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Disclosery

DLN WISDOMTREE TR

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US LARGECAP DIVD (fund)

404 managers (407 13F filers) reported a position in DLN shares at 2024-12-31, 38,334,927 shares in all. 27 filers opened a position and 17 filers sold out during the quarter.

Managers
404
13F filers
407
New
27
Added
136
Reduced
98
Sold out
17
Shares held by filers
38,334,927

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Merit Financial Group, LLC7,548$587K0.01%-71413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,479$582K0.01%+32713F-HRTimelineGroup
Lutz Financial Services LLC7,456$580K0.05%+3,41013F-HRTimeline
Financial Advocates Investment Manageme…7,303$568K0.03%+1413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…7,248$564K0.24%13F-HRTimeline
Modern Wealth Management, LLC7,217$561K0.02%+4,42313F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,099$552K<0.01%-1,18913F-HRTimelineGroup
Team Hewins, LLC6,880$535K0.21%-14713F-HR/ATimeline
Grandview Asset Management LLC6,772$527K0.19%-55813F-HRTimeline
Perigon Wealth Management, LLC6,580$519K0.01%+1,93613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,614$515K<0.01%+1,94013F-HRTimelineGroup
Stonebridge Financial Group, LLC6,608$514K0.06%13F-HRTimeline
Fiduciary Group, LLC6,606$514K0.05%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,580$512K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC6,579$512K0.08%+1,85713F-HRTimeline
SpringVest Wealth Management LLC6,551$510K0.44%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC6,537$509K0.28%+1,00513F-HRTimeline
REDMONT WEALTH ADVISORS LLC6,461$503K0.87%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,306$491K0.01%013F-HRTimeline
Powers Advisory Group, LLC6,301$490K0.25%+3413F-HRTimeline
STOCK YARDS BANK & TRUST CO6,230$485K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC6,231$484K0.38%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,210$483K0.17%013F-HRTimeline
Waldron Private Wealth LLC6,183$481K0.02%013F-HRTimeline
Modera Wealth Management, LLC6,166$480K0.01%-17113F-HRTimeline
Berkshire Money Management, Inc.6,000$467K0.05%new13F-HRTimeline
Kovack Advisors, Inc.5,980$465K0.05%-7513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,972$465K<0.01%-213F-HRTimelineGroup
Kingsview Wealth Management, LLC5,878$457K0.01%new13F-HRTimeline
GM Advisory Group, LLC5,810$452K0.03%+24513F-HRTimeline
LS Investment Advisors, LLC5,800$451K0.07%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,756$448K0.01%-20013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC5,664$441K0.06%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,588$433K0.19%+913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,458$425K0.09%013F-HRTimeline
Willow Creek Wealth Management Inc.5,416$421K0.04%013F-HRTimeline
Mutual Advisors, LLC5,336$421K0.01%+413F-HRTimeline
SPINNAKER TRUST5,365$417K0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC5,308$413K0.03%013F-HRTimeline
AE Wealth Management LLC5,284$411K<0.01%+513F-HRTimeline
EQUITABLE TRUST CO5,149$401K0.02%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC5,084$395K0.09%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,079$395K0.01%new13F-HRTimelineGroup
Florida Trust Wealth Management Co4,990$388K0.01%013F-HRTimeline
Garrett Wealth Advisory Group, LLC4,917$382K0.09%-44213F-HRTimeline
Marion Wealth Management4,894$381K0.1%013F-HRTimeline
PFG Advisors4,811$374K0.02%new13F-HRTimeline
Reynders McVeigh Capital Management, LLC4,800$373K0.02%-1,00013F-HRTimeline
COURIER CAPITAL LLC4,780$372K0.03%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC4,763$371K0.31%013F-HRTimeline
Salomon & Ludwin, LLC4,725$368K0.04%-3813F-HRTimeline
St. Louis Trust Co4,720$367K0.05%013F-HRTimeline
SignalPoint Asset Management, LLC4,719$367K0.09%-93613F-HRTimeline
Choate Investment Advisors4,710$366K0.01%013F-HRTimeline
Rathbones Group PLC4,700$366K<0.01%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,696$365K0.03%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,512$351K0.01%-12813F-HRTimelineGroup
Beacon Pointe Advisors, LLC4,310$335K<0.01%+49313F-HRTimeline
CWM, LLCin group CWM, LLC4,247$330K<0.01%+86613F-HRTimelineGroup
CERTUITY, LLC4,214$328K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,200$327K<0.01%-12,54013F-HRTimelineGroup
FINANCIAL COUNSELORS INC4,169$324K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.4,084$318K0.04%-6413F-HRTimeline
Valmark Advisers, Inc.4,050$315K<0.01%013F-HRTimeline
Kelman-Lazarov, Inc.4,028$313K0.06%013F-HRTimeline
Wolfstich Capital, LLC4,024$313K0.28%13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC4,000$311K0.21%013F-HRTimeline
Code Waechter LLC4,000$311K0.27%013F-HRTimeline
ROCKLAND TRUST CO3,980$310K0.02%013F-HRTimeline
Larson Financial Group LLC3,940$306K0.02%+1713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,911$304K0.01%new13F-HRTimelineGroup
SMITH, MOORE & CO.3,877$302K0.03%+613F-HRTimeline
Centennial Wealth Advisory LLC3,847$299K0.12%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,829$298K0.01%+413F-HRTimelineGroup
MGO ONE SEVEN LLC3,821$297K0.01%+18113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,820$297K0.01%013F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,769$293K<0.01%-20013F-HRTimelineGroup
Insight Advisors, LLC/ PA3,757$292K0.05%-1613F-HRTimeline
BURNS J W & CO INC/NY3,750$292K0.04%013F-HRTimeline
Mason Investment Advisory Services, Inc.3,738$291K0.02%-2613F-HRTimeline
Strategic Financial Concepts, LLC3,636$283K0.05%+4113F-HR/ATimeline
Moors & Cabot, Inc.3,626$282K0.01%-26813F-HRTimeline
Seven Springs Wealth Group, LLC3,600$280K0.1%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,573$278K0.03%+1313F-HRTimeline
GUIDANCE CAPITAL, INC3,411$274K0.08%new13F-HRTimeline
Prospera Financial Services Inc3,506$273K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,487$271K0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.3,468$270K0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC3,394$264K0.07%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC3,383$263K0.09%-23513F-HRTimeline
Empirical Asset Management, LLC10,531$262K0.09%013F-HRTimeline
Rodgers & Associates, LTD3,360$261K0.03%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC3,341$260K0.07%new13F-HRTimeline
Arrowroot Family Office, LLC3,306$257K0.13%-33813F-HRTimeline
VICUS CAPITAL3,255$253K0.02%-1613F-HRTimeline
Stonebrook Private Inc.3,235$252K0.07%-12213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,218$250K0.01%+1713F-HRTimelineGroup
Weaver Consulting Group3,202$249K0.08%013F-HRTimeline
Birch Hill Investment Advisors LLC3,200$249K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,159$246K0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC3,152$245K0.03%+313F-HRTimeline
MTM Investment Management, LLC3,122$243K0.09%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,095$241K-836Timeline
MARINO, STRAM & ASSOCIATES LLC3,076$239K0.05%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,079$239K0.09%13F-HRTimeline
Fusion Capital, LLC3,062$238K0.1%013F-HRTimeline
MCF Advisors LLC3,000$233K0.02%013F-HRTimeline
PMG Wealth Management, Inc.3,000$233K0.21%13F-HRTimeline
USAdvisors Wealth Management, LLC3,004$233K0.08%+1213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,943$229K0.01%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,931$228K<0.01%+12913F-HRTimelineGroup
Eagle Strategies LLC2,907$226K0.04%+1113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,800$225K0.01%+1,80013F-HRTimelineGroup
Csenge Advisory Group2,880$224K0.01%013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.2,833$220K0.12%+1513F-HRTimeline
Performance Wealth Partners, LLC2,825$220K0.01%-11513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,824$220K0.1%013F-HRTimeline
Arkadios Wealth Advisors2,814$219K0.01%+1513F-HRTimeline
Focus Financial Network, Inc.2,807$218K0.01%013F-HRTimeline
BRIGHTON JONES LLC2,796$218K0.01%-23513F-HR/ATimeline
Carnegie Investment Counsel2,786$217K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,769$215K<0.01%+2,14913F-HRTimelineGroup
Pullen Investment Management, LLC2,722$212K0.14%013F-HRTimeline
Northern Capital Management, Inc.2,714$211K0.13%013F-HRTimeline
Garde Capital, Inc.2,700$210K0.01%013F-HRTimeline
BRADY FAMILY WEALTH, LLC2,655$207K0.06%013F-HRTimeline
Clark Capital Management Group, Inc.2,639$205K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,480$193K<0.01%013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC2,440$190K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,168$169K0.01%013F-HRTimelineGroup
Roble, Belko & Company, Inc2,000$156K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,900$148K<0.01%-2513F-HRTimelineGroup
Noble Wealth Management PBC1,710$133K0.09%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,686$131K<0.01%013F-HRTimelineGroup
Sage Mountain Advisors LLC1,634$127K0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,550$121K0.05%013F-HRTimeline
IFP Advisors, Inc1,502$117K<0.01%+50013F-HRTimeline
ORG Partners LLC1,500$117K0.02%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd1,465$114K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,448$113K<0.01%+113F-HRTimeline
CVA Family Office, LLC1,426$111K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.1,325$103K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,224$95.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,200$93.3K<0.01%013F-HRTimeline
PSI Advisors, LLC1,166$90.7K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.996$77.5K<0.01%013F-HRTimelineGroup
Transce3nd, LLC992$77.2K0.03%13F-HRTimeline
GAMMA Investing LLC944$73.4K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS930$72.3K0.03%-20013F-HRTimeline
AdvisorNet Financial, Inc902$70.1K0.01%+113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC900$70K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…880$68K0.03%013F-HRTimeline
Bank of New Hampshire810$63K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.748$58.2K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC677$52.7K0.01%13F-HRTimeline
First Horizon Advisors, Inc.670$52.1K<0.01%-53413F-HRTimeline
Human Investing LLC650$50.6K0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC642$50.4K<0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC636$49.5K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC600$46.7K0.01%-12113F-HR/ATimeline
Coastline Trust Co600$46.7K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sugar Maple Asset Management, LLC598$46.5K0.04%new13F-HRTimeline
Eagle Bay Advisors LLC582$45.3K0.03%013F-HRTimeline
TSFG, LLC578$45K0.01%+213F-HRTimeline
Capital Investment Advisory Services, L…576$44.8K<0.01%+34013F-HRTimeline
Fortis Group Advisors, LLC500$38.9K0.01%013F-HRTimeline
Longview Financial Advisors LLC448$34.9K0.02%13F-HRTimeline
Ridgewood Investments LLC440$34.2K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…432$33.6K0.03%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV425$33.1K<0.01%-4713F-HRTimeline
LEE DANNER & BASS INC400$31.1K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC410$31K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC354$27.5K<0.01%+5413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/336$26.1K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC320$25K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…318$24K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP268$20.8K<0.01%013F-HRTimeline
Allworth Financial LP246$19.6K<0.01%new13F-HRTimeline
Centricity Wealth Management, LLC250$19.4K0.02%13F-HRTimeline
TRUST CO OF VERMONT246$19.1K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.213$16.5K0.01%13F-HRTimeline
JNBA Financial Advisors206$16K<0.01%-2313F-HRTimeline
Sunbelt Securities, Inc.194$15K<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.182$14.2K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors164$12.7K<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC160$12.4K0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.153$11.9K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.147$11.5K<0.01%-1,33513F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.128$9.96K0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc120$9.34K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sound Income Strategies, LLC106$8.25K<0.01%013F-HRTimeline
Legend Financial Advisors, Inc.104$8.09K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…102$7.93K<0.01%-14,03413F-HRTimelineGroup
Cornerstone National Bank & Trust Co100$7.78K<0.01%013F-HRTimeline
FLP Wealth Management, LLC97$7.55K0.02%13F-HRTimeline
American Capital Advisory, LLC86$6.69K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.50$3.89K<0.01%013F-HRTimeline
Asset Dedication, LLC44$3.42K<0.01%013F-HRTimeline
Financial Perspectives, Inc16$1.25K<0.01%013F-HRTimeline
Coston, McIsaac & Partners16$1K<0.01%013F-HRTimeline