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Disclosery

DLN WISDOMTREE TR

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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
AlphaCore Capital LLC1,330$119K<0.01%013F-HRTimeline
Frankly Finances, LLC1,290$115K0.1%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,245$111K0.03%-31513F-HR/ATimeline
Federation des caisses Desjardins du Qu…1,200$107K<0.01%013F-HRTimeline
City State Bank1,110$99.2K0.03%013F-HRTimeline
Clearstead Trust, LLC1,103$98.5K0.02%+413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.996$89K<0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC974$87K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.900$80.4K0.01%-17513F-HRTimeline
Allworth Financial LP857$76.5K<0.01%+213F-HRTimeline
Bank of New Hampshire810$72.4K0.02%013F-HRTimeline
Lodestone Wealth Management LLC772$69K0.03%013F-HR/ATimeline
Wilmington Savings Fund Society, FSB763$68.2K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.728$65.1K<0.01%-2013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV681$60.8K<0.01%013F-HRTimeline
FIRST HORIZON CORP670$59.9K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC636$56.8K<0.01%013F-HRTimeline
Coastline Trust Co600$53.6K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…593$52.9K<0.01%+38113F-HRTimelineGroup
Harbor Asset Planning, Inc.503$44.9K0.04%+213F-HRTimeline
Fortis Group Advisors, LLC500$44.7K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…442$39.5K0.03%+213F-HRTimeline
Capital Investment Advisory Services, L…440$39.3K<0.01%-40213F-HRTimeline
TSFG, LLC416$37K0.01%+213F-HRTimeline
VALLEY NATIONAL ADVISERS INC410$36K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC400$35.7K<0.01%013F-HRTimeline
Longview Financial Advisors LLC348$31.1K0.02%-5213F-HRTimeline
GGM Financial LLC339$30.3K0.01%+113F-HRTimeline
Capital Advisors, Ltd. LLC320$29K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC297$27.9K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC294$26.3K<0.01%new13F-HRTimeline
Dunhill Financial, LLC293$26.2K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC280$25K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP268$23.9K<0.01%013F-HRTimeline
PlanVest Financial, Inc266$23.8K0.02%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.218$19.5K0.01%+113F-HRTimeline
MidFirst Bank200$17.9K<0.01%-54013F-HRTimeline
Sunbelt Securities, Inc.198$17.7K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC190$17K0.01%13F-HRTimeline
SJS Investment Consulting Inc.182$16.3K<0.01%013F-HRTimeline
JNBA Financial Advisors173$15.5K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.171$15.3K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors164$14.4K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc130$11.6K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC109$9.75K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC100$8.93K<0.01%013F-HRTimeline
American Capital Advisory, LLC86$7.68K<0.01%013F-HRTimeline
SIGNATUREFD, LLC86$7.65K<0.01%+113F-HRTimeline
Hilton Head Capital Partners, LLC80$7.15K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC75$6.57K<0.01%-20013F-HRTimeline
Arax Advisory Partners61$5.45K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.50$4.47K<0.01%013F-HRTimeline
Mosley Wealth Management51$4.44K<0.01%new13F-HRTimeline
Asset Dedication, LLC44$3.93K<0.01%013F-HRTimeline
Advisory Services Network, LLC32$2.85K<0.01%new13F-HRTimeline
Financial Perspectives, Inc16$1.43K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.12$1.07K<0.01%013F-HRTimeline
Coston, McIsaac & Partners17$1K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$893<0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC10$893<0.01%-1013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$268<0.01%-17,92513F-HRTimelineGroup