DLN — WISDOMTREE US LARGECAP DIVID
As of Q2 2026, 15 SEC-registered investment managers reported holding DLN (WISDOMTREE US LARGECAP DIVID) in their latest 13F filings, with a combined reported value of $987.62M across 10.25M shares. That is -1.3% by share count (-131.78K shares) versus the previous quarter, while reported value moved +6.5%. Ownership is concentrated: the five largest holders account for 93.4% of reported value and the top ten for 99.3%.
Compared with the prior quarter, 1 opened new positions, 5 added to existing stakes, 5 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| PNC Financial Services history | Q2 2026 | 3.49M | $335.70M | 0.17% | Reduce |
| Morgan Stanley history | Q2 2026 | 2.94M | $283.01M | 0.02% | Add |
| UBS Group AG history | Q2 2026 | 1.32M | $126.70M | 0.02% | Hold |
| Bank of America Corp history | Q2 2026 | 1.03M | $99.68M | 0.01% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 805.25K | $77.56M | 0.01% | Hold |
| Goldman Sachs Group history | Q2 2026 | 340.94K | $32.84M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 177.05K | $17.08M | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 41.90K | $4.04M | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 25.70K | $2.48M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 21.77K | $2.10M | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 20.10K | $1.94M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 17.32K | $1.67M | 0.00% | Hold |
| Northern Trust Corp history | Q2 2026 | 16.75K | $1.61M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 11.02K | $1.06M | 0.00% | Add |
| Prudential Financial history | Q3 2024 | 11.18K | $878.17K | 0.00% | Add |
| Renaissance Technologies history | Q1 2026 | 7.20K | $643.18K | 0.00% | Add |
| Millennium Management history | Q4 2025 | 4.11K | $361.57K | 0.00% | New |
| Vanguard Group history | Q4 2025 | 2.50K | $220.44K | 0.00% | Hold |
| Franklin Resources history | Q2 2026 | 1.69K | $162.40K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 177.05K sh · $17.08M
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 7.20K sh · $643.18K
Fund Position History — shares by quarter (top 19 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PNC Financial Services | 2.06M | 4.10M | 4.10M | 4.10M | 4.27M | 4.33M | 4.33M | 4.24M | 4.15M | 4.05M | 3.99M | 3.94M | 3.90M | 3.91M | 3.89M | 3.89M | 3.90M | 3.85M | 3.67M | 3.49M |
| Morgan Stanley | 1.45M | 2.93M | 2.92M | 2.91M | 2.91M | 2.92M | 2.83M | 2.79M | 2.69M | 2.77M | 2.76M | 2.80M | 2.86M | 2.91M | 2.96M | 2.95M | 2.87M | 2.86M | 2.87M | 2.94M |
| UBS Group AG | 478.15K | 938.16K | 1.02M | 1.09M | 1.28M | 1.33M | 1.20M | 1.18M | 1.35M | 1.33M | 1.27M | 1.25M | 1.27M | 1.29M | 1.32M | 1.30M | 1.36M | 1.36M | 1.32M | 1.32M |
| Bank of America Corp | 738.48K | 1.75M | 1.62M | 1.71M | 1.94M | 1.93M | 1.52M | 1.49M | 1.53M | 1.52M | 1.53M | 1.40M | 1.06M | 1.66M | 991.32K | 1.05M | 1.16M | 1.14M | 1.21M | 1.03M |
| Wells Fargo & Co | 178.67K | 365.16K | 364.41K | 399.37K | 503.73K | 423.65K | 388.25K | 391.61K | 405.89K | 440.49K | 433.46K | 600.85K | 630.78K | 653.46K | 670.60K | 684.86K | 685.19K | 698.82K | 804.46K | 805.25K |
| Goldman Sachs Group | 126.07K | 298.32K | 307.99K | 251.25K | 317.99K | 251.25K | 265.72K | 296.65K | 280.35K | 240.98K | 286.33K | 275.07K | 248.72K | 304.52K | 316.11K | 313.97K | 333.35K | 324.58K | 360.72K | 340.94K |
| JPMorgan Chase & Co | 121.13K | 246.26K | 244.56K | 250.01K | 182.24K | 217.24K | 410.58K | 381.30K | 244.57K | 345.04K | 329.71K | 159.35K | 145.16K | 154.70K | 179.83K | 164.58K | 164.65K | 186.20K | — | 177.05K |
| Fidelity Management & Research (FMR) | 3.24K | 6.20K | 6.21K | 5.91K | 5.73K | 8.69K | 9.77K | 12.41K | 19.13K | 19.58K | 25.11K | 28.48K | 26.25K | 30.77K | 29.73K | 31.78K | 36.60K | 36.50K | 37.71K | 41.90K |
| Citigroup Inc | 10.48K | 21.19K | 20.55K | 20.88K | 20.27K | 20.88K | 22.99K | 22.94K | 22.92K | 22.37K | 21.86K | 22.05K | 20.75K | 23.26K | 23.98K | 23.84K | 28.68K | 24.03K | 26.00K | 25.70K |
| Citadel Advisors | 26.02K | — | 7.61K | — | 58.06K | — | 24.13K | 37.53K | 43.83K | 42.86K | 13.00K | 4.53K | 16.74K | 4.20K | — | 10.06K | 7.63K | 46.57K | 24.47K | 21.77K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | 6.33K | 9.30K | 7.87K | 9.24K | 10.44K | 11.83K | 14.82K | 20.10K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 192 | 17.25K | 17.32K |
| Northern Trust Corp | 3.67K | 7.08K | 9.83K | 12.10K | 12.10K | 11.29K | 10.78K | 10.78K | 10.78K | 10.78K | 16.78K | 16.78K | 16.28K | 16.28K | 14.90K | 14.90K | 14.66K | 15.02K | 15.02K | 16.75K |
| BNY Mellon | 55.77K | 25.83K | 15.05K | 6.74K | 26.36K | 8.96K | 10.72K | 41.36K | 13.15K | 174.03K | 6.43K | 63.01K | 5.97K | 5.97K | 53.35K | 8.11K | 10.40K | 67.15K | 10.05K | 11.02K |
| Franklin Resources | 843 | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K | 1.69K |
| Renaissance Technologies | — | 18.40K | 7.20K | — | 5.70K | — | — | 9.00K | 14.10K | 20.50K | 37.00K | 12.60K | 15.30K | 14.90K | 14.80K | 5.40K | 17.90K | 4.90K | 7.20K | — |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.11K | — | — |
| Vanguard Group | — | — | — | — | — | — | — | — | — | — | — | 2.80K | 2.80K | 2.93K | 2.63K | 2.63K | 2.50K | 2.50K | — | — |
| Prudential Financial | 2.03K | 2.50K | 5.89K | 6.10K | 5.93K | 4.62K | 7.30K | 7.64K | 8.70K | 9.70K | 6.66K | 8.49K | 11.18K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details