Wisdomtree US Largecap DividDLNETF
13F holders, Q1 2025 (March 31)420holders +14
35new positions
18sold out
2famous investors
$79.35avg. 13F price*
At the end of Q1 2025, 420 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 14 from Q4 2024. 35 opened new positions and 18 sold out. The largest holders were PNC Financial Services Group, Inc. ($308.9M), LPL Financial LLC ($274.6M) and Morgan Stanley ($235.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $120.9M |
| Exits | 18 | $10.1M |
All 13F filers, Q4 2024 → Q1 2025: 3,615,280 shares bought and 2,351,893 shares sold, net +1,263,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 420 holders
| PNC Financial Services Group, Inc. | 0.16% | Reduce -0.4% | 3,892,481 | $308.9M |
| LPL Financial LLC | 0.11% | Add +16.7% | 3,459,506 | $274.6M |
| Morgan Stanley | 0.02% | Add +1.7% | 2,963,915 | $235.2M |
| Focus Partners Wealth | 0.47% | Add +0.9% | 2,370,981 | $188.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -19.4% | 1,429,688 | $113.3M |
| Creative Planning | 0.10% | Reduce -0.1% | 1,384,297 | $109.9M |
| UBS Group AG | 0.02% | Add +2.1% | 1,315,222 | $104.4M |
| Trilogy Capital Inc. | 4.90% | New | 1,177,539 | $93.5M |
| Evercore Wealth Management, LLC | 1.39% | Reduce -3.8% | 1,091,046 | $86.6M |
| Great Valley Advisor Group, Inc. | 1.77% | Add +8.9% | 1,035,665 | $82.2M |
| Clearstead Advisors, LLC | 1.28% | Add +43.7% | 1,034,949 | $82.1M |
| Bank of America Corp. | 0.01% | Reduce -40.4% | 991,315 | $78.7M |
| Commonwealth Equity Services, LLC | 0.10% | Add +10.4% | 863,812 | $68.6M |
| Wells Fargo & Company | 0.01% | Add +2.6% | 670,600 | $53.2M |
| Cetera Investment Advisers | 0.10% | Reduce -11.2% | 643,025 | $51.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +7.8% | 597,464 | $47.4M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +1.0% | 586,039 | $46.5M |
| Royal Bank of Canada | 0.01% | Reduce -0.1% | 564,718 | $44.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -3.5% | 559,604 | $44.4M |
| Waterway Wealth Management, LLC | 17.81% | Add +3.3% | 538,555 | $42.7M |
| Osaic Holdings, Inc. | 0.08% | Add +119.8% | 457,750 | $36.3M |
| IAG Wealth Partners, LLC | 5.13% | Add +0.8% | 415,606 | $33.0M |
| Rockefeller Capital Management L.P. | 0.08% | Add +1.1% | 390,335 | $31.0M |
| Stratos Wealth Partners, LTD. | 0.47% | Reduce -8.9% | 384,103 | $30.5M |
| LRI Investments, LLC | 2.59% | Reduce -0.0% | 337,618 | $26.8M |
| Baird Financial Group, Inc. | 0.05% | Reduce -2.7% | 319,451 | $25.4M |
| Lee, Kelleher & Klein Wealth Management | 18.59% | Add +3.4% | 318,315 | $25.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.8% | 316,107 | $25.1M |
| Fox Financial, Inc | 23.40% | Add +0.8% | 313,249 | $24.9M |
| Fairway Wealth LLC | 7.60% | Add +16.3% | 259,033 | $20.6M |
| Private Advisor Group, LLC | 0.12% | Add +6.9% | 250,907 | $19.9M |
| CLG LLC | 6.78% | Add +62.2% | 246,056 | $19.5M |
| MAI Capital Management | 0.15% | Reduce -6.9% | 245,136 | $19.5M |
| FIDELIS iM, LLC | 8.68% | Add +42.7% | 236,179 | $18.7M |
| Revolve Wealth Partners, LLC | 2.52% | Add +0.5% | 219,598 | $17.4M |
| Bristlecone Advisors, LLC | 1.42% | Reduce -4.5% | 219,464 | $17.4M |
| Steward Partners Investment Advisory, LLC | 0.13% | Reduce -1.3% | 191,871 | $15.2M |
| Future You Wealth LLC | 9.23% | Add +25.9% | 181,519 | $14.4M |
| Main Street Financial Solutions, LLC | 1.25% | Add +5.8% | 181,177 | $14.4M |
| D.A. Davidson & Co. | 0.12% | Add +22.8% | 180,863 | $14.4M |
| JPMorgan Chase & Co. | 0.00% | Add +16.2% | 179,830 | $14.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +2.9% | 164,006 | $13.0M |
| Sanctuary Advisors, LLC | 0.09% | Add +4.0% | 163,589 | $13.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.2% | 158,893 | $12.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.4% | 157,284 | $12.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.8% | 136,910 | $10.9M |
| Caliber Wealth Management, LLC / KS | 1.45% | — | 134,297 | $10.7M |
| First American Trust, FSB | 0.91% | Add +6.1% | 124,372 | $9.9M |
| Almanack Investment Partners, LLC. | 1.95% | Reduce -8.7% | 123,916 | $9.8M |
| RFG Advisory, LLC | 0.26% | Add +17.3% | 120,842 | $9.6M |
| Win Advisors, Inc. | 4.61% | New | 112,987 | $9.0M |
| United Advisor Group, LLC | 1.77% | Add +5.5% | 108,948 | $8.6M |
| Strategic Family Wealth Counselors, L.L.C. | 2.80% | Add +1.6% | 108,358 | $8.6M |
| Stratos Wealth Advisors, LLC | 0.46% | Add +1.6% | 105,688 | $8.4M |
| CX Institutional | 0.31% | Reduce -4.9% | 102,701 | $8.2M |
| Key Financial Inc | 1.67% | Reduce -1.5% | 96,859 | $7.7M |
| Moller Wealth Partners | 1.83% | Reduce -1.3% | 93,356 | $7.4M |
| Stifel Financial Corp. | 0.01% | Reduce -0.3% | 92,109 | $7.3M |
| Howard Bailey Securities, LLC | 2.12% | Add +4.9% | 80,167 | $6.4M |
| Tobias Financial Advisors, Inc. | 1.13% | Reduce -5.1% | 73,245 | $5.8M |
| Graves Light Lenhart Wealth, Inc. | 0.67% | Reduce -0.9% | 69,240 | $5.5M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +1657.0% | 68,716 | $5.5M |
| Equitable Holdings, Inc. | 0.05% | Add +1.4% | 66,245 | $5.3M |
| Truist Financial Corp. | 0.01% | Reduce -3.2% | 65,761 | $5.2M |
| 1900 Wealth Management LLC | 0.41% | Add +6.6% | 62,473 | $5.0M |
| One Wealth Map LLC | 3.29% | Reduce -0.7% | 67,409 | $4.9M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +1.5% | 61,933 | $4.9M |
| Lake Street Private Wealth, LLC | 0.80% | Reduce -55.5% | 61,510 | $4.9M |
| Captrust Financial Advisors | 0.01% | Reduce -4.9% | 60,681 | $4.8M |
| Comerica Bank | 0.02% | Reduce -1.5% | 58,792 | $4.7M |
| Koshinski Asset Management, Inc. | 0.39% | Add +0.0% | 57,679 | $4.6M |
| CW Advisors, LLC | 0.05% | Reduce -6.2% | 57,290 | $4.5M |
| Woodard & Co. Asset Management Group Inc. | 0.92% | Add +4.9% | 55,579 | $4.4M |
| Clearwater Capital Advisors, LLC | 0.42% | Reduce -0.3% | 54,897 | $4.4M |
| Kingswood Wealth Advisors, LLC | 0.39% | Reduce -11.0% | 53,614 | $4.3M |
| Sigma Planning Corp | 0.14% | Reduce -1.4% | 53,493 | $4.2M |
| Bank of New York Mellon Corp | 0.00% | Add +793.4% | 53,354 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.0% | 52,510 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +89.2% | 51,448 | $4.1M |
| Brown Brothers Harriman & Co. | 0.03% | No change | 51,440 | $4.1M |
| Circle Wealth Management, LLC | 0.09% | No change | 51,237 | $4.1M |
| Gladstone Institutional Advisory LLC | 0.19% | Reduce -0.3% | 51,185 | $4.1M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.7% | 51,155 | $4.1M |
| Nadler Financial Group, Inc. | 0.43% | Add +2.0% | 48,360 | $3.8M |
| IFG Advisory, LLC | 0.21% | Reduce -0.7% | 48,062 | $3.8M |
| Linscomb Wealth, Inc. | 0.19% | Reduce -2.3% | 47,204 | $3.7M |
| Lido Advisors, LLC | 0.02% | Reduce -0.2% | 46,644 | $3.7M |
| Assetmark, Inc. | 0.01% | Reduce -0.4% | 46,382 | $3.7M |
| Cresset Asset Management, LLC | 0.02% | Add +0.3% | 45,664 | $3.6M |
| True Link Financial Advisors, LLC | 0.27% | New | 45,623 | $3.6M |
| MML Investors Services, LLC | 0.01% | Reduce -16.8% | 41,166 | $3.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +40.2% | 40,695 | $3.2M |
| Aspiriant, LLC | 0.11% | Reduce -2.8% | 40,224 | $3.2M |
| Allen Capital Group, LLC | 0.36% | Reduce -0.2% | 39,772 | $3.2M |
| MidAtlantic Capital Management, Inc. | 2.42% | Add +30.9% | 38,737 | $3.1M |
| Cerity Partners LLC | 0.01% | Add +9.4% | 37,873 | $3.0M |
| Meridian Financial Partners LLC | 1.50% | Reduce -2.3% | 37,314 | $3.0M |
| Berger Financial Group, Inc | 0.19% | Reduce -0.8% | 34,521 | $2.7M |
| Rockport Wealth LLC | 0.95% | Reduce -1.9% | 34,057 | $2.7M |
| Mission Wealth Management, LP | 0.07% | Reduce -5.0% | 33,950 | $2.7M |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.