WISDOMTREE US LARGECAP DIVID (DLN) Institutional Shareholders
WISDOMTREE US LARGECAP DIVID (DLN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.71B in DLN holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of DLN tracked by InsiderSet, reporting ownership valued at approximately $347.20M in its March 31, 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 $383.11M, representing an estimated gain of +10.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
472
Total Reported Value
$3.71B
Largest Holder
Lpl Financial Llc
Largest Position
$347.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
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% | 3,886,664 | $347,195,652 | $383,108,470 | +$35,912,818 | +10.34% | |
| Pnc Financial Services Group, Inc. | 0.18% | 3,248,521 | $290,190,358 | $320,206,715 | +$30,016,357 | +10.34% | |
| Morgan Stanley | 0.02% | 2,870,177 | $256,392,992 | $282,913,347 | +$26,520,355 | +10.34% | |
| Focus Partners Wealth | 0.26% | 2,588,235 | $231,207,065 | $255,122,324 | +$23,915,259 | +10.34% | |
| Ameriprise Financial Inc | 0.04% | 1,919,734 | $171,490,013 | $189,228,180 | +$17,738,167 | +10.34% | |
| Creative Planning | 0.08% | 1,367,740 | $122,180,172 | $134,818,132 | +$12,637,960 | +10.34% | |
| Great Valley Advisor Group, Inc. | 2.19% | 1,346,277 | $120,262,441 | $132,702,524 | +$12,440,083 | +10.34% | |
| Ubs Group Ag | 0.02% | 1,315,889 | $117,548,364 | $129,707,179 | +$12,158,815 | +10.34% | |
| Trilogy Capital Inc. | 4.49% | 1,196,646 | $115,260,971 | $117,953,396 | +$2,692,425 | +2.34% | |
| Bank Of America Corp | 0.01% | 1,211,307 | $108,206,070 | $119,398,531 | +$11,192,461 | +10.34% | |
| Evercore Wealth Management, Llc | 1.47% | 1,046,430 | $93,477,592 | $103,146,605 | +$9,669,013 | +10.34% | |
| Cetera Investment Advisers | 0.10% | 1,006,997 | $89,955,007 | $99,259,694 | +$9,304,687 | +10.34% | |
| Clearstead Advisors, Llc | 0.80% | 976,282 | $87,211,290 | $96,232,117 | +$9,020,827 | +10.34% | |
| Wells Fargo & Company/Mn | 0.01% | 804,461 | $71,862,512 | $79,295,721 | +$7,433,209 | +10.34% | |
| Envestnet Asset Management Inc | 0.02% | 734,768 | $65,636,859 | $72,426,082 | +$6,789,223 | +10.34% | |
| Commonwealth Equity Services, Llc | 0.07% | 591,837 | $57,005,758 | $58,337,373 | +$1,331,615 | +2.34% | |
| Waterway Wealth Management, Llc | 11.59% | 655,697 | $56,768,225 | $64,632,053 | +$7,863,828 | +13.85% | |
| Raymond James Financial Inc | 0.02% | 595,138 | $53,163,659 | $58,662,753 | +$5,499,094 | +10.34% | |
| Osaic Holdings, Inc. | 0.07% | 511,879 | $45,732,224 | $50,455,913 | +$4,723,689 | +10.33% | |
| Clg Llc | 9.74% | 460,674 | $44,372,139 | $45,408,636 | +$1,036,497 | +2.34% | |
| Royal Bank Of Canada | 0.01% | 466,523 | $41,675,000 | $45,985,172 | +$4,310,172 | +10.34% | |
| Lee-Kelleher Wealth Management | 19.21% | 381,301 | $36,726,952 | $37,584,840 | +$857,888 | +2.34% | |
| Iag Wealth Partners, Llc | 3.98% | 399,184 | $35,659,121 | $39,347,567 | +$3,688,446 | +10.34% | |
| Goldman Sachs Group Inc | 0.00% | 360,723 | $32,223,386 | $35,556,466 | +$3,333,080 | +10.34% | |
| Rockefeller Capital Management L.P. | 0.06% | 360,310 | $32,186,528 | $35,515,757 | +$3,329,229 | +10.34% | |
| Private Advisor Group, Llc | 0.15% | 332,651 | $32,040,921 | $32,789,409 | +$748,488 | +2.34% | |
| Lri Investments, Llc | 2.56% | 330,573 | $31,840,791 | $32,584,581 | +$743,790 | +2.34% | |
| Stratos Wealth Partners, Ltd. | 0.33% | 329,663 | $29,448,853 | $32,494,882 | +$3,046,029 | +10.34% | |
| Fox Financial, Inc | 22.85% | 313,429 | $27,998,617 | $30,894,697 | +$2,896,080 | +10.34% | |
| Nerdwallet Wealth Partners, Llc | 8.76% | 263,948 | $25,419,101 | $26,017,354 | +$598,253 | +2.35% | |
| Fairway Wealth Llc | 5.78% | 262,387 | $25,273,068 | $25,863,487 | +$590,419 | +2.34% | |
| Fidelis Im, Llc | 8.62% | 262,348 | $25,269,407 | $25,859,642 | +$590,235 | +2.34% | |
| Baird Financial Group, Inc. | 0.04% | 276,256 | $24,678,007 | $27,230,554 | +$2,552,547 | +10.34% | |
| Mai Capital Management | 0.13% | 258,248 | $23,069,269 | $25,455,505 | +$2,386,236 | +10.34% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 243,855 | $21,783,555 | $24,036,787 | +$2,253,232 | +10.34% | |
| Corient Private Wealth Llc | 0.03% | 238,925 | $21,253,913 | $23,550,837 | +$2,296,924 | +10.81% | |
| Kestra Advisory Services, Llc | 0.07% | 214,927 | $20,701,729 | $21,185,354 | +$483,625 | +2.34% | |
| D.A. Davidson & Co. | 0.11% | 209,571 | $20,185,931 | $20,657,413 | +$471,482 | +2.34% | |
| Revolve Wealth Partners, Llc | 1.99% | 198,080 | $19,079,023 | $19,524,746 | +$445,723 | +2.34% | |
| Sanctuary Advisors, Llc | 0.10% | 209,764 | $18,738,237 | $20,676,437 | +$1,938,200 | +10.34% | |
| Hightower Advisors, Llc | 0.02% | 194,476 | $17,372,478 | $19,169,499 | +$1,797,021 | +10.34% | |
| Steward Partners Investment Advisory, Llc | 0.09% | 191,208 | $17,080,654 | $18,847,373 | +$1,766,719 | +10.34% | |
| Trunorth Financial Services, Inc. | 12.96% | 150,248 | $14,471,861 | $14,809,945 | +$338,084 | +2.34% | |
| Aspiriant, Llc | 0.30% | 126,165 | $12,152,246 | $12,436,084 | +$283,838 | +2.34% | |
| United Advisor Group, Llc | 1.28% | 124,840 | $12,024,574 | $12,305,479 | +$280,905 | +2.34% | |
| Blair William & Co/Il | 0.03% | 131,267 | $11,726,038 | $12,938,988 | +$1,212,950 | +10.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 118,930 | $11,655,130 | $11,722,930 | +$67,800 | +0.58% | |
| Concurrent Investment Advisors, Llc | 0.10% | 117,671 | $11,334,122 | $11,598,830 | +$264,708 | +2.34% | |
| Arkadios Wealth Advisors | 0.19% | 126,091 | $11,263,644 | $12,428,790 | +$1,165,146 | +10.34% | |
| Advisors Preferred, Llc | 1.61% | 122,349 | $10,929,436 | $12,059,941 | +$1,130,505 | +10.34% |
Frequently asked questions about DLN
Who owns the most DLN stock?
The largest holders of DLN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE US LARGECAP DIVID (DLN).
Is DLN widely held by superinvestors?
Many widely followed stocks like DLN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DLN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.