13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
DLN

WISDOMTREE US LARGECAP DIVID

486 institutions still hold WISDOMTREE US LARGECAP DIVID as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W307·Exchange Traded Fund·486 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.5%
vs prior quarter
13F value held
$2.5B
60.0% inst. owned
of float
Holders
486
+50 QoQ
filers reporting
Activity
+83 / −99
+919 added · −907 reduced
this quarter
Concentration
13.72%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

486 institutions reported DLN in Q1 2026. LPL Financial LLC leads at 13.7% of the visible book. +50 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$347M3.9M0.09%Q1 202602
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$301M3.4M0.18%Q4 202503
MORGAN STANLEY
CIK 0000895421
$256M2.9M0.02%Q1 202604
Focus Partners Wealth
CIK 0001542153
$227M2.6M0.26%Q4 202505
AMERIPRISE FINANCIAL INC
CIK 0000820027
$171M1.9M0.04%Q1 202606
Creative Planning
CIK 0001540235
$122M1.4M0.08%Q1 202607
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$120M1.3M2.19%Q1 202608
UBS Group AG
CIK 0001610520
$118M1.3M0.02%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$108M1.2M0.01%Q1 202610
Trilogy Capital Inc.
CIK 0001722512
$104M1.2M4.59%Q1 202611
Evercore Wealth Management, LLC
CIK 0001482689
$93M1.0M1.47%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$90M1.0M0.10%Q1 202613
Clearstead Advisors, LLC
CIK 0000842775
$87M976K0.80%Q1 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$72M804K0.01%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$66M735K0.02%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$53M595K0.07%Q1 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$53M595K0.02%Q1 202618
Waterway Wealth Management, LLC
CIK 0001992193
$53M675K11.70%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$46M512K0.07%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$42M467K0.01%Q1 2026
Page 1 of 25
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