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

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Exchange-Traded Fund
Symbol
DLN
Shares outstanding
58,405,767
Price per share
$88.08
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
41,313,120
Holdings value
$3,587,744,723
% of all portfolios
0.02%
Share change
+1,116,983
Value change
+$89,803,704
Average buys %
+0%
Average sells %
-0%
Number of holders
430
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 30 Sep 2025, WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) has 430 institutional shareholders filing 13F forms. They hold 41,313,120 shares of 58,405,767 outstanding shares (71%) .

Top 25 institutional shareholders own 52% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
PNC Financial Services Group, Inc. 6.7% 3,899,581 +0.34% 0.21% $339,380,498
LPL Financial LLC 6% 3,475,573 +7% 0.09% $302,479,079
MORGAN STANLEY 4.9% 2,865,779 -3% 0.02% $249,408,795
Focus Partners Wealth 4.2% 2,462,898 +2.1% 0.35% $214,345,996
AMERIPRISE FINANCIAL INC 3.5% 2,055,006 -2.5% 0.04% $178,777,553
Creative Planning 2.4% 1,404,483 -0.55% 0.09% $122,232,196
UBS Group AG 2.3% 1,359,616 +4.4% 0.02% $118,327,381
GREAT VALLEY ADVISOR GROUP, INC. 2% 1,194,827 +1.7% 2.1% $103,985,646
BANK OF AMERICA CORP /DE/ 2% 1,159,861 +11% 0.01% $100,942,675
Trilogy Capital Inc. 1.9% 1,118,106 -3.4% 4.5% $97,308,808
Clearstead Advisors, LLC 1.8% 1,054,394 +0.43% 1.3% $91,763,913
Evercore Wealth Management, LLC 1.8% 1,050,411 -2% 1.3% $91,417,269
Cetera Investment Advisers 1.5% 858,767 +19% 0.09% $74,738,536
Waterway Wealth Management, LLC 1.3% 732,261 +22% 13% $56,576,030
ENVESTNET ASSET MANAGEMENT INC 1.2% 715,734 +9.8% 0.02% $62,290,330
Cambridge Investment Research Advisors, Inc. 1.2% 702,402 +10% 0.17% $61,130,000
WELLS FARGO & COMPANY/MN 1.2% 685,188 +0.05% 0.01% $59,631,914
COMMONWEALTH EQUITY SERVICES, LLC 1.1% 615,872 -2.8% 0.07% $53,599,000
RAYMOND JAMES FINANCIAL INC 0.99% 580,073 +0.31% 0.02% $50,483,815
OSAIC HOLDINGS, INC. 0.97% 568,867 +15% 0.07% $49,143,719
ROYAL BANK OF CANADA 0.88% 513,950 -9.2% 0.01% $44,728,000
IAG Wealth Partners, LLC 0.67% 393,899 -1.1% 4.1% $34,281,066
CLG LLC 0.65% 378,460 +35% 9% $32,937,406
Rockefeller Capital Management L.P. 0.64% 376,029 -3.1% 0.06% $32,725,832
Stratos Wealth Partners, LTD. 0.63% 366,568 +4.1% 0.38% $31,902,489

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 Investors
2025 Q4 452,545 $40,113,134 +$1,148,550 $88.08 14
2025 Q3 41,313,120 $3,587,744,723 +$89,803,704 $87.03 430
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