DLN Institutional Ownership
WisdomTree U.S. LargeCap Dividend Fund
1W: -0.8%
1M: -2.8%
3M: +0.4%
YTD: +10.5%
1Y: +12.5%
3Y: +66.4%
5Y: +75.3%
$97.78
+0.52 (+0.53%)
Weekly Expected Move ±1.1%
$95
$97
$98
$99
$100
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DLN
497
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
35
New Positions
155
Increased
150
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (523 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4,105,997 | $401M | +219,333 | +5.6% | 61Q | SEC ↗ |
| 2 | PNC Financial Services Group, Inc. | 3,485,235 | $341M | -183,063 | -5.0% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 2,938,251 | $287M | +68,074 | +2.4% | 60Q | SEC ↗ |
| 4 | Focus Partners Wealth | 2,612,755 | $255M | +24,520 | +0.9% | 11Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 2,439,830 | $239M | +520,096 | +27.1% | 16Q | SEC ↗ |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | 1,476,721 | $144M | +130,444 | +9.7% | 25Q | SEC ↗ |
| 7 | Creative Planning | 1,339,092 | $131M | -28,648 | -2.1% | 59Q | SEC ↗ |
| 8 | UBS Group AG | 1,315,387 | $129M | -502 | -0.0% | 47Q | SEC ↗ |
| 9 | Trilogy Capital Inc. | 1,196,646 | $117M | +31,586 | +2.7% | 6Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 1,094,640 | $107M | +87,643 | +8.7% | 23Q | SEC ↗ |
| 11 | Evercore Wealth Management, LLC | 1,035,464 | $101M | -10,966 | -1.0% | 18Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 1,034,935 | $101M | -176,372 | -14.6% | 15Q | SEC ↗ |
| 13 | Clearstead Advisors, LLC | 942,613 | $92M | -33,669 | -3.4% | 22Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 805,255 | $79M | +794 | +0.1% | 79Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 784,125 | $77M | +49,357 | +6.7% | 71Q | SEC ↗ |
| 16 | Waterway Wealth Management, LLC | 655,697 | $64M | -19,645 | -2.9% | 11Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 640,994 | $63M | +45,856 | +7.7% | 7Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 591,837 | $58M | -3,492 | -0.6% | 35Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 517,478 | $51M | +5,599 | +1.1% | 26Q | SEC ↗ |
| 20 | CLG LLC | 460,674 | $45M | +29,706 | +6.9% | 7Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 460,179 | $45M | -6,344 | -1.4% | 67Q | SEC ↗ |
| 22 | IAG Wealth Partners, LLC | 402,998 | $39M | +3,814 | +1.0% | 27Q | SEC ↗ |
| 23 | Lee, Kelleher & Klein Wealth Managemen | 381,301 | $37M | -2,892 | -0.8% | 7Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 367,998 | $36M | -385,583 | -51.2% | 72Q | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 352,850 | $35M | -7,460 | -2.1% | 27Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 340,936 | $33M | -19,787 | -5.5% | 15Q | SEC ↗ |
| 27 | Private Advisor Group, LLC | 332,651 | $33M | +46,665 | +16.3% | 50Q | SEC ↗ |
| 28 | LRI Investments, LLC | 330,573 | $32M | -2,263 | -0.7% | 10Q | SEC ↗ |
| 29 | Fox Financial, Inc | 311,911 | $30M | -1,518 | -0.5% | 11Q | SEC ↗ |
| 30 | Stratos Wealth Partners, LTD. | 308,583 | $30M | -21,080 | -6.4% | 44Q | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 285,646 | $28M | +9,390 | +3.4% | 45Q | SEC ↗ |
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 273,554 | $27M | +29,699 | +12.2% | 45Q | SEC ↗ |
| 33 | NerdWallet Wealth Partners, LLC | 263,948 | $26M | +28,902 | +12.3% | 4Q | SEC ↗ |
| 34 | Fairway Wealth LLC | 262,387 | $26M | -473 | -0.2% | 11Q | SEC ↗ |
| 35 | FIDELIS iM, LLC | 262,348 | $26M | -3,442 | -1.3% | 20Q | SEC ↗ |
| 36 | Odyssey Group, LLC NEW | 247,638 | $24M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Corient Private Wealth LP | 228,915 | $22M | -10,010 | -4.2% | 15Q | SEC ↗ |
| 38 | MAI Capital Management | 227,252 | $22M | -30,996 | -12.0% | 7Q | SEC ↗ |
| 39 | Sanctuary Advisors, LLC | 214,976 | $21M | +5,212 | +2.5% | 9Q | SEC ↗ |
| 40 | Kestra Advisory Services, LLC | 214,927 | $21M | -28,033 | -11.5% | 24Q | SEC ↗ |
| 41 | D.A. DAVIDSON & CO. | 209,571 | $20M | -3,759 | -1.8% | 47Q | SEC ↗ |
| 42 | HighTower Advisors, LLC | 201,344 | $20M | +6,868 | +3.5% | 22Q | SEC ↗ |
| 43 | Revolve Wealth Partners, LLC | 198,080 | $19M | +792 | +0.4% | 19Q | SEC ↗ |
| 44 | Steward Partners Investment Advisory, | 193,388 | $19M | +2,180 | +1.1% | 38Q | SEC ↗ |
| 45 | Main Street Financial Solutions, LLC | 192,864 | $19M | +2,698 | +1.4% | 17Q | SEC ↗ |
| 46 | JPMORGAN CHASE & CO | 177,046 | $17M | -10,366 | -5.5% | 43Q | SEC ↗ |
| 47 | truNorth Financial Services, Inc. | 150,248 | $15M | +5,876 | +4.1% | 3Q | SEC ↗ |
| 48 | BLAIR WILLIAM & CO/IL | 135,878 | $13M | +4,611 | +3.5% | 59Q | SEC ↗ |
| 49 | ASPIRIANT, LLC | 126,165 | $12M | +32,450 | +34.6% | 17Q | SEC ↗ |
| 50 | United Advisor Group, LLC | 124,840 | $12M | +2,811 | +2.3% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Odyssey Group, LLC | 247,638 | $24M |
| IFG Advisory, LLC | 43,412 | $4M |
| Waterloo Capital, L.P. | 22,288 | $2M |
| G&S Capital LLC | 16,276 | $2M |
| LYELL WEALTH MANAGEMENT, LP | 6,885 | $673K |
| Oak Barrel Wealth Advisory LLC | 6,744 | $659K |
| XTX Topco Ltd | 6,317 | $618K |
| JMG Financial Group, Ltd. | 3,902 | $382K |
| QRG CAPITAL MANAGEMENT, INC. | 3,778 | $369K |
| CERTUITY, LLC | 3,717 | $363K |
| FIRST TRUST ADVISORS LP | 3,558 | $348K |
| Boyer Financial Services, Inc. | 3,555 | $348K |
| Global Retirement Partners, LLC | 3,418 | $334K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 3,309 | $324K |
| BENJAMIN EDWARDS INC | 2,749 | $269K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2,552 | $250K |
| Diversify Advisory Services, LLC | 2,552 | $250K |
| Mayflower Financial Advisors, LLC | 2,309 | $226K |
| B. Riley Wealth Advisors, Inc. | 2,277 | $223K |
| Krane Financial Solutions LLC | 2,227 | $218K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Redhawk Wealth Advisors, Inc. | 77,947 | $8M |
| FORESIGHT CAPITAL MANAGEMENT ADVISO | 28,202 | $3M |
| RHUMBLINE ADVISERS | 11,352 | $1M |
| Burk Holdings LLC | 10,800 | $1M |
| Fisher Asset Management, LLC | 7,641 | $747K |
| RENAISSANCE TECHNOLOGIES LLC | 7,200 | $704K |
| Engineers Gate Manager LP | 6,692 | $654K |
| Collaborative Wealth Managment Inc. | 6,057 | $592K |
| WESBANCO BANK INC | 4,938 | $483K |
| Y-Intercept (Hong Kong) Ltd | 4,855 | $475K |
| TruNorth Capital Management, LLC | 4,853 | $475K |
| FOUNDERS FINANCIAL SECURITIES LLC | 4,223 | $413K |
| MILLENNIUM MANAGEMENT LLC | 4,105 | $401K |
| Carnegie Investment Counsel | 3,891 | $380K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 3,592 | $351K |
| NOVUS ADVISORS, LLC | 3,536 | $346K |
| Berkshire Money Management, Inc. | 3,500 | $342K |
| Insight Advisors, LLC/ PA | 3,406 | $333K |
| TFO Wealth Partners, LLC | 2,716 | $266K |
| World Investment Advisors | 2,633 | $257K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +520,096 | +27.1% | 2,439,830 |
| LPL Financial LLC | +219,333 | +5.6% | 4,105,997 |
| GREAT VALLEY ADVISOR GROUP, INC. | +130,444 | +9.7% | 1,476,721 |
| Cetera Investment Advisers | +87,643 | +8.7% | 1,094,640 |
| MORGAN STANLEY | +68,074 | +2.4% | 2,938,251 |
| ENVESTNET ASSET MANAGEMENT INC | +49,357 | +6.7% | 784,125 |
| Private Advisor Group, LLC | +46,665 | +16.3% | 332,651 |
| RAYMOND JAMES FINANCIAL INC | +45,856 | +7.7% | 640,994 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | +43,605 | +65.3% | 110,430 |
| FLAGSHIP WEALTH ADVISORS, LLC | +37,288 | +256.6% | 51,822 |
| Waverly Advisors, LLC | +32,846 | +724.3% | 37,381 |
| ASPIRIANT, LLC | +32,450 | +34.6% | 126,165 |
| Trilogy Capital Inc. | +31,586 | +2.7% | 1,196,646 |
| Qube Research & Technologies Ltd | +30,549 | +110.1% | 58,306 |
| CLG LLC | +29,706 | +6.9% | 460,674 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +29,699 | +12.2% | 273,554 |
| NerdWallet Wealth Partners, LLC | +28,902 | +12.3% | 263,948 |
| Focus Partners Wealth | +24,520 | +0.9% | 2,612,755 |
| Arax Advisory Partners | +16,809 | +27555.7% | 16,870 |
| Tower Research Capital LLC (TRC) | +11,467 | +382233.3% | 11,470 |