WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
US ˙ ARCA ˙ US97717W3079

SecurityDLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,137 shares
Latest Disclosed Value $ 190,898
IFP Advisors, Inc reports 52.43% increase in ownership of DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,137 shares of WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund (US:DLN) valued at $190,898 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,402 shares of WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund. This represents a change in shares of 52.43% during the quarter. The current value of the position is $205,515 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F WISDOMTREE TR cs 97717W307 2,137 735 52.43 191 54.47 0.0040
2026-02-06 2025-12-31 13F WISDOMTREE TR cs 97717W307 1,402 -150 -9.66 123 -8.89 0.0028
2026-02-06 2025-09-30 13F/A-1 WISDOMTREE TR US LARGECAP DIVD cs 97717W307 1,552 0 0.00 135 6.30 0.0035
2025-12-02 2025-09-30 13F WISDOMTREE TR US LARGECAP DIVD cs 97717W307 1,552 0 135 0.0035
2025-07-24 2025-06-30 13F WISDOMTREE TR cs 97717W307 1,552 4 0.26 127 4.10 0.0036
2025-05-05 2025-03-31 13F WISDOMTREE TR cs 97717W307 1,548 46 3.06 123 5.17 0.0038
2025-02-04 2024-12-31 13F WISDOMTREE TR cs 97717W307 1,502 500 49.90 117 48.72 0.0038
2025-02-04 2024-09-30 13F WISDOMTREE TR cs 97717W307 1,002 0 0.00 79 8.33 0.0028
2024-07-30 2024-06-30 13F WISDOMTREE TR cs 97717W307 1,002 0 0.00 73 0.00 0.0029
2024-07-30 2024-03-31 13F WISDOMTREE TR cs 97717W307 1,002 0 0.00 72 9.09 0.0032
2024-01-09 2023-12-31 13F WISDOMTREE TR cs 97717W307 1,002 0 0.00 67 8.20 0.0031
2023-10-12 2023-09-30 13F WISDOMTREE TR cs 97717W307 1,002 0 0.00 62 -3.17 0.0028
2023-08-14 2023-06-30 13F/A-1 WISDOMTREE TR cs 97717W307 1,002 0 0.00 64 -30.00 0.0027
2023-08-04 2023-06-30 13F WISDOMTREE TR cs 97717W307 1,002 0 91 0.0042
2023-04-18 2023-03-31 13F WISDOMTREE TR cs 97717W307 1,002 -877 -46.67 91 0.0039
2023-02-07 2022-12-31 13F WISDOMTREE TR cs 97717W307 1,879 -76 -3.89 0 -100.00 0.0045
2022-11-08 2022-09-30 13F WISDOMTREE TR cs 97717W307 1,955 3 0.15 176 0.00 0.0046
2022-09-06 2022-06-30 13F/A-1 WISDOMTREE TR cs 97717W307 1,952 0 0.00 176 0.00 0.0056
2022-09-06 2022-03-31 13F/A-1 WISDOMTREE TR cs 97717W307 1,952 1,222 167.40 176 266.67 0.0056
2022-08-08 2022-03-31 13F WISDOMTREE TR US LARGECAP DIVD Stock 97717W307 730 0 66 0.0013
2022-01-12 2021-12-31 13F WISDOMTREE TR US LARGECAP DIVD Stock 97717W307 730 365 100.00 48 9.09 0.0009
2021-10-06 2021-09-30 13F WISDOMTREE TR US LARGECAP DIVD Stock 97717W307 365 0 0.00 44 0.00 0.0009
2021-07-13 2021-06-30 13F WISDOMTREE TR US LARGECAP DIVD Stock 97717W307 365 -600 -62.18 44 -60.36 0.0009
2021-04-30 2021-03-31 13F WISDOMTREE TR US LARGECAP DIVD Stock 97717W307 965 0 0.00 111 7.77 0.0022
2021-01-25 2020-12-31 13F WISDOMTREE TR US LARGECAP DIVD Stock 97717W307 965 0 0.00 103 10.75 0.0042
2020-10-29 2020-09-30 13F WISDOMTREE TR US LARGECAP DIVD Stock 97717W307 965 0 0.00 93 5.68 0.0056
2020-08-05 2020-06-30 13F WISDOMTREE TR US LARGECAP DIVD Stock 97717W307 965 0 0.00 88 11.39 0.0070
2020-05-12 2020-03-31 13F WISDOMTREE TR US LARGECAP DIVD Stock 97717W307 965 -49 -4.83 79 -26.85 0.0080
2020-01-17 2019-12-31 13F WISDOMTREE TR US LARGECAP DIVD Stock 97717W307 1,014 -294 -22.48 108 -16.28 0.0081
2019-11-07 2019-09-30 13F WISDOMTREE TR US LARGECAP DIVD Stock 97717W307 1,308 1,308 129 0.0086
2019-05-15 2019-03-31 13F WISDOMTREE LARGE CAP DIVIDEND ETF 97717W307 0 -15,013 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 WISDOMTREE LARGE CAP DIVIDEND ETF 97717W307 15,013 14,136 1,611.86 1,257 1,396.43 0.0766
2019-01-23 2018-12-31 13F WISDOMTREE LARGE CAP DIVIDEND ETF 97717W307 15,013 14,136 1,257 0.0766
2019-06-03 2018-09-30 13F/A-9 WISDOMTREE LARGE CAP DIVIDEND ETF 97717W307 877 -4 -0.45 84 6.33 0.0034
2018-10-25 2018-09-30 13F WISDOMTREE LARGE CAP DIVIDEND ETF 97717W307 877 -4 84 0.0034
2019-06-03 2018-06-30 13F/A-8 WISDOMTREE LARGE CAP DIVIDEND ETF 97717W307 881 -74 -7.75 79 -10.23 0.0033
2018-08-07 2018-06-30 13F WISDOMTREE LARGE CAP DIVIDEND ETF 97717W307 881 4 79
2019-06-03 2018-03-31 13F/A-7 WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 955 0 0.00 88 0.00 0.0040
2018-05-09 2018-03-31 13F WISDOMTREE LARGE CAP DIVIDEND ETF 97717W307 877 -78 78
2019-06-03 2017-12-31 13F/A-6 WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 955 -158 -14.20 88 -9.28 0.0040
2018-01-24 2017-12-31 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 955 -158 88
2017-10-30 2017-09-30 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 1,113 6 0.54 97 4.30 0.0039
2019-06-03 2017-06-30 13F/A-5 WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 1,107 -200 -15.30 93 -13.89 0.0039
2017-07-31 2017-06-30 13F WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 1,107 -200 93
2019-06-03 2017-03-31 13F/A-4 WISDOMTREE LARGECAP DIVIDEND FUND ETF 97717W307 1,307 -17 -1.28 108 1.89 0.0047
2017-04-26 2017-03-31 13F WISDOMTREE LARGECAP DIVIDEND FUND ETF 97717W307 1,307 -17 108
2019-06-03 2016-12-31 13F/A-3 WISDOMTREE LARGECAP DIVIDEND FUND ETF 97717W307 1,324 -19 -1.41 106 2.91 0.0051
2017-02-14 2016-12-31 13F WISDOMTREE LARGECAP DIVIDEND FUND ETF 97717W307 1,324 -19 106
2016-11-04 2016-09-30 13F WISDOMTREE LARGECAP DIVIDEND FUND ETF 97717W307 1,343 75 5.91 103 7.29 0.0054
2019-06-03 2016-06-30 13F/A-2 WISDOMTREE LARGECAP DIVIDEND FUND ETF 97717W307 1,268 7 0.56 96 3.23 0.0054
2016-08-22 2016-06-30 13F WISDOMTREE LARGECAP DIVIDEND FUND ETF 97717W307 1,268 7 96
2016-05-02 2016-03-31 13F WISDOMTREE LARGECAP DIVIDEND FUND ETF 97717W307 1,261 245 24.11 93 29.17 0.0056
2016-02-11 2015-12-31 13F WISDOMTREE LARGECAP DIVIDEND FUND ETF 97717W307 1,016 1,016 72 0.0048
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.