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Disclosery

DLN WISDOMTREE TR

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US LARGECAP DIVD (fund)

469 managers (477 13F filers) reported a position in DLN shares at 2026-06-30, 43,378,916 shares in all. 29 filers opened a position and 17 filers sold out during the quarter.

Managers
469
13F filers
477
New
29
Added
154
Reduced
133
Sold out
17
Shares held by filers
43,378,916

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC4,105,997$395M0.09%+219,33313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,485,235$336M0.17%-183,06313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,938,251$283M0.01%+68,07413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,619,637$252M+24,372Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,439,830$235M0.05%+520,09613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.1,476,721$142M2.25%+130,44413F-HRTimeline
Creative Planningin group Creative Planning1,339,092$129M0.08%-28,64813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,323,057$127M-1,164Timeline
Trilogy Capital Inc.1,196,646$115M4.49%+31,58613F-HRTimeline
Cetera Investment Advisers1,094,640$105M0.1%+87,64313F-HRTimeline
Evercore Wealth Management, LLC1,035,464$99.7M1.41%-10,96613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,034,935$99.7M0.01%-176,37213F-HRTimelineGroup
Clearstead Advisors, LLC942,613$90.8M0.86%-33,66913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN805,255$77.6M0.01%+79413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC784,125$75.5M0.02%+49,35713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC640,994$61.7M0.02%+45,85613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC591,837$57M0.07%-3,49213F-HRTimeline
Waterway Wealth Management, LLC655,697$56.8M11.59%-19,64513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.517,478$49.8M0.06%+5,59913F-HRTimelineGroup
CLG LLC460,674$44.4M9.74%+29,70613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA460,179$44.3M0.01%-6,34413F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding415,595$40M-22,310Timeline
IAG Wealth Partners, LLC402,998$38.8M3.84%+3,81413F-HRTimeline
Lee, Kelleher & Klein Wealth Management381,301$36.7M19.21%-2,89213F-HRTimeline
Cambridge Investment Research Advisors,…367,998$35.4M0.08%-385,58313F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…352,850$34M0.05%-7,46013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC340,936$32.8M<0.01%-19,78713F-HRTimelineGroup
Private Advisor Group, LLC332,651$32M0.15%+46,66513F-HRTimeline
LRI Investments, LLC330,573$31.8M2.56%-2,26313F-HRTimeline
Fox Financial, Inc311,911$30M20.92%-1,51813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.285,646$27.5M0.04%+9,39013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding280,252$27M-28,910Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…273,554$26.3M0.01%+29,69913F-HRTimelineGroup
NerdWallet Wealth Partners, LLC263,948$25.4M8.76%+28,90213F-HRTimeline
Fairway Wealth LLC262,387$25.3M5.78%-47313F-HRTimeline
FIDELIS iM, LLC262,348$25.3M8.62%-3,44213F-HRTimeline
Odyssey Group, LLC247,638$23.9M6.46%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP228,915$22M0.03%-10,01013F-HR/ATimelineGroup
MAI Capital Management227,252$21.9M0.08%-30,99613F-HRTimeline
Sanctuary Advisors, LLC214,976$20.7M0.1%+5,21213F-HRTimeline
D.A. DAVIDSON & CO.209,571$20.2M0.11%-3,75913F-HRTimeline
HighTower Advisors, LLC201,344$19.4M0.02%+6,86813F-HRTimeline
Revolve Wealth Partners, LLC198,080$19.1M1.99%+79213F-HRTimeline
Steward Partners Investment Advisory, L…193,388$18.6M0.1%+2,18013F-HRTimeline
Main Street Financial Solutions, LLC192,864$18.6M1.19%+2,69813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO177,046$17.1M<0.01%-10,36613F-HRTimelineGroup
truNorth Financial Services, Inc.150,248$14.5M12.96%+5,87613F-HRTimeline
BLAIR WILLIAM & CO/IL135,878$13.1M0.03%+4,61113F-HRTimeline
ASPIRIANT, LLC126,165$12.2M0.3%+32,45013F-HRTimeline
United Advisor Group, LLC124,840$12M1.28%+2,81113F-HRTimeline
Strategic Family Wealth Counselors, L.L…123,010$11.8M2.76%+3,27513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…118,930$11.7M0.02%+2,20113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…117,671$11.3M0.1%+6,72113F-HRTimelineGroup
Arkadios Wealth Advisors114,201$11M0.17%-11,89013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC110,430$10.6M0.72%+43,60513F-HRTimeline
TopTier Wealth Management, LLC109,947$10.6M6.4%+4,21013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.108,318$10.4M0.06%+2,25013F-HRTimelineGroup
CX Institutional105,870$10.2M0.29%+2,72813F-HRTimeline
Key Financial Inc96,015$9.25M1.51%+47813F-HRTimeline
MOLLER WEALTH PARTNERS91,793$8.84M1.6%-26113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP89,149$8.59M0.01%-1,92313F-HRTimelineGroup
One Wealth Map LLC76,725$7.51M3.5%+2,79513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP71,029$6.84M0.01%+2,96513F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB69,532$6.7M0.4%-2,65113F-HRTimeline
Centennial Wealth Advisory LLC68,419$6.59M1.42%+6,14513F-HRTimeline
Janney Montgomery Scott LLC67,931$6.54M0.01%+3,71513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO64,578$6.22M0.03%013F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.62,709$6.04M0.56%+1,19613F-HRTimeline
1900 WEALTH MANAGEMENT LLC62,541$6.02M0.34%+1313F-HRTimeline
St. Louis Trust Co2,360$5.97M0.72%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.61,735$5.95M0.76%+32113F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding60,948$5.87M-417Timeline
Koshinski Asset Management, Inc.59,017$5.68M0.3%-76913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC58,381$5.67M0.88%-63,96813F-HRTimelineGroup
Qube Research & Technologies Ltd58,306$5.62M0.01%+30,54913F-HRTimeline
Gladstone Institutional Advisory LLC58,298$5.62M0.18%-49313F-HRTimeline
Geneos Wealth Management Inc.57,760$5.56M0.11%-96013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS56,893$5.48M0.01%-45813F-HRTimeline
EP Wealth Advisors, LLC56,326$5.43M0.02%+2,55613F-HRTimeline
Sigma Planning Corp54,264$5.23M0.13%-3913F-HRTimeline
Etesian Wealth Advisors, Inc.52,179$5.03M1.49%-4,23713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC51,822$4.99M1.12%+37,28813F-HRTimeline
Clearwater Capital Advisors, LLC51,655$4.98M0.36%-81913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC51,463$4.96M0.2%+91313F-HRTimeline
Stenger Family Office, LLC50,010$4.82M0.77%-55913F-HRTimeline
Circle Wealth Management, LLC49,376$4.76M0.06%013F-HRTimeline
MidAtlantic Capital Management, Inc.47,969$4.62M2.87%+1,34313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC46,204$4.45M0.01%-30413F-HRTimelineGroup
Cresset Asset Management, LLC45,507$4.38M0.02%-62213F-HRTimeline
IFG Advisory, LLC43,412$4.18M0.15%new13F-HRTimeline
Nadler Financial Group, Inc.43,281$4.17M0.35%-15113F-HRTimeline
MML INVESTORS SERVICES, LLC43,003$4.14M0.01%+4,98413F-HRTimeline
Linscomb Wealth, Inc.42,205$4.07M0.18%-10313F-HRTimeline
FMR LLCin group FMR LLC41,899$4.04M<0.01%+4,18613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC41,466$3.99M0.01%-1,56213F-HRTimelineGroup
&PARTNERS41,294$3.98M0.02%+3,04213F-HRTimeline
Wealthspire Advisors, LLC41,137$3.96M0.02%-2213F-HRTimeline
Avant Capital LLC38,502$3.71M2.32%+73613F-HRTimeline
True Link Financial Advisors, LLC38,123$3.67M0.21%-50013F-HR/ATimeline
Waverly Advisors, LLC37,381$3.6M0.02%+32,84613F-HRTimeline
Meridian Financial Partners LLC36,050$3.53M1.2%-1,16313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP34,742$3.35M0.04%+3,91913F-HRTimeline
Dickmeyer Boyce Financial Management, I…34,363$3.31M1.72%+4,03513F-HRTimeline
Mariner, LLCin group Mariner, LLC32,088$3.09M<0.01%+4,28913F-HRTimelineGroup
MATHER GROUP, LLC.32,075$3.09M0.03%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC31,359$3.02M0.04%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…31,345$3.02M0.01%013F-HRTimelineGroup
CRA Financial Services, LLC31,141$3M0.35%+713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,996$2.97M<0.01%+5,87113F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …28,552$2.75M0.02%+45913F-HRTimelineGroup
Rollins Financial Advisors, LLC28,492$2.74M0.36%-4313F-HRTimeline
CoreCap Advisors, LLC27,648$2.66M0.08%+71213F-HRTimeline
PFG Advisors27,391$2.64M0.13%-43413F-HRTimeline
Allen Capital Group, LLC26,800$2.58M0.21%-2,60613F-HRTimeline
Chicago Partners Investment Group LLC25,369$2.48M0.05%+6113F-HRTimeline
Ausdal Financial Partners, Inc.25,753$2.48M0.1%-19713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,700$2.48M<0.01%-30413F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC23,566$2.27M0.08%+27213F-HRTimeline
Farther Finance Advisors, LLC23,352$2.25M0.02%-26313F-HRTimeline
Team Financial Group, LLC22,647$2.18M0.93%+10013F-HRTimeline
Waterloo Capital, L.P.22,288$2.15M0.12%new13F-HRTimeline
CULBERTSON A N & CO INC22,133$2.13M0.25%+57313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,101$2.13M0.17%+9,83713F-HRTimelineGroup
Kondo Wealth Advisors, Inc.22,030$2.12M0.71%-40113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,767$2.1M<0.01%-2,70413F-HRTimelineGroup
Amplius Wealth Advisors, LLC21,019$2.02M0.15%013F-HRTimeline
WealthPlan Investment Management, LLC21,014$2.02M0.1%+5,92213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\20,499$1.97M<0.01%+4,75413F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC20,268$1.95M0.22%+9613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,100$1.94M<0.01%+5,27713F-HRTimelineGroup
Wedmont Private Capital19,616$1.92M0.05%013F-HRTimeline
Berger Financial Group, Inc19,857$1.91M0.1%+2113F-HRTimeline
Resurgent Financial Advisors LLC19,569$1.88M0.53%-14413F-HRTimeline
GSG Advisors LLC19,307$1.86M0.41%+413F-HRTimeline
Independent Wealth Network Inc.19,055$1.84M0.47%+1,18213F-HRTimeline
J.W. COLE ADVISORS, INC.18,683$1.8M0.03%-14513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,390$1.77M0.02%+1,96913F-HRTimelineGroup
Rothschild Wealth LLC18,230$1.76M0.14%013F-HRTimeline
WealthBridge Capital Management, LLC18,187$1.75M0.35%013F-HRTimeline
KPP Advisory Services LLC17,873$1.72M0.22%+20013F-HRTimeline
WealthCare Investment Partners, LLC17,457$1.68M0.41%+61313F-HRTimeline
Alta Wealth Advisors LLC17,420$1.68M0.45%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC17,356$1.67M0.05%+8313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.17,319$1.67M<0.01%+7213F-HRTimelineGroup
Arax Advisory Partners16,870$1.62M0.01%+16,80913F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC16,864$1.62M0.44%+62913F-HRTimeline
HARBOUR INVESTMENTS, INC.16,818$1.62M0.02%+3,17813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,748$1.61M<0.01%+1,72813F-HRTimelineGroup
HB Wealth Management, LLC16,653$1.6M0.01%-1,02613F-HRTimeline
Valeo Financial Advisors, LLC16,544$1.59M0.03%-7913F-HRTimeline
G&S Capital LLC16,276$1.57M0.46%new13F-HRTimeline
Cascade Financial Partners, LLC16,223$1.56M0.14%013F-HRTimeline
Tranquility Partners, LLC16,020$1.54M0.53%-1413F-HRTimeline
Savvy Advisors, Inc.15,809$1.52M0.03%+31913F-HRTimeline
GARRISON POINT ADVISORS, LLC14,700$1.42M0.57%013F-HRTimeline
St. Clair Advisors, LLC14,602$1.41M0.36%-1,06213F-HRTimeline
Vise Technologies, Inc.14,554$1.4M0.02%+55813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,529$1.4M<0.01%-2,22713F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.14,495$1.4M1.25%-68913F-HRTimeline
Dorsey & Whitney Trust CO LLC14,404$1.39M0.07%013F-HRTimeline
Parallel Advisors, LLC14,178$1.37M0.02%+1313F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…13,992$1.35M0.19%+4013F-HRTimeline
PRIVATE TRUST CO NA13,974$1.35M0.11%013F-HRTimeline
Integrated Wealth Concepts LLC13,930$1.34M0.01%+2,43113F-HRTimeline
SMI Advisory Services, LLC13,571$1.32M0.21%+10,24213F-HRTimeline
Platform Technology Partners13,597$1.31M0.21%013F-HRTimeline
Caliber Wealth Management, LLC / KS13,553$1.31M0.13%-3,01013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD13,358$1.29M0.17%-28413F-HRTimeline
TigerOak Management, L.L.C.13,325$1.28M0.36%013F-HRTimeline
BEACON FINANCIAL GROUP13,131$1.26M0.11%013F-HRTimeline
Ashton Thomas Private Wealth, LLC13,070$1.26M0.03%-14,18613F-HRTimeline
WEDBUSH SECURITIES INC13,002$1.25M0.03%+2213F-HRTimeline
Imprint Wealth LLC12,855$1.24M5.03%+5,02213F-HRTimeline
Rodgers Brothers Inc.12,733$1.23M0.12%013F-HRTimeline
Atria Investments, Inc12,512$1.21M0.01%+4613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC12,150$1.17M0.03%+8,46013F-HRTimeline
Operose Advisors LLC11,700$1.13M0.22%013F-HRTimeline
MONECO ADVISORS, LLC11,503$1.11M0.07%+20313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,470$1.1M0.03%+11,46713F-HRTimelineGroup
MCF Advisors LLC11,453$1.1M0.04%013F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC11,300$1.09M0.15%013F-HRTimeline
Dynamic Advisor Solutions LLC11,293$1.09M0.03%+76413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,021$1.06M<0.01%+97013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,911$1.05M0.01%+1,47513F-HRTimelineGroup
HighPoint Advisor Group LLC10,899$1.05M0.04%+1,35413F-HRTimeline
BANTAMAC CAPITAL, LLC10,688$1.03M0.73%+19413F-HRTimeline
Hilltop Partners LLC10,686$1.03M0.25%013F-HRTimeline
Asset One Wealth Management LLC10,063$986K0.1%-1,81813F-HRTimeline
NewEdge Advisors, LLC10,078$971K<0.01%-8,21613F-HRTimeline
Harpswell Capital Advisors, LLC10,000$963K0.62%013F-HRTimeline
Well Done, LLC9,954$959K0.13%-16013F-HRTimeline
Gateway Wealth Partners, LLC9,931$957K0.06%-90513F-HRTimeline
Eagle Strategies LLC9,831$947K0.09%+5,35213F-HRTimeline
LANARK FINANCIAL, INC.9,829$947K0.06%+1,79713F-HRTimeline
Western Wealth Management, LLC9,562$921K0.03%-9313F-HRTimeline
Merit Financial Group, LLC9,558$921K0.01%+1013F-HR/ATimeline
Mesirow Financial Investment Management…9,402$906K0.01%-1913F-HRTimeline
Kovack Advisors, Inc.9,319$898K0.04%-39513F-HRTimeline
AE Wealth Management LLC9,284$894K<0.01%+2,62413F-HRTimeline
PFG Investments, LLC9,276$893K0.03%+2913F-HRTimeline