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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
SJS Investment Consulting Inc.182$14.4K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.171$13.6K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors164$12.9K<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC160$12.7K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.138$11K0.01%-1513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.128$10.2K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc120$9.34K<0.01%013F-HRTimeline
Sound Income Strategies, LLC106$8.41K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co100$7.94K<0.01%013F-HRTimeline
American Capital Advisory, LLC86$6.83K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.50$3.97K<0.01%013F-HRTimeline
Asset Dedication, LLC44$3.49K<0.01%013F-HRTimeline
Arax Advisory Partners27$2.14K<0.01%new13F-HRTimeline
Financial Perspectives, Inc16$1.27K<0.01%013F-HRTimeline
Coston, McIsaac & Partners16$1K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.12$953<0.01%013F-HRTimeline
Bogart Wealth, LLC6$478<0.01%+413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.