DLN

WISDOMTREE US LARGECAP DIVID
USCUSIP 97717W307
Institutional Owners
155
+14 QoQ
13F Value Held
$754.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)51 adding · 32 trimming
Insider net (180d)+$0
Price history not yet available for DLN.

Top institutional holders

155 13F filers
#FundPosition valueSharesLast moveAs of
1GREAT VALLEY ADVISOR GROUP, INC.
$120.3M
1.35MAddedQ1 2026
2Trilogy Capital Inc.
$104.1M
1.17MAddedQ1 2026
3Clearstead Advisors, LLC
$87.2M
976.3KReducedQ1 2026
4Evercore Wealth Management, LLC
$76.0M
850.7KAddedQ1 2026
5Rockefeller Capital Management L.P.
$32.6M
369.6KNewQ4 2025
6Stratos Wealth Partners, LTD.
$29.4M
329.7KReducedQ1 2026
7Private Advisor Group, LLC
$25.5M
286.0KAddedQ1 2026
8MAI Capital Management
$23.1M
258.2KAddedQ1 2026
9Kestra Advisory Services, LLC
$21.7M
243.0KAddedQ1 2026
10D.A. DAVIDSON & CO.
$19.1M
213.3KAddedQ1 2026
11Sanctuary Advisors, LLC
$18.7M
209.8KAddedQ1 2026
12Steward Partners Investment Advisory, LLC
$17.1M
191.2KAddedQ1 2026
13BLAIR WILLIAM & CO/IL
$11.7M
131.3KAddedQ1 2026
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$10.5M
116.7KReducedQ1 2026
15Stratos Wealth Advisors, LLC
$9.7M
108.2KReducedQ1 2026
16Equitable Holdings, Inc.
$9.3M
106.1KAddedQ1 2026
17ASPIRIANT, LLC
$8.4M
93.7KAddedQ1 2026
18KESTRA PRIVATE WEALTH SERVICES, LLC
$5.9M
66.2KAddedQ1 2026
19BROWN BROTHERS HARRIMAN & CO
$5.8M
64.6KReducedQ1 2026
20Gladstone Institutional Advisory LLC
$5.3M
58.8KAddedQ1 2026
21Geneos Wealth Management Inc.
$5.1M
57.7KNewQ4 2025
22Sigma Planning Corp
$4.9M
54.3KReducedQ1 2026
23EP Wealth Advisors, LLC
$4.8M
53.8KReducedQ1 2026
24KINGSWOOD WEALTH ADVISORS, LLC
$4.5M
50.5KReducedQ1 2026
25Cresset Asset Management, LLC
$4.1M
46.1KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
14
funds
Added
37
funds
Reduced
32
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

148 funds+147 since Q2 2025
074148Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $757M

Funds that own DLN also own

CompanyCo-held byCombined value
Microsoft CorpMSFT155 funds$29.1B
LPHABET INCGOOG155 funds$13.1B
Jpmorgan Chase & CoJPM155 funds$13.0B
Broadcom LtdAVGO155 funds$12.3B
Johnson & JohnsonJNJ155 funds$8.0B
Exxon Mobil CorpXOM155 funds$6.9B
Walmart IncWMT155 funds$6.5B
Home Depot IncHD155 funds$5.1B
Pepsico IncPEP155 funds$3.2B
Apple IncAAPL154 funds$37.7B
Nvidia CorpNVDA154 funds$31.9B
TATE STR SPDR S&P 500 ETF TSPY154 funds$20.8B

Ranked by how many of DLN's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DLN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.