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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
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,908,613$304M0.2%+4,96713F-HRTimelineGroup
LPL Financial LLC2,964,255$231M0.09%+253,97713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,914,928$227M0.02%+51,44313F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,355,747$183M+2,332,908Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,773,492$138M0.04%+488,03613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,663,912$129M0.01%+607,90813F-HRTimelineGroup
Creative Planningin group Creative Planning1,386,224$108M0.1%-31,61813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,288,065$100M0.02%+19,50913F-HRTimelineGroup
Evercore Wealth Management, LLC1,134,076$88.2M1.32%+3,54513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…950,788$74M1.66%+62,70513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC782,624$60.9M0.09%+4,72613F-HRTimeline
Cetera Investment Advisers724,013$56.3M0.12%+180,48313F-HRTimeline
Clearstead Advisors, LLC720,287$56M0.85%+29,32813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN653,459$50.8M0.01%+22,67813F-HRTimelineGroup
Advisors Capital Management, LLC614,484$47.8M0.75%+598,08813F-HRTimeline
Cambridge Investment Research Advisors,…580,490$45.2M0.15%-5,02813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC579,642$45.1M0.02%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA565,432$44M0.01%-3,28513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC554,245$43.1M0.01%+1,10513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding525,759$40.9M-13,408Timeline
Waterway Wealth Management, LLC521,356$40.6M17.84%-4,81513F-HRTimeline
IAG Wealth Partners, LLC412,385$32.1M5.66%-5,98013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…386,220$30M0.08%+5,17313F-HRTimelineGroup
LRI Investments, LLC337,724$26.3M2.53%-92113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.328,342$25.5M0.05%-18,94413F-HRTimelineGroup
Fox Financial, Inc310,681$24.2M21.83%+55,45513F-HRTimeline
Lee, Kelleher & Klein Wealth Management307,922$24M17.06%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC304,519$23.7M<0.01%+55,80413F-HRTimelineGroup
MAI Capital Management263,286$20.5M0.15%-34213F-HRTimeline
Private Advisor Group, LLC234,693$18.3M0.1%+12,18213F-HRTimeline
Bristlecone Advisors, LLC229,755$17.9M1.4%+79513F-HRTimeline
Fairway Wealth LLC222,780$17.3M7.8%+40,31013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding220,475$17.2M+11,678Timeline
Revolve Wealth Partners, LLC218,498$17M2.53%-1,50713F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.208,269$16.2M0.04%+63,46713F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…194,406$15.1M0.13%+13013F-HRTimeline
Main Street Financial Solutions, LLC171,213$13.3M1.31%+7,92213F-HRTimeline
FIDELIS iM, LLC165,534$12.9M6.32%-9,47613F-HRTimeline
Sanctuary Advisors, LLC157,286$12.7M0.08%+1,12513F-HRTimeline
HighTower Advisors, LLC161,076$12.5M0.02%+1,21513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO154,701$12M<0.01%+9,54013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…153,974$12M0.01%+13313F-HRTimelineGroup
CLG LLC151,729$11.8M4.21%13F-HRTimeline
D.A. DAVIDSON & CO.147,306$11.5M0.09%+27,64613F-HRTimeline
FUTURE YOU WEALTH LLC144,200$11.2M7.94%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…143,736$11.2M0.02%+6,79613F-HR/ATimeline
LAKE STREET PRIVATE WEALTH, LLC138,258$10.8M1.72%new13F-HRTimeline
Almanack Investment Partners, LLC.135,707$10.6M1.63%-3,02813F-HRTimeline
FIRST AMERICAN TRUST, FSB117,206$9.12M0.91%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC112,381$8.73M1.4%-32,16713F-HRTimelineGroup
CX Institutional108,028$8.4M0.33%+8,25313F-HRTimeline
Strategic Family Wealth Counselors, L.L…106,631$8.29M2.7%+5,22713F-HRTimeline
United Advisor Group, LLC103,263$8.03M1.59%+11,02113F-HRTimeline
RFG Advisory, LLC103,011$8.01M0.23%-1,07413F-HRTimeline
Key Financial Inc98,357$7.65M1.74%-1,08413F-HRTimeline
MOLLER WEALTH PARTNERS94,606$7.36M1.94%-1,33713F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM94,500$7.35M1.19%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,354$7.18M0.01%+1,10213F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.77,207$6.01M1.21%-4,36713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC76,414$5.94M2.21%+1,57313F-HRTimeline
One Wealth Map LLC67,848$5.53M3.36%-85213F-HRTimeline
Graves Light Lenhart Wealth, Inc.69,843$5.43M0.68%-2,14713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP67,957$5.29M0.01%+3,23813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.65,359$5.08M0.05%+1,34313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS63,832$4.97M0.01%-3,56813F-HRTimeline
CW Advisors, LLC61,099$4.75M0.07%+2,53613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC60,232$4.69M0.35%+30,61013F-HRTimeline
COMERICA BANK59,674$4.64M0.02%+71313F-HR/ATimeline
1900 WEALTH MANAGEMENT LLC58,606$4.56M0.38%+1113F-HRTimeline
Koshinski Asset Management, Inc.57,669$4.49M0.4%-66113F-HRTimeline
Clearwater Capital Advisors, LLC55,050$4.28M0.42%-18,70513F-HRTimeline
Sigma Planning Corp54,226$4.22M0.13%+88613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…52,985$4.12M0.89%new13F-HRTimeline
Janney Montgomery Scott LLC52,508$4.08M0.01%-3,01313F-HRTimeline
EP Wealth Advisors, LLC52,042$4.05M0.03%-5213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO51,440$4M0.03%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC51,335$3.99M0.19%+4,27313F-HRTimeline
Circle Wealth Management, LLC51,237$3.99M0.09%013F-HRTimeline
MML INVESTORS SERVICES, LLC49,495$3.85M0.01%+1,21113F-HRTimeline
IFG Advisory, LLC48,405$3.77M0.21%-2,21413F-HRTimeline
Linscomb Wealth, Inc.48,302$3.76M0.19%+2113F-HRTimeline
Atria Wealth Solutions, Inc.47,584$3.7M0.04%+1,10413F-HRTimeline
Nadler Financial Group, Inc.47,400$3.69M0.39%-6513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC46,744$3.64M0.02%+10013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC46,572$3.62M0.01%-69113F-HRTimelineGroup
Cresset Asset Management, LLC45,537$3.54M0.02%-2,01413F-HRTimeline
ASPIRIANT, LLC41,366$3.22M0.12%-97313F-HRTimeline
Allen Capital Group, LLC39,840$3.1M0.38%-78213F-HRTimeline
Meridian Financial Partners LLC38,197$2.97M1.57%+17313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP35,752$2.78M0.07%-46213F-HRTimeline
Rockport Wealth LLC34,713$2.71M1.21%-24613F-HRTimeline
Berger Financial Group, Inc34,803$2.71M0.19%+9513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,623$2.69M0.01%+15413F-HRTimelineGroup
MATHER GROUP, LLC.33,223$2.58M0.03%-44413F-HRTimeline
CRA Financial Services, LLC31,735$2.47M0.42%+1,79213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…31,353$2.44M0.01%+2,65013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC31,178$2.43M0.05%-67313F-HRTimeline
FMR LLCin group FMR LLC30,768$2.39M<0.01%+4,51613F-HRTimelineGroup
Avant Capital LLC30,054$2.34M1.94%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.29,836$2.32M0.01%+59313F-HRTimeline
MidAtlantic Capital Management, Inc.29,598$2.3M1.69%+1,05713F-HRTimeline
Ausdal Financial Partners, Inc.29,568$2.3M0.2%-18813F-HRTimeline
Rollins Financial Advisors, LLC29,428$2.29M0.36%+1,00913F-HRTimeline
Wealthspire Advisors, LLC29,032$2.26M0.02%+15,62713F-HRTimeline
Chicago Partners Investment Group LLC28,777$2.24M0.07%+5,73013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,193$2.12M<0.01%-20,02113F-HRTimelineGroup
Kondo Wealth Advisors, Inc.26,591$2.07M1.05%13F-HRTimeline
J.W. COLE ADVISORS, INC.26,379$2.05M0.08%+12313F-HRTimeline
Amplius Wealth Advisors, LLC26,075$2.03M0.21%-10013F-HRTimeline
Team Financial Group, LLC25,178$1.96M1.12%+2513F-HRTimeline
Geneos Wealth Management Inc.24,306$1.89M0.07%+4,31313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,063$1.86M<0.01%+3,48713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC23,257$1.81M<0.01%+2,50213F-HRTimelineGroup
CULBERTSON A N & CO INC22,860$1.78M0.28%013F-HRTimeline
Resurgent Financial Advisors LLC22,225$1.73M1.02%-87113F-HRTimeline
Atria Investments, Inc22,199$1.73M0.02%-51113F-HRTimeline
CHOREO, LLC21,706$1.69M0.02%+413F-HRTimeline
PRIVATE TRUST CO NA21,349$1.66M0.17%+1,67413F-HRTimeline
UHLMANN PRICE SECURITIES, LLC20,656$1.61M1.21%+1,22913F-HRTimeline
Wilmington Savings Fund Society, FSB20,620$1.6M0.03%-4,00013F-HRTimeline
Founders Financial Alliance, LLC20,036$1.56M0.43%+26413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC19,692$1.53M0.21%+4013F-HRTimeline
BEACON FINANCIAL GROUP19,297$1.5M0.16%-1,32513F-HRTimeline
WealthBridge Capital Management, LLC18,782$1.46M0.41%+4813F-HRTimeline
HB Wealth Management, LLC18,070$1.41M0.01%+71813F-HRTimeline
Cascade Financial Partners, LLC17,577$1.37M0.18%013F-HRTimeline
Alta Wealth Advisors LLC17,420$1.36M0.59%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC16,859$1.31M0.05%-2,42213F-HRTimeline
Ashton Thomas Private Wealth, LLC16,804$1.31M0.05%+32413F-HRTimeline
Valeo Financial Advisors, LLC16,699$1.3M0.04%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC16,463$1.28M0.6%+8313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,442$1.28M<0.01%+313F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC16,430$1.28M0.11%+32213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,276$1.27M<0.01%013F-HRTimelineGroup
St. Clair Advisors, LLC15,839$1.23M0.35%013F-HRTimeline
Tranquility Partners, LLC15,629$1.23M0.46%-41013F-HRTimeline
Mariner, LLCin group Mariner, LLC15,733$1.22M<0.01%-57613F-HRTimelineGroup
Parallel Advisors, LLC15,556$1.21M0.03%-19213F-HRTimeline
&PARTNERS15,215$1.19M0.01%+72613F-HRTimeline
Etesian Wealth Advisors, Inc.15,087$1.17M0.52%+11,56813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,900$1.16M<0.01%-40013F-HRTimeline
Dorsey & Whitney Trust CO LLC14,404$1.12M0.06%013F-HRTimeline
KPP Advisory Services LLC14,191$1.1M0.26%+1,67313F-HRTimeline
High Net Worth Advisory Group LLC14,180$1.1M0.31%013F-HRTimeline
Platform Technology Partners13,597$1.06M0.32%-3,39913F-HRTimeline
CoreCap Advisors, LLC13,470$1.05M0.05%+1,28413F-HRTimeline
BLAIR WILLIAM & CO/IL13,156$1.02M<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,979$1.01M0.02%-1,79413F-HRTimelineGroup
Rodgers Brothers Inc.12,733$990K0.13%013F-HRTimeline
Moloney Securities Asset Management, LLC12,484$971K0.13%+2,88213F-HRTimeline
B. Riley Wealth Advisors, Inc.11,829$920K0.03%-8813F-HRTimeline
Mesirow Financial Investment Management…11,811$919K0.02%-12,07113F-HRTimeline
VESTOR CAPITAL, LLC11,791$917K0.07%-75613F-HRTimeline
TigerOak Management, L.L.C.11,718$912K0.33%13F-HRTimeline
Operose Advisors LLC11,700$910K0.31%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC11,676$908K0.04%+45413F-HRTimeline
FSA Advisors, Inc.11,403$887K1.09%+78713F-HRTimeline
Global Retirement Partners, LLC11,298$879K0.03%+3713F-HRTimeline
WEDBUSH SECURITIES INC11,092$863K0.03%013F-HRTimeline
CORA CAPITAL ADVISORS LLC10,694$832K0.4%013F-HRTimeline
Hilltop Partners LLC10,686$831K0.28%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,570$822K0.05%+78913F-HRTimeline
NewEdge Advisors, LLC10,471$815K<0.01%+113F-HRTimeline
ShoreHaven Wealth Partners, LLC10,200$793K0.37%-2013F-HRTimeline
NFSG Corp10,032$780K0.2%-1,49513F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP10,000$778K0.15%013F-HRTimeline
626 Financial, LLC9,942$773K0.42%+2813F-HRTimeline
Integrated Wealth Concepts LLC9,511$740K0.01%+2,17613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,300$723K<0.01%+2,96813F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC9,218$717K0.01%013F-HRTimeline
MONECO ADVISORS, LLC9,187$715K0.08%new13F-HR/ATimeline
WealthCare Investment Partners, LLC9,149$711K0.31%+4,75113F-HRTimeline
Laird Norton Wetherby Wealth Management…9,081$706K0.03%+113F-HRTimeline
BANTAMAC CAPITAL, LLC9,000$700K0.31%013F-HRTimeline
Kaydan Wealth Management, Inc.8,977$698K0.23%+27513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,956$697K0.04%-84013F-HRTimelineGroup
PFG Investments, LLC8,912$693K0.04%-1,16513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC8,900$692K0.24%+1113F-HRTimeline
IHT Wealth Management, LLC8,652$673K0.02%-1,27213F-HRTimeline
Northwest Financial Advisors8,603$669K0.55%+4,02413F-HRTimeline
Capital Advisors Wealth Management, LLC8,590$668K0.12%+2713F-HRTimeline
Collaborative Wealth Managment Inc.8,550$665K0.3%-87413F-HRTimeline
Well Done, LLC8,364$657K0.12%013F-HRTimeline
NorthCoast Asset Management LLC8,394$653K<0.01%new13F-HR/ATimeline
Heritage Wealth Management, Inc./Texas8,393$653K0.38%-1,15113F-HRTimeline
COZAD ASSET MANAGEMENT INC8,373$651K0.06%-113F-HRTimeline
NewEdge Wealth, LLC8,310$646K0.01%-6713F-HRTimeline
HBK Sorce Advisory LLC8,212$639K0.02%013F-HRTimeline
Element Wealth, LLC8,179$636K0.33%013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC8,136$633K0.15%+313F-HRTimeline
Wedmont Private Capital8,167$627K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,063$626K0.05%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,993$622K<0.01%+15013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP7,973$621K0.01%-8,18113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC7,975$620K0.04%-31813F-HRTimeline
Western Wealth Management, LLC7,962$619K0.04%+813F-HR/ATimeline
Haverford Trust Co7,802$607K0.01%013F-HRTimeline
STALEY CAPITAL ADVISERS INC7,687$598K0.03%-5613F-HRTimeline
Post Resch Tallon Group Inc.7,675$596K0.57%13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC7,631$594K0.28%new13F-HRTimeline