Wisdomtree US Largecap DividDLNETF
13F holders, Q1 2024 (March 31)370holders
2famous investors
$72.12avg. 13F price*
At the end of Q1 2024, 370 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings. The largest holders were PNC Financial Services Group, Inc. ($288.2M), LPL Financial LLC ($207.1M) and Morgan Stanley ($199.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US Largecap Divid
- CUSIP
- 97717W307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $29.5M |
| Exits | 20 | $38.3M |
Ownership 370 holders
| PNC Financial Services Group, Inc. | 0.20% | Reduce -1.4% | 3,991,588 | $288.2M |
| LPL Financial LLC | 0.11% | Reduce -12.3% | 2,869,386 | $207.1M |
| Morgan Stanley | 0.02% | Reduce -0.3% | 2,760,161 | $199.3M |
| Focus Partners Wealth | 1.28% | Add +15235.0% | 2,191,223 | $158.2M |
| Ameriprise Financial Inc. | 0.03% | Add +8.7% | 1,547,018 | $111.7M |
| Bank of America Corp. | 0.01% | Add +0.2% | 1,528,449 | $110.3M |
| Creative Planning | 0.12% | Reduce -1.5% | 1,460,800 | $105.5M |
| UBS Group AG | 0.03% | Reduce -4.8% | 1,265,120 | $91.3M |
| Evercore Wealth Management, LLC | 1.27% | Add +4.5% | 1,121,943 | $81.0M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -2.0% | 794,885 | $57.4M |
| Great Valley Advisor Group, Inc. | 1.59% | Reduce -0.4% | 724,511 | $52.3M |
| Wilbanks Smith & Thomas Asset Management LLC | 1.38% | Add +1.2% | 681,367 | $49.2M |
| Waterway Wealth Management, LLC | 20.96% | Reduce -9.4% | 660,505 | $47.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.1% | 608,011 | $43.9M |
| Royal Bank of Canada | 0.01% | Add +1.7% | 565,093 | $40.8M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +2.8% | 530,411 | $38.3M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +0.7% | 490,261 | $35.4M |
| Cetera Investment Advisers | 0.08% | Add +1198.7% | 468,989 | $33.9M |
| Stratos Wealth Partners, LTD. | 0.56% | Reduce -3.8% | 464,491 | $33.5M |
| Wells Fargo & Company | 0.01% | Reduce -1.6% | 433,461 | $31.3M |
| IAG Wealth Partners, LLC | 6.04% | Add +1.7% | 389,773 | $28.1M |
| Rockefeller Capital Management L.P. | 0.07% | Add +3.5% | 347,586 | $25.1M |
| LRI Investments, LLC | 6.19% | — | 339,383 | $24.5M |
| Baird Financial Group, Inc. | 0.05% | Add +3.1% | 333,999 | $24.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 329,710 | $23.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.8% | 286,335 | $20.7M |
| MAI Capital Management | 0.20% | Add +3927.2% | 267,086 | $19.3M |
| Fox Financial, Inc | 16.42% | Reduce -0.6% | 251,065 | $18.1M |
| Bristlecone Advisors, LLC | 1.42% | Add +7.4% | 224,351 | $16.2M |
| Revolve Wealth Partners, LLC | 2.69% | Reduce -0.4% | 218,300 | $15.8M |
| Private Advisor Group, LLC | 0.11% | Reduce -10.0% | 208,725 | $15.1M |
| Advisors Preferred, LLC | 2.45% | Add +232.8% | 202,974 | $14.6M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +0.0% | 194,773 | $14.1M |
| Raymond James & Associates | 0.01% | Reduce -35.5% | 191,214 | $13.8M |
| Bank Hapoalim BM | 1.84% | New | 189,000 | $13.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -6.8% | 184,022 | $13.3M |
| FIDELIS iM, LLC | 6.23% | Add +1.3% | 171,898 | $12.4M |
| HighTower Advisors, LLC | 0.02% | Add +0.6% | 163,204 | $11.8M |
| Main Street Financial Solutions, LLC | 1.15% | Reduce -17.6% | 148,593 | $10.7M |
| Almanack Investment Partners, LLC. | 1.75% | Add +28.4% | 142,113 | $10.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.8% | 138,074 | $10.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.8% | 136,921 | $9.9M |
| Lake Street Private Wealth, LLC | 1.36% | Reduce -27.1% | 136,224 | $9.8M |
| Graves Light Lenhart Wealth, Inc. | 1.11% | Reduce -4.5% | 132,998 | $9.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +1.3% | 106,229 | $7.7M |
| CX Institutional | 0.36% | Add +30.8% | 102,500 | $7.4M |
| Stratos Wealth Advisors, LLC | 0.44% | Add +2.5% | 102,435 | $7.4M |
| Fairway Wealth LLC | 4.97% | Reduce -1.0% | 101,633 | $7.3M |
| Moller Wealth Partners | 1.91% | Reduce -3.8% | 97,532 | $7.0M |
| Stifel Financial Corp. | 0.01% | Reduce -2.7% | 93,348 | $6.7M |
| Tobias Financial Advisors, Inc. | 1.47% | Reduce -4.5% | 89,851 | $6.5M |
| Strategic Family Wealth Counselors, L.L.C. | 2.56% | Add +3.0% | 89,734 | $6.5M |
| RFG Advisory, LLC | 0.22% | Add +593.6% | 87,728 | $6.3M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +2.9% | 87,453 | $6.3M |
| Key Financial Inc | 1.61% | Add +1.8% | 87,446 | $6.3M |
| D.A. Davidson & Co. | 0.05% | Reduce -0.8% | 75,719 | $5.5M |
| Clearwater Capital Advisors, LLC | 0.58% | Reduce -3.3% | 75,646 | $5.5M |
| Captrust Financial Advisors | 0.02% | Reduce -5.9% | 73,900 | $5.3M |
| 1900 Wealth Management LLC | 0.49% | Reduce -1.8% | 73,746 | $5.3M |
| Koshinski Asset Management, Inc. | 0.54% | Reduce -35.8% | 73,063 | $5.3M |
| Sarasin & Partners LLP | 0.05% | Reduce -2.1% | 70,442 | $5.1M |
| Assetmark, Inc. | 0.02% | Add +17.0% | 69,853 | $5.0M |
| Truist Financial Corp. | 0.01% | Add +0.6% | 69,180 | $5.0M |
| United Advisor Group, LLC | 1.83% | New | 67,423 | $4.9M |
| Equitable Holdings, Inc. | 0.05% | Reduce -0.4% | 66,895 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +8.2% | 65,424 | $4.7M |
| One Wealth Map LLC | 2.99% | Reduce -10.6% | 65,166 | $4.5M |
| CW Advisors, LLC | 0.07% | Reduce -5.7% | 59,851 | $4.3M |
| Comerica Bank | 0.02% | Add +1.2% | 59,371 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.7% | 55,586 | $4.0M |
| IFG Advisory, LLC | 0.29% | Reduce -66.6% | 54,121 | $3.9M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -1.5% | 52,097 | $3.8M |
| Circle Wealth Management, LLC | 0.09% | No change | 51,237 | $3.7M |
| Sigma Planning Corp | 0.11% | Add +182.1% | 49,810 | $3.6M |
| Linscomb Wealth, Inc. | 0.18% | Reduce -7.6% | 48,616 | $3.5M |
| Lido Advisors, LLC | 0.03% | Reduce -0.8% | 47,861 | $3.5M |
| Resurgent Financial Advisors LLC | 1.84% | Add +100.0% | 47,456 | $3.4M |
| Cresset Asset Management, LLC | 0.02% | Add +4.5% | 47,228 | $3.4M |
| Kingswood Wealth Advisors, LLC | 0.38% | Reduce -8.4% | 45,516 | $3.3M |
| Thrive Capital Management, LLC | 1.75% | New | 66,357 | $3.3M |
| Aspiriant, LLC | 0.13% | Reduce -0.6% | 44,753 | $3.2M |
| Nadler Financial Group, Inc. | 0.40% | Reduce -2.1% | 44,710 | $3.2M |
| True Wealth Design, LLC | 0.80% | Reduce -1.4% | 44,681 | $3.2M |
| Allen Capital Group, LLC | 0.44% | Reduce -0.8% | 42,064 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +16.3% | 41,547 | $3.0M |
| Mission Wealth Management, LP | 0.08% | Reduce -1.7% | 39,722 | $2.9M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +8.2% | 38,608 | $2.8M |
| Rockport Wealth LLC | 1.83% | — | 38,081 | $2.7M |
| Berger Financial Group, Inc | 0.22% | Add +1.6% | 37,152 | $2.7M |
| Foguth Wealth Management, LLC. | 1.43% | — | 37,065 | $2.7M |
| Signal Advisors Wealth, LLC | 0.66% | Reduce -9.6% | 37,065 | $2.7M |
| Renaissance Technologies | 0.00% | Add +80.5% | 37,000 | $2.7M |
| Meridian Financial Partners LLC | 3.36% | Reduce -5.4% | 38,023 | $2.6M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -10.6% | 34,813 | $2.5M |
| Cerity Partners LLC | 0.01% | Reduce -4.1% | 34,153 | $2.5M |
| International Assets Investment Management, LLC | 0.25% | Add +1.6% | 33,705 | $2.4M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -18.8% | 33,059 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.27% | Reduce -1.2% | 31,590 | $2.3M |
| CRA Financial Services, LLC | 0.48% | Add +0.1% | 30,763 | $2.2M |
| Keybank National Association | 0.01% | Reduce -10.1% | 29,375 | $2.1M |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.