DLN
WisdomTree U.S. LargeCap Dividend Fund$89.84-0.15 (-0.17%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$3.16648314000251e+249T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Align Financial, LLC | 316,648 | $316.6M | 0.18% | Share |
| 2 | LPL Financial LLC | 3,575,342 | $314.0M | 0.09% | Share |
| 3 | MORGAN STANLEY | 2,853,008 | $251.0M | 0.01% | Share |
| 4 | Focus Partners Wealth | 2,579,158 | $227.0M | 0.26% | Share |
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 2,517,402 | $221.0M | 0.12% | Share |
| 6 | AMERIPRISE FINANCIAL INC | 1,774,016 | $156.0M | 0.04% | Share |
| 7 | UBS Group AG | 1,358,296 | $119.6M | 0.02% | Share |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | 1,289,748 | $113.0M | 2.17% | Share |
| 9 | Creative Planning | 1,276,162 | $112.0M | 0.08% | Share |
| 10 | Trilogy Capital Inc. | 1,117,743 | $98.5M | 4.40% | Share |
| 11 | Clearstead Advisors, LLC | 1,052,408 | $92.0M | 1.16% | Share |
| 12 | Cetera Investment Advisers | 951,130 | $83.0M | 0.09% | Share |
| 13 | BANK OF AMERICA CORP /DE/ | 831,043 | $73.0M | 0.01% | Share |
| 14 | Evercore Wealth Management, LLC | 839,293 | $73.0M | 1.07% | Share |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 749,533 | $66.0M | 0.02% | Share |
| 16 | Cambridge Investment Research Advisors, Inc. | 722,080 | $63.0M | 0.17% | Share |
| 17 | Waterway Wealth Management, LLC | 700,381 | $54.5M | 12.33% | Share |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 593,418 | $52.0M | 0.07% | Share |
| 19 | WELLS FARGO & COMPANY/MN | 566,568 | $49.0M | 0.01% | Share |
| 20 | ROYAL BANK OF CANADA | 489,504 | $43.0M | 0.01% | Share |
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | 451,104 | $39.0M | 0.02% | Share |
| 22 | CLG LLC | 433,585 | $38.2M | 9.51% | Share |
| 23 | PNC FINANCIAL SERVICES GROUP, INC. | 422,140 | $37.0M | 0.02% | Share |
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | 422,140 | $37.0M | 0.02% | Share |
| 25 | IAG Wealth Partners, LLC | 390,561 | $34.4M | 3.98% | Share |
| 26 | Lee-Kelleher Wealth Management | 371,903 | $32.8M | 19.54% | Share |
| 27 | Stratos Wealth Partners, LTD. | 367,569 | $32.4M | 0.37% | Share |
| 28 | Rockefeller Capital Management L.P. | 369,561 | $32.0M | 0.06% | Share |
| 29 | Baird Financial Group, Inc. | 343,576 | $30.0M | 0.05% | Share |
| 30 | LRI Investments, LLC | 334,036 | $29.4M | 2.38% | Share |
| 31 | GOLDMAN SACHS GROUP INC | 324,576 | $28.0M | 0.00% | Share |
| 32 | Fox Financial, Inc | 311,384 | $27.4M | 21.87% | Share |
| 33 | RAYMOND JAMES FINANCIAL INC | 298,287 | $26.0M | 0.01% | Share |
| 34 | BANK OF AMERICA CORP /DE/ | 292,191 | $25.0M | 0.00% | Share |
| 35 | RAYMOND JAMES FINANCIAL INC | 293,993 | $25.0M | 0.01% | Share |
| 36 | Fairway Wealth LLC | 278,951 | $24.6M | 6.63% | Share |
| 37 | FIDELIS iM, LLC | 267,722 | $23.6M | 9.16% | Share |
| 38 | Private Advisor Group, LLC | 261,312 | $23.0M | 0.11% | Share |
| 39 | Corient Private Wealth LLC | 242,932 | $21.2M | 0.03% | Share |
| 40 | MAI Capital Management | 249,276 | $21.0M | 0.12% | Share |
| 41 | M&T BANK CORP | 60,730 | $20.0M | 0.06% | Share |
| 42 | NerdWallet Wealth Partners, LLC | 222,243 | $19.5M | 8.76% | Share |
| 43 | OSAIC HOLDINGS, INC. | 216,043 | $19.0M | 0.03% | Share |
| 44 | Revolve Wealth Partners, LLC | 212,263 | $18.7M | 2.20% | Share |
| 45 | D.A. DAVIDSON & CO. | 210,973 | $18.6M | 0.11% | Share |
| 46 | Sanctuary Advisors, LLC | 202,912 | $17.9M | 0.10% | Share |
| 47 | Evercore Wealth Management, LLC | 194,566 | $17.0M | 0.25% | Share |
| 48 | Kestra Advisory Services, LLC | 199,664 | $17.0M | 0.07% | Share |
| 49 | OSAIC HOLDINGS, INC. | 202,183 | $17.0M | 0.02% | Share |
| 50 | Main Street Financial Solutions, LLC | 192,406 | $16.9M | 1.27% | Share |