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DLN · WisdomTree U.S. LargeCap Dividend Fund ETF

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$100.83 -0.52 (-0.51%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $30,150,084
Total Shares: 313,020

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
73.1%
Dec 2022 → Jun 2026 · range 11.1% – 100.0%
−26.9 pts
Top 5
100.0%
Dec 2022 → Jun 2026 · range 37.1% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2022 → Jun 2026 · range 53.1% – 100.0%
0.0 pts
HHI
5,786
Dec 2022 → Jun 2026 · range 406 – 10,000
Highly concentrated−4,214

Quarterly Activity

vs Mar 31, 2026
New
5
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +4
Institutional value: +3795.1%
Shares held: +3512.5%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 228,915 $22,049,092
TOBIAS FINANCIAL ADVISORS, INC. 61,735 $5,946,315
CITADEL ADVISORS LLC 21,767 $2,096,597
Parkside Financial Bank & Trust 553 $53,264
BROWN, LISLE/CUMMINGS, INC. 50 $4,816

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 8,665 $774,043
Filter: New 5 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 5 of 5
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DLN $22,049,092 73.13% 228,915
TOBIAS FINANCIAL ADVISORS, INC. DLN $5,946,315 19.72% 61,735
CITADEL ADVISORS LLC DLN $2,096,597 6.95% 21,767
Parkside Financial Bank & Trust DLN $53,264 0.18% 553
BROWN, LISLE/CUMMINGS, INC. DLN $4,816 0.02% 50