Wisdomtree US Largecap DividDLNETF
13F holders, Q2 2026 (June 30)480holders +12
29new positions
17sold out
2famous investors
$96.32avg. 13F price*
At the end of Q2 2026, 480 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 12 from Q1 2026. 29 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($395.5M), PNC Financial Services Group, Inc. ($335.7M) and Morgan Stanley ($283.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US Largecap Divid
- CUSIP
- 97717W307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $13.8M |
| Exits | 17 | $5.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,890,792 shares bought and 1,318,680 shares sold, net +572,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 480 holders
| LPL Financial LLC | 0.09% | Add +5.6% | 4,105,997 | $395.5M |
| PNC Financial Services Group, Inc. | 0.17% | Reduce -5.0% | 3,485,235 | $335.7M |
| Morgan Stanley | 0.01% | Add +2.4% | 2,938,251 | $283.0M |
| Focus Partners Wealth | 0.26% | Add +0.9% | 2,612,755 | $251.7M |
| Ameriprise Financial Inc. | 0.05% | Add +27.1% | 2,439,830 | $235.0M |
| Great Valley Advisor Group, Inc. | 2.25% | Add +9.7% | 1,476,721 | $142.2M |
| Creative Planning | 0.08% | Reduce -2.1% | 1,339,092 | $129.0M |
| UBS Group AG | 0.02% | Reduce -0.0% | 1,315,387 | $126.7M |
| Trilogy Capital Inc. | 4.50% | Add +2.7% | 1,196,646 | $115.3M |
| Cetera Investment Advisers | 0.10% | Add +8.7% | 1,094,640 | $105.4M |
| Evercore Wealth Management, LLC | 1.41% | Reduce -1.1% | 1,035,464 | $99.7M |
| Bank of America Corp. | 0.01% | Reduce -14.6% | 1,034,935 | $99.7M |
| Clearstead Advisors, LLC | 0.86% | Reduce -3.5% | 942,613 | $90.8M |
| Wells Fargo & Company | 0.01% | Add +0.1% | 805,255 | $77.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.7% | 784,125 | $75.5M |
| Raymond James Financial Inc. | 0.02% | Add +7.7% | 640,994 | $61.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -0.6% | 591,837 | $57.0M |
| Waterway Wealth Management, LLC | 11.59% | Reduce -2.9% | 655,697 | $56.8M |
| Osaic Holdings, Inc. | 0.06% | Add +1.1% | 517,478 | $49.8M |
| CLG LLC | 9.74% | Add +6.9% | 460,674 | $44.4M |
| Royal Bank of Canada | 0.01% | Reduce -1.4% | 460,179 | $44.3M |
| IAG Wealth Partners, LLC | 3.84% | Add +1.0% | 402,998 | $38.8M |
| Lee, Kelleher & Klein Wealth Management | 19.21% | Reduce -0.8% | 381,301 | $36.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -51.2% | 367,998 | $35.4M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -2.1% | 352,850 | $34.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.5% | 340,936 | $32.8M |
| Private Advisor Group, LLC | 0.15% | Add +16.3% | 332,651 | $32.0M |
| LRI Investments, LLC | 2.55% | Reduce -0.7% | 330,573 | $31.8M |
| Fox Financial, Inc | 20.92% | Reduce -0.5% | 311,911 | $30.0M |
| Stratos Wealth Partners, LTD. | 0.30% | Reduce -6.4% | 308,583 | $29.7M |
| Baird Financial Group, Inc. | 0.04% | Add +3.4% | 285,646 | $27.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.2% | 273,554 | $26.3M |
| NerdWallet Wealth Partners, LLC | 8.76% | Add +12.3% | 263,948 | $25.4M |
| Fairway Wealth LLC | 5.78% | Reduce -0.2% | 262,387 | $25.3M |
| FIDELIS iM, LLC | 8.62% | Reduce -1.3% | 262,348 | $25.3M |
| Odyssey Group, LLC | 6.46% | — | 247,638 | $23.9M |
| Corient Private Wealth LP | 0.03% | Reduce -4.2% | 228,915 | $22.0M |
| MAI Capital Management | 0.08% | Reduce -12.0% | 227,252 | $21.9M |
| Sanctuary Advisors, LLC | 0.10% | Add +2.5% | 214,976 | $20.7M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -11.5% | 214,927 | $20.7M |
| D.A. Davidson & Co. | 0.11% | Reduce -1.8% | 209,571 | $20.2M |
| HighTower Advisors, LLC | 0.02% | Add +3.5% | 201,344 | $19.4M |
| Revolve Wealth Partners, LLC | 1.99% | Add +0.4% | 198,080 | $19.1M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +1.1% | 193,388 | $18.6M |
| Main Street Financial Solutions, LLC | 1.19% | Add +1.4% | 192,864 | $18.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 177,046 | $17.1M |
| truNorth Financial Services, Inc. | 12.96% | Add +4.1% | 150,248 | $14.5M |
| Blair William & Co. | 0.03% | Add +3.5% | 135,878 | $13.1M |
| Aspiriant, LLC | 0.30% | Add +34.6% | 126,165 | $12.2M |
| United Advisor Group, LLC | 1.28% | Add +2.3% | 124,840 | $12.0M |
| Strategic Family Wealth Counselors, L.L.C. | 2.76% | Add +2.7% | 123,010 | $11.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.9% | 118,930 | $11.7M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +6.1% | 117,671 | $11.3M |
| Arkadios Wealth Advisors | 0.17% | Reduce -9.4% | 114,201 | $11.0M |
| Mosaic Family Wealth Partners, LLC | 0.72% | Add +65.3% | 110,430 | $10.6M |
| TopTier Wealth Management, LLC | 6.40% | Add +4.0% | 109,947 | $10.6M |
| Equitable Holdings, Inc. | 0.06% | Add +2.1% | 108,318 | $10.4M |
| Stratos Wealth Advisors, LLC | 0.57% | Reduce -1.1% | 107,012 | $10.3M |
| CX Institutional | 0.29% | Add +2.6% | 105,870 | $10.2M |
| Key Financial Inc | 1.51% | Add +0.5% | 96,015 | $9.2M |
| Moller Wealth Partners | 1.60% | Reduce -0.3% | 91,793 | $8.8M |
| Stifel Financial Corp. | 0.01% | Reduce -2.1% | 89,149 | $8.6M |
| One Wealth Map LLC | 3.50% | Add +3.8% | 76,725 | $7.5M |
| Truist Financial Corp. | 0.01% | Add +4.4% | 71,029 | $6.8M |
| First American Trust, FSB | 0.40% | Reduce -3.7% | 69,532 | $6.7M |
| Centennial Wealth Advisory LLC | 1.42% | Add +9.9% | 68,419 | $6.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.8% | 67,931 | $6.5M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -1.3% | 65,325 | $6.3M |
| Brown Brothers Harriman & Co. | 0.03% | No change | 64,578 | $6.2M |
| Graves Light Lenhart Wealth, Inc. | 0.56% | Add +1.9% | 62,709 | $6.0M |
| 1900 Wealth Management LLC | 0.34% | Add +0.0% | 62,541 | $6.0M |
| St. Louis Trust Co | 0.68% | No change | 2,360 | $6.0M |
| Tobias Financial Advisors, Inc. | 0.76% | Add +0.5% | 61,735 | $5.9M |
| Koshinski Asset Management, Inc. | 0.30% | Reduce -1.3% | 59,017 | $5.7M |
| Advisors Preferred, LLC | 0.88% | Reduce -52.3% | 58,381 | $5.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +110.1% | 58,306 | $5.6M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -0.8% | 58,298 | $5.6M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -1.6% | 57,760 | $5.6M |
| Captrust Financial Advisors | 0.01% | Reduce -0.8% | 56,893 | $5.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +4.8% | 56,326 | $5.4M |
| Sigma Planning Corp | 0.13% | Reduce -0.1% | 54,264 | $5.2M |
| Fifth Third Bancorp | 0.01% | Reduce -0.8% | 52,714 | $5.1M |
| Etesian Wealth Advisors, Inc. | 1.49% | Reduce -7.5% | 52,179 | $5.0M |
| Flagship Wealth Advisors, LLC | 1.12% | Add +256.6% | 51,822 | $5.0M |
| Clearwater Capital Advisors, LLC | 0.36% | Reduce -1.6% | 51,655 | $5.0M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +1.8% | 51,463 | $5.0M |
| Stenger Family Office, LLC | 0.77% | Reduce -1.1% | 50,010 | $4.8M |
| Circle Wealth Management, LLC | 0.06% | No change | 49,376 | $4.8M |
| MidAtlantic Capital Management, Inc. | 2.87% | Add +2.9% | 47,969 | $4.6M |
| Cerity Partners LLC | 0.01% | Reduce -0.7% | 46,204 | $4.5M |
| Cresset Asset Management, LLC | 0.02% | Reduce -1.4% | 45,507 | $4.4M |
| IFG Advisory, LLC | 0.15% | New | 43,412 | $4.2M |
| Nadler Financial Group, Inc. | 0.35% | Reduce -0.3% | 43,281 | $4.2M |
| MML Investors Services, LLC | 0.01% | Add +13.1% | 43,003 | $4.1M |
| Linscomb Wealth, Inc. | 0.18% | Reduce -0.2% | 42,205 | $4.1M |
| FMR LLC | 0.00% | Add +11.1% | 41,899 | $4.0M |
| Assetmark, Inc. | 0.01% | Reduce -3.6% | 41,466 | $4.0M |
| &partners | 0.02% | Add +8.0% | 41,294 | $4.0M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.1% | 41,137 | $4.0M |
| Avant Capital LLC | 2.32% | Add +1.9% | 38,502 | $3.7M |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.