Latest Period
Q2 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 Q2 2026
Institutions Reporting
475
Shares (Excl. Options)
43,375,551
Price
$96.32
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- Security type / class
- Equity / Exchange-Traded Fund
- Symbol
- DLN
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 43,375,551
- Total 13F value
- $4,172,167,109
- Portfolio coverage rank
- 0.02%
- Share change
- +582,801
- Value change
- +$56,703,029
- Number of holders
- 475
- Shares outstanding
- 63,721,561
- SEC-reported price per share
- $98.30
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.
- 475 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 468 to 475 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $3,795,548,272 to $4,172,167,109.
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 475 institutions filings for Q2 2026.
Security key
97717W307
Latest holder period
Q2 2026
13F holders
475
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. | 4.9% | -18% | $303,838,228 | -$35,269,336 | 3,103,240 | -10% | The PNC Financial Services Group, Inc. | 30 Jun 2026 |
As of 30 Jun 2026, 475 institutional investors reported holding 43,375,551 shares of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN). This represents 68% of the company’s total 63,721,561 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
49%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 6.4% | 4,105,997 | +5.6% | 0.09% | $395,489,653 |
| PNC Financial Services Group, Inc. | 5.5% | 3,485,235 | -5% | 0.17% | $335,697,862 |
| MORGAN STANLEY | 4.6% | 2,938,251 | +2.4% | 0.01% | $283,012,441 |
| Focus Partners Wealth | 4.1% | 2,612,755 | +0.95% | 0.26% | $251,660,576 |
| AMERIPRISE FINANCIAL INC | 3.8% | 2,439,830 | +27% | 0.05% | $235,016,520 |
| GREAT VALLEY ADVISOR GROUP, INC. | 2.3% | 1,476,721 | +9.7% | 2.2% | $142,237,995 |
| Creative Planning | 2.1% | 1,339,092 | -2.1% | 0.08% | $128,981,334 |
| UBS Group AG | 2.1% | 1,315,387 | -0.04% | 0.02% | $126,698,076 |
| Trilogy Capital Inc. | 1.9% | 1,196,646 | +2.7% | 4.5% | $115,260,971 |
| Cetera Investment Advisers | 1.7% | 1,094,640 | +8.7% | 0.1% | $105,435,720 |
| Evercore Wealth Management, LLC | 1.6% | 1,035,464 | -1% | 1.4% | $99,735,892 |
| BANK OF AMERICA CORP /DE/ | 1.6% | 1,034,935 | -15% | 0.01% | $99,684,945 |
| Clearstead Advisors, LLC | 1.5% | 942,613 | -3.4% | 0.86% | $90,792,480 |
| WELLS FARGO & COMPANY/MN | 1.3% | 805,255 | +0.1% | 0.01% | $77,562,124 |
| ENVESTNET ASSET MANAGEMENT INC | 1.2% | 784,125 | +6.7% | 0.02% | $75,526,877 |
| Waterway Wealth Management, LLC | 1% | 655,697 | -2.9% | 12% | $56,768,225 |
| RAYMOND JAMES FINANCIAL INC | 1% | 640,994 | +7.7% | 0.02% | $61,740,516 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.93% | 591,837 | -0.59% | 0.07% | $57,005,758 |
| OSAIC HOLDINGS, INC. | 0.81% | 517,478 | +1.1% | 0.06% | $49,845,677 |
| CLG LLC | 0.72% | 460,674 | +6.9% | 9.7% | $44,372,139 |
| ROYAL BANK OF CANADA | 0.72% | 460,179 | -1.4% | 0.01% | $44,324,000 |
| IAG Wealth Partners, LLC | 0.63% | 402,998 | +0.96% | 3.8% | $38,816,785 |
| Lee, Kelleher & Klein Wealth Management | 0.6% | 381,301 | -0.75% | 19% | $36,726,952 |
| Cambridge Investment Research Advisors, Inc. | 0.58% | 367,998 | -51% | 0.08% | $35,446,000 |
| Rockefeller Capital Management L.P. | 0.55% | 352,850 | -2.1% | 0.05% | $33,986,596 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 43,375,551 | $4,172,167,109 | +$56,703,029 | $96.32 | 475 |
| 2026 Q1 | 42,572,609 | $3,795,548,272 | +$32,084,850 | $89.33 | 468 |
| 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 |