Wisdomtree US Largecap DividDLNETF
13F holders, Q4 2024 (December 31)406holders +29
27new positions
16sold out
3famous investors
$77.80avg. 13F price*
At the end of Q4 2024, 406 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 29 from Q3 2024. 27 opened new positions and 16 sold out. The largest holders were PNC Financial Services Group, Inc. ($304.1M), LPL Financial LLC ($230.6M) and Morgan Stanley ($226.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $31.3M |
| Exits | 16 | $9.9M |
All 13F filers, Q3 2024 → Q4 2024: 5,541,013 shares bought and 402,137 shares sold, net +5,138,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 406 holders
| PNC Financial Services Group, Inc. | 0.20% | Add +0.1% | 3,908,613 | $304.1M |
| LPL Financial LLC | 0.09% | Add +9.4% | 2,964,255 | $230.6M |
| Morgan Stanley | 0.02% | Add +1.8% | 2,914,928 | $226.8M |
| Focus Partners Wealth | 0.48% | Add +11875.7% | 2,350,826 | $182.9M |
| Ameriprise Financial Inc. | 0.04% | Add +38.0% | 1,773,492 | $137.9M |
| Bank of America Corp. | 0.01% | Add +57.6% | 1,663,912 | $129.4M |
| Creative Planning | 0.10% | Reduce -2.2% | 1,386,224 | $107.8M |
| UBS Group AG | 0.02% | Add +1.5% | 1,288,065 | $100.2M |
| Evercore Wealth Management, LLC | 1.32% | Add +0.3% | 1,134,076 | $88.2M |
| Great Valley Advisor Group, Inc. | 1.66% | Add +7.1% | 950,788 | $74.0M |
| Commonwealth Equity Services, LLC | 0.09% | Add +0.6% | 782,624 | $60.9M |
| Cetera Investment Advisers | 0.12% | Add +33.2% | 724,013 | $56.3M |
| Clearstead Advisors, LLC | 0.85% | Add +4.2% | 720,287 | $56.0M |
| Wells Fargo & Company | 0.01% | Add +3.6% | 653,459 | $50.8M |
| Advisors Capital Management, LLC | 0.75% | Add +3647.8% | 614,484 | $47.8M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -0.9% | 580,490 | $45.2M |
| Raymond James Financial Inc. | 0.02% | — | 579,642 | $45.1M |
| Royal Bank of Canada | 0.01% | Reduce -0.6% | 565,432 | $44.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.2% | 554,245 | $43.1M |
| Waterway Wealth Management, LLC | 17.84% | Reduce -0.9% | 521,356 | $40.6M |
| Stratos Wealth Partners, LTD. | 0.47% | Reduce -3.0% | 421,708 | $32.8M |
| IAG Wealth Partners, LLC | 5.66% | Reduce -1.4% | 412,385 | $32.1M |
| Rockefeller Capital Management L.P. | 0.08% | Add +1.4% | 386,220 | $30.0M |
| LRI Investments, LLC | 2.50% | Reduce -0.3% | 337,724 | $26.3M |
| Baird Financial Group, Inc. | 0.05% | Reduce -5.5% | 328,342 | $25.5M |
| Fox Financial, Inc | 21.83% | Add +21.7% | 310,681 | $24.2M |
| Lee, Kelleher & Klein Wealth Management | 17.06% | — | 307,922 | $24.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +22.4% | 304,519 | $23.7M |
| MAI Capital Management | 0.15% | Reduce -0.1% | 263,286 | $20.5M |
| Private Advisor Group, LLC | 0.10% | Add +5.5% | 234,693 | $18.3M |
| Bristlecone Advisors, LLC | 1.40% | Add +0.3% | 229,755 | $17.9M |
| Fairway Wealth LLC | 7.80% | Add +22.1% | 222,780 | $17.3M |
| Revolve Wealth Partners, LLC | 2.50% | Reduce -0.7% | 218,498 | $17.0M |
| Osaic Holdings, Inc. | 0.04% | Add +43.8% | 208,269 | $16.2M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +0.1% | 194,406 | $15.1M |
| Main Street Financial Solutions, LLC | 1.31% | Add +4.8% | 171,213 | $13.3M |
| FIDELIS iM, LLC | 6.32% | Reduce -5.4% | 165,534 | $12.9M |
| Sanctuary Advisors, LLC | 0.08% | Add +0.7% | 157,286 | $12.7M |
| HighTower Advisors, LLC | 0.02% | Add +0.8% | 161,076 | $12.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +5.2% | 159,469 | $12.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 154,701 | $12.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.1% | 153,974 | $12.0M |
| CLG LLC | 4.21% | — | 151,729 | $11.8M |
| D.A. Davidson & Co. | 0.09% | Add +23.1% | 147,306 | $11.5M |
| Future You Wealth LLC | 7.94% | — | 144,200 | $11.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +5.0% | 143,736 | $11.2M |
| Lake Street Private Wealth, LLC | 1.73% | New | 138,258 | $10.8M |
| Almanack Investment Partners, LLC. | 1.63% | Reduce -2.2% | 135,707 | $10.6M |
| First American Trust, FSB | 0.91% | New | 117,206 | $9.1M |
| Advisors Preferred, LLC | 1.40% | Reduce -22.3% | 112,381 | $8.7M |
| CX Institutional | 0.33% | Add +8.3% | 108,028 | $8.4M |
| Strategic Family Wealth Counselors, L.L.C. | 2.70% | Add +5.2% | 106,631 | $8.3M |
| Stratos Wealth Advisors, LLC | 0.39% | Reduce -0.5% | 104,051 | $8.1M |
| United Advisor Group, LLC | 1.59% | Add +11.9% | 103,263 | $8.0M |
| RFG Advisory, LLC | 0.23% | Reduce -1.0% | 103,011 | $8.0M |
| Key Financial Inc | 1.74% | Reduce -1.1% | 98,357 | $7.7M |
| Moller Wealth Partners | 1.94% | Reduce -1.4% | 94,606 | $7.4M |
| Bank Hapoalim BM | 1.24% | No change | 94,500 | $7.4M |
| Stifel Financial Corp. | 0.01% | Add +1.2% | 92,354 | $7.2M |
| Tobias Financial Advisors, Inc. | 1.21% | Reduce -5.3% | 77,207 | $6.0M |
| Howard Bailey Securities, LLC | 2.21% | Add +2.1% | 76,414 | $5.9M |
| One Wealth Map LLC | 3.36% | Reduce -1.2% | 67,848 | $5.5M |
| Graves Light Lenhart Wealth, Inc. | 0.68% | Reduce -3.0% | 69,843 | $5.4M |
| Truist Financial Corp. | 0.01% | Add +5.0% | 67,957 | $5.3M |
| Equitable Holdings, Inc. | 0.05% | Add +2.1% | 65,359 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -5.3% | 63,832 | $5.0M |
| CW Advisors, LLC | 0.07% | Add +4.3% | 61,099 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +6.8% | 61,006 | $4.7M |
| Kingswood Wealth Advisors, LLC | 0.35% | Add +103.3% | 60,232 | $4.7M |
| Comerica Bank | 0.02% | Add +1.2% | 59,674 | $4.6M |
| 1900 Wealth Management LLC | 0.38% | Add +0.0% | 58,606 | $4.6M |
| Koshinski Asset Management, Inc. | 0.38% | Reduce -1.1% | 57,669 | $4.5M |
| Clearwater Capital Advisors, LLC | 0.42% | Reduce -25.4% | 55,050 | $4.3M |
| Sigma Planning Corp | 0.13% | Add +1.7% | 54,226 | $4.2M |
| Woodard & Co. Asset Management Group Inc. | 0.89% | New | 52,985 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.4% | 52,508 | $4.1M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 52,042 | $4.0M |
| Brown Brothers Harriman & Co. | 0.03% | No change | 51,440 | $4.0M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +9.1% | 51,335 | $4.0M |
| Circle Wealth Management, LLC | 0.09% | No change | 51,237 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +2.5% | 49,495 | $3.9M |
| IFG Advisory, LLC | 0.21% | Reduce -4.4% | 48,405 | $3.8M |
| Linscomb Wealth, Inc. | 0.19% | Add +0.0% | 48,302 | $3.8M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +2.4% | 47,584 | $3.7M |
| Nadler Financial Group, Inc. | 0.39% | Reduce -0.1% | 47,400 | $3.7M |
| Lido Advisors, LLC | 0.02% | Add +0.2% | 46,744 | $3.6M |
| Assetmark, Inc. | 0.01% | Reduce -1.5% | 46,572 | $3.6M |
| Cresset Asset Management, LLC | 0.02% | Reduce -4.2% | 45,537 | $3.5M |
| Aspiriant, LLC | 0.12% | Reduce -2.3% | 41,366 | $3.2M |
| Allen Capital Group, LLC | 0.38% | Reduce -1.9% | 39,840 | $3.1M |
| Meridian Financial Partners LLC | 1.57% | Add +0.5% | 38,197 | $3.0M |
| Mission Wealth Management, LP | 0.07% | Reduce -1.3% | 35,752 | $2.8M |
| Rockport Wealth LLC | 1.21% | Reduce -0.7% | 34,713 | $2.7M |
| Berger Financial Group, Inc | 0.19% | Add +0.3% | 34,803 | $2.7M |
| Cerity Partners LLC | 0.01% | Add +0.5% | 34,623 | $2.7M |
| Mather Group, Llc. | 0.03% | Reduce -1.3% | 33,223 | $2.6M |
| CRA Financial Services, LLC | 0.42% | Add +6.0% | 31,735 | $2.5M |
| Keybank National Association | 0.01% | Add +9.2% | 31,353 | $2.4M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -2.1% | 31,178 | $2.4M |
| FMR LLC | 0.00% | Add +17.2% | 30,768 | $2.4M |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.