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Disclosery

DLN WISDOMTREE TR

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US LARGECAP DIVD (fund)

431 managers (435 13F filers) reported a position in DLN shares at 2025-09-30, 41,205,697 shares in all. 29 filers opened a position and 25 filers sold out during the quarter.

Managers
431
13F filers
435
New
29
Added
153
Reduced
122
Sold out
25
Shares held by filers
41,205,697

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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,…3,899,581$339M0.21%+13,29013F-HRTimelineGroup
LPL Financial LLC3,475,573$302M0.09%+226,12613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,865,779$249M0.02%-88,60013F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,471,714$215M+52,953Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,055,006$179M0.04%-51,76413F-HRTimelineGroup
Creative Planningin group Creative Planning1,404,483$122M0.09%-7,70913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,374,383$120M+72,604Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,194,827$104M2.09%+20,18813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,159,861$101M0.01%+111,91713F-HR/ATimelineGroup
Trilogy Capital Inc.1,118,106$97.3M4.5%-38,92513F-HRTimeline
Clearstead Advisors, LLC1,054,394$91.8M1.34%+4,53313F-HRTimeline
Evercore Wealth Management, LLC1,050,411$91.4M1.34%-21,95613F-HRTimeline
Cetera Investment Advisers858,767$74.7M0.09%+135,35213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC715,734$62.3M0.02%+63,73613F-HRTimelineGroup
Cambridge Investment Research Advisors,…702,402$61.1M0.17%+66,47813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN685,188$59.6M0.01%+32613F-HRTimelineGroup
Waterway Wealth Management, LLC732,261$56.6M13.49%+131,89113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC615,872$53.6M0.07%-17,64613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC580,073$50.5M0.02%+1,76613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.568,867$49.1M0.07%+72,05113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA513,950$44.7M0.01%-52,05513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding473,802$41.2M+17,109Timeline
IAG Wealth Partners, LLC393,899$34.3M4.12%-4,25213F-HRTimeline
CLG LLC378,460$32.9M8.97%+98,58513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…376,029$32.7M0.06%-12,19213F-HRTimelineGroup
Lee, Kelleher & Klein Wealth Management349,340$30.4M18.73%+21,01113F-HRTimeline
LRI Investments, LLC334,596$29.1M2.38%-1,09713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC333,350$29M<0.01%+19,37613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.330,397$28.8M0.05%+4,03513F-HRTimelineGroup
Fox Financial, Inc313,726$27.3M21.73%-1,25413F-HRTimeline
Fairway Wealth LLC272,617$23.7M6.66%+10,62613F-HRTimeline
Private Advisor Group, LLC257,459$22.4M0.11%+3,03813F-HRTimeline
MAI Capital Management248,438$21.6M0.14%-2,84513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding227,878$19.8M-20,264Timeline
Bristlecone Advisors, LLC227,025$19.8M1.65%+3,16113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…213,524$18.6M0.01%+45,80013F-HRTimelineGroup
D.A. DAVIDSON & CO.209,281$18.2M0.12%+15,32413F-HRTimeline
Revolve Wealth Partners, LLC208,829$18.2M2.18%-4,59813F-HRTimeline
NerdWallet Wealth Partners, LLC202,113$17.6M8.61%13F-HRTimeline
Steward Partners Investment Advisory, L…190,886$16.6M0.1%-58113F-HRTimeline
Main Street Financial Solutions, LLC188,627$16.4M1.05%+13,12913F-HRTimeline
Sanctuary Advisors, LLC179,491$15.6M0.09%+16,95913F-HR/ATimeline
HighTower Advisors, LLC169,379$14.7M0.02%+3,08013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO164,654$14.3M<0.01%+7413F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…145,698$12.7M0.02%+11,70713F-HRTimeline
FIRST AMERICAN TRUST, FSB122,646$10.7M0.78%-3,72213F-HRTimeline
United Advisor Group, LLC117,231$10.2M1.37%+8,68713F-HRTimeline
Strategic Family Wealth Counselors, L.L…113,370$9.87M2.54%+1,82513F-HRTimeline
BLAIR WILLIAM & CO/IL106,715$9.29M0.02%+93,55913F-HRTimeline
RFG Advisory, LLC105,370$9.17M0.19%+15,84813F-HRTimeline
CX Institutional102,619$8.93M0.27%-2,50813F-HRTimeline
Key Financial Inc98,611$8.59M1.59%-1,33813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP90,629$7.89M0.01%-3,65513F-HRTimelineGroup
FIDELIS iM, LLC65,960$7.87M4.88%-171,47413F-HRTimeline
ASPIRIANT, LLC90,157$7.85M0.24%+24,93313F-HRTimeline
MOLLER WEALTH PARTNERS89,099$7.75M1.62%-3,70613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC85,098$7.41M2.11%+2,83213F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.83,207$7.24M0.05%+14,30913F-HRTimelineGroup
Caliber Wealth Management, LLC / KS83,068$7.23M0.81%-43,67213F-HRTimeline
Redhawk Wealth Advisors, Inc.75,741$6.59M0.77%+1,14813F-HRTimeline
One Wealth Map LLC72,095$6.28M3.34%-99413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP70,640$6.15M0.01%+2,48113F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.66,877$5.82M0.88%-99513F-HRTimeline
Graves Light Lenhart Wealth, Inc.62,611$5.45M0.6%-6,26613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC62,506$5.44M0.7%+62713F-HRTimeline
1900 WEALTH MANAGEMENT LLC62,501$5.44M0.37%+1413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS59,582$5.19M0.01%-34113F-HRTimeline
Janney Montgomery Scott LLC58,853$5.12M0.01%+14,30813F-HRTimeline
Koshinski Asset Management, Inc.57,803$5.03M0.34%-713F-HRTimeline
Geneos Wealth Management Inc.57,189$4.98M0.13%+24013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…56,966$4.96M0.09%-2,90113F-HRTimelineGroup
COMERICA BANK55,762$4.85M0.02%-1,36513F-HRTimeline
Sigma Planning Corp54,837$4.77M0.14%-1,87213F-HRTimeline
Gladstone Institutional Advisory LLC53,957$4.7M0.18%-47413F-HRTimeline
Clearwater Capital Advisors, LLC53,408$4.65M0.4%-30113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC51,498$4.48M0.27%-2,26513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO51,440$4.48M0.03%013F-HRTimelineGroup
Circle Wealth Management, LLC49,376$4.3M0.08%-1,86113F-HRTimeline
IFG Advisory, LLC47,385$4.12M0.19%-3,63313F-HRTimeline
Linscomb Wealth, Inc.46,959$4.09M0.18%-3613F-HRTimeline
Nadler Financial Group, Inc.46,320$4.03M0.38%-10013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC46,045$4.01M0.01%-1,03413F-HRTimelineGroup
Cresset Asset Management, LLC45,913$4M0.02%+6,70213F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC44,871$3.91M0.01%-62613F-HRTimelineGroup
True Link Financial Advisors, LLC43,623$3.8M0.24%-2,00013F-HRTimeline
MidAtlantic Capital Management, Inc.43,357$3.77M2.58%+8613F-HRTimeline
Etesian Wealth Advisors, Inc.41,509$3.61M1.19%+9,14213F-HRTimeline
Allen Capital Group, LLC37,600$3.27M0.31%-1,68813F-HRTimeline
Meridian Financial Partners LLC37,314$3.24M1.35%013F-HRTimeline
Avant Capital LLC37,168$3.23M2.28%+3,07213F-HRTimeline
FMR LLCin group FMR LLC36,604$3.19M<0.01%+4,82113F-HRTimelineGroup
Wealthspire Advisors, LLC35,293$3.07M0.02%-42013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP32,110$2.79M0.06%-1,57613F-HRTimeline
MATHER GROUP, LLC.32,075$2.79M0.03%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…31,345$2.73M0.01%-813F-HRTimelineGroup
CRA Financial Services, LLC31,280$2.72M0.37%-64513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC30,893$2.69M0.04%-26013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,814$2.68M0.01%+69513F-HRTimelineGroup
PFG Advisors30,387$2.64M0.11%+4,52113F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …30,350$2.64M1.48%-96913F-HRTimeline
MML INVESTORS SERVICES, LLC29,842$2.6M0.01%-9,25413F-HRTimeline
Rollins Financial Advisors, LLC29,229$2.54M0.38%-47113F-HRTimeline
Ausdal Financial Partners, Inc.28,707$2.5M0.12%+15313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC28,685$2.5M<0.01%+4,84813F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC27,496$2.39M0.35%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC26,929$2.34M<0.01%+4,06613F-HRTimelineGroup
SYNOVUS FINANCIAL CORP25,854$2.25M0.03%+18,48413F-HRTimeline
Centennial Wealth Advisory LLC25,694$2.24M0.62%+8,67213F-HRTimeline
&PARTNERS25,646$2.23M0.01%-2,50513F-HRTimeline
Chicago Partners Investment Group LLC25,186$2.21M0.06%-713F-HRTimeline
Kondo Wealth Advisors, Inc.25,347$2.21M0.89%-2513F-HRTimeline
Rockport Wealth LLC25,257$2.2M0.45%-2,80413F-HRTimeline
Ashton Thomas Private Wealth, LLC24,500$2.13M0.06%+52413F-HRTimeline
Advisors Capital Management, LLC24,096$2.1M0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,010$2.09M<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC22,956$2M0.07%+3,95913F-HRTimeline
Atria Investments, Inc22,515$1.96M0.02%+80013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC22,310$1.94M1.19%+10,80713F-HRTimeline
CULBERTSON A N & CO INC22,240$1.94M0.27%-2013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,147$1.93M<0.01%+5,51813F-HRTimelineGroup
Team Financial Group, LLC21,787$1.9M0.88%+9713F-HRTimeline
Founders Financial Alliance, LLC20,507$1.78M0.34%-1,34513F-HRTimeline
Berger Financial Group, Inc19,972$1.74M0.1%-14,65513F-HRTimeline
Resurgent Financial Advisors LLC19,778$1.72M0.84%-55813F-HRTimeline
Wedmont Private Capital19,616$1.71M0.06%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,259$1.68M<0.01%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC18,874$1.64M0.54%-66013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC18,846$1.64M0.11%+18213F-HRTimeline
NorthCoast Asset Management LLC18,827$1.64M0.01%+9,43013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,556$1.61M<0.01%+2,08413F-HRTimelineGroup
WealthBridge Capital Management, LLC18,347$1.6M0.37%-22513F-HRTimeline
KPP Advisory Services LLC18,327$1.59M0.24%+2,90113F-HRTimeline
Amplius Wealth Advisors, LLC18,113$1.58M0.14%-7,96213F-HRTimeline
Farther Finance Advisors, LLC18,038$1.57M0.02%+13,11613F-HRTimeline
J.W. COLE ADVISORS, INC.17,929$1.56M0.03%+1,85513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC17,900$1.56M<0.01%+12,50013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC19,652$1.54M0.22%-23413F-HRTimeline
Alta Wealth Advisors LLC17,420$1.52M0.54%013F-HRTimeline
HB Wealth Management, LLC17,352$1.51M0.01%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC17,109$1.49M0.05%+8213F-HRTimeline
Valeo Financial Advisors, LLC16,699$1.45M0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,342$1.42M<0.01%+213F-HRTimelineGroup
Cascade Financial Partners, LLC16,223$1.41M0.16%-1,14613F-HRTimeline
WealthCare Investment Partners, LLC16,131$1.4M0.46%+22113F-HRTimeline
Moloney Securities Asset Management, LLC15,996$1.39M0.17%-5313F-HRTimeline
St. Clair Advisors, LLC15,714$1.37M0.36%013F-HRTimeline
Independent Wealth Network Inc.15,589$1.36M0.44%+8,44813F-HRTimeline
PRIVATE TRUST CO NA15,399$1.34M0.12%+9913F-HRTimeline
Cambria Investment Management, L.P.15,353$1.34M0.08%new13F-HR/ATimeline
Empowered Funds, LLC15,353$1.34M0.01%new13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC15,341$1.34M0.49%-82713F-HRTimeline
Parallel Advisors, LLC15,263$1.33M0.02%-11513F-HRTimeline
NewEdge Advisors, LLC15,242$1.33M0.01%+2,68413F-HRTimeline
Tranquility Partners, LLC15,218$1.32M0.45%-1,22713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,664$1.28M<0.01%-23813F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC14,404$1.25M0.07%-16213F-HRTimeline
High Net Worth Advisory Group LLC14,180$1.23M0.3%013F-HRTimeline
Platform Technology Partners13,597$1.18M0.28%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…13,510$1.18M0.19%-41,56013F-HRTimeline
TigerOak Management, L.L.C.13,325$1.16M0.36%+1,65213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,113$1.14M0.06%+41813F-HRTimelineGroup
BEACON FINANCIAL GROUP13,075$1.14M0.11%013F-HRTimeline
Rodgers Brothers Inc.12,733$1.11M0.14%013F-HRTimeline
VESTOR CAPITAL, LLC12,653$1.1M0.07%+12,40013F-HRTimeline
CHOREO, LLC12,627$1.1M0.01%+413F-HRTimeline
Vise Technologies, Inc.11,981$1.04M0.04%-71113F-HRTimeline
Mesirow Financial Investment Management…11,830$1.03M0.02%+1913F-HRTimeline
Operose Advisors LLC11,700$1.02M0.25%013F-HRTimeline
WEDBUSH SECURITIES INC11,541$1M0.03%-7613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,522$1M<0.01%-9113F-HRTimelineGroup
COURIER CAPITAL LLC6,840$983K0.06%+2,04213F-HRTimeline
CWM, LLCin group CWM, LLC11,068$963K<0.01%+2,45113F-HRTimelineGroup
Integrated Wealth Concepts LLC11,018$959K0.01%+3,23613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,995$957K0.01%+51513F-HRTimelineGroup
Burk Holdings LLC10,800$940K0.5%new13F-HRTimeline
Hilltop Partners LLC10,686$930K0.28%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,442$909K<0.01%+1,20013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,403$905K<0.01%+2,29813F-HRTimelineGroup
World Investment Advisors10,385$904K0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC10,323$898K0.03%+17313F-HRTimeline
Well Done, LLC10,114$880K0.15%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP10,000$870K0.14%013F-HRTimeline
Harpswell Capital Advisors, LLC10,000$870K0.83%13F-HRTimeline
Global Retirement Partners, LLC9,969$868K0.02%+1,29213F-HRTimeline
NFSG Corp9,951$866K0.13%-8113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO9,457$847K0.09%+1,82213F-HRTimeline
MONECO ADVISORS, LLC9,722$846K0.07%+1213F-HRTimeline
626 Financial, LLC9,720$846K0.37%+52513F-HRTimeline
Merit Financial Group, LLC9,587$834K0.01%-2,18313F-HR/ATimeline
PFG Investments, LLC9,298$809K0.04%+2913F-HRTimeline
RWA WEALTH PARTNERS, LLC9,218$802K0.01%013F-HRTimeline
Laird Norton Wetherby Wealth Management…9,135$795K0.03%+5213F-HRTimeline
Imprint Wealth LLC9,117$793K2.54%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,038$787K0.01%-27713F-HRTimelineGroup
BANTAMAC CAPITAL, LLC9,000$783K0.59%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,888$773K0.05%+13113F-HRTimeline
Northwest Financial Advisors8,706$758K0.97%+3413F-HRTimeline
Summit Financial, LLC8,704$758K0.01%-42613F-HRTimeline
Capital Advisors Wealth Management, LLC8,570$746K0.11%-6613F-HRTimeline
Kaydan Wealth Management, Inc.8,565$745K0.21%-2413F-HRTimeline