WisdomTree U.S. LargeCap Dividend
DLN • ARCA
WisdomTree U.S. LargeCap Dividend is an exchange-traded fund on ARCA. As of Q3 2025, 427 institutional investors hold shares in this ETF, with total holdings valued at $3.5B. PNC FINANCIAL SERVICES GROUP, INC. is the largest holder with a position valued at $339.4M.
Overview
Overview of institutional ownership in DLN as of Q3 2025
All Institutions
- Institutions
- 427
- Value Held
- $3.5B
- Shares Held
- 40.8M
- Avg Position
- $8.3M
- Median Position
- $663.6K
Hedge Funds
- Hedge Funds
- 6
- Value Held
- $5.0M
- Shares Held
- 57.6K
- Avg Position
- $834.6K
- Median Position
- $747.9K
Biggest Investors
Institutions with the largest positions in DLN as of Q3 2025
| Institution | Position Value |
|---|---|
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $339.4M 0.21% of portfolio |
L LPL Financial LLC Institution | $302.5M 0.09% of portfolio |
 MORGAN STANLEY RIA/Wealth | $249.4M 0.02% of portfolio |
C Colony Group, LLC Institution | $214.3M 0.35% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $178.8M 0.04% of portfolio |
 Creative Planning RIA/Wealth | $122.2M 0.09% of portfolio |
 UBS Group AG Institution | $118.3M 0.02% of portfolio |
 GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | $104.0M 2.09% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $100.9M 0.01% of portfolio |
 Trilogy Capital Inc. RIA/Wealth | $97.3M 4.50% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DLN in Q3 2025
- Traded
- +$87.2M
- Buyers
- 181
- Sellers
- 144
- Total Bought
- +$156.3M
- Total Sold
- −$69.1M
- Avg Position
- $7.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$19.7M +226.1K shares |
 Cetera Investment Advisers RIA/Wealth | +$11.8M +135.4K shares |
 Waterway Wealth Management, LLC RIA/Wealth | +$10.2M +131.9K shares |
BANK OF AMERICA CORP /DE/ Institution | +$9.7M +111.9K shares |
C CLG LLC RIA/Wealth | +$8.6M +98.6K shares |
B BLAIR WILLIAM & CO/IL Institution | +$8.1M +93.6K shares |
A Advisor Group Holdings, Inc. Institution | +$6.2M +72.1K shares |
+$5.8M +66.5K shares | |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$5.5M +63.7K shares |
UBS Group AG Institution | +$5.0M +57.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 FIDELIS iM, LLC RIA/Wealth | −$14.9M −171.5K shares |
MORGAN STANLEY RIA/Wealth | −$7.7M −88.6K shares |
R ROYAL BANK OF CANADA Institution | −$4.5M −52.1K shares |
AMERIPRISE FINANCIAL INC Institution | −$4.5M −51.8K shares |
 CALIBER WEALTH MANAGEMENT, LLC / KS RIA/Wealth | −$3.8M −43.7K shares |
W | −$3.6M −41.6K shares |
Trilogy Capital Inc. RIA/Wealth | −$3.4M −38.9K shares |
−$2.2M −26.7K shares | |
 Kestra Advisory Services, LLC RIA/Wealth | −$2.0M −23.2K shares |
 Evercore Wealth Management, LLC RIA/Wealth | −$1.9M −22.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DLN in Q3 2025
- New Positions
- 18
- New Value
- $7.7M
- Exited Positions
- 23
- Exited Value
- $6.9M
New Positions
| Institution | Position Value |
|---|---|
 Cambria Investment Management, L.P. ETF Provider | $1.3M 15.4K shares |
 UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager | $1.3M 14.8K shares |
 Pensionmark Financial Group, LLC Pension/Endowment | $903.8K 10.4K shares |
 Harpswell Capital Advisors, LLC Fund of Funds | $870.3K 10.0K shares |
I Imprint Wealth LLC Institution | $793.5K 9.1K shares |
T TCG Advisory Services, LLC RIA/Wealth | $352.2K 4.0K shares |
 JMG Financial Group, Ltd. RIA/Wealth | $339.6K 3.9K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $312.3K 3.6K shares |
$311.9K 3.6K shares | |
 Aviance Capital Partners, LLC RIA/Wealth | $258.7K 3.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
$2.2M 26.7K shares | |
 SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | $627.1K 7.6K shares |
B Berkshire Money Management, Inc. Institution | $492.8K 6.0K shares |
 ABSOLUTE CAPITAL MANAGEMENT, LLC RIA/Wealth | $426.0K 5.2K shares |
F FLOW TRADERS U.S. LLC Institution | $411.4K 5.0K shares |
 National Asset Management, Inc. RIA/Wealth | $326.2K 4.0K shares |
 FOUNDERS FINANCIAL SECURITIES LLC RIA/Wealth | $308.7K 3.8K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | $295.3K 3.6K shares |
 Capital Analysts, Inc. RIA/Wealth | $267.0K 3.3K shares |
F FSA Advisors, Inc. Institution | $251.2K 3.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in DLN as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DLN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F Fox Financial, Inc Institution | 21.73% $27.3M |
L Lee-Kelleher Wealth Management RIA/Wealth | 18.73% $30.4M |
Waterway Wealth Management, LLC RIA/Wealth | 13.49% $56.6M |
C CLG LLC RIA/Wealth | 9.21% $32.9M |
 Fairway Wealth LLC RIA/Wealth | 6.67% $23.7M |
FIDELIS iM, LLC RIA/Wealth | 4.95% $5.7M |
Trilogy Capital Inc. RIA/Wealth | 4.50% $97.3M |
 IAG Wealth Partners, LLC RIA/Wealth | 4.12% $34.3M |
H H&H Retirement Design & Management INC RIA/Wealth | 3.34% $6.3M |
I Imprint Wealth LLC Institution | 2.58% $793.5K |
Hedge Fund Spotlight
Discover hedge funds investing in DLN
Quantinno Capital Management LP
Hedge Fund • Market Neutral
Portfolio ManagerHoon Nmn Kim
- Portfolio Value
- $36.6B
- Positions
- 2,911
- Last Reported
- Q3 2025
Sector Allocation
Position in WisdomTree U.S. LargeCap Dividend
- Market Value
- $381.1K
- Shares Held
- 4.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
