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Disclosery

DLN WISDOMTREE TR

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US LARGECAP DIVD (fund)

431 managers (434 13F filers) reported a position in DLN shares at 2025-06-30, 40,345,346 shares in all. 28 filers opened a position and 21 filers sold out during the quarter.

Managers
431
13F filers
434
New
28
Added
138
Reduced
121
Sold out
21
Shares held by filers
40,345,346

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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,…3,886,291$319M0.21%-6,19013F-HRTimelineGroup
LPL Financial LLC3,249,447$267M0.09%-210,05913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,954,379$243M0.02%-9,53613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,418,761$199M+40,866Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,106,770$173M0.04%+677,08213F-HRTimelineGroup
Creative Planningin group Creative Planning1,412,192$116M0.1%+27,89513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,301,779$107M0.02%-13,44313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,174,639$96.5M2.14%+138,97413F-HRTimelineGroup
Trilogy Capital Inc.1,157,031$95M4.62%-20,50813F-HRTimeline
Evercore Wealth Management, LLC1,072,367$88.1M1.37%-18,67913F-HRTimeline
Clearstead Advisors, LLC1,049,861$86.2M1.21%+14,91213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,047,944$86.1M0.01%+56,62913F-HRTimelineGroup
Cetera Investment Advisers723,415$59.4M0.1%+80,39013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN684,862$56.3M0.01%+14,26213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC651,998$53.6M0.02%+54,53413F-HRTimelineGroup
Cambridge Investment Research Advisors,…635,924$52.2M0.16%+49,88513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC633,518$52M0.07%-230,29413F-HRTimeline
Waterway Wealth Management, LLC600,370$49.3M14.92%+61,81513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC578,307$47.5M0.02%+18,70313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA566,005$46.5M0.01%+1,28713F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.496,816$40.8M0.07%+39,06613F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding456,693$37.5M-33,098Timeline
IAG Wealth Partners, LLC398,151$32.7M4.33%-17,45513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…388,221$31.9M0.07%-2,11413F-HR/ATimelineGroup
LRI Investments, LLC335,693$27.6M2.34%-1,92513F-HRTimeline
Lee, Kelleher & Klein Wealth Management328,329$27M17.92%+10,01413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.326,362$26.8M0.05%+6,91113F-HRTimelineGroup
Fox Financial, Inc314,980$25.9M21.87%+1,73113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC313,974$25.8M<0.01%-2,13313F-HRTimelineGroup
CLG LLC279,875$23M7.17%+33,81913F-HRTimeline
Fairway Wealth LLC261,991$21.5M6.88%+2,95813F-HRTimeline
Private Advisor Group, LLC254,421$20.9M0.11%+3,51413F-HRTimeline
MAI Capital Management251,283$20.6M0.14%+6,14713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding248,142$20.4M+22,203Timeline
FIDELIS iM, LLC237,434$19.5M8.67%+1,25513F-HRTimeline
Bristlecone Advisors, LLC223,864$18.4M1.54%+4,40013F-HRTimeline
Revolve Wealth Partners, LLC213,427$17.5M2.29%-6,17113F-HRTimeline
D.A. DAVIDSON & CO.193,957$15.9M0.11%+13,09413F-HRTimeline
Steward Partners Investment Advisory, L…191,467$15.7M0.12%-40413F-HRTimeline
FUTURE YOU WEALTH LLC190,803$15.7M8.51%+9,28413F-HRTimeline
Main Street Financial Solutions, LLC175,498$14.4M1.05%-5,67913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…167,724$13.8M0.01%+8,83113F-HRTimelineGroup
HighTower Advisors, LLC166,299$13.7M0.02%+9,01513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO164,580$13.5M<0.01%-15,25013F-HRTimelineGroup
Sanctuary Advisors, LLC162,532$13.4M0.08%-1,05713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…133,991$11.2M0.02%-2,91913F-HRTimeline
Caliber Wealth Management, LLC / KS126,740$10.4M1.12%-7,55713F-HRTimeline
FIRST AMERICAN TRUST, FSB126,368$10.4M0.83%+1,99613F-HRTimeline
Strategic Family Wealth Counselors, L.L…111,545$9.16M2.61%+3,18713F-HRTimeline
United Advisor Group, LLC108,544$8.92M1.54%-40413F-HRTimeline
CX Institutional105,127$8.63M0.3%+2,42613F-HR/ATimeline
Key Financial Inc99,949$8.21M1.65%+3,09013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,284$7.74M0.01%+2,17513F-HRTimelineGroup
MOLLER WEALTH PARTNERS92,805$7.62M1.68%-55113F-HRTimeline
RFG Advisory, LLC89,522$7.35M0.17%-31,32013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC82,266$6.76M2.08%+2,09913F-HR/ATimeline
Redhawk Wealth Advisors, Inc.74,593$6.13M0.77%+62,75513F-HRTimeline
One Wealth Map LLC73,089$6.08M3.34%+5,68013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.68,898$5.66M0.05%+2,65313F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.68,877$5.66M0.67%-36313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP68,159$5.6M0.01%+2,39813F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.67,872$5.58M0.95%-5,37313F-HRTimeline
ASPIRIANT, LLC65,224$5.36M0.17%+25,00013F-HRTimeline
1900 WEALTH MANAGEMENT LLC62,487$5.13M0.39%+1413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC61,879$5.08M0.72%+36913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS59,923$4.92M0.01%-75813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…59,867$4.92M0.1%-8,84913F-HRTimelineGroup
Koshinski Asset Management, Inc.57,810$4.75M0.36%+13113F-HRTimeline
EP Wealth Advisors, LLC57,165$4.7M0.03%+6,01013F-HRTimeline
COMERICA BANK57,127$4.69M0.02%-1,66513F-HRTimeline
Geneos Wealth Management Inc.56,949$4.68M0.11%-24,57213F-HRTimeline
Sigma Planning Corp56,709$4.66M0.14%+3,21613F-HRTimeline
CW Advisors, LLC56,332$4.63M0.04%-95813F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…55,070$4.52M0.83%-50913F-HRTimeline
Gladstone Institutional Advisory LLC54,431$4.47M0.18%+3,24613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC53,763$4.42M0.35%+14913F-HRTimeline
Clearwater Capital Advisors, LLC53,709$4.41M0.4%-1,18813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO51,440$4.23M0.03%013F-HRTimelineGroup
Circle Wealth Management, LLC51,237$4.21M0.09%013F-HRTimeline
IFG Advisory, LLC51,018$4.19M0.21%+2,95613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC47,079$3.87M0.01%+9,20613F-HRTimelineGroup
Linscomb Wealth, Inc.46,995$3.86M0.18%-20913F-HRTimeline
Nadler Financial Group, Inc.46,420$3.81M0.39%-1,94013F-HRTimeline
True Link Financial Advisors, LLC45,623$3.75M0.26%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC45,497$3.74M0.01%-88513F-HRTimelineGroup
Janney Montgomery Scott LLC44,545$3.66M0.01%-7,96513F-HRTimeline
MidAtlantic Capital Management, Inc.43,271$3.55M2.52%+4,53413F-HRTimeline
Allen Capital Group, LLC39,288$3.23M0.34%-48413F-HRTimeline
Cresset Asset Management, LLC39,211$3.22M0.02%-6,45313F-HR/ATimeline
MML INVESTORS SERVICES, LLC39,096$3.21M0.01%-2,07013F-HRTimeline
Meridian Financial Partners LLC37,314$3.06M1.44%013F-HRTimeline
Wealthspire Advisors, LLC35,713$2.93M0.02%-4,98213F-HRTimeline
Berger Financial Group, Inc34,627$2.84M0.18%+10613F-HRTimeline
Avant Capital LLC34,096$2.8M2.17%+2,04713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP33,686$2.77M0.06%-26413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.33,339$2.74M0.02%+1,62113F-HRTimeline
Etesian Wealth Advisors, Inc.32,367$2.66M0.99%+12,54513F-HRTimeline
MATHER GROUP, LLC.32,075$2.63M0.03%-20813F-HRTimeline
CRA Financial Services, LLC31,925$2.62M0.4%+2113F-HRTimeline
FMR LLCin group FMR LLC31,783$2.61M<0.01%+2,05813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…31,353$2.58M0.01%013F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …31,319$2.57M1.5%+6,58513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC31,153$2.56M0.04%013F-HRTimeline
Atria Wealth Solutions, Inc.30,778$2.53M0.06%-2,07713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,119$2.47M0.01%-16,52513F-HRTimelineGroup
Rollins Financial Advisors, LLC29,700$2.44M0.39%-16113F-HRTimeline
Ausdal Financial Partners, Inc.28,554$2.35M0.16%-51513F-HRTimeline
&PARTNERS28,151$2.31M0.02%+10,95413F-HRTimeline
Rockport Wealth LLC28,061$2.3M0.53%-5,99613F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…26,686$2.21M0.86%new13F-HRTimeline
Amplius Wealth Advisors, LLC26,075$2.14M0.2%013F-HRTimeline
PFG Advisors25,866$2.12M0.1%+10,69013F-HRTimeline
Chicago Partners Investment Group LLC25,193$2.12M0.06%-32013F-HRTimeline
Kondo Wealth Advisors, Inc.25,372$2.1M0.93%-64013F-HRTimeline
Ashton Thomas Private Wealth, LLC23,976$1.97M0.07%+7,12113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC23,837$1.96M<0.01%-14813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC22,863$1.88M<0.01%+7,36913F-HRTimelineGroup
CULBERTSON A N & CO INC22,260$1.83M0.28%-60013F-HRTimeline
Founders Financial Alliance, LLC21,852$1.79M0.41%-20713F-HRTimeline
Atria Investments, Inc21,715$1.78M0.02%+913F-HRTimeline
Team Financial Group, LLC21,690$1.78M0.88%+11313F-HRTimeline
Resurgent Financial Advisors LLC20,336$1.67M0.92%-1,67813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC19,886$1.63M0.22%+11113F-HRTimeline
Wedmont Private Capital19,616$1.63M0.07%-43213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC19,534$1.6M0.6%-11,00013F-HRTimeline
Wilmington Savings Fund Society, FSB18,995$1.56M0.03%013F-HRTimeline
CoreCap Advisors, LLC18,997$1.56M0.06%+1,95013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC18,664$1.53M0.11%+2,01013F-HRTimeline
WealthBridge Capital Management, LLC18,572$1.53M0.39%-3013F-HRTimeline
Alta Wealth Advisors LLC17,420$1.43M0.68%013F-HRTimeline
Cascade Financial Partners, LLC17,369$1.43M0.17%+30013F-HRTimeline
HB Wealth Management, LLC17,352$1.43M0.01%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC17,027$1.4M0.05%+9513F-HRTimeline
Centennial Wealth Advisory LLC17,022$1.4M0.44%+8,84113F-HRTimeline
Valeo Financial Advisors, LLC16,699$1.37M0.03%013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,629$1.37M<0.01%-34,81913F-HRTimelineGroup
Tranquility Partners, LLC16,445$1.35M0.48%+15113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,472$1.35M<0.01%+2,88613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\16,340$1.34M<0.01%-1113F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC16,168$1.33M0.56%+8613F-HRTimeline
WealthCare Investment Partners, LLC15,910$1.33M0.48%+1,63413F-HRTimeline
J.W. COLE ADVISORS, INC.16,074$1.32M0.03%+11,71813F-HRTimeline
Moloney Securities Asset Management, LLC16,049$1.32M0.16%+2,07313F-HRTimeline
St. Clair Advisors, LLC15,714$1.29M0.34%013F-HRTimeline
KPP Advisory Services LLC15,426$1.27M0.21%+1,25613F-HR/ATimeline
Parallel Advisors, LLC15,378$1.26M0.03%-17813F-HRTimeline
PRIVATE TRUST CO NA15,300$1.26M0.12%-4,28613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,902$1.22M<0.01%013F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC14,566$1.2M0.06%+16213F-HRTimeline
High Net Worth Advisory Group LLC14,180$1.16M0.31%013F-HRTimeline
Platform Technology Partners13,597$1.12M0.29%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,385$1.1M0.03%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL13,156$1.08M<0.01%013F-HRTimeline
BEACON FINANCIAL GROUP13,075$1.07M0.11%013F-HRTimeline
Rodgers Brothers Inc.12,733$1.05M0.13%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,695$1.04M0.07%new13F-HRTimelineGroup
Vise Technologies, Inc.12,692$1.04M0.04%13F-HRTimeline
CHOREO, LLC12,623$1.04M0.01%-8,40713F-HRTimeline
NewEdge Advisors, LLC12,558$1.03M0.01%+1,56213F-HRTimeline
Mesirow Financial Investment Management…11,811$970K0.02%-11,81113F-HRTimeline
Merit Financial Group, LLC11,770$967K0.01%+9513F-HRTimeline
Operose Advisors LLC11,700$961K0.27%013F-HRTimeline
TigerOak Management, L.L.C.11,673$959K0.33%013F-HRTimeline
WEDBUSH SECURITIES INC11,617$954K0.03%+52513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,613$954K<0.01%+4,99913F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC11,503$945K0.67%-9,90013F-HRTimeline
Hilltop Partners LLC10,686$878K0.27%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,480$861K0.01%-2,33013F-HRTimelineGroup
Dynamic Advisor Solutions LLC10,150$834K0.03%-2213F-HRTimeline
Well Done, LLC10,114$831K0.16%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,057$826K<0.01%new13F-HRTimelineGroup
NFSG Corp10,032$824K0.13%+15113F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP10,000$821K0.14%013F-HRTimeline
ShoreHaven Wealth Partners, LLC9,880$812K0.33%-12213F-HRTimeline
MONECO ADVISORS, LLC9,710$798K0.07%+10913F-HRTimeline
NorthCoast Asset Management LLC9,397$772K<0.01%+96913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,315$765K0.01%+44813F-HRTimelineGroup
PFG Investments, LLC9,269$761K0.04%+3413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,242$759K<0.01%+1,37513F-HRTimelineGroup
Almanack Investment Partners, LLC.9,241$759K0.12%-114,67513F-HRTimeline
RWA WEALTH PARTNERS, LLC9,218$757K0.01%013F-HRTimeline
626 Financial, LLC9,195$755K0.35%-13113F-HR/ATimeline
Summit Financial, LLC9,130$750K0.02%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…9,083$746K0.03%13F-HRTimeline
BANTAMAC CAPITAL, LLC9,000$739K0.26%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,757$719K0.05%-1,81413F-HRTimeline
IHT Wealth Management, LLC8,725$717K0.02%+4113F-HRTimeline
Global Retirement Partners, LLC8,677$713K0.02%13F-HRTimeline
Northwest Financial Advisors8,672$712K0.99%+3913F-HRTimeline
Capital Advisors Wealth Management, LLC8,636$709K0.11%+2613F-HRTimeline
CWM, LLCin group CWM, LLC8,617$708K<0.01%-1,31113F-HRTimelineGroup
Kaydan Wealth Management, Inc.8,589$706K0.23%-48613F-HRTimeline
Sequoia Financial Advisors, LLC8,434$693K<0.01%+60713F-HRTimeline
COZAD ASSET MANAGEMENT INC8,373$688K0.06%013F-HR/ATimeline
HBK Sorce Advisory LLC8,212$675K0.02%013F-HRTimeline
NewEdge Wealth, LLC8,050$672K0.01%-13013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,105$666K<0.01%-45,24913F-HRTimelineGroup
BENEDICT FINANCIAL ADVISORS INC8,059$662K0.15%+313F-HRTimeline
Element Wealth, LLC7,967$654K0.3%-5913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,929$651K0.05%+5713F-HRTimeline