Who owns WisdomTree U.S. LargeCap Dividend Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DLN from SEC Form 13F filings across 480 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 480 institutions disclosed 43.4M shares of WisdomTree U.S. LargeCap Dividend Fund worth $4.18B — about 69.6% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
480
13F holders
$4.18B
value, 2026 filers
69.6%
of shares outstanding (43.4M sh)
42
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DLN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.1M | $395.5M | 0.1% | 6.6% | +5.6% |
| 2 | PNC Financial Services Group, Inc. | 3.5M | $335.7M | 0.2% | 5.6% | -5.0% |
| 3 | MORGAN STANLEY | 2.9M | $283.0M | 0.0% | 4.7% | +2.4% |
| 4 | Focus Partners Wealth | 2.6M | $251.7M | 0.3% | 4.2% | +0.9% |
| 5 | AMERIPRISE FINANCIAL INC | 2.4M | $235.0M | 0.0% | 3.9% | +27.1% |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | 1.5M | $142.2M | 2.2% | 2.4% | +9.7% |
| 7 | Creative Planning | 1.3M | $129.0M | 0.1% | 2.1% | -2.1% |
| 8 | UBS Group AG | 1.3M | $126.7M | 0.0% | 2.1% | 0.0% |
| 9 | Trilogy Capital Inc. | 1.2M | $115.3M | 4.5% | 1.9% | +2.7% |
| 10 | Cetera Investment Advisers | 1.1M | $105.4M | 0.1% | 1.8% | +8.7% |
| 11 | Evercore Wealth Management, LLC | 1.0M | $99.7M | 1.4% | 1.7% | -1.0% |
| 12 | BANK OF AMERICA CORP /DE/ | 1.0M | $99.7M | 0.0% | 1.7% | -14.6% |
| 13 | Clearstead Advisors, LLC | 942,613 | $90.8M | 0.9% | 1.5% | -3.4% |
| 14 | WELLS FARGO & COMPANY/MN | 805,255 | $77.6M | 0.0% | 1.3% | +0.1% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 784,125 | $75.5M | 0.0% | 1.3% | +6.7% |
| 16 | Waterway Wealth Management, LLC | 655,697 | $56.8M | 11.6% | 1.1% | -2.9% |
| 17 | RAYMOND JAMES FINANCIAL INC | 640,994 | $61.7M | 0.0% | 1% | +7.7% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 591,837 | $57.0M | 0.1% | 0.9% | -0.6% |
| 19 | OSAIC HOLDINGS, INC. | 517,478 | $49.8M | 0.1% | 0.8% | +1.1% |
| 20 | CLG LLC | 460,674 | $44.4M | 9.7% | 0.7% | +6.9% |
| 21 | ROYAL BANK OF CANADA | 460,179 | $44.3M | 0.0% | 0.7% | -1.4% |
| 22 | IAG Wealth Partners, LLC | 402,998 | $38.8M | 3.8% | 0.6% | +1.0% |
| 23 | Lee, Kelleher & Klein Wealth Management | 381,301 | $36.7M | 19.2% | 0.6% | -0.8% |
| 24 | Cambridge Investment Research Advisors, Inc. | 367,998 | $35.4M | 0.1% | 0.6% | -51.2% |
| 25 | Rockefeller Capital Management L.P. | 352,850 | $34.0M | 0.1% | 0.6% | -2.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.