $883,725,778 -$207,793,126 $72.49 118
2015 Q1 14,767,517 $1,082,545,526 -$199,826,244 $73.30 118
2014 Q4 17,759,894 $1,316,497,940 +$298,310,055 $74.16 118
2014 Q3 13,801,283 $981,213,370 +$14,275,799 $71.17 99
2014 Q2 13,755,857 $959,120,897 -$97,609,958 $70.80 99
2014 Q1 14,928,257 $1,009,901,208 +$36,259,301 $67.65 97