Wisdomtree US Largecap DividDLNETF
13F holders, Q3 2024 (September 30)377holders +12
32new positions
18sold out
3famous investors
$78.58avg. 13F price*
At the end of Q3 2024, 377 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 12 from Q2 2024. 32 opened new positions and 18 sold out. The largest holders were PNC Financial Services Group, Inc. ($306.7M), Morgan Stanley ($225.0M) and LPL Financial LLC ($212.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $16.2M |
| Exits | 18 | $21.0M |
All 13F filers, Q2 2024 → Q3 2024: 842,707 shares bought and 3,546,911 shares sold, net −2,704,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 377 holders
| PNC Financial Services Group, Inc. | 0.20% | Reduce -0.9% | 3,903,646 | $306.7M |
| Morgan Stanley | 0.02% | Add +2.2% | 2,863,485 | $225.0M |
| LPL Financial LLC | 0.10% | Reduce -7.3% | 2,710,278 | $212.9M |
| Creative Planning | 0.11% | Reduce -0.8% | 1,417,842 | $111.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.6% | 1,285,456 | $101.0M |
| UBS Group AG | 0.03% | Add +1.3% | 1,268,556 | $99.7M |
| Evercore Wealth Management, LLC | 1.33% | Add +0.0% | 1,130,531 | $88.8M |
| Bank of America Corp. | 0.01% | Reduce -24.6% | 1,056,004 | $83.0M |
| Great Valley Advisor Group, Inc. | 1.71% | Add +12.9% | 888,083 | $69.8M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -0.4% | 777,898 | $61.1M |
| Clearstead Advisors, LLC | 0.84% | Add +0.2% | 690,959 | $54.3M |
| Wells Fargo & Company | 0.01% | Add +5.0% | 630,781 | $49.6M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +1.9% | 585,518 | $46.0M |
| Royal Bank of Canada | 0.01% | Reduce -2.9% | 568,717 | $44.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.5% | 553,140 | $43.5M |
| Cetera Investment Advisers | 0.09% | Add +6.9% | 543,530 | $42.7M |
| Waterway Wealth Management, LLC | 17.75% | Add +2.1% | 526,171 | $41.3M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -3.7% | 473,735 | $37.2M |
| Stratos Wealth Partners, LTD. | 0.50% | Reduce -0.0% | 434,619 | $34.1M |
| IAG Wealth Partners, LLC | 6.08% | Add +2.2% | 418,365 | $32.9M |
| Rockefeller Capital Management L.P. | 0.08% | Add +0.4% | 381,047 | $29.9M |
| Baird Financial Group, Inc. | 0.05% | Add +0.8% | 347,286 | $27.3M |
| LRI Investments, LLC | 2.64% | Reduce -0.1% | 338,645 | $27.2M |
| MAI Capital Management | 0.20% | Reduce -1.1% | 263,628 | $20.7M |
| Fox Financial, Inc | 17.48% | Add +0.5% | 255,226 | $20.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.6% | 248,715 | $19.5M |
| Raymond James & Associates | 0.01% | Add +22.9% | 238,279 | $18.7M |
| Bristlecone Advisors, LLC | 1.44% | Add +3.0% | 228,960 | $18.0M |
| Private Advisor Group, LLC | 0.11% | Add +6.2% | 222,511 | $17.5M |
| Revolve Wealth Partners, LLC | 2.64% | Add +1.1% | 220,005 | $17.3M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +0.1% | 194,276 | $15.3M |
| Fairway Wealth LLC | 7.28% | Add +61.3% | 182,470 | $14.3M |
| FIDELIS iM, LLC | 6.24% | Add +0.6% | 175,010 | $13.7M |
| Main Street Financial Solutions, LLC | 1.18% | Add +5.0% | 163,291 | $12.8M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -3.9% | 156,161 | $12.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.3% | 159,861 | $12.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.8% | 153,841 | $12.1M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -2.3% | 151,664 | $11.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.9% | 145,161 | $11.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -8.3% | 144,802 | $11.4M |
| Advisors Preferred, LLC | 1.72% | Reduce -20.5% | 144,548 | $11.3M |
| Almanack Investment Partners, LLC. | 1.71% | Reduce -3.2% | 138,735 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.8% | 136,940 | $10.8M |
| D.A. Davidson & Co. | 0.08% | Add +17.9% | 119,660 | $9.4M |
| Stratos Wealth Advisors, LLC | 0.38% | Add +0.6% | 104,548 | $8.2M |
| RFG Advisory, LLC | 0.25% | Add +19.9% | 104,085 | $8.2M |
| Strategic Family Wealth Counselors, L.L.C. | 2.79% | Add +10.8% | 101,404 | $8.0M |
| CX Institutional | 0.35% | Add +0.7% | 99,775 | $7.8M |
| Key Financial Inc | 1.73% | Reduce -0.1% | 99,441 | $7.8M |
| Moller Wealth Partners | 1.88% | Reduce -0.3% | 95,943 | $7.5M |
| Bank Hapoalim BM | 1.18% | No change | 94,500 | $7.4M |
| United Advisor Group, LLC | 1.64% | Add +17.3% | 92,242 | $7.2M |
| Stifel Financial Corp. | 0.01% | Reduce -5.0% | 91,252 | $7.2M |
| Tobias Financial Advisors, Inc. | 1.28% | Reduce -2.3% | 81,574 | $6.4M |
| Howard Bailey Securities, LLC | 2.23% | — | 74,841 | $5.9M |
| Clearwater Capital Advisors, LLC | 0.56% | Reduce -1.2% | 73,755 | $5.8M |
| Graves Light Lenhart Wealth, Inc. | 0.70% | Reduce -45.1% | 71,990 | $5.7M |
| One Wealth Map LLC | 3.23% | Add +3.9% | 68,700 | $5.5M |
| Captrust Financial Advisors | 0.02% | Add +2.0% | 67,400 | $5.3M |
| Truist Financial Corp. | 0.01% | Reduce -5.4% | 64,719 | $5.1M |
| Equitable Holdings, Inc. | 0.05% | Add +0.2% | 64,016 | $5.0M |
| Comerica Bank | 0.02% | Reduce -0.1% | 58,961 | $4.6M |
| 1900 Wealth Management LLC | 0.39% | Reduce -1.0% | 58,595 | $4.6M |
| CW Advisors, LLC | 0.06% | No change | 58,563 | $4.6M |
| Koshinski Asset Management, Inc. | 0.40% | Reduce -1.2% | 58,330 | $4.6M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -16.4% | 57,133 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.7% | 55,521 | $4.4M |
| Sigma Planning Corp | 0.13% | Add +0.1% | 53,340 | $4.2M |
| EP Wealth Advisors, LLC | 0.04% | Add +0.0% | 52,094 | $4.1M |
| Brown Brothers Harriman & Co. | 0.03% | New | 51,440 | $4.0M |
| Circle Wealth Management, LLC | 0.09% | No change | 51,237 | $4.0M |
| IFG Advisory, LLC | 0.25% | Add +1.2% | 50,619 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +8.7% | 48,284 | $3.8M |
| Linscomb Wealth, Inc. | 0.19% | Reduce -0.7% | 48,281 | $3.8M |
| Cresset Asset Management, LLC | 0.01% | Add +0.3% | 47,551 | $3.7M |
| Nadler Financial Group, Inc. | 0.41% | No change | 47,465 | $3.7M |
| Assetmark, Inc. | 0.01% | Reduce -4.4% | 47,263 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +193.7% | 47,214 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +11.2% | 47,062 | $3.7M |
| Lido Advisors, LLC | 0.03% | Reduce -1.1% | 46,644 | $3.7M |
| Sarasin & Partners LLP | 0.03% | Reduce -11.2% | 46,577 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -49.9% | 46,480 | $3.7M |
| Aspiriant, LLC | 0.13% | No change | 42,339 | $3.3M |
| Allen Capital Group, LLC | 0.40% | Reduce -0.8% | 40,622 | $3.2M |
| Meridian Financial Partners LLC | 1.51% | Add +0.4% | 38,024 | $3.0M |
| Mission Wealth Management, LP | 0.07% | Reduce -6.1% | 36,214 | $2.8M |
| Rockport Wealth LLC | 0.73% | Reduce -6.2% | 34,959 | $2.7M |
| Berger Financial Group, Inc | 0.20% | Reduce -1.3% | 34,708 | $2.7M |
| Cerity Partners LLC | 0.01% | Add +0.4% | 34,469 | $2.7M |
| Mather Group, Llc. | 0.03% | Reduce -0.3% | 33,667 | $2.6M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -0.2% | 31,851 | $2.5M |
| CRA Financial Services, LLC | 0.43% | Reduce -0.1% | 29,943 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.24% | Add +7.9% | 29,756 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.17% | Reduce -46.4% | 29,622 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -3.2% | 29,243 | $2.3M |
| Keybank National Association | 0.01% | Reduce -2.3% | 28,703 | $2.3M |
| MidAtlantic Capital Management, Inc. | 1.64% | Add +43.0% | 28,541 | $2.2M |
| Rollins Financial Advisors, LLC | 0.37% | Add +9.3% | 28,419 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +1.6% | 26,256 | $2.1M |
| FMR LLC | 0.00% | Reduce -7.8% | 26,252 | $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.