Wisdomtree US Largecap DividDLNETF
13F holders, Q3 2025 (September 30)436holders +3
29new positions
24sold out
3famous investors
$86.90avg. 13F price*
At the end of Q3 2025, 436 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 3 from Q2 2025. 29 opened new positions and 24 sold out. The largest holders were PNC Financial Services Group, Inc. ($339.4M), LPL Financial LLC ($302.5M) and Morgan Stanley ($249.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $17.7M |
| Exits | 24 | $7.8M |
All 13F filers, Q2 2025 → Q3 2025: 1,820,160 shares bought and 809,002 shares sold, net +1,011,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 436 holders
| PNC Financial Services Group, Inc. | 0.21% | Add +0.3% | 3,899,581 | $339.4M |
| LPL Financial LLC | 0.09% | Add +7.0% | 3,475,573 | $302.5M |
| Morgan Stanley | 0.02% | Reduce -3.0% | 2,865,779 | $249.4M |
| Focus Partners Wealth | 0.35% | Add +2.1% | 2,462,898 | $214.3M |
| Ameriprise Financial Inc. | 0.04% | Reduce -2.5% | 2,055,006 | $178.8M |
| Creative Planning | 0.09% | Reduce -0.6% | 1,404,483 | $122.2M |
| UBS Group AG | 0.02% | Add +4.4% | 1,359,616 | $118.3M |
| Great Valley Advisor Group, Inc. | 2.09% | Add +1.7% | 1,194,827 | $104.0M |
| Bank of America Corp. | 0.01% | Add +10.7% | 1,159,861 | $100.9M |
| Trilogy Capital Inc. | 4.50% | Reduce -3.4% | 1,118,106 | $97.3M |
| Clearstead Advisors, LLC | 1.34% | Add +0.4% | 1,054,394 | $91.8M |
| Evercore Wealth Management, LLC | 1.34% | Reduce -2.0% | 1,050,411 | $91.4M |
| Cetera Investment Advisers | 0.09% | Add +18.7% | 858,767 | $74.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.8% | 715,734 | $62.3M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +10.4% | 702,402 | $61.1M |
| Wells Fargo & Company | 0.01% | Add +0.1% | 685,188 | $59.6M |
| Waterway Wealth Management, LLC | 13.49% | Add +22.0% | 732,261 | $56.6M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -2.8% | 615,872 | $53.6M |
| Raymond James Financial Inc. | 0.02% | Add +0.3% | 580,073 | $50.5M |
| Osaic Holdings, Inc. | 0.07% | Add +14.5% | 568,867 | $49.1M |
| Royal Bank of Canada | 0.01% | Reduce -9.2% | 513,950 | $44.7M |
| IAG Wealth Partners, LLC | 4.12% | Reduce -1.1% | 393,899 | $34.3M |
| CLG LLC | 8.97% | Add +35.2% | 378,460 | $32.9M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -3.1% | 376,029 | $32.7M |
| Stratos Wealth Partners, LTD. | 0.38% | Add +4.1% | 366,568 | $31.9M |
| Lee, Kelleher & Klein Wealth Management | 18.73% | Add +6.4% | 349,340 | $30.4M |
| LRI Investments, LLC | 2.38% | Reduce -0.3% | 334,596 | $29.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.2% | 333,350 | $29.0M |
| Baird Financial Group, Inc. | 0.05% | Add +1.2% | 330,397 | $28.8M |
| Fox Financial, Inc | 21.73% | Reduce -0.4% | 313,726 | $27.3M |
| Fairway Wealth LLC | 6.66% | Add +4.1% | 272,617 | $23.7M |
| Private Advisor Group, LLC | 0.11% | Add +1.2% | 257,459 | $22.4M |
| MAI Capital Management | 0.14% | Reduce -1.1% | 248,438 | $21.6M |
| Bristlecone Advisors, LLC | 1.65% | Add +1.4% | 227,025 | $19.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +27.3% | 213,524 | $18.6M |
| D.A. Davidson & Co. | 0.12% | Add +7.9% | 209,281 | $18.2M |
| Revolve Wealth Partners, LLC | 2.18% | Reduce -2.1% | 208,829 | $18.2M |
| NerdWallet Wealth Partners, LLC | 8.61% | — | 202,113 | $17.6M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -0.3% | 190,886 | $16.6M |
| Main Street Financial Solutions, LLC | 1.05% | Add +7.5% | 188,627 | $16.4M |
| Sanctuary Advisors, LLC | 0.09% | Add +10.4% | 179,491 | $15.6M |
| HighTower Advisors, LLC | 0.02% | Add +1.9% | 169,379 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 164,654 | $14.3M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -12.4% | 163,019 | $14.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +8.7% | 145,698 | $12.7M |
| First American Trust, FSB | 0.78% | Reduce -3.0% | 122,646 | $10.7M |
| United Advisor Group, LLC | 1.37% | Add +8.0% | 117,231 | $10.2M |
| Strategic Family Wealth Counselors, L.L.C. | 2.54% | Add +1.6% | 113,370 | $9.9M |
| Stratos Wealth Advisors, LLC | 0.45% | Add +2.5% | 107,234 | $9.3M |
| Blair William & Co. | 0.02% | Add +711.1% | 106,715 | $9.3M |
| RFG Advisory, LLC | 0.19% | Add +17.7% | 105,370 | $9.2M |
| CX Institutional | 0.27% | Reduce -2.4% | 102,619 | $8.9M |
| Key Financial Inc | 1.59% | Reduce -1.3% | 98,611 | $8.6M |
| Stifel Financial Corp. | 0.01% | Reduce -3.9% | 90,629 | $7.9M |
| FIDELIS iM, LLC | 4.88% | Reduce -72.2% | 65,960 | $7.9M |
| Aspiriant, LLC | 0.24% | Add +38.2% | 90,157 | $7.8M |
| Moller Wealth Partners | 1.62% | Reduce -4.0% | 89,099 | $7.8M |
| Howard Bailey Securities, LLC | 2.11% | Add +3.4% | 85,098 | $7.4M |
| Equitable Holdings, Inc. | 0.05% | Add +20.8% | 83,207 | $7.2M |
| Caliber Wealth Management, LLC / KS | 0.81% | Reduce -34.5% | 83,068 | $7.2M |
| Redhawk Wealth Advisors, Inc. | 0.77% | Add +1.5% | 75,741 | $6.6M |
| One Wealth Map LLC | 3.34% | Reduce -1.4% | 72,095 | $6.3M |
| Truist Financial Corp. | 0.01% | Add +3.6% | 70,640 | $6.1M |
| Tobias Financial Advisors, Inc. | 0.88% | Reduce -1.5% | 66,877 | $5.8M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +4.7% | 64,859 | $5.6M |
| Graves Light Lenhart Wealth, Inc. | 0.60% | Reduce -9.1% | 62,611 | $5.4M |
| Lake Street Private Wealth, LLC | 0.70% | Add +1.0% | 62,506 | $5.4M |
| 1900 Wealth Management LLC | 0.37% | Add +0.0% | 62,501 | $5.4M |
| Captrust Financial Advisors | 0.01% | Reduce -0.6% | 59,582 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +32.1% | 58,853 | $5.1M |
| Koshinski Asset Management, Inc. | 0.36% | Reduce -0.0% | 57,803 | $5.0M |
| Geneos Wealth Management Inc. | 0.13% | Add +0.4% | 57,189 | $5.0M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -4.8% | 56,966 | $5.0M |
| Comerica Bank | 0.02% | Reduce -2.4% | 55,762 | $4.9M |
| Sigma Planning Corp | 0.14% | Reduce -3.3% | 54,837 | $4.8M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -0.9% | 53,957 | $4.7M |
| Clearwater Capital Advisors, LLC | 0.40% | Reduce -0.6% | 53,408 | $4.6M |
| Kingswood Wealth Advisors, LLC | 0.27% | Reduce -4.2% | 51,498 | $4.5M |
| Brown Brothers Harriman & Co. | 0.03% | No change | 51,440 | $4.5M |
| Circle Wealth Management, LLC | 0.08% | Reduce -3.6% | 49,376 | $4.3M |
| IFG Advisory, LLC | 0.19% | Reduce -7.1% | 47,385 | $4.1M |
| Linscomb Wealth, Inc. | 0.18% | Reduce -0.1% | 46,959 | $4.1M |
| Nadler Financial Group, Inc. | 0.38% | Reduce -0.2% | 46,320 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -2.2% | 46,045 | $4.0M |
| Cresset Asset Management, LLC | 0.02% | Add +17.1% | 45,913 | $4.0M |
| Assetmark, Inc. | 0.01% | Reduce -1.4% | 44,871 | $3.9M |
| True Link Financial Advisors, LLC | 0.24% | Reduce -4.4% | 43,623 | $3.8M |
| MidAtlantic Capital Management, Inc. | 2.58% | Add +0.2% | 43,357 | $3.8M |
| Etesian Wealth Advisors, Inc. | 1.19% | Add +28.2% | 41,509 | $3.6M |
| Allen Capital Group, LLC | 0.31% | Reduce -4.3% | 37,600 | $3.3M |
| Meridian Financial Partners LLC | 1.35% | No change | 37,314 | $3.2M |
| Avant Capital LLC | 2.28% | Add +9.0% | 37,168 | $3.2M |
| FMR LLC | 0.00% | Add +15.2% | 36,604 | $3.2M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -1.2% | 35,293 | $3.1M |
| Mission Wealth Management, LP | 0.06% | Reduce -4.7% | 32,110 | $2.8M |
| Mather Group, Llc. | 0.03% | No change | 32,075 | $2.8M |
| Keybank National Association | 0.01% | Reduce -0.0% | 31,345 | $2.7M |
| CRA Financial Services, LLC | 0.37% | Reduce -2.0% | 31,280 | $2.7M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -0.8% | 30,893 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +2.3% | 30,814 | $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.