DLN Institutional Ownership & Shareholders
WISDOMTREE US LARGECAP DIVID (DLN) is currently held by 484 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.01B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of DLN tracked by InsiderSet, reporting ownership valued at approximately $395.49M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $413.19M, representing an estimated gain of +4.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed DLN value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Pnc Financial Services Group, Inc., Morgan Stanley, and several other long-term asset managers with concentrated positions in WISDOMTREE US LARGECAP DIVID (DLN).
This page ranks the largest institutional DLN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
484
Total Reported Value
$4.01B
Largest Holder
Lpl Financial Llc
Largest Position
$395.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.09% | 4,105,997 | $395,489,653 | $413,186,478 | +$17,696,825 | +4.47% | |
| Pnc Financial Services Group, Inc. | 0.16% | 3,102,980 | $298,879,060 | $312,252,877 | +$13,373,817 | +4.47% | |
| Morgan Stanley | 0.01% | 2,938,251 | $283,012,441 | $295,676,198 | +$12,663,757 | +4.47% | |
| Focus Partners Wealth | 0.26% | 2,612,755 | $251,660,576 | $262,921,536 | +$11,260,960 | +4.47% | |
| Ameriprise Financial Inc | 0.05% | 2,439,830 | $235,016,520 | $245,520,093 | +$10,503,573 | +4.47% | |
| Great Valley Advisor Group, Inc. | 2.25% | 1,476,721 | $142,237,995 | $148,602,434 | +$6,364,439 | +4.47% | |
| Creative Planning | 0.07% | 1,323,478 | $128,642,014 | $133,181,591 | +$4,539,577 | +3.53% | |
| Ubs Group Ag | 0.02% | 1,315,387 | $126,698,076 | $132,367,394 | +$5,669,318 | +4.47% | |
| Trilogy Capital Inc. | 4.51% | 1,202,198 | $116,853,605 | $120,977,185 | +$4,123,580 | +3.53% | |
| Cetera Investment Advisers | 0.10% | 1,094,640 | $105,435,720 | $110,153,623 | +$4,717,903 | +4.47% | |
| Evercore Wealth Management, Llc | 1.41% | 1,035,464 | $99,735,892 | $104,198,742 | +$4,462,850 | +4.47% | |
| Bank Of America Corp | 0.01% | 1,034,935 | $99,684,945 | $104,145,509 | +$4,460,564 | +4.47% | |
| Clearstead Advisors, Llc | 0.86% | 942,613 | $90,792,480 | $94,855,146 | +$4,062,666 | +4.47% | |
| Wells Fargo & Company/Mn | 0.01% | 805,255 | $77,562,124 | $81,032,811 | +$3,470,687 | +4.47% | |
| Envestnet Asset Management Inc | 0.02% | 784,125 | $75,526,877 | $78,906,499 | +$3,379,622 | +4.47% | |
| Raymond James Financial Inc | 0.02% | 640,994 | $61,740,516 | $64,503,226 | +$2,762,710 | +4.47% | |
| Waterway Wealth Management, Llc | 10.99% | 663,444 | $58,031,152 | $66,762,370 | +$8,731,218 | +15.05% | |
| Osaic Holdings, Inc. | 0.06% | 517,478 | $49,845,677 | $52,073,811 | +$2,228,134 | +4.47% | |
| Royal Bank Of Canada | 0.01% | 460,179 | $44,324,000 | $46,307,813 | +$1,983,813 | +4.48% | |
| Clg Llc | 8.95% | 442,636 | $43,024,179 | $44,542,461 | +$1,518,282 | +3.53% | |
| Commonwealth Equity Services, Llc | 0.05% | 418,845 | $40,711,730 | $42,148,372 | +$1,436,642 | +3.53% | |
| Iag Wealth Partners, Llc | 3.84% | 402,998 | $38,816,785 | $40,553,689 | +$1,736,904 | +4.47% | |
| Lee-Kelleher Wealth Management | 19.56% | 391,195 | $38,024,107 | $39,365,953 | +$1,341,846 | +3.53% | |
| Rockefeller Capital Management L.P. | 0.05% | 352,850 | $33,986,596 | $35,507,296 | +$1,520,700 | +4.47% | |
| Goldman Sachs Group Inc | 0.00% | 340,936 | $32,838,956 | $34,308,390 | +$1,469,434 | +4.47% | |
| Private Advisor Group, Llc | 0.15% | 332,651 | $32,040,921 | $33,474,670 | +$1,433,749 | +4.47% | |
| Lri Investments, Llc | 2.56% | 330,573 | $31,840,791 | $33,265,561 | +$1,424,770 | +4.47% | |
| Fidelis Im, Llc | 10.07% | 313,206 | $30,443,662 | $31,517,920 | +$1,074,258 | +3.53% | |
| Fox Financial, Inc | 21.27% | 306,152 | $29,757,973 | $30,808,076 | +$1,050,103 | +3.53% | |
| Stratos Wealth Partners, Ltd. | 0.30% | 308,583 | $29,722,810 | $31,052,707 | +$1,329,897 | +4.47% | |
| Kestra Advisory Services, Llc | 0.08% | 296,659 | $28,835,255 | $29,852,795 | +$1,017,540 | +3.53% | |
| Baird Financial Group, Inc. | 0.04% | 285,646 | $27,513,423 | $28,744,557 | +$1,231,134 | +4.47% | |
| Nerdwallet Wealth Partners, Llc | 8.76% | 263,948 | $25,419,101 | $26,561,087 | +$1,141,986 | +4.49% | |
| Fairway Wealth Llc | 5.32% | 252,671 | $24,559,601 | $25,426,283 | +$866,682 | +3.53% | |
| Corient Private Wealth Llc | 0.03% | 228,915 | $22,049,069 | $23,035,716 | +$986,647 | +4.47% | |
| Mai Capital Management | 0.08% | 227,252 | $21,888,873 | $22,868,369 | +$979,496 | +4.47% | |
| Sanctuary Advisors, Llc | 0.10% | 214,976 | $20,706,480 | $21,633,035 | +$926,555 | +4.47% | |
| D.A. Davidson & Co. | 0.11% | 208,035 | $20,221,065 | $20,934,562 | +$713,497 | +3.53% | |
| Revolve Wealth Partners, Llc | 2.02% | 198,715 | $19,315,141 | $19,996,690 | +$681,549 | +3.53% | |
| Steward Partners Investment Advisory, Llc | 0.10% | 193,388 | $18,627,120 | $19,460,634 | +$833,514 | +4.47% | |
| Jpmorgan Chase & Co | 0.00% | 177,046 | $17,079,659 | $17,816,139 | +$736,480 | +4.31% | |
| Trunorth Financial Services, Inc. | 12.96% | 150,248 | $14,471,861 | $15,119,456 | +$647,595 | +4.47% | |
| Blair William & Co/Il | 0.03% | 135,878 | $13,087,731 | $13,673,403 | +$585,672 | +4.47% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 126,909 | $12,533,543 | $12,770,853 | +$237,310 | +1.89% | |
| Strategic Family Wealth Counselors, L.L.C. | 2.83% | 124,911 | $12,141,352 | $12,569,794 | +$428,442 | +3.53% | |
| United Advisor Group, Llc | 1.28% | 124,840 | $12,024,574 | $12,562,649 | +$538,075 | +4.47% | |
| Toptier Wealth Management, Llc | 6.72% | 118,277 | $11,496,537 | $11,902,215 | +$405,678 | +3.53% | |
| Arkadios Wealth Advisors | 0.17% | 114,201 | $10,999,856 | $11,492,047 | +$492,191 | +4.47% | |
| Mosaic Family Wealth Partners, Llc | 0.72% | 110,430 | $10,636,588 | $11,112,571 | +$475,983 | +4.47% | |
| Aspiriant, Llc | 0.26% | 108,829 | $10,578,255 | $10,951,462 | +$373,207 | +3.53% |
Frequently asked questions about DLN
Who are the largest institutional holders of DLN?
The largest institutional holders of DLN reported in the latest SEC Form 13F filings include Lpl Financial Llc, Pnc Financial Services Group, Inc., Morgan Stanley, Focus Partners Wealth, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported DLN position.
What is DLN institutional ownership?
This page tracks DLN positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE US LARGECAP DIVID (DLN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DLN?
InsiderSet currently tracks 484 institutional managers reporting DLN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DLN shareholders.
How much DLN stock do institutions own?
Institutional investment managers disclosed approximately $4.01B in DLN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DLN institutional ownership last updated?
The latest DLN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DLN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DLN position after the reporting date.
Are institutions buying or selling DLN?
Institutional buying and selling can be analyzed by comparing DLN positions across consecutive 13F reporting periods. InsiderSet's DLN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DLN ownership changes.
How has DLN institutional ownership changed over time?
InsiderSet tracks DLN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.