Skip to content
Disclosery

DLN WISDOMTREE TR

Follow

US LARGECAP DIVD (fund)

461 managers (468 13F filers) reported a position in DLN shares at 2026-03-31, 42,575,000 shares in all. 35 filers opened a position and 25 filers sold out during the quarter.

Managers
461
13F filers
468
New
35
Added
153
Reduced
137
Sold out
25
Shares held by filers
42,575,000

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,923$797K<0.01%+5,19113F-HRTimeline
Summit Financial, LLC8,703$777K0.01%-213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,696$776K0.05%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,665$774K<0.01%-50213F-HR/ATimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…8,558$764K0.02%-25413F-HRTimelineGroup
Kaydan Wealth Management, Inc.8,529$762K0.25%+2713F-HRTimeline
Capital Advisors Wealth Management, LLC8,509$760K0.1%-8413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,460$756K<0.01%-24013F-HRTimelineGroup
COMPASS CAPITAL MANAGEMENT, INC8,360$747K0.05%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC8,336$745K0.06%-2313F-HRTimeline
RFG Advisory, LLC8,267$738K0.01%-111,78913F-HRTimeline
LANARK FINANCIAL, INC.8,032$717K0.05%+5,44013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP8,000$715K0.11%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,897$705K<0.01%-1,12913F-HRTimelineGroup
Imprint Wealth LLC7,833$700K3.2%+3,12513F-HRTimeline
Haverford Trust Co7,802$697K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC7,766$694K<0.01%-17413F-HRTimeline
NewEdge Wealth, LLC7,750$692K0.01%-30013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO7,700$688K0.07%+2313F-HRTimeline
IHT Wealth Management, LLC7,697$688K0.02%+3213F-HRTimeline
Fisher Asset Management, LLC7,641$683K<0.01%new13F-HRTimeline
HBK Sorce Advisory LLC7,212$678K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC7,581$677K0.09%+1113F-HRTimeline
BRIGHTON JONES LLC7,486$669K0.01%new13F-HR/ATimeline
ADAMSBROWN WEALTH CONSULTANTS LLC7,467$667K0.18%-36713F-HRTimeline
Lutz Financial Services LLC7,456$666K0.04%013F-HRTimeline
Live Oak Investment Partners7,364$658K0.39%+74213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,355$658K0.05%-77513F-HRTimeline
Post Resch Tallon Group Inc.7,265$651K0.53%+10013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,200$643K<0.01%+2,30013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC7,183$642K0.13%-88013F-HRTimeline
Team Hewins, LLC7,128$637K0.19%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,019$627K0.02%-74013F-HR/ATimelineGroup
SHP Wealth Management6,789$606K0.05%+7013F-HRTimeline
Valmark Advisers, Inc.6,707$599K0.01%+92213F-HRTimeline
AE Wealth Management LLC6,660$595K<0.01%+12913F-HRTimeline
Grandview Asset Management LLC6,656$595K0.17%-13513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,580$592K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC6,608$590K0.05%013F-HRTimeline
Fiduciary Group, LLC6,606$590K0.05%013F-HRTimeline
Quantinno Capital Management LP6,465$578K<0.01%+37513F-HRTimeline
Perigon Wealth Management, LLC6,388$571K0.01%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC6,384$570K0.23%-3213F-HRTimeline
Frazier Financial Advisors, LLC6,255$559K0.31%+2413F-HRTimeline
Element Wealth, LLC6,219$556K0.23%-1313F-HRTimeline
Orographic Financial Advisors, LLC6,145$548K0.39%13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC6,075$543K0.17%+71513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,065$542K0.01%+1113F-HRTimelineGroup
Modera Wealth Management, LLC6,057$541K0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC6,040$540K0.02%new13F-HRTimeline
Powers Advisory Group, LLC5,933$530K0.19%+2413F-HRTimeline
Impact Capital Partners LLC5,834$521K0.16%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,808$519K<0.01%13F-HRTimelineGroup
LS Investment Advisors, LLC5,800$518K0.08%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,756$514K0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC5,664$506K0.05%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC5,573$498K0.03%-33913F-HRTimeline
STALEY CAPITAL ADVISERS INC5,540$495K0.02%-92213F-HRTimeline
Empirical Asset Management, LLC5,506$492K0.13%013F-HRTimeline
Summit Trail Advisors, LLC5,500$491K0.01%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,458$488K0.07%013F-HRTimeline
Cornerstone Wealth Management, LLC5,379$481K0.02%013F-HRTimeline
Heritage Wealth Management, Inc./Texas5,348$478K0.2%-55013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,255$469K0.01%+72313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,245$469K<0.01%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC5,210$465K0.13%-25113F-HRTimeline
EQUITABLE TRUST CO5,149$460K0.02%013F-HRTimeline
Modern Wealth Management, LLC5,100$456K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,081$455K0.14%+813F-HRTimeline
MGO ONE SEVEN LLC5,089$455K0.01%-74513F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC5,084$454K0.02%013F-HRTimelineGroup
Kingsview Wealth Management, LLC5,079$454K0.01%+1813F-HRTimeline
Florida Trust Wealth Management Co4,990$446K0.01%013F-HRTimeline
SPINNAKER TRUST4,980$445K0.02%013F-HRTimeline
Marion Wealth Management4,967$444K0.1%+4313F-HRTimeline
CORA CAPITAL ADVISORS LLC4,964$443K0.15%013F-HRTimeline
COURIER CAPITAL LLC4,867$435K0.02%-1,99913F-HR/ATimeline
Aptus Capital Advisors, LLC4,846$433K<0.01%+10013F-HRTimeline
Midwest Trust Co4,809$430K0.01%-3813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,807$429K0.02%new13F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC4,771$426K0.15%-2,54513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC4,763$425K0.29%013F-HRTimeline
Choate Investment Advisors4,710$421K0.01%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.4,710$421K0.02%013F-HRTimelineGroup
Salomon & Ludwin, LLC4,695$421K0.04%-2313F-HRTimeline
Rathbones Group PLC4,700$420K<0.01%013F-HR/ATimeline
NorthCoast Asset Management LLC4,592$410K0.01%+1913F-HRTimeline
Rockport Wealth LLC4,590$410K0.07%-9,77113F-HRTimeline
Waverly Advisors, LLC4,535$405K<0.01%+57613F-HRTimeline
GM Advisory Group, LLC4,481$400K0.02%013F-HRTimeline
Eagle Strategies LLC4,479$400K0.05%+59213F-HRTimeline
UMB Bank, n.a.4,446$397K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Performance Wealth Partners, LLC4,400$393K0.01%-35013F-HRTimeline
Facet Wealth, Inc.4,158$371K0.01%013F-HRTimeline
SpringVest Wealth Management LLC4,125$368K0.25%-6613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,054$362K+1,165Timeline
HUB Investment Partners, LLC4,047$362K0.01%new13F-HRTimeline
Larson Financial Group LLC4,020$359K0.01%+1413F-HRTimeline
Code Waechter LLC4,000$357K0.21%013F-HRTimeline
KINTRA WEALTH, LLC3,989$356K0.03%new13F-HRTimeline
ROCKLAND TRUST CO3,980$356K0.01%013F-HRTimeline
Garrett Wealth Advisory Group, LLC3,968$354K0.06%-52313F-HRTimeline
JMG Financial Group, Ltd.3,902$349K0.01%013F-HRTimeline
Kelman-Lazarov, Inc.3,857$345K0.05%+513F-HRTimeline
SAX WEALTH ADVISORS, LLC3,871$341K0.02%013F-HRTimeline
BURNS J W & CO INC/NY3,750$335K0.04%013F-HRTimeline
Mason Investment Advisory Services, Inc.3,738$334K0.02%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,690$330K0.01%-5613F-HRTimeline
Wolfstich Capital, LLC3,744$328K0.29%-50913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,608$322K<0.01%+313F-HRTimelineGroup
Seven Springs Wealth Group, LLC3,600$322K0.07%013F-HRTimeline
Align Financial, LLC3,595$321K0.18%-313,05313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,593$321K0.04%+213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,592$321K<0.01%-20,09213F-HRTimelineGroup
Rodgers & Associates, LTD3,585$320K0.03%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC3,549$317K0.06%+27513F-HR/ATimeline
Clarity Wealth Advisors, LLC3,523$315K0.06%-51613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,398$304K0.01%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC3,396$303K<0.01%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,362$300K0.01%-2513F-HRTimelineGroup
SMI Advisory Services, LLC3,329$299K0.05%+1013F-HRTimeline
Mutual Advisors, LLC3,350$299K0.01%+313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,324$297K<0.01%+53313F-HRTimelineGroup
Obermeyer Wealth Partners3,286$294K0.01%013F-HRTimeline
Wick Capital Partners, LLC3,281$293K0.05%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,275$293K0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.3,241$290K0.01%+14013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,256$289K0.04%-60,06713F-HRTimeline
Cherry Tree Wealth Management, LLC3,233$289K0.06%-16113F-HRTimeline
Birch Hill Investment Advisors LLC3,200$286K0.01%013F-HRTimeline
Csenge Advisory Group3,184$284K0.01%+30413F-HRTimeline
Stonebrook Private Inc.3,184$284K0.06%+9613F-HRTimeline
Parkside Financial Bank & Trust3,130$280K0.02%-67513F-HRTimeline
MTM Investment Management, LLC3,122$279K0.09%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,079$275K0.08%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC3,076$275K0.05%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,063$274K0.01%-53913F-HRTimeline
Fusion Capital, LLC3,062$274K0.07%013F-HRTimeline
MLP3, LLC3,023$270K0.3%+1213F-HRTimeline
Arrowroot Family Office, LLC3,013$269K0.09%-613F-HR/ATimeline
VICUS CAPITAL3,005$268K0.02%+15613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,000$268K0.11%013F-HRTimeline
PMG Wealth Management, Inc.3,000$268K0.19%013F-HRTimeline
Prospera Financial Services Inc3,000$268K<0.01%-44813F-HRTimeline
Aviance Capital Partners, LLC2,972$265K0.03%013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.2,903$259K0.12%+1213F-HRTimeline
JGP Wealth Management, LLC2,882$257K0.03%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,874$257K0.02%new13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,824$252K0.1%013F-HRTimeline
Baker Avenue Asset Management, LP2,750$246K0.01%new13F-HRTimeline
Kuhn & Co Investment Counsel2,725$243K0.16%013F-HRTimeline
Pullen Investment Management, LLC2,722$243K0.12%013F-HRTimeline
TFO Wealth Partners, LLC2,716$243K0.03%new13F-HRTimeline
Northern Capital Management, Inc.2,714$242K0.12%013F-HRTimeline
PCG Wealth Advisors, LLC2,709$242K0.06%+26013F-HRTimeline
Garde Capital, Inc.2,700$241K0.01%013F-HRTimeline
Nova Wealth Management, Inc.2,666$238K0.16%+913F-HRTimeline
Costello Asset Management, INC2,646$236K0.08%+1,72413F-HRTimeline
FOSTER & MOTLEY INC2,647$236K0.01%new13F-HRTimeline
World Investment Advisors2,633$235K<0.01%-10,79013F-HRTimeline
SMITH, MOORE & CO.2,630$235K0.02%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,628$235K0.01%+1013F-HRTimelineGroup
Abound Wealth Management2,625$234K0.05%new13F-HRTimeline
Weaver Consulting Group2,624$234K0.06%-50013F-HRTimeline
BRADY FAMILY WEALTH, LLC2,617$234K0.07%013F-HRTimeline
Beacon Pointe Advisors, LLC2,603$233K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,594$232K<0.01%-1,49513F-HRTimeline
Institute for Wealth Management, LLC.2,576$230K0.02%013F-HRTimeline
USAdvisors Wealth Management, LLC2,629$230K0.08%+813F-HRTimeline
Stone House Investment Management, LLC2,540$227K0.04%013F-HRTimeline
Vertex Planning Partners, LLC2,531$226K0.04%+213F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding2,522$225KnewTimeline
Astoria Portfolio Advisors LLC.2,408$224K0.05%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp2,493$223K<0.01%013F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,480$222K<0.01%013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC2,440$218K0.02%013F-HR/ATimeline
Advisors Capital Management, LLC2,424$217K<0.01%-82,14613F-HRTimeline
OLD NATIONAL BANCORP /IN/2,366$211K<0.01%013F-HRTimeline
St. Louis Trust Co2,360$211K0.02%013F-HRTimeline
DAVENPORT & Co LLC2,308$206K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,298$205K<0.01%013F-HR/ATimeline
GEM Asset Management, LLC2,285$204K0.09%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC2,280$204K0.02%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.2,275$203K0.02%013F-HRTimeline
PHILADELPHIA TRUST CO2,248$201K0.01%new13F-HRTimeline
COFG Advisors, LLC2,249$201K0.05%new13F-HRTimeline
Bridgewater Advisors Inc.2,112$200K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,168$194K0.01%013F-HRTimelineGroup
IFP Advisors, Inc2,137$191K<0.01%+73513F-HRTimeline
Roble, Belko & Company, Inc2,000$179K0.02%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,878$168K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,805$161K<0.01%+213F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…1,789$160K0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,700$152K<0.01%new13F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,686$151K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,550$138K0.04%013F-HRTimeline
GAMMA Investing LLC1,544$138K0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,465$131K0.01%013F-HRTimeline
Noble Wealth Management PBC1,437$128K0.07%013F-HRTimeline
CVA Family Office, LLC1,426$127K0.01%013F-HRTimeline