WISDOMTREE US LARGECAP DIVID (DLN) Institutional Ownership and Insiders Activity
WISDOMTREE US LARGECAP DIVID (DLN) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $748,022 based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $748,022 in DLN holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
1
Total Reported Value
$748,022
Largest Holder
Sequoia Financial Advisors
Largest Position
$748,022
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$748,022
DLN News
All news- Great Valley Advisor Group Portfolio Shifts in Q2 2026: Focus on ETFs
Aug 11, 2026 · valut.ai
- Fox Financial Portfolio Concentration Analysis: Key Holdings and Allocation as of June 30, 2026
Aug 9, 2026 · valut.ai
- Clg Llc Portfolio Analysis: Q2 2026 Investment Activity
Jul 18, 2026 · valut.ai
- Toptier Wealth Management LLC's Portfolio Activity in Q2 2026
Jul 17, 2026 · valut.ai
- Waterway Wealth Management Llc: Major Purchases & Sales Observed in Q2 2026 Portfolio
Jul 14, 2026 · valut.ai
- Lee-Kelleher Wealth Management: Concentrated S&P Holdings and Selective ETF Purchases in Q2 2026
Jul 13, 2026 · valut.ai
- Nerdwallet Wealth Partners Q2 2026 Portfolio Activity: Significant ETF Purchases
Jul 10, 2026 · valut.ai
- Trilogy Capital Inc Q2 2026: Major ETF Purchases and Sales Observed
Jul 8, 2026 · valut.ai
Related DLN Institutional Insights:
- DLN Institutional Ownership & Insiders Activity
- DLN Institutional Ownership & 13F Activity
- DLN Top Institutional Shareholders
- DLN Institutional Buying Activity
- DLN Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- DLN Insider Trading & SEC Form 4 Activity
- DLN Articles
- Top Institutional Investor Stock Rankings