Wisdomtree US Largecap DividDLNETF
13F holders, Q4 2025 (December 31)459holders +23
35new positions
21sold out
4famous investors
$87.30avg. 13F price*
At the end of Q4 2025, 459 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 23 from Q3 2025. 35 opened new positions and 21 sold out. The largest holders were PNC Financial Services Group, Inc. ($339.2M), LPL Financial LLC ($314.9M) and Morgan Stanley ($252.0M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $16.0M |
| Exits | 21 | $9.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,862,995 shares bought and 917,909 shares sold, net +945,086 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 459 holders
| PNC Financial Services Group, Inc. | 0.19% | Reduce -1.2% | 3,851,287 | $339.2M |
| LPL Financial LLC | 0.09% | Add +2.9% | 3,575,342 | $314.9M |
| Morgan Stanley | 0.02% | Reduce -0.2% | 2,861,252 | $252.0M |
| Focus Partners Wealth | 0.26% | Add +4.7% | 2,579,158 | $227.2M |
| Ameriprise Financial Inc. | 0.04% | Reduce -13.6% | 1,776,404 | $156.5M |
| Creative Planning | 0.09% | Reduce -1.3% | 1,385,944 | $122.1M |
| UBS Group AG | 0.02% | Reduce -0.0% | 1,359,443 | $119.7M |
| Great Valley Advisor Group, Inc. | 2.18% | Add +7.9% | 1,289,748 | $113.6M |
| Bank of America Corp. | 0.01% | Reduce -1.5% | 1,142,263 | $100.6M |
| Trilogy Capital Inc. | 4.40% | Reduce -0.0% | 1,117,743 | $98.5M |
| Clearstead Advisors, LLC | 1.17% | Reduce -0.2% | 1,052,408 | $92.7M |
| Evercore Wealth Management, LLC | 1.33% | Reduce -1.6% | 1,033,859 | $91.1M |
| Cetera Investment Advisers | 0.09% | Add +10.8% | 951,130 | $83.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.7% | 749,533 | $66.0M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +2.8% | 722,080 | $63.6M |
| Wells Fargo & Company | 0.01% | Add +2.0% | 698,821 | $61.6M |
| Waterway Wealth Management, LLC | 12.33% | Reduce -4.3% | 700,381 | $54.5M |
| Raymond James Financial Inc. | 0.02% | Add +3.2% | 598,386 | $52.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -3.6% | 593,418 | $52.3M |
| Royal Bank of Canada | 0.01% | Reduce -0.5% | 511,623 | $45.1M |
| Osaic Holdings, Inc. | 0.07% | Reduce -11.3% | 504,439 | $44.4M |
| CLG LLC | 9.51% | Add +14.6% | 433,585 | $38.2M |
| IAG Wealth Partners, LLC | 3.98% | Reduce -0.8% | 390,561 | $34.4M |
| Lee, Kelleher & Klein Wealth Management | 19.54% | Add +6.5% | 371,903 | $32.8M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -1.6% | 369,865 | $32.6M |
| Stratos Wealth Partners, LTD. | 0.37% | Add +0.3% | 367,569 | $32.4M |
| Baird Financial Group, Inc. | 0.05% | Add +5.9% | 349,806 | $30.8M |
| LRI Investments, LLC | 2.37% | Reduce -0.2% | 334,036 | $29.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.6% | 324,576 | $28.6M |
| Fox Financial, Inc | 21.87% | Reduce -0.8% | 311,384 | $27.4M |
| Fairway Wealth LLC | 6.63% | Add +2.3% | 278,951 | $24.6M |
| FIDELIS iM, LLC | 9.16% | Add +305.9% | 267,722 | $23.6M |
| Private Advisor Group, LLC | 0.11% | Add +1.5% | 261,312 | $23.0M |
| MAI Capital Management | 0.13% | Add +0.3% | 249,276 | $22.0M |
| Corient Private Wealth LP | 0.03% | Add +3095.7% | 240,702 | $21.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.8% | 228,083 | $20.1M |
| NerdWallet Wealth Partners, LLC | 8.76% | Add +10.0% | 222,243 | $19.5M |
| Revolve Wealth Partners, LLC | 2.20% | Add +1.6% | 212,263 | $18.7M |
| D.A. Davidson & Co. | 0.11% | Add +0.8% | 210,973 | $18.6M |
| Sanctuary Advisors, LLC | 0.10% | Add +13.1% | 202,912 | $17.9M |
| Kestra Advisory Services, LLC | 0.07% | Add +22.5% | 199,664 | $17.6M |
| Main Street Financial Solutions, LLC | 1.27% | Add +2.0% | 192,406 | $16.9M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -0.2% | 190,522 | $16.8M |
| JPMorgan Chase & Co. | 0.00% | Add +13.1% | 186,200 | $16.4M |
| HighTower Advisors, LLC | 0.02% | Add +9.5% | 185,448 | $16.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +7.8% | 157,066 | $14.1M |
| truNorth Financial Services, Inc. | 13.26% | — | 138,796 | $12.2M |
| First American Trust, FSB | 0.74% | Reduce -0.5% | 122,084 | $10.8M |
| United Advisor Group, LLC | 1.37% | Add +3.4% | 121,175 | $10.7M |
| Strategic Family Wealth Counselors, L.L.C. | 2.38% | Add +5.2% | 119,283 | $10.6M |
| RFG Advisory, LLC | 0.20% | Add +13.9% | 120,056 | $10.6M |
| Blair William & Co. | 0.03% | Add +10.8% | 118,203 | $10.4M |
| Stratos Wealth Advisors, LLC | 0.46% | Add +1.5% | 108,808 | $9.6M |
| CX Institutional | 0.27% | Add +1.2% | 103,879 | $9.2M |
| TopTier Wealth Management, LLC | 5.97% | — | 99,748 | $8.8M |
| Key Financial Inc | 1.52% | Reduce -4.0% | 94,629 | $8.3M |
| Equitable Holdings, Inc. | 0.06% | Add +11.1% | 92,428 | $8.1M |
| Stifel Financial Corp. | 0.01% | Add +1.8% | 92,221 | $8.1M |
| Moller Wealth Partners | 1.64% | Reduce -0.2% | 88,895 | $7.8M |
| Aspiriant, LLC | 0.23% | Reduce -1.4% | 88,889 | $7.8M |
| Advisors Capital Management, LLC | 0.09% | Add +251.0% | 84,570 | $7.4M |
| One Wealth Map LLC | 3.52% | Add +4.8% | 75,523 | $6.9M |
| Redhawk Wealth Advisors, Inc. | 0.77% | Add +2.9% | 77,947 | $6.9M |
| Truist Financial Corp. | 0.01% | Reduce -1.3% | 69,723 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +21.9% | 69,424 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | Add +545.5% | 67,147 | $5.9M |
| Tobias Financial Advisors, Inc. | 0.83% | Add +0.0% | 66,885 | $5.9M |
| Advisors Preferred, LLC | 0.96% | Add +141.9% | 66,502 | $5.9M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +1.3% | 65,703 | $5.8M |
| Brown Brothers Harriman & Co. | 0.03% | Add +26.1% | 64,859 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.3% | 64,339 | $5.7M |
| Lake Street Private Wealth, LLC | 0.69% | Add +1.3% | 63,323 | $5.6M |
| 1900 Wealth Management LLC | 0.35% | Add +0.0% | 62,516 | $5.5M |
| Graves Light Lenhart Wealth, Inc. | 0.58% | Reduce -1.1% | 61,933 | $5.5M |
| Koshinski Asset Management, Inc. | 0.34% | Add +3.0% | 59,533 | $5.2M |
| Captrust Financial Advisors | 0.01% | Reduce -1.6% | 58,619 | $5.2M |
| Geneos Wealth Management Inc. | 0.12% | Add +0.9% | 57,684 | $5.1M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +3.7% | 55,974 | $4.9M |
| Sigma Planning Corp | 0.13% | Add +0.2% | 54,956 | $4.8M |
| Mosaic Family Wealth Partners, LLC | 0.53% | Add +1862.4% | 54,653 | $4.8M |
| EP Wealth Advisors, LLC | 0.02% | — | 54,176 | $4.8M |
| Comerica Bank | 0.02% | Reduce -4.7% | 53,167 | $4.7M |
| Clearwater Capital Advisors, LLC | 0.39% | Reduce -1.3% | 52,706 | $4.6M |
| Kingswood Wealth Advisors, LLC | 0.22% | Reduce -1.1% | 50,932 | $4.5M |
| Circle Wealth Management, LLC | 0.07% | No change | 49,376 | $4.3M |
| Etesian Wealth Advisors, Inc. | 1.34% | Add +17.1% | 48,622 | $4.3M |
| IFG Advisory, LLC | 0.18% | Reduce -0.6% | 47,108 | $4.1M |
| Cerity Partners LLC | 0.01% | Add +2.2% | 47,053 | $4.1M |
| Citadel Advisors | 0.00% | Add +510.5% | 46,574 | $4.1M |
| Nadler Financial Group, Inc. | 0.38% | Add +0.3% | 46,473 | $4.1M |
| Linscomb Wealth, Inc. | 0.17% | Reduce -1.4% | 46,301 | $4.1M |
| Cresset Asset Management, LLC | 0.02% | Add +0.0% | 45,927 | $4.0M |
| MidAtlantic Capital Management, Inc. | 2.52% | Add +3.1% | 44,689 | $3.9M |
| Assetmark, Inc. | 0.01% | Reduce -1.8% | 44,074 | $3.9M |
| MML Investors Services, LLC | 0.01% | Add +42.9% | 42,634 | $3.8M |
| Wealthspire Advisors, LLC | 0.03% | Add +16.7% | 41,173 | $3.6M |
| Avant Capital LLC | 2.41% | Add +7.3% | 39,861 | $3.5M |
| True Link Financial Advisors, LLC | 0.21% | Reduce -11.5% | 38,623 | $3.4M |
| Meridian Financial Partners LLC | 1.33% | No change | 37,314 | $3.4M |
| Caliber Wealth Management, LLC / KS | 0.35% | Reduce -55.5% | 36,968 | $3.3M |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.