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Disclosery

DLN WISDOMTREE TR

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US LARGECAP DIVD (fund)

418 managers (421 13F filers) reported a position in DLN shares at 2025-03-31, 39,759,703 shares in all. 35 filers opened a position and 18 filers sold out during the quarter.

Managers
418
13F filers
421
New
35
Added
121
Reduced
132
Sold out
18
Shares held by filers
39,759,703

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
M&T Bank Corpin group M&T Bank Corp7,872$625K<0.01%-12113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,872$625K0.05%-19113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,867$624K<0.01%-1,43313F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC7,846$623K0.2%-1,05413F-HRTimeline
Sequoia Financial Advisors, LLC7,827$621K<0.01%new13F-HRTimeline
Haverford Trust Co7,802$619K0.01%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC7,714$612K0.04%-26113F-HRTimeline
Live Oak Investment Partners7,707$612K0.48%new13F-HRTimeline
Western Wealth Management, LLC7,641$606K0.04%-32113F-HRTimeline
Post Resch Tallon Group Inc.7,675$605K0.62%013F-HRTimeline
Lutz Financial Services LLC7,456$592K0.05%013F-HRTimeline
SYNOVUS FINANCIAL CORP7,381$586K0.01%-59213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,325$581K<0.01%+22613F-HRTimelineGroup
Glen Eagle Advisors, LLC7,210$572K0.09%+63113F-HRTimeline
Team Hewins, LLC6,880$546K0.21%013F-HR/ATimeline
Grandview Asset Management LLC6,794$539K0.2%+2213F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC6,693$531K0.07%-105,68813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC6,614$525K<0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC6,608$524K0.06%013F-HRTimeline
Fiduciary Group, LLC6,606$524K0.05%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,580$522K0.01%013F-HRTimeline
SpringVest Wealth Management LLC6,551$520K0.43%013F-HRTimeline
Perigon Wealth Management, LLC6,518$517K0.01%-6213F-HRTimeline
REDMONT WEALTH ADVISORS LLC6,461$513K1%013F-HRTimeline
Henderson Brothers Financial Partners, …5,771$508K0.25%13F-HRTimeline
STALEY CAPITAL ADVISERS INC6,290$499K0.02%-1,39713F-HRTimeline
Frazier Financial Advisors, LLC6,231$495K0.38%013F-HRTimeline
STOCK YARDS BANK & TRUST CO6,230$494K0.02%013F-HRTimeline
Modera Wealth Management, LLC6,166$489K0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,151$488K0.01%+1,07213F-HRTimelineGroup
Waldron Private Wealth LLC6,058$481K0.02%-12513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC6,019$478K0.21%-1,61213F-HRTimeline
Berkshire Money Management, Inc.6,000$476K0.05%013F-HRTimeline
GM Advisory Group, LLC5,950$472K0.03%+14013F-HRTimeline
Financial Advocates Investment Manageme…5,907$469K0.03%-1,39613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,859$465K0.27%-67813F-HRTimeline
Powers Advisory Group, LLC5,816$462K0.22%-48513F-HRTimeline
LS Investment Advisors, LLC5,800$460K0.07%013F-HRTimeline
MGO ONE SEVEN LLC5,797$460K0.02%+1,97613F-HRTimeline
ARK & TLK INVESTMENTS, LLC5,764$457K0.16%-44613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,756$457K0.01%013F-HRTimelineGroup
Kingsview Wealth Management, LLC5,727$455K0.01%-15113F-HRTimeline
Advisor Resource Council5,926$455K0.04%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC5,664$450K0.06%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,458$433K0.09%013F-HRTimeline
Cornerstone Wealth Management, LLC5,379$427K0.03%+7113F-HRTimeline
Willow Creek Wealth Management Inc.5,329$423K0.04%-8713F-HRTimeline
Modern Wealth Management, LLC5,214$414K0.01%-2,00313F-HR/ATimeline
EQUITABLE TRUST CO5,149$409K0.02%013F-HRTimeline
Mutual Advisors, LLC5,339$406K0.01%+313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC5,084$404K0.08%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.5,044$400K0.18%-54413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,999$397K0.01%-1,30713F-HRTimeline
Florida Trust Wealth Management Co4,990$396K0.01%013F-HRTimeline
SPINNAKER TRUST4,980$395K0.03%-38513F-HRTimeline
Farther Finance Advisors, LLC4,961$393K0.01%new13F-HRTimeline
Marion Wealth Management4,924$391K0.1%+3013F-HRTimeline
Valmark Advisers, Inc.4,915$390K0.01%+86513F-HRTimeline
AE Wealth Management LLC4,881$387K<0.01%-40313F-HRTimeline
TruNorth Capital Management, LLC4,853$385K0.1%new13F-HRTimeline
NOVUS ADVISORS, LLC4,810$382K0.38%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,807$381K0.02%+11113F-HRTimelineGroup
Reynders McVeigh Capital Management, LLC4,800$381K0.02%013F-HRTimeline
Garrett Wealth Advisory Group, LLC4,794$380K0.09%-12313F-HRTimeline
COURIER CAPITAL LLC4,780$379K0.02%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC4,763$378K0.32%013F-HR/ATimeline
Salomon & Ludwin, LLC4,725$375K0.04%013F-HRTimeline
Choate Investment Advisors4,710$374K0.01%013F-HRTimeline
Rathbones Group PLC4,700$373K<0.01%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…4,700$369K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,512$351K0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,356$346K0.01%-22,02313F-HRTimeline
CERTUITY, LLC4,214$334K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,082$324K0.01%+1,13913F-HRTimeline
Kelman-Lazarov, Inc.4,033$320K0.06%+513F-HRTimeline
Wolfstich Capital, LLC4,024$319K0.29%013F-HR/ATimeline
Code Waechter LLC4,000$317K0.26%013F-HRTimeline
FINANCIAL COUNSELORS INC3,982$316K<0.01%-18713F-HRTimeline
ROCKLAND TRUST CO3,980$316K0.02%013F-HRTimeline
Institute for Wealth Management, LLC.3,969$315K0.04%-11513F-HRTimeline
Larson Financial Group LLC3,954$314K0.01%+1413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,820$303K0.01%013F-HR/ATimeline
BURNS J W & CO INC/NY3,750$298K0.04%013F-HRTimeline
Mason Investment Advisory Services, Inc.3,738$297K0.02%013F-HRTimeline
Strategic Financial Concepts, LLC3,636$289K0.05%013F-HRTimeline
Seven Springs Wealth Group, LLC3,600$286K0.1%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,592$285K0.01%-23713F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT3,584$284K0.04%+1113F-HRTimeline
Moors & Cabot, Inc.3,552$282K0.01%-7413F-HRTimeline
Rodgers & Associates, LTD3,510$279K0.03%+15013F-HRTimeline
Prospera Financial Services Inc3,506$278K0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,490$277K0.01%+39513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,487$277K0.01%013F-HRTimelineGroup
Insight Advisors, LLC/ PA3,477$276K0.05%-28013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,604$275K0.02%new13F-HRTimeline
Cherry Tree Wealth Management, LLC3,394$269K0.06%013F-HRTimeline
Kovack Advisors, Inc.3,375$268K0.03%-2,60513F-HRTimeline
GUIDANCE CAPITAL, INC3,363$262K0.08%-4813F-HRTimeline
Wick Capital Partners, LLC3,281$260K0.08%new13F-HRTimeline
Empirical Asset Management, LLC3,280$260K0.09%-7,25113F-HRTimeline
VICUS CAPITAL3,261$259K0.02%+613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,232$257K0.01%+1413F-HRTimelineGroup
Stonebrook Private Inc.3,205$254K0.07%-3013F-HRTimeline
Weaver Consulting Group3,202$254K0.08%013F-HRTimeline
Birch Hill Investment Advisors LLC3,200$254K0.01%013F-HRTimeline
SBI Securities Co., Ltd.3,198$254K0.01%-27013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,159$251K0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC3,154$250K0.03%+213F-HRTimeline
MTM Investment Management, LLC3,122$247K0.1%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC3,076$244K0.05%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,079$244K0.12%013F-HRTimeline
Fusion Capital, LLC3,062$243K0.09%013F-HRTimeline
Bridgewater Advisors Inc.3,152$242K0.02%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC3,045$242K0.07%-29613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,000$238K0.04%new13F-HRTimeline
MCF Advisors LLC3,000$238K0.02%013F-HRTimeline
PMG Wealth Management, Inc.3,000$238K0.25%013F-HRTimeline
Brookwood Investment Group LLC2,998$238K0.04%13F-HRTimeline
Beacon Pointe Advisors, LLC2,965$235K<0.01%-1,34513F-HRTimeline
Armstrong, Fleming & Moore, Inc2,963$235K0.28%new13F-HRTimeline
DIXON FNANCIAL SERVICES, INC.2,846$226K0.12%+1313F-HRTimeline
Arkadios Wealth Advisors2,826$224K0.01%+1213F-HRTimeline
Performance Wealth Partners, LLC2,825$224K0.01%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,824$224K0.1%013F-HRTimeline
BRIGHTON JONES LLC2,808$223K0.01%+1213F-HRTimeline
Focus Financial Network, Inc.2,807$223K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,800$222K0.01%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.2,769$220K0.01%-9,06013F-HRTimeline
Kuhn & Co Investment Counsel2,725$216K0.18%new13F-HRTimeline
Pullen Investment Management, LLC2,722$216K0.14%013F-HRTimeline
USAdvisors Wealth Management, LLC2,724$216K0.08%-28013F-HRTimeline
Northern Capital Management, Inc.2,714$215K0.14%013F-HRTimeline
Csenge Advisory Group2,880$215K0.01%013F-HRTimeline
Garde Capital, Inc.2,700$214K0.01%013F-HRTimeline
Clark Capital Management Group, Inc.2,639$209K<0.01%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,635$209K<0.01%-29613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…2,633$209K0.01%new13F-HRTimeline
SMITH, MOORE & CO.2,630$209K0.02%-1,24713F-HRTimeline
LANARK FINANCIAL, INC.2,625$208K0.02%+2,62213F-HRTimeline
BRADY FAMILY WEALTH, LLC2,617$208K0.07%-3813F-HRTimeline
Capital Investment Advisors, LLC2,601$206K<0.01%new13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC2,561$203K0.06%-82213F-HRTimeline
Vertex Planning Partners, LLC2,530$201K0.04%new13F-HRTimeline
Dana Investment Advisors, Inc.2,527$201K0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,480$197K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,173$172K<0.01%+94913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,168$172K0.01%013F-HRTimelineGroup
Roble, Belko & Company, Inc2,000$159K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,901$151K<0.01%+113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,686$134K<0.01%013F-HRTimelineGroup
Sage Mountain Advisors LLC1,634$130K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,566$124K<0.01%+1,21213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,550$123K0.05%013F-HRTimeline
IFP Advisors, Inc1,548$123K<0.01%+4613F-HRTimeline
ORG Partners LLC1,500$119K0.03%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,465$116K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,448$115K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,437$114K0.08%-27313F-HRTimeline
CVA Family Office, LLC1,426$113K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,200$95.2K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.1,175$93.3K0.01%-15013F-HRTimeline
PSI Advisors, LLC1,166$92.5K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.996$79.1K<0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC974$75.6K0.01%new13F-HRTimeline
GAMMA Investing LLC944$74.9K0.01%013F-HR/ATimeline
OPTIMUM INVESTMENT ADVISORS930$73.8K0.03%013F-HRTimeline
Costello Asset Management, INC911$72.3K0.03%new13F-HRTimeline
AdvisorNet Financial, Inc902$71.6K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC900$71.4K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…880$70K0.02%013F-HRTimeline
Inlight Wealth Management, LLC851$67.5K0.04%new13F-HRTimeline
Bank of New Hampshire810$64.3K0.02%013F-HRTimeline
Transce3nd, LLC791$62.8K0.03%-20113F-HRTimeline
GHP Investment Advisors, Inc.748$59.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV688$54.6K<0.01%+26313F-HRTimeline
Golden State Wealth Management, LLC677$53.7K0.01%013F-HR/ATimeline
First Horizon Advisors, Inc.670$53.2K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC636$49.5K<0.01%013F-HRTimeline
Coastline Trust Co600$47.6K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prestige Wealth Management Group LLC600$47.6K0.01%013F-HR/ATimeline
TSFG, LLC580$46K0.01%+213F-HRTimeline
Fortis Group Advisors, LLC500$39.7K0.01%013F-HRTimeline
Ridgewood Investments LLC440$34.9K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…433$34.4K0.03%+113F-HRTimeline
VALLEY NATIONAL ADVISERS INC410$32K0.01%013F-HRTimeline
Longview Financial Advisors LLC400$31.7K0.02%-4813F-HRTimeline
Nova Wealth Management, Inc.371$29.4K0.03%new13F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/336$26.7K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC320$25K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC297$22.4K0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC280$22.2K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP268$21.3K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC250$19.8K0.02%013F-HRTimeline
TRUST CO OF VERMONT246$19.5K<0.01%013F-HRTimeline
Allworth Financial LP246$18.7K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.214$17K0.01%+113F-HRTimeline
Capital Investment Advisory Services, L…212$16.8K<0.01%-36413F-HRTimeline
Qube Research & Technologies Ltd198$15.7K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.194$15.4K<0.01%013F-HRTimeline
JNBA Financial Advisors193$15.3K<0.01%-1313F-HRTimeline