Who Owns DLN?
WisdomTree U.S. LargeCap Dividend Fund — Institutional Ownership & 13F Holdings
$93.15
-0.21 (-0.22%)
Market Cap
$5.9B
Shares Outstanding
60,485,840
Institutional Holders
409
Total Inst. Value
$2.1B
% of Float Held
—
QoQ Holder Change
+156
Institutional data as of Q1 2025
New Positions
100
Closed Positions
22
Increased
100
Decreased
108
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $235.2M | 2,963,915 |
| 2 | Focus Partners Wealth | $188.2M | 2,370,981 |
| 3 | AMERIPRISE FINANCIAL INC | $113.3M | 1,429,688 |
| 4 | UBS Group AG | $104.4M | 1,315,222 |
| 5 | Trilogy Capital Inc.New | $93.5M | 1,177,539 |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $82.2M | 1,035,665 |
| 7 | Clearstead Advisors, LLC | $82.1M | 1,034,949 |
| 8 | BANK OF AMERICA CORP /DE/ | $78.7M | 991,315 |
| 9 | WELLS FARGO & COMPANY/MN | $53.2M | 670,600 |
| 10 | Cetera Investment Advisers | $51.0M | 643,025 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +49K | $235.2M |
| Focus Partners Wealth | +20K | $188.2M |
| UBS Group AG | +27K | $104.4M |
| Trilogy Capital Inc.New | +1.2M | $93.5M |
| GREAT VALLEY ADVISOR GROUP, INC. | +85K | $82.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -673K | $78.7M |
| Advisors Capital Management, LLC | -602K | $1.0M |
| AMERIPRISE FINANCIAL INC | -344K | $113.3M |
| Strategic Financial Concepts, LLC | -276K | $289K |
| Advisors Preferred, LLC | -106K | $530K |
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Frequently Asked Questions
How many institutional investors hold DLN?
As of Q1 2025, 409 institutional investors report holding DLN (WisdomTree U.S. LargeCap Dividend Fund) in their 13F filings.
Which hedge fund owns the most DLN?
The largest institutional holder of DLN is MORGAN STANLEY with $235.2M in shares.
Are institutions buying or selling DLN?
This quarter, 100 institutions opened new positions in DLN and 22 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.