Wisdomtree US Largecap DividDLNETF
13F holders, Q2 2024 (June 30)365holders −5
17new positions
22sold out
2famous investors
$72.73avg. 13F price*
At the end of Q2 2024, 365 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, down 5 from Q1 2024. 17 opened new positions and 22 sold out. The largest holders were PNC Financial Services Group, Inc. ($286.7M), LPL Financial LLC ($212.6M) and Morgan Stanley ($203.9M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $18.2M |
| Exits | 22 | $13.9M |
All 13F filers, Q1 2024 → Q2 2024: 1,787,756 shares bought and 1,467,768 shares sold, net +319,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 365 holders
| PNC Financial Services Group, Inc. | 0.19% | Reduce -1.3% | 3,941,083 | $286.7M |
| LPL Financial LLC | 0.11% | Add +1.8% | 2,922,155 | $212.6M |
| Morgan Stanley | 0.02% | Add +1.5% | 2,802,074 | $203.9M |
| Focus Partners Wealth | 0.54% | Add +0.5% | 2,200,986 | $160.1M |
| Creative Planning | 0.11% | Reduce -2.2% | 1,428,816 | $103.9M |
| Bank of America Corp. | 0.01% | Reduce -8.3% | 1,401,273 | $101.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -16.4% | 1,293,610 | $94.1M |
| UBS Group AG | 0.03% | Reduce -1.0% | 1,252,010 | $91.1M |
| Evercore Wealth Management, LLC | 1.29% | Add +0.7% | 1,130,141 | $82.2M |
| Great Valley Advisor Group, Inc. | 1.60% | Add +8.6% | 786,526 | $57.2M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -1.8% | 780,688 | $56.8M |
| Clearstead Advisors, LLC | 0.86% | Add +43968.9% | 689,678 | $50.2M |
| Wells Fargo & Company | 0.01% | Add +38.6% | 600,851 | $43.7M |
| Royal Bank of Canada | 0.01% | Add +3.7% | 585,821 | $42.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.7% | 579,517 | $42.2M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +8.3% | 574,411 | $41.8M |
| Waterway Wealth Management, LLC | 18.40% | Reduce -21.9% | 515,563 | $37.5M |
| Cetera Investment Advisers | 0.09% | Add +8.4% | 508,475 | $37.0M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +0.3% | 491,813 | $35.8M |
| Stratos Wealth Partners, LTD. | 0.51% | Reduce -6.4% | 434,670 | $31.6M |
| IAG Wealth Partners, LLC | 5.99% | Add +5.0% | 409,415 | $29.8M |
| Rockefeller Capital Management L.P. | 0.08% | Add +9.2% | 379,651 | $27.6M |
| Baird Financial Group, Inc. | 0.05% | Add +3.2% | 344,667 | $25.1M |
| LRI Investments, LLC | 2.81% | Reduce -0.1% | 338,973 | $24.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.9% | 275,072 | $20.0M |
| MAI Capital Management | 0.19% | Reduce -0.2% | 266,669 | $19.4M |
| Fox Financial, Inc | 17.03% | Add +1.1% | 253,851 | $18.5M |
| Bristlecone Advisors, LLC | 1.38% | Reduce -0.9% | 222,333 | $16.2M |
| Revolve Wealth Partners, LLC | 2.61% | Reduce -0.3% | 217,668 | $15.8M |
| Private Advisor Group, LLC | 0.10% | Add +0.4% | 209,477 | $15.2M |
| Steward Partners Investment Advisory, LLC | 0.15% | Reduce -0.3% | 194,115 | $14.1M |
| Raymond James & Associates | 0.01% | Add +1.4% | 193,825 | $14.1M |
| Advisors Preferred, LLC | 2.29% | Reduce -10.4% | 181,820 | $13.2M |
| FIDELIS iM, LLC | 6.21% | Add +1.2% | 173,997 | $12.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.7% | 160,385 | $11.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -51.7% | 159,353 | $11.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -14.2% | 157,937 | $11.5M |
| Sanctuary Advisors, LLC | 0.08% | — | 162,524 | $11.3M |
| Main Street Financial Solutions, LLC | 1.07% | Add +4.6% | 155,462 | $11.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +46.1% | 155,224 | $11.3M |
| Almanack Investment Partners, LLC. | 1.76% | Add +0.8% | 143,315 | $10.4M |
| Relative Value Partners Group, LLC | 1.34% | New | 141,082 | $10.3M |
| Lake Street Private Wealth, LLC | 1.34% | Add +3.6% | 141,082 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.8% | 138,003 | $10.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.3% | 137,617 | $10.0M |
| Graves Light Lenhart Wealth, Inc. | 1.09% | Reduce -1.3% | 131,253 | $9.5M |
| Fairway Wealth LLC | 4.85% | Add +11.3% | 113,141 | $8.2M |
| Stratos Wealth Advisors, LLC | 0.37% | Add +1.4% | 103,898 | $7.6M |
| D.A. Davidson & Co. | 0.07% | Add +34.0% | 101,448 | $7.4M |
| Key Financial Inc | 1.74% | Add +13.8% | 99,494 | $7.2M |
| CX Institutional | 0.34% | Reduce -3.3% | 99,109 | $7.2M |
| Moller Wealth Partners | 1.87% | Reduce -1.4% | 96,218 | $7.0M |
| Stifel Financial Corp. | 0.01% | Add +2.9% | 96,093 | $7.0M |
| Bank Hapoalim BM | 1.02% | Reduce -50.0% | 94,500 | $6.9M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +6.1% | 92,756 | $6.7M |
| Strategic Family Wealth Counselors, L.L.C. | 2.53% | Add +2.0% | 91,499 | $6.7M |
| RFG Advisory, LLC | 0.21% | Reduce -1.1% | 86,792 | $6.3M |
| Tobias Financial Advisors, Inc. | 1.31% | Reduce -7.1% | 83,491 | $6.1M |
| United Advisor Group, LLC | 1.78% | Add +16.7% | 78,668 | $5.7M |
| Clearwater Capital Advisors, LLC | 0.58% | Reduce -1.3% | 74,630 | $5.4M |
| Truist Financial Corp. | 0.01% | Reduce -1.1% | 68,416 | $5.0M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +4.5% | 68,375 | $5.0M |
| One Wealth Map LLC | 3.06% | Add +1.4% | 66,105 | $5.0M |
| Captrust Financial Advisors | 0.02% | Reduce -10.6% | 66,104 | $4.8M |
| Equitable Holdings, Inc. | 0.05% | Reduce -4.5% | 63,907 | $4.6M |
| Bank of New York Mellon Corp | 0.00% | Add +880.4% | 63,013 | $4.6M |
| Koshinski Asset Management, Inc. | 0.40% | Reduce -19.2% | 59,035 | $4.3M |
| 1900 Wealth Management LLC | 0.40% | Reduce -19.7% | 59,212 | $4.3M |
| Comerica Bank | 0.02% | Reduce -0.6% | 59,036 | $4.3M |
| CW Advisors, LLC | 0.07% | Reduce -2.1% | 58,563 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.6% | 55,908 | $4.1M |
| Kingswood Wealth Advisors, LLC | 0.36% | Add +21.5% | 55,284 | $4.0M |
| Sigma Planning Corp | 0.12% | Add +7.0% | 53,278 | $3.9M |
| Sarasin & Partners LLP | 0.03% | Reduce -25.5% | 52,452 | $3.8M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -0.0% | 52,092 | $3.8M |
| Circle Wealth Management, LLC | 0.09% | No change | 51,237 | $3.7M |
| IFG Advisory, LLC | 0.23% | Reduce -7.6% | 50,017 | $3.6M |
| Assetmark, Inc. | 0.01% | Reduce -29.2% | 49,458 | $3.6M |
| Linscomb Wealth, Inc. | 0.18% | Add +0.0% | 48,628 | $3.5M |
| Nadler Financial Group, Inc. | 0.41% | Add +6.2% | 47,465 | $3.5M |
| Cresset Asset Management, LLC | 0.01% | Add +0.4% | 47,400 | $3.4M |
| Lido Advisors, LLC | 0.03% | Reduce -1.4% | 47,174 | $3.4M |
| True Wealth Design, LLC | 0.80% | Reduce -0.1% | 44,631 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +6.9% | 44,422 | $3.2M |
| Aspiriant, LLC | 0.13% | Reduce -5.4% | 42,339 | $3.1M |
| Gladstone Institutional Advisory LLC | 0.16% | Add +9.6% | 42,329 | $3.1M |
| Allen Capital Group, LLC | 0.42% | Reduce -2.6% | 40,959 | $3.0M |
| Meridian Financial Partners LLC | 1.69% | Reduce -0.4% | 37,887 | $2.8M |
| Mission Wealth Management, LP | 0.08% | Reduce -2.9% | 38,571 | $2.8M |
| Rockport Wealth LLC | 1.14% | Reduce -2.1% | 37,271 | $2.7M |
| Jane Street Group, LLC | 0.00% | New | 37,158 | $2.7M |
| Berger Financial Group, Inc | 0.20% | Reduce -5.3% | 35,170 | $2.6M |
| Cerity Partners LLC | 0.01% | Add +0.5% | 34,320 | $2.5M |
| Mather Group, Llc. | 0.03% | Add +24.7% | 33,765 | $2.4M |
| International Assets Investment Management, LLC | 0.23% | Reduce -0.8% | 33,417 | $2.4M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -3.5% | 31,901 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -13.2% | 30,220 | $2.2M |
| CRA Financial Services, LLC | 0.44% | Reduce -2.6% | 29,964 | $2.2M |
| Choreo, LLC | 0.04% | Add +253.7% | 29,499 | $2.1M |
| Keybank National Association | 0.01% | No change | 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.