Public ownership evidence

WisdomTree U.S. LargeCap Dividend Fund (DLN) Ownership Disclosures

Read DLN insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

WisdomTree U.S. LargeCap Dividend Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
2,769
Value (USD)
$219,776
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DLN fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DLN fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-292,769$219,776None
Corient Private Wealth LP2026-06-302026-08-28228,915$22,049,069None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2661,735$5,946,296None
Kingsview Wealth Management, LLC2026-06-302026-08-204,802$462,486None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,895$471,507None
Beacon Pointe Advisors, LLC2026-06-302026-08-192,801$269,793None
Corient Private Wealth LP2026-06-302026-08-18232,244$22,369,718None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-182,820$271,690None
Equitable Holdings, Inc.2026-06-302026-08-18108,318$10,433,152None
Odyssey Group, LLC2026-06-302026-08-15247,638$23,852,495None
Glen Eagle Advisors, LLC2026-06-302026-08-157,668$738,619None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,200$115,584None
Modern Wealth Management, LLC2026-06-302026-08-156,836$658,444None
Mutual Advisors, LLC2026-06-302026-08-154,132$398,004None
COFG Advisors, LLC2026-06-302026-08-152,260$217,676None
Vertex Planning Partners, LLC2026-06-302026-08-152,534$244,116None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-1517,356$1,671,733None
Resurgent Financial Advisors LLC2026-06-302026-08-1519,569$1,884,915None
KINTRA WEALTH, LLC2026-06-302026-08-154,012$407,563None
Wick Capital Partners, LLC2026-06-302026-08-153,281$316,026None
Ameritas Advisory Services, LLC2026-06-302026-08-155,182$499,143None
NFSG Corp2026-06-302026-08-158,495$818,282None
XTX Topco Ltd2026-06-302026-08-156,317$608,453None
Western Wealth Management, LLC2026-06-302026-08-159,562$920,985None
Stonebrook Private Inc.2026-06-302026-08-153,186$306,879None
Qube Research & Technologies Ltd2026-06-302026-08-1558,306$5,616,034None
Strategic Family Wealth Counselors, L.L.C.2026-06-302026-08-15123,010$11,848,326None
IFG Advisory, LLC2026-06-302026-08-1543,412$4,181,451None
OSAIC HOLDINGS, INC.2026-06-302026-08-1592,411$8,900,999None
OSAIC HOLDINGS, INC.2026-06-302026-08-15402$38,721None
OSAIC HOLDINGS, INC.2026-06-302026-08-15218,987$21,092,839None
OSAIC HOLDINGS, INC.2026-06-302026-08-15205,678$19,813,118None
FLOW TRADERS U.S. LLC2026-06-302026-08-154,629$446,000None
Ancora Advisors LLC2026-06-302026-08-153,398$327,295None
Medallion Wealth Advisors, LLC2026-06-302026-08-15100$9,632None
Waverly Advisors, LLC2026-06-302026-08-1537,381$3,600,541None
Element Wealth, LLC2026-06-302026-08-156,176$594,872None
BROWN ADVISORY INC2026-06-302026-08-158,993$866,206None
Imprint Wealth LLC2026-06-302026-08-1512,855$1,238,194None
&PARTNERS2026-06-302026-08-1541,294$3,977,555None
Thrivent Financial for Lutherans2026-06-302026-08-1514,529$1,399,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1530,996$2,972,842None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,264$121,748None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,100$105,952None
AMERIPRISE FINANCIAL INC2026-06-302026-08-152,437,466$234,788,820None
Ausdal Financial Partners, Inc.2026-06-302026-08-15921$88,711None
Ausdal Financial Partners, Inc.2026-06-302026-08-1524,832$2,391,772None
MAI Capital Management2026-06-302026-08-15227,252$21,888,873None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1528,552$2,750,201None
Cerity Partners LLC2026-06-302026-08-1545,143$4,348,111None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TOBIAS FINANCIAL ADVISORS, INC. ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗Odyssey Group, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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