Who owns DLN?
WisdomTree U.S. LargeCap Dividend Fund · WisdomTree
477 institutions reported holding DLN, worth $4.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DLN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $395.5M | 4,105,997 | +219,333 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $335.7M | 3,485,235 | −183,063 shares |
| Morgan Stanley | New York, NY | $283.0M | 2,938,251 | +68,074 shares |
| Focus Partners Wealth | St Louis, MO | $251.7M | 2,612,755 | +24,520 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $235.0M | 2,439,830 | +520,096 shares |
| Great Valley Advisor Group, Inc. | Wilmington, DE | $142.2M | 1,476,721 | +130,444 shares |
| Creative Planning | Overland Park, KS | $129.0M | 1,339,092 | −28,648 shares |
| UBS Group AG | Zurich, Switzerland | $126.7M | 1,315,387 | −502 shares |
| Trilogy Capital Inc. | Irvine, CA | $115.3M | 1,196,646 | +31,586 shares |
| Cetera Investment Advisers | Schaumburg, IL | $105.4M | 1,094,640 | +87,643 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DLN?
477 institutional managers reported holding DLN in Form 13F filings for June 30, 2026, worth $4.2B in total. The largest reported position was held by LPL Financial LLC, at $395.5M.
Did institutions buy or sell DLN last quarter?
Reported 13F value rose 11.7% from March 31, 2026, which includes price moves as well as buying and selling. 38 firms reported a new position and 17 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DLN ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.