Latest Period
Q1 2026
Security Snapshot
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) Institutional Ownership
CUSIP: 97717W307
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
465
Shares (Excl. Options)
42,373,407
Price
$89.33
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- Security type / class
- Equity / Exchange-Traded Fund
- Symbol
- DLN
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 42,373,407
- Total 13F value
- $3,777,753,510
- Portfolio coverage rank
- 0.02%
- Share change
- +346,709
- Value change
- +$31,616,226
- Number of holders
- 465
- Shares outstanding
- 58,405,767
- SEC-reported price per share
- $94.65
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- DLN - WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund is tracked under CUSIP 97717W307.
- 465 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 453 to 465 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $3,712,282,510 to $3,777,753,510.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 465 institutions filings for Q1 2026.
Security key
97717W307
Latest holder period
Q1 2026
13F holders
465
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717W307:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
DLN
| 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 Mar 2026, 465 institutional investors reported holding 42,373,407 shares of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN). This represents 73% of the company’s total 58,405,767 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
53%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 6.7% | 3,886,664 | +8.7% | 0.09% | $347,195,652 |
| PNC FINANCIAL SERVICES GROUP, INC. | 6.3% | 3,668,298 | -4.8% | 0.19% | $327,689,037 |
| MORGAN STANLEY | 4.9% | 2,870,177 | +0.31% | 0.02% | $256,392,992 |
| Focus Partners Wealth | 4.4% | 2,588,235 | +0.35% | 0.26% | $231,207,065 |
| AMERIPRISE FINANCIAL INC | 3.3% | 1,919,734 | +8.1% | 0.04% | $171,490,013 |
| Creative Planning | 2.3% | 1,367,740 | -1.3% | 0.08% | $122,180,172 |
| GREAT VALLEY ADVISOR GROUP, INC. | 2.3% | 1,346,277 | +4.4% | 2.2% | $120,262,441 |
| UBS Group AG | 2.3% | 1,315,889 | -3.2% | 0.02% | $117,548,364 |
| BANK OF AMERICA CORP /DE/ | 2.1% | 1,211,307 | +6% | 0.01% | $108,206,070 |
| Trilogy Capital Inc. | 2% | 1,165,060 | +4.2% | 4.6% | $104,074,846 |
| Evercore Wealth Management, LLC | 1.8% | 1,046,430 | +1.2% | 1.5% | $93,477,592 |
| Cetera Investment Advisers | 1.7% | 1,006,997 | +5.9% | 0.1% | $89,955,007 |
| Clearstead Advisors, LLC | 1.7% | 976,282 | -7.2% | 0.8% | $87,211,290 |
| WELLS FARGO & COMPANY/MN | 1.4% | 804,461 | +15% | 0.01% | $71,862,512 |
| Cambridge Investment Research Advisors, Inc. | 1.3% | 753,581 | +4.4% | 0.17% | $67,317,000 |
| ENVESTNET ASSET MANAGEMENT INC | 1.3% | 734,768 | -2% | 0.02% | $65,636,859 |
| Waterway Wealth Management, LLC | 1.2% | 675,342 | -3.6% | 12% | $52,920,849 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1% | 595,329 | +0.32% | 0.07% | $53,180,736 |
| RAYMOND JAMES FINANCIAL INC | 1% | 595,138 | -0.54% | 0.02% | $53,163,659 |
| OSAIC HOLDINGS, INC. | 0.88% | 511,879 | +1.5% | 0.07% | $45,732,224 |
| ROYAL BANK OF CANADA | 0.8% | 466,523 | -8.8% | 0.01% | $41,675,000 |
| CLG LLC | 0.74% | 430,968 | -0.6% | 9.6% | $38,498,414 |
| IAG Wealth Partners, LLC | 0.68% | 399,184 | +2.2% | 4% | $35,659,121 |
| Lee-Kelleher Wealth Management | 0.66% | 384,193 | +3.3% | 20% | $34,319,997 |
| GOLDMAN SACHS GROUP INC | 0.62% | 360,723 | +11% | 0% | $32,223,386 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 42,373,407 | $3,777,753,510 | +$31,616,226 | $89.33 | 465 |
| 2025 Q4 | 42,218,222 | $3,712,282,510 | +$84,427,619 | $88.08 | 453 |
| 2025 Q3 | 41,196,544 | $3,579,670,953 | +$79,906,303 | $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 |