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

CUSIP: 97717W307

Q1 2026 13F Holders as of 31 Mar 2026

Holder snapshot 6 signals
Share change
+351,955
SEC-reported price per share
$89.33
Number of holders
467
Value change
+$32,084,850
Number of buys
186
Number of sells
159
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
63,721,561

Security key

97717W307

Report period

Q1 2026

Institutions

467

Top holders

10

Ownership snapshot

Top reported holders of DLN - WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
HALBERT HARGROVE GLOBAL A...
Disclosed value leader
PNC FINANCIAL SERVICES GR...
Comparable rows
15/15
Latest evidence
31 Dec 2025
13D/G 13F Lead comparable stake: 24% 13D/G row: HALBERT HARGROVE GLOBAL ADVISORS, LLC Showing 1-6 of 15 holder rows.

Quick read

HALBERT HARGROVE GLOBAL ADVISORS, LLC leads the comparable SEC ownership view at 24%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens HALBERT HARGROVE GLOBAL ADVISORS, LLC's linked filing trail.
Comparable ownership Top 5
HALBERT HARGROVE GLOBAL ADVISORS,... 24%
Savant Capital, LLC 6.3%
PNC FINANCIAL SERVICES GROUP, INC. 6.2%
Bank of New York Mellon Corp 4.8%
Hamilton Capital, LLC 11%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
HALBERT HARGROVE GLOBAL ADVISORS, LLC
13D/G 13F
Company
24%
$312,117,134
5,703,895 shares
$0 31 Jan 2023
Savant Capital, LLC
13F 13D/G
Company
6.3%
from 13D/G
$99,601,452
1,186,713 shares
mixed-class rows
31 Dec 2025
PNC FINANCIAL SERVICES GROUP, INC.
13F 13D/G
Company · The PNC Financial Services Group, Inc.
6.2%
from 13D/G
$1,439,986,157
16,160,381 shares
mixed-class rows
31 Dec 2025
Bank of New York Mellon Corp
13D/G
4.8%
$3,459,578
123,788 shares
-$2,309,981 30 Jun 2025
Hamilton Capital, LLC
13F
Company
13F
11%
$618,034,373
6,910,817 shares
31 Dec 2025
Prime Capital Investment Advisors, LLC
13F
Company
13F
2.4%
$137,302,708
1,535,309 shares
31 Dec 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
467
Shares
42,571,059
Rows available
467
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
453
Q1 2026 holders
467
Holder diff
14
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 value Q1 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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