Wisdomtree US Largecap DividDLNETF
13F holders, Q2 2025 (June 30)433holders +13
28new positions
21sold out
3famous investors
$82.15avg. 13F price*
At the end of Q2 2025, 433 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 13 from Q1 2025. 28 opened new positions and 21 sold out. The largest holders were PNC Financial Services Group, Inc. ($319.2M), LPL Financial LLC ($266.9M) and Morgan Stanley ($242.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Wisdomtree US Largecap Divid
- CUSIP
- 97717W307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $11.3M |
| Exits | 21 | $17.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,847,219 shares bought and 1,244,660 shares sold, net +602,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 433 holders
| PNC Financial Services Group, Inc. | 0.21% | Reduce -0.2% | 3,886,291 | $319.2M |
| LPL Financial LLC | 0.09% | Reduce -6.1% | 3,249,447 | $266.9M |
| Morgan Stanley | 0.02% | Reduce -0.3% | 2,954,379 | $242.7M |
| Focus Partners Wealth | 0.43% | Add +1.7% | 2,411,847 | $198.1M |
| Ameriprise Financial Inc. | 0.04% | Add +47.4% | 2,106,770 | $173.1M |
| Creative Planning | 0.10% | Add +2.0% | 1,412,192 | $116.0M |
| UBS Group AG | 0.02% | Reduce -1.0% | 1,301,779 | $106.9M |
| Great Valley Advisor Group, Inc. | 2.14% | Add +13.4% | 1,174,639 | $96.5M |
| Trilogy Capital Inc. | 4.62% | Reduce -1.7% | 1,157,031 | $95.0M |
| Evercore Wealth Management, LLC | 1.37% | Reduce -1.7% | 1,072,367 | $88.1M |
| Clearstead Advisors, LLC | 1.21% | Add +1.4% | 1,049,861 | $86.2M |
| Bank of America Corp. | 0.01% | Add +5.7% | 1,047,944 | $86.1M |
| Cetera Investment Advisers | 0.10% | Add +12.5% | 723,415 | $59.4M |
| Wells Fargo & Company | 0.01% | Add +2.1% | 684,862 | $56.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.1% | 651,998 | $53.6M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +8.5% | 635,924 | $52.2M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -26.7% | 633,518 | $52.0M |
| Waterway Wealth Management, LLC | 14.92% | Add +11.5% | 600,370 | $49.3M |
| Raymond James Financial Inc. | 0.02% | Add +3.3% | 578,307 | $47.5M |
| Royal Bank of Canada | 0.01% | Add +0.2% | 566,005 | $46.5M |
| Osaic Holdings, Inc. | 0.07% | Add +8.5% | 496,816 | $40.8M |
| IAG Wealth Partners, LLC | 4.33% | Reduce -4.2% | 398,151 | $32.7M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -0.5% | 388,221 | $31.9M |
| Stratos Wealth Partners, LTD. | 0.39% | Reduce -8.3% | 352,065 | $28.9M |
| LRI Investments, LLC | 2.34% | Reduce -0.6% | 335,693 | $27.6M |
| Lee, Kelleher & Klein Wealth Management | 17.92% | Add +3.1% | 328,329 | $27.0M |
| Baird Financial Group, Inc. | 0.05% | Add +2.2% | 326,362 | $26.8M |
| Fox Financial, Inc | 21.87% | Add +0.6% | 314,980 | $25.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.7% | 313,974 | $25.8M |
| CLG LLC | 7.17% | Add +13.7% | 279,875 | $23.0M |
| Fairway Wealth LLC | 6.88% | Add +1.1% | 261,991 | $21.5M |
| Private Advisor Group, LLC | 0.11% | Add +1.4% | 254,421 | $20.9M |
| MAI Capital Management | 0.14% | Add +2.5% | 251,283 | $20.6M |
| FIDELIS iM, LLC | 8.68% | Add +0.5% | 237,434 | $19.5M |
| Bristlecone Advisors, LLC | 1.54% | Add +2.0% | 223,864 | $18.4M |
| Revolve Wealth Partners, LLC | 2.29% | Reduce -2.8% | 213,427 | $17.5M |
| D.A. Davidson & Co. | 0.11% | Add +7.2% | 193,957 | $15.9M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -0.2% | 191,467 | $15.7M |
| Future You Wealth LLC | 8.51% | Add +5.1% | 190,803 | $15.7M |
| Kestra Advisory Services, LLC | 0.07% | Add +13.5% | 186,196 | $15.3M |
| Main Street Financial Solutions, LLC | 1.05% | Reduce -3.1% | 175,498 | $14.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.6% | 167,724 | $13.8M |
| HighTower Advisors, LLC | 0.02% | Add +5.7% | 166,299 | $13.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.5% | 164,580 | $13.5M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -0.7% | 162,532 | $13.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.1% | 133,991 | $11.2M |
| Caliber Wealth Management, LLC / KS | 1.12% | Reduce -5.6% | 126,740 | $10.4M |
| First American Trust, FSB | 0.83% | Add +1.6% | 126,368 | $10.4M |
| Strategic Family Wealth Counselors, L.L.C. | 2.61% | Add +2.9% | 111,545 | $9.2M |
| United Advisor Group, LLC | 1.54% | Reduce -0.4% | 108,544 | $8.9M |
| CX Institutional | 0.30% | Add +2.4% | 105,127 | $8.6M |
| Stratos Wealth Advisors, LLC | 0.45% | Reduce -1.0% | 104,628 | $8.6M |
| Key Financial Inc | 1.65% | Add +3.2% | 99,949 | $8.2M |
| Stifel Financial Corp. | 0.01% | Add +2.4% | 94,284 | $7.7M |
| Moller Wealth Partners | 1.68% | Reduce -0.6% | 92,805 | $7.6M |
| RFG Advisory, LLC | 0.17% | Reduce -25.9% | 89,522 | $7.4M |
| Howard Bailey Securities, LLC | 2.08% | Add +2.6% | 82,266 | $6.8M |
| Redhawk Wealth Advisors, Inc. | 0.77% | Add +530.1% | 74,593 | $6.1M |
| One Wealth Map LLC | 3.34% | Add +8.4% | 73,089 | $6.1M |
| Equitable Holdings, Inc. | 0.05% | Add +4.0% | 68,898 | $5.7M |
| Graves Light Lenhart Wealth, Inc. | 0.67% | Reduce -0.5% | 68,877 | $5.7M |
| Truist Financial Corp. | 0.01% | Add +3.6% | 68,159 | $5.6M |
| Tobias Financial Advisors, Inc. | 0.95% | Reduce -7.3% | 67,872 | $5.6M |
| Aspiriant, LLC | 0.17% | Add +62.1% | 65,224 | $5.4M |
| 1900 Wealth Management LLC | 0.39% | Add +0.0% | 62,487 | $5.1M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +0.0% | 61,946 | $5.1M |
| Lake Street Private Wealth, LLC | 0.73% | Add +0.6% | 61,879 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -1.3% | 59,923 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.10% | Reduce -12.9% | 59,867 | $4.9M |
| Koshinski Asset Management, Inc. | 0.36% | Add +0.2% | 57,810 | $4.7M |
| EP Wealth Advisors, LLC | 0.03% | Add +11.8% | 57,165 | $4.7M |
| Comerica Bank | 0.02% | Reduce -2.8% | 57,127 | $4.7M |
| Geneos Wealth Management Inc. | 0.11% | Add +124.0% | 56,949 | $4.7M |
| Sigma Planning Corp | 0.14% | Add +6.0% | 56,709 | $4.7M |
| CW Advisors, LLC | 0.04% | Reduce -1.7% | 56,332 | $4.6M |
| Woodard & Co. Asset Management Group Inc. | 0.83% | Reduce -0.9% | 55,070 | $4.5M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +6.3% | 54,431 | $4.5M |
| Kingswood Wealth Advisors, LLC | 0.35% | Add +0.3% | 53,763 | $4.4M |
| Clearwater Capital Advisors, LLC | 0.40% | Reduce -2.2% | 53,709 | $4.4M |
| Brown Brothers Harriman & Co. | 0.03% | No change | 51,440 | $4.2M |
| Circle Wealth Management, LLC | 0.09% | No change | 51,237 | $4.2M |
| IFG Advisory, LLC | 0.21% | Add +6.2% | 51,018 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +24.3% | 47,079 | $3.9M |
| Linscomb Wealth, Inc. | 0.18% | Reduce -0.4% | 46,995 | $3.9M |
| Nadler Financial Group, Inc. | 0.39% | Reduce -4.0% | 46,420 | $3.8M |
| True Link Financial Advisors, LLC | 0.26% | No change | 45,623 | $3.7M |
| Assetmark, Inc. | 0.01% | Reduce -1.9% | 45,497 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -15.2% | 44,545 | $3.7M |
| MidAtlantic Capital Management, Inc. | 2.52% | Add +11.7% | 43,271 | $3.6M |
| Allen Capital Group, LLC | 0.34% | Reduce -1.2% | 39,288 | $3.2M |
| Cresset Asset Management, LLC | 0.02% | Reduce -14.1% | 39,211 | $3.2M |
| MML Investors Services, LLC | 0.01% | Reduce -5.0% | 39,096 | $3.2M |
| Meridian Financial Partners LLC | 1.44% | No change | 37,314 | $3.1M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -12.2% | 35,713 | $2.9M |
| Berger Financial Group, Inc | 0.18% | Add +0.3% | 34,627 | $2.8M |
| Avant Capital LLC | 2.17% | Add +6.4% | 34,096 | $2.8M |
| Mission Wealth Management, LP | 0.06% | Reduce -0.8% | 33,686 | $2.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.1% | 33,339 | $2.7M |
| Etesian Wealth Advisors, Inc. | 0.99% | Add +63.3% | 32,367 | $2.7M |
| Mather Group, Llc. | 0.03% | Reduce -0.6% | 32,075 | $2.6M |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.