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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
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,892,481$309M0.16%-16,13213F-HRTimelineGroup
LPL Financial LLC3,459,506$275M0.11%+495,25113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,963,915$235M0.02%+48,98713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,377,895$189M+22,148Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,429,688$113M0.03%-343,80413F-HRTimelineGroup
Creative Planningin group Creative Planning1,384,297$110M0.1%-1,92713F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,315,222$104M0.02%+27,15713F-HRTimelineGroup
Trilogy Capital Inc.1,177,539$93.5M4.9%new13F-HRTimeline
Evercore Wealth Management, LLC1,091,046$86.6M1.39%-43,03013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,035,665$82.2M1.77%+84,87713F-HRTimelineGroup
Clearstead Advisors, LLC1,034,949$82.1M1.27%+314,66213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/991,315$78.7M0.01%-672,59713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC863,812$68.6M0.1%+81,18813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN670,600$53.2M0.01%+17,14113F-HRTimelineGroup
Cetera Investment Advisers643,025$51M0.1%-80,98813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC597,464$47.4M0.02%+43,21913F-HRTimelineGroup
Cambridge Investment Research Advisors,…586,039$46.5M0.16%+5,54913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA564,718$44.8M0.01%-71413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC559,604$44.4M0.02%-20,03813F-HRTimelineGroup
Waterway Wealth Management, LLC538,555$42.7M17.81%+17,19913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding489,791$38.9M-35,968Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.457,750$36.3M0.08%+249,48113F-HRTimelineGroup
IAG Wealth Partners, LLC415,606$33M5.13%+3,22113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…390,335$31M0.08%+4,11513F-HRTimelineGroup
LRI Investments, LLC337,618$26.8M2.59%-10613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.319,451$25.4M0.05%-8,89113F-HRTimelineGroup
Lee, Kelleher & Klein Wealth Management318,315$25.3M18.59%+10,39313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC316,107$25.1M<0.01%+11,58813F-HR/ATimelineGroup
Fox Financial, Inc313,249$24.9M23.4%+2,56813F-HRTimeline
Fairway Wealth LLC259,033$20.6M7.6%+36,25313F-HRTimeline
Private Advisor Group, LLC250,907$19.9M0.12%+16,21413F-HRTimeline
CLG LLC246,056$19.5M6.78%+94,32713F-HRTimeline
MAI Capital Management245,136$19.5M0.15%-18,15013F-HRTimeline
FIDELIS iM, LLC236,179$18.7M8.68%+70,64513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding225,939$17.9M+5,464Timeline
Revolve Wealth Partners, LLC219,598$17.4M2.52%+1,10013F-HRTimeline
Bristlecone Advisors, LLC219,464$17.4M1.42%-10,29113F-HRTimeline
Steward Partners Investment Advisory, L…191,871$15.2M0.13%-2,53513F-HRTimeline
FUTURE YOU WEALTH LLC181,519$14.4M9.23%+37,31913F-HRTimeline
Main Street Financial Solutions, LLC181,177$14.4M1.25%+9,96413F-HRTimeline
D.A. DAVIDSON & CO.180,863$14.4M0.12%+33,55713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO179,830$14.3M<0.01%+25,12913F-HRTimelineGroup
Sanctuary Advisors, LLC163,589$13M0.09%+6,30313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…158,893$12.6M0.01%+4,91913F-HRTimelineGroup
HighTower Advisors, LLC157,284$12.5M0.02%-3,79213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…136,910$10.9M0.02%-6,82613F-HRTimeline
Caliber Wealth Management, LLC / KS134,297$10.7M1.45%13F-HRTimeline
FIRST AMERICAN TRUST, FSB124,372$9.87M0.91%+7,16613F-HRTimeline
Almanack Investment Partners, LLC.123,916$9.84M1.95%-11,79113F-HRTimeline
RFG Advisory, LLC120,842$9.59M0.26%+17,83113F-HRTimeline
WIN ADVISORS, INC112,987$8.97M4.61%new13F-HRTimeline
United Advisor Group, LLC108,948$8.65M1.77%+5,68513F-HRTimeline
Strategic Family Wealth Counselors, L.L…108,358$8.6M2.8%+1,72713F-HRTimeline
CX Institutional102,701$8.15M0.31%-5,32713F-HRTimeline
Key Financial Inc96,859$7.69M1.67%-1,49813F-HRTimeline
MOLLER WEALTH PARTNERS93,356$7.41M1.83%-1,25013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,109$7.31M0.01%-24513F-HRTimelineGroup
Geneos Wealth Management Inc.81,521$6.47M0.09%+57,21513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC80,167$6.36M2.12%+3,75313F-HR/ATimeline
TOBIAS FINANCIAL ADVISORS, INC.73,245$5.81M1.13%-3,96213F-HRTimeline
Graves Light Lenhart Wealth, Inc.69,240$5.5M0.67%-60313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…68,716$5.45M0.13%+64,80513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.66,245$5.26M0.05%+88613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP65,761$5.22M0.01%-2,19613F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC62,473$4.96M0.41%+3,86713F-HRTimeline
One Wealth Map LLC67,409$4.94M3.29%-43913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC61,510$4.88M0.8%-76,74813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS60,681$4.82M0.01%-3,15113F-HRTimeline
COMERICA BANK58,792$4.67M0.02%-88213F-HRTimeline
Koshinski Asset Management, Inc.57,679$4.58M0.39%+1013F-HRTimeline
CW Advisors, LLC57,290$4.55M0.05%-3,80913F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…55,579$4.41M0.92%+2,59413F-HRTimeline
Clearwater Capital Advisors, LLC54,897$4.36M0.42%-15313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC53,614$4.25M0.39%-6,61813F-HR/ATimeline
Sigma Planning Corp53,493$4.25M0.14%-73313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp53,354$4.23M<0.01%+47,38213F-HRTimelineGroup
Janney Montgomery Scott LLC52,510$4.17M0.01%+213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,448$4.08M0.01%+24,25513F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO51,440$4.08M0.03%013F-HRTimelineGroup
Circle Wealth Management, LLC51,237$4.07M0.09%013F-HRTimeline
Gladstone Institutional Advisory LLC51,185$4.06M0.19%-15013F-HRTimeline
EP Wealth Advisors, LLC51,155$4.06M0.03%-88713F-HRTimeline
Nadler Financial Group, Inc.48,360$3.84M0.43%+96013F-HRTimeline
IFG Advisory, LLC48,062$3.81M0.21%-34313F-HRTimeline
Linscomb Wealth, Inc.47,204$3.75M0.19%-1,09813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC46,644$3.7M0.02%-10013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC46,382$3.68M0.01%-19013F-HRTimelineGroup
Cresset Asset Management, LLC45,664$3.62M0.02%+12713F-HRTimeline
True Link Financial Advisors, LLC45,623$3.62M0.27%new13F-HRTimeline
MML INVESTORS SERVICES, LLC41,166$3.27M0.01%-8,32913F-HRTimeline
Wealthspire Advisors, LLC40,695$3.23M0.02%+11,66313F-HRTimeline
ASPIRIANT, LLC40,224$3.19M0.11%-1,14213F-HRTimeline
Allen Capital Group, LLC39,772$3.16M0.36%-6813F-HRTimeline
MidAtlantic Capital Management, Inc.38,737$3.07M2.42%+9,13913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC37,873$3.01M0.01%+3,25013F-HRTimelineGroup
Meridian Financial Partners LLC37,314$2.96M1.5%-88313F-HRTimeline
Berger Financial Group, Inc34,521$2.74M0.19%-28213F-HRTimeline
Rockport Wealth LLC34,057$2.7M0.95%-65613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP33,950$2.69M0.07%-1,80213F-HRTimeline
Atria Wealth Solutions, Inc.32,855$2.61M0.03%-14,72913F-HRTimeline
MATHER GROUP, LLC.32,283$2.56M0.03%-94013F-HRTimeline
Avant Capital LLC32,049$2.54M2.12%+1,99513F-HRTimeline
CRA Financial Services, LLC31,904$2.53M0.43%+16913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.31,718$2.52M0.02%+1,88213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…31,353$2.49M0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC31,153$2.47M0.05%-2513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC30,534$2.42M1.02%new13F-HR/ATimeline
Rollins Financial Advisors, LLC29,861$2.37M0.41%+43313F-HR/ATimeline
FMR LLCin group FMR LLC29,725$2.36M<0.01%-1,04313F-HRTimelineGroup
Ausdal Financial Partners, Inc.29,069$2.31M0.17%-49913F-HRTimeline
Amplius Wealth Advisors, LLC26,075$2.07M0.22%013F-HRTimeline
Kondo Wealth Advisors, Inc.26,012$2.06M1.02%-57913F-HRTimeline
Chicago Partners Investment Group LLC25,513$1.97M0.07%-3,26413F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …24,734$1.96M1.22%new13F-HRTimeline
GTS SECURITIES LLC24,528$1.95M0.08%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC23,985$1.9M<0.01%+72813F-HRTimelineGroup
Mesirow Financial Investment Management…23,622$1.87M0.04%+11,81113F-HRTimeline
CULBERTSON A N & CO INC22,860$1.81M0.29%013F-HRTimeline
Founders Financial Alliance, LLC22,059$1.75M0.42%+2,02313F-HRTimeline
Resurgent Financial Advisors LLC22,014$1.75M1.05%-21113F-HRTimeline
Atria Investments, Inc21,706$1.72M0.02%-49313F-HRTimeline
Team Financial Group, LLC21,577$1.71M0.99%-3,60113F-HRTimeline
UHLMANN PRICE SECURITIES, LLC21,403$1.7M1.25%+74713F-HRTimeline
CHOREO, LLC21,030$1.67M0.03%-67613F-HRTimeline
Etesian Wealth Advisors, Inc.19,822$1.57M0.68%+4,73513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,380$1.57M<0.01%-3,68313F-HR/ATimelineGroup
INSPIRION WEALTH ADVISORS, LLC19,775$1.57M0.22%+8313F-HRTimeline
PRIVATE TRUST CO NA19,586$1.55M0.16%-1,76313F-HRTimeline
Wilmington Savings Fund Society, FSB18,995$1.51M0.03%-1,62513F-HRTimeline
Wedmont Private Capital20,048$1.5M0.08%+11,88113F-HRTimeline
WealthBridge Capital Management, LLC18,602$1.48M0.42%-18013F-HRTimeline
Alta Wealth Advisors LLC17,420$1.38M0.63%013F-HRTimeline
HB Wealth Management, LLC17,352$1.38M0.01%-71813F-HRTimeline
Cascade Financial Partners, LLC17,069$1.35M0.17%-50813F-HRTimeline
CoreCap Advisors, LLC17,047$1.35M0.06%+3,57713F-HRTimeline
&PARTNERS17,197$1.35M0.01%+1,98213F-HRTimeline
KCM INVESTMENT ADVISORS LLC16,932$1.34M0.05%+7313F-HRTimeline
Ashton Thomas Private Wealth, LLC16,855$1.34M0.05%+5113F-HRTimeline
Valeo Financial Advisors, LLC16,699$1.33M0.04%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC16,654$1.32M0.11%+22413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,351$1.3M<0.01%-9113F-HRTimelineGroup
Tranquility Partners, LLC16,294$1.29M0.5%+66513F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC16,082$1.28M0.59%-38113F-HRTimeline
St. Clair Advisors, LLC15,714$1.25M0.35%-12513F-HRTimeline
Parallel Advisors, LLC15,556$1.23M0.03%013F-HRTimeline
Mariner, LLCin group Mariner, LLC15,494$1.23M<0.01%-23913F-HRTimelineGroup
PFG Advisors15,176$1.2M0.07%+10,36513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,902$1.18M<0.01%-1,37413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC14,800$1.17M<0.01%-10013F-HRTimeline
Dorsey & Whitney Trust CO LLC14,404$1.14M0.07%013F-HRTimeline
High Net Worth Advisory Group LLC14,180$1.13M0.32%013F-HRTimeline
KPP Advisory Services LLC14,170$1.12M0.21%-2113F-HRTimeline
Moloney Securities Asset Management, LLC13,976$1.11M0.15%+1,49213F-HRTimeline
Platform Technology Partners13,597$1.08M0.31%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,586$1.07M<0.01%+10,81713F-HR/ATimelineGroup
WealthCare Investment Partners, LLC14,276$1.05M0.44%+5,12713F-HRTimeline
BLAIR WILLIAM & CO/IL13,156$1.04M<0.01%013F-HRTimeline
BEACON FINANCIAL GROUP13,075$1.04M0.11%-6,22213F-HRTimeline
VESTOR CAPITAL, LLC13,024$1.03M0.09%+1,23313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,810$1.02M0.02%-16913F-HRTimelineGroup
Rodgers Brothers Inc.12,733$1.01M0.13%013F-HRTimeline
Advisors Capital Management, LLC12,724$1.01M0.02%-601,76013F-HRTimeline
Sovran Advisors, LLC12,586$941K0.12%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.11,838$940K0.13%new13F-HRTimeline
Operose Advisors LLC11,700$929K0.31%013F-HRTimeline
Merit Financial Group, LLC11,675$927K0.01%+4,12713F-HRTimeline
TigerOak Management, L.L.C.11,673$926K0.36%-4513F-HRTimeline
Heritage Wealth Management, Inc./Texas11,210$890K0.52%+2,81713F-HRTimeline
WEDBUSH SECURITIES INC11,092$880K0.03%013F-HRTimeline
NewEdge Advisors, LLC10,996$873K0.01%+52513F-HRTimeline
CORA CAPITAL ADVISORS LLC10,694$849K0.41%013F-HRTimeline
Hilltop Partners LLC10,686$848K0.29%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,571$839K0.05%+113F-HRTimeline
Dynamic Advisor Solutions LLC10,172$807K0.03%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC10,002$794K0.38%-19813F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP10,000$794K0.16%013F-HR/ATimeline
CWM, LLCin group CWM, LLC9,928$788K<0.01%+5,68113F-HRTimelineGroup
Well Done, LLC10,114$787K0.14%+1,75013F-HRTimeline
NFSG Corp9,881$784K0.19%-15113F-HRTimeline
MONECO ADVISORS, LLC9,601$762K0.08%+41413F-HR/ATimeline
626 Financial, LLC9,326$740K0.38%-61613F-HRTimeline
PFG Investments, LLC9,235$733K0.05%+32313F-HRTimeline
RWA WEALTH PARTNERS, LLC9,218$732K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC9,142$726K0.01%-36913F-HRTimeline
Kaydan Wealth Management, Inc.9,075$720K0.23%+9813F-HRTimeline
BANTAMAC CAPITAL, LLC9,000$714K0.34%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,956$711K0.04%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,867$690K0.02%+1,38813F-HRTimelineGroup
IHT Wealth Management, LLC8,684$689K0.02%+3213F-HRTimeline
Northwest Financial Advisors8,633$685K0.57%+3013F-HRTimeline
Capital Advisors Wealth Management, LLC8,610$683K0.12%+2013F-HRTimeline
NorthCoast Asset Management LLC8,428$669K<0.01%+3413F-HR/ATimeline
COZAD ASSET MANAGEMENT INC8,373$665K0.07%013F-HRTimeline
HBK Sorce Advisory LLC8,212$652K0.02%013F-HRTimeline
Centennial Wealth Advisory LLC8,181$649K0.24%+4,33413F-HRTimeline
NewEdge Wealth, LLC8,180$649K0.01%-13013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC8,056$639K0.15%-8013F-HRTimeline
Element Wealth, LLC8,026$637K0.34%-15313F-HRTimeline
Collaborative Wealth Managment Inc.7,973$633K0.3%-57713F-HRTimeline
FSA Advisors, Inc.7,934$630K0.5%-3,46913F-HRTimeline