DLN

Wisdomtree US Largecap Divid

+$59.4M

Net Activity

Institutions Holding

462

Popularity Rank

#1216

Avg Weight

0.41%

Total Value

$3.8B

Ownership Trend

462 institutions currently hold DLN, with 190 net buyers and 160 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

160

Net Buying Institutions

190

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$347.2M
PF
Pnc Financial Services Group, INC.
$327.7M
MS
Morgan Stanley
$256.4M
FP
Focus Partners Wealth
$231.2M
AF
Ameriprise Financial INC
$171.5M

Top 5 by Conviction

FF
Fox Financial, Inc
22.85%
LW
Lee-Kelleher Wealth Management
20.42%
TF
truNorth Financial Services, Inc.
13.34%
WW
Waterway Wealth Management, LLC
11.70%
CL
Clg LLC
9.56%
View all 462 holding institutions

Quarterly Activity

Recent Activity

+$2.5B

Total Buy Value

$1.4B

Total Sell Value

New buy35
Trim134
Add155
Sold out26

190

Net Buyers

160

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WISDOMTREE US LARGECAP DIVID (DLN)?
Major stakeholders currently include LPL Financial LLC ($347.2M), Pnc Financial Services Group, INC. ($327.7M), Morgan Stanley ($256.4M). Based on the latest 13F filings, there are a total of 462 tracked investment funds and institutions maintaining positions in DLN.
What is the overall institutional sentiment toward DLN recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $59.4M, driven by 190 managers accumulating shares while 160 reduced their exposure.
Which institutions have been selling or reducing their DLN positions?
In the latest period, 134 funds trimmed their holdings, and 26 managers completely exited their positions. The aggregate reported sell value was $1.4B.
Are there any notable investors adding DLN to their portfolios?
Yes, buying activity remains notable. 35 institutions opened new positions in {ticker}, and 155 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.5B.

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