DLN Institutional Ownership Trend

Institutional ownership trends for WISDOMTREE US LARGECAP DIVID provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $1.34M in DLN holdings for the quarter ended March 31, 2026, compared with approximately $431,592 reported during the prior quarter. The number of tracked institutional holders also increased during the latest reporting period, reflecting continued smart money interest in WISDOMTREE US LARGECAP DIVID.

Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked DLN institutional positions has increased significantly since the filing period due to continued share price appreciation.

This page tracks historical institutional ownership trends for DLN, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in WISDOMTREE US LARGECAP DIVID.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$1,336,91314,966
Q4 20251$431,5924,900
Q3 20252$2,291,84926,334
Q2 20252$1,136,32513,834
Q1 20252$1,795,90522,627
Q4 20241$1,159,07114,900
Q3 20241$1,201,96815,300
Q2 20241$916,65012,600
Q1 20241$2,67137,000
Q4 20231$1,36120,500
Q3 20231$86714,100
Q2 20231$5729,000