Wisdomtree US Largecap DividDLNETF
13F holders, Q1 2026 (March 31)468holders +9
35new positions
25sold out
4famous investors
$89.15avg. 13F price*
At the end of Q1 2026, 468 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 9 from Q4 2025. 35 opened new positions and 25 sold out. The largest holders were LPL Financial LLC ($347.2M), PNC Financial Services Group, Inc. ($327.7M) and Morgan Stanley ($256.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $21.0M |
| Exits | 25 | $19.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,770,340 shares bought and 1,728,439 shares sold, net +41,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 468 holders
| LPL Financial LLC | 0.09% | Add +8.7% | 3,886,664 | $347.2M |
| PNC Financial Services Group, Inc. | 0.19% | Reduce -4.8% | 3,668,298 | $327.7M |
| Morgan Stanley | 0.02% | Add +0.3% | 2,870,177 | $256.4M |
| Focus Partners Wealth | 0.26% | Add +0.3% | 2,588,235 | $231.2M |
| Ameriprise Financial Inc. | 0.04% | Add +8.1% | 1,919,734 | $171.5M |
| Creative Planning | 0.08% | Reduce -1.3% | 1,367,740 | $122.2M |
| Great Valley Advisor Group, Inc. | 2.19% | Add +4.4% | 1,346,277 | $120.3M |
| UBS Group AG | 0.02% | Reduce -3.2% | 1,315,889 | $117.5M |
| Bank of America Corp. | 0.01% | Add +6.0% | 1,211,307 | $108.2M |
| Trilogy Capital Inc. | 4.64% | Add +4.2% | 1,165,060 | $104.1M |
| Evercore Wealth Management, LLC | 1.47% | Add +1.2% | 1,046,430 | $93.5M |
| Cetera Investment Advisers | 0.10% | Add +5.9% | 1,006,997 | $90.0M |
| Clearstead Advisors, LLC | 0.80% | Reduce -7.2% | 976,282 | $87.2M |
| Wells Fargo & Company | 0.01% | Add +15.1% | 804,461 | $71.9M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +4.4% | 753,581 | $67.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.0% | 734,768 | $65.6M |
| Commonwealth Equity Services, LLC | 0.07% | Add +0.3% | 595,329 | $53.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.5% | 595,138 | $53.2M |
| Waterway Wealth Management, LLC | 11.70% | Reduce -3.6% | 675,342 | $52.9M |
| Osaic Holdings, Inc. | 0.07% | Add +1.5% | 511,879 | $45.7M |
| Royal Bank of Canada | 0.01% | Reduce -8.8% | 466,523 | $41.7M |
| CLG LLC | 9.56% | Reduce -0.6% | 430,968 | $38.5M |
| IAG Wealth Partners, LLC | 3.98% | Add +2.2% | 399,184 | $35.7M |
| Lee, Kelleher & Klein Wealth Management | 20.42% | Add +3.3% | 384,193 | $34.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.1% | 360,723 | $32.2M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.6% | 360,310 | $32.2M |
| LRI Investments, LLC | 2.63% | Reduce -0.4% | 332,836 | $29.7M |
| Stratos Wealth Partners, LTD. | 0.34% | Reduce -10.3% | 329,663 | $29.4M |
| Fox Financial, Inc | 22.85% | Add +0.7% | 313,429 | $28.0M |
| Private Advisor Group, LLC | 0.12% | Add +9.4% | 285,986 | $25.5M |
| Baird Financial Group, Inc. | 0.04% | Reduce -21.0% | 276,256 | $24.7M |
| FIDELIS iM, LLC | 8.99% | Reduce -0.7% | 265,790 | $23.7M |
| Fairway Wealth LLC | 6.20% | Reduce -5.8% | 262,860 | $23.5M |
| MAI Capital Management | 0.13% | Add +3.6% | 258,248 | $23.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.9% | 243,855 | $21.8M |
| Kestra Advisory Services, LLC | 0.08% | Add +21.7% | 242,960 | $21.7M |
| Corient Private Wealth LP | 0.03% | Reduce -0.7% | 238,925 | $21.3M |
| NerdWallet Wealth Partners, LLC | 9.16% | Add +5.8% | 235,046 | $21.0M |
| D.A. Davidson & Co. | 0.12% | Add +1.1% | 213,330 | $19.1M |
| Sanctuary Advisors, LLC | 0.10% | Add +3.4% | 209,764 | $18.7M |
| Revolve Wealth Partners, LLC | 2.29% | Reduce -7.0% | 197,288 | $17.6M |
| HighTower Advisors, LLC | 0.02% | Add +4.9% | 194,476 | $17.4M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +0.4% | 191,208 | $17.1M |
| Main Street Financial Solutions, LLC | 1.24% | Reduce -1.2% | 190,166 | $17.0M |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 187,412 | $16.4M |
| truNorth Financial Services, Inc. | 13.34% | Add +4.0% | 144,372 | $12.9M |
| Blair William & Co. | 0.03% | Add +11.1% | 131,267 | $11.7M |
| Arkadios Wealth Advisors | 0.19% | Add +566.5% | 126,091 | $11.3M |
| Advisors Preferred, LLC | 1.61% | Add +84.0% | 122,349 | $10.9M |
| United Advisor Group, LLC | 1.35% | Add +0.7% | 122,029 | $10.9M |
| Strategic Family Wealth Counselors, L.L.C. | 2.81% | Add +0.4% | 119,735 | $10.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -25.7% | 116,729 | $10.5M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +59.8% | 110,950 | $9.9M |
| Stratos Wealth Advisors, LLC | 0.60% | Reduce -0.5% | 108,242 | $9.7M |
| TopTier Wealth Management, LLC | 5.81% | Add +6.0% | 105,737 | $9.4M |
| Equitable Holdings, Inc. | 0.06% | Add +14.8% | 106,068 | $9.3M |
| CX Institutional | 0.28% | Reduce -0.7% | 103,142 | $9.2M |
| Key Financial Inc | 1.52% | Add +1.0% | 95,537 | $8.5M |
| Aspiriant, LLC | 0.24% | Add +5.4% | 93,715 | $8.4M |
| Moller Wealth Partners | 1.62% | Add +3.5% | 92,054 | $8.2M |
| Stifel Financial Corp. | 0.01% | Reduce -1.3% | 91,072 | $8.1M |
| One Wealth Map LLC | 3.39% | Reduce -2.1% | 73,930 | $7.0M |
| First American Trust, FSB | 0.43% | Reduce -40.9% | 72,183 | $6.4M |
| Truist Financial Corp. | 0.01% | Reduce -2.4% | 68,064 | $6.1M |
| Mosaic Family Wealth Partners, LLC | 0.61% | Add +22.3% | 66,825 | $6.0M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +0.8% | 66,202 | $5.9M |
| Brown Brothers Harriman & Co. | 0.03% | Reduce -0.4% | 64,578 | $5.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.2% | 64,216 | $5.7M |
| 1900 Wealth Management LLC | 0.36% | Add +0.0% | 62,528 | $5.6M |
| Centennial Wealth Advisory LLC | 1.35% | Add +118.7% | 62,274 | $5.6M |
| Graves Light Lenhart Wealth, Inc. | 0.57% | Reduce -0.7% | 61,513 | $5.5M |
| Tobias Financial Advisors, Inc. | 0.76% | Reduce -8.2% | 61,414 | $5.5M |
| Koshinski Asset Management, Inc. | 0.33% | Add +0.4% | 59,786 | $5.3M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +5.0% | 58,791 | $5.3M |
| Geneos Wealth Management Inc. | 0.12% | Add +1.8% | 58,720 | $5.2M |
| Captrust Financial Advisors | 0.01% | Reduce -2.2% | 57,351 | $5.1M |
| Etesian Wealth Advisors, Inc. | 1.61% | Add +16.0% | 56,416 | $5.0M |
| Sigma Planning Corp | 0.13% | Reduce -1.2% | 54,303 | $4.9M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 53,770 | $4.8M |
| Fifth Third Bancorp | 0.01% | New | 53,126 | $4.7M |
| Clearwater Capital Advisors, LLC | 0.38% | Reduce -0.4% | 52,474 | $4.7M |
| Stenger Family Office, LLC | 0.80% | New | 50,569 | $4.5M |
| Kingswood Wealth Advisors, LLC | 0.21% | Reduce -0.8% | 50,550 | $4.5M |
| Circle Wealth Management, LLC | 0.06% | No change | 49,376 | $4.4M |
| MidAtlantic Capital Management, Inc. | 2.87% | Add +4.3% | 46,626 | $4.2M |
| Cerity Partners LLC | 0.01% | Reduce -1.2% | 46,508 | $4.2M |
| Cresset Asset Management, LLC | 0.02% | Add +0.4% | 46,129 | $4.1M |
| Nadler Financial Group, Inc. | 0.37% | Reduce -6.5% | 43,432 | $3.9M |
| Assetmark, Inc. | 0.01% | Reduce -2.4% | 43,028 | $3.8M |
| Linscomb Wealth, Inc. | 0.17% | Reduce -8.6% | 42,308 | $3.8M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -0.0% | 41,159 | $3.7M |
| True Link Financial Advisors, LLC | 0.21% | No change | 38,623 | $3.5M |
| &partners | 0.02% | Add +35.1% | 38,252 | $3.4M |
| MML Investors Services, LLC | 0.01% | Reduce -10.8% | 38,019 | $3.4M |
| Avant Capital LLC | 2.37% | Reduce -5.3% | 37,766 | $3.4M |
| FMR LLC | 0.00% | Add +3.3% | 37,713 | $3.4M |
| Meridian Financial Partners LLC | 1.27% | Reduce -0.3% | 37,213 | $3.3M |
| Mather Group, Llc. | 0.03% | No change | 32,075 | $2.9M |
| Coldstream Capital Management Inc. | 0.03% | Add +4.5% | 31,359 | $2.8M |
| Keybank National Association | 0.01% | No change | 31,345 | $2.8M |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.