Who Owns WISDOMTREE U.S. LARGECAP (DLN)? -- Institutional Holders (2026-06-30)
494 institutions reported holding $4.18B of WISDOMTREE U.S. LARGECAP (DLN) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($395.5M), PNC Financial Services Group, Inc. ($335.7M), MORGAN STANLEY ($283.0M), Focus Partners Wealth ($251.7M), AMERIPRISE FINANCIAL INC ($235.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $395.5M | 4.1M | Added |
| 2 | PNC Financial Services Group, Inc. | $335.7M | 3.5M | Trimmed |
| 3 | MORGAN STANLEY | $283.0M | 2.9M | Added |
| 4 | Focus Partners Wealth | $251.7M | 2.6M | Added |
| 5 | AMERIPRISE FINANCIAL INC | $235.0M | 2.4M | Added |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $142.2M | 1.5M | Added |
| 7 | Creative Planning | $129.0M | 1.3M | Trimmed |
| 8 | UBS Group AG | $126.7M | 1.3M | Trimmed |
| 9 | Trilogy Capital Inc. | $115.3M | 1.2M | Added |
| 10 | Cetera Investment Advisers | $105.4M | 1.1M | Added |
| 11 | Evercore Wealth Management, LLC | $99.7M | 1.0M | Trimmed |
| 12 | BANK OF AMERICA CORP /DE/ | $99.7M | 1.0M | Trimmed |
| 13 | Clearstead Advisors, LLC | $90.8M | 942,613 | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $77.6M | 805,255 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $75.5M | 784,125 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $61.7M | 640,994 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $57.0M | 591,837 | Trimmed |
| 18 | Waterway Wealth Management, LLC | $56.8M | 655,697 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $49.8M | 517,478 | Added |
| 20 | CLG LLC | $44.4M | 460,674 | Added |
| 21 | Royal Bank of Canada | $44.3M | 460,179 | Trimmed |
| 22 | IAG Wealth Partners, LLC | $38.8M | 402,998 | Added |
| 23 | Lee-Kelleher Wealth Management | $36.7M | 381,301 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $35.4M | 367,998 | Trimmed |
| 25 | Rockefeller Capital Management L.P. | $34.0M | 352,850 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30