WISDOMTREE US LARGECAP DIVID DLN
$97.14
+0.8% 52w: $78.52 – $97.14
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data78.5287.8397.14
Jun 20, 2025 Jul 2, 2026
Institutional holders
464
+7 QoQ
13F value
$3.78B
-6.8% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$241K calls / — puts
Institutional value by quarter
Number of holders
Who owns DLN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 3.9M | $347.2M | 0.1% | +8.7% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.7M | $327.7M | 0.2% | -4.8% |
| MORGAN STANLEY | Bank broker | 2.9M | $256.4M | 0.0% | +0.3% |
| Focus Partners Wealth | Wealth advisor | 2.6M | $231.2M | 0.3% | +0.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.9M | $171.5M | 0.0% | +8.1% |
| Creative Planning | Wealth advisor | 1.4M | $122.2M | 0.1% | -1.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 1.3M | $120.3M | 2.2% | +4.4% |
| UBS Group AG | Bank broker | 1.3M | $117.5M | 0.0% | -3.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $108.2M | 0.0% | +6.0% |
| Trilogy Capital Inc. | Wealth advisor | 1.2M | $104.1M | 4.6% | +4.2% |
| Evercore Wealth Management, LLC | Other | 1.0M | $93.5M | 1.5% | +1.2% |
| Cetera Investment Advisers | Wealth advisor | 1.0M | $90.0M | 0.1% | +5.9% |
| Clearstead Advisors, LLC | Wealth advisor | 976.3K | $87.2M | 0.8% | -7.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 804.5K | $71.9M | 0.0% | +15.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 753.6K | $67.3M | 0.2% | +4.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 734.8K | $65.6M | 0.0% | -2.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 595.3K | $53.2M | 0.1% | +0.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 595.1K | $53.2M | 0.0% | -0.5% |
| Waterway Wealth Management, LLC | Wealth advisor | 675.3K | $52.9M | 11.7% | -3.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 511.9K | $45.7M | 0.1% | +1.5% |
| ROYAL BANK OF CANADA | Bank broker | 466.5K | $41.7M | 0.0% | -8.8% |
| CLG LLC | Wealth advisor | 431.0K | $38.5M | 9.6% | -0.6% |
| IAG Wealth Partners, LLC | Wealth advisor | 399.2K | $35.7M | 4.0% | +2.2% |
| Lee-Kelleher Wealth Management | Wealth advisor | 384.2K | $34.3M | 20.4% | +3.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 360.7K | $32.2M | 0.0% | +11.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 360.3K | $32.2M | 0.1% | -2.6% |
| LRI Investments, LLC | Wealth advisor | 332.8K | $29.7M | 2.6% | -0.4% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 329.7K | $29.4M | 0.3% | -10.3% |
| Fox Financial, Inc | Wealth advisor | 313.4K | $28.0M | 22.9% | +0.7% |
| Private Advisor Group, LLC | Wealth advisor | 286.0K | $25.5M | 0.1% | +9.4% |
| Baird Financial Group, Inc. | Diversified mechanical | 276.3K | $24.7M | 0.0% | -21.0% |
| FIDELIS iM, LLC | Wealth advisor | 265.8K | $23.7M | 9.0% | -0.7% |
| Fairway Wealth LLC | Wealth advisor | 262.9K | $23.5M | 6.2% | -5.8% |
| MAI Capital Management | Wealth advisor | 258.2K | $23.1M | 0.1% | +3.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 243.9K | $21.8M | 0.0% | +6.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 243.0K | $21.7M | 0.1% | +21.7% |
| Corient Private Wealth LLC | Diversified mechanical | 238.9K | $21.3M | 0.0% | -50.6% |
| NerdWallet Wealth Partners, LLC | Wealth advisor | 235.0K | $21.0M | 9.2% | +5.8% |
| D.A. DAVIDSON & CO. | Wealth advisor | 213.3K | $19.1M | 0.1% | +1.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 209.8K | $18.7M | 0.1% | +3.4% |
| Revolve Wealth Partners, LLC | Wealth advisor | 197.3K | $17.6M | 2.3% | -7.1% |
| HighTower Advisors, LLC | Diversified mechanical | 194.5K | $17.4M | 0.0% | +4.9% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 191.2K | $17.1M | 0.1% | +0.4% |
| JPMORGAN CHASE & CO | Bank broker | 187.4K | $16.4M | 0.0% | +0.7% |
| truNorth Financial Services, Inc. | Wealth advisor | 144.4K | $12.9M | 13.3% | +4.0% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 131.3K | $11.7M | 0.0% | +11.1% |
| Arkadios Wealth Advisors | Wealth advisor | 126.1K | $11.3M | 0.2% | +566.5% |
| Advisors Preferred, LLC | Wealth advisor | 122.3K | $10.9M | 1.6% | +84.0% |
| United Advisor Group, LLC | Wealth advisor | 122.0K | $10.9M | 1.4% | +0.7% |
| Strategic Family Wealth Counselors, L.L.C. | Wealth advisor | 119.7K | $10.7M | 2.8% | +0.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.