Skip to content
Disclosery

DLN WISDOMTREE TR

Follow

US LARGECAP DIVD (fund)

455 managers (459 13F filers) reported a position in DLN shares at 2025-12-31, 42,566,419 shares in all. 35 filers opened a position and 20 filers sold out during the quarter.

Managers
455
13F filers
459
New
35
Added
157
Reduced
114
Sold out
20
Shares held by filers
42,566,419

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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,…3,851,287$339M0.19%-48,29413F-HRTimelineGroup
LPL Financial LLC3,575,342$315M0.09%+99,76913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,861,252$252M0.02%-4,52713F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,586,234$228M+114,520Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,776,404$156M0.04%-278,60213F-HRTimelineGroup
Creative Planningin group Creative Planning1,385,944$122M0.09%-18,53913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,360,091$120M-14,292Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,289,748$114M2.18%+94,92113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,142,263$101M0.01%-17,59813F-HRTimelineGroup
Trilogy Capital Inc.1,117,743$98.5M4.4%-36313F-HRTimeline
Clearstead Advisors, LLC1,052,408$92.7M1.17%-1,98613F-HRTimeline
Evercore Wealth Management, LLC1,033,859$91.1M1.33%-16,55213F-HRTimeline
Cetera Investment Advisers951,130$83.8M0.09%+92,36313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC749,533$66M0.02%+33,79913F-HRTimelineGroup
Cambridge Investment Research Advisors,…722,080$63.6M0.17%+19,67813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN698,821$61.6M0.01%+13,63313F-HRTimelineGroup
Waterway Wealth Management, LLC700,381$54.5M12.33%-31,88013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC598,386$52.7M0.02%+18,31313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC593,418$52.3M0.07%-22,45413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA511,623$45.1M0.01%-2,32713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.504,439$44.4M0.06%-64,42813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding476,377$42M+2,575Timeline
CLG LLC433,585$38.2M9.51%+55,12513F-HRTimeline
IAG Wealth Partners, LLC390,561$34.4M3.98%-3,33813F-HRTimeline
Lee, Kelleher & Klein Wealth Management371,903$32.8M19.54%+22,56313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…369,865$32.6M0.06%-6,16413F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.349,806$30.8M0.05%+19,40913F-HRTimelineGroup
LRI Investments, LLC334,036$29.4M2.38%-56013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC324,576$28.6M<0.01%-8,77413F-HR/ATimelineGroup
Fox Financial, Inc311,384$27.4M21.87%-2,34213F-HRTimeline
Fairway Wealth LLC278,951$24.6M6.63%+6,33413F-HRTimeline
FIDELIS iM, LLC267,722$23.6M9.16%+201,76213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding265,367$23.4M+37,489Timeline
Private Advisor Group, LLC261,312$23M0.11%+3,85313F-HRTimeline
MAI Capital Management249,276$22M0.13%+83813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP240,702$21.2M0.03%+233,17013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…228,083$20.1M0.01%+14,55913F-HR/ATimelineGroup
NerdWallet Wealth Partners, LLC222,243$19.5M8.76%+20,13013F-HRTimeline
Revolve Wealth Partners, LLC212,263$18.7M2.2%+3,43413F-HRTimeline
D.A. DAVIDSON & CO.210,973$18.6M0.11%+1,69213F-HRTimeline
Sanctuary Advisors, LLC202,912$17.9M0.1%+23,42113F-HRTimeline
Main Street Financial Solutions, LLC192,406$16.9M1.27%+3,77913F-HRTimeline
Steward Partners Investment Advisory, L…190,522$16.8M0.09%-36413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO186,200$16.4M<0.01%+21,54613F-HRTimelineGroup
HighTower Advisors, LLC185,448$16.3M0.02%+16,06913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…157,066$14.1M0.02%+11,36813F-HRTimeline
truNorth Financial Services, Inc.138,796$12.2M13.26%13F-HRTimeline
FIRST AMERICAN TRUST, FSB122,084$10.8M0.74%-56213F-HRTimeline
United Advisor Group, LLC121,175$10.7M1.37%+3,94413F-HRTimeline
Strategic Family Wealth Counselors, L.L…119,283$10.6M2.38%+5,91313F-HRTimeline
RFG Advisory, LLC120,056$10.6M0.2%+14,68613F-HRTimeline
BLAIR WILLIAM & CO/IL118,203$10.4M0.03%+11,48813F-HRTimeline
CX Institutional103,879$9.15M0.27%+1,26013F-HRTimeline
TopTier Wealth Management, LLC99,748$8.79M5.97%13F-HRTimeline
Key Financial Inc94,629$8.33M1.52%-3,98213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.92,428$8.14M0.06%+9,22113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,221$8.12M0.01%+1,59213F-HRTimelineGroup
MOLLER WEALTH PARTNERS88,895$7.83M1.64%-20413F-HRTimeline
ASPIRIANT, LLC88,889$7.83M0.22%-1,26813F-HRTimeline
Advisors Capital Management, LLC84,570$7.45M0.09%+60,47413F-HRTimeline
One Wealth Map LLC75,523$6.91M3.52%+3,42813F-HRTimeline
Redhawk Wealth Advisors, Inc.77,947$6.87M0.77%+2,20613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP69,723$6.14M0.01%-91713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…69,424$6.11M0.07%+12,45813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp67,147$5.91M<0.01%+56,74413F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.66,885$5.89M0.83%+813F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC66,502$5.89M0.96%+39,00613F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO64,859$5.71M0.03%+13,41913F-HRTimelineGroup
Janney Montgomery Scott LLC64,339$5.67M0.01%+5,48613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC63,323$5.58M0.68%+81713F-HRTimeline
1900 WEALTH MANAGEMENT LLC62,516$5.51M0.35%+1513F-HRTimeline
Graves Light Lenhart Wealth, Inc.61,933$5.46M0.58%-67813F-HRTimeline
Koshinski Asset Management, Inc.59,533$5.24M0.34%+1,73013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS58,619$5.16M0.01%-96313F-HRTimeline
Geneos Wealth Management Inc.57,684$5.08M0.12%+49513F-HRTimeline
Gladstone Institutional Advisory LLC55,974$4.93M0.19%+2,01713F-HRTimeline
Sigma Planning Corp54,956$4.84M0.13%+11913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC54,653$4.81M0.53%+51,86813F-HRTimeline
EP Wealth Advisors, LLC54,176$4.77M0.02%13F-HRTimeline
COMERICA BANK53,167$4.68M0.02%-2,59513F-HRTimeline
Clearwater Capital Advisors, LLC52,706$4.64M0.39%-70213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC50,932$4.49M0.22%-56613F-HRTimeline
Circle Wealth Management, LLC49,376$4.35M0.07%013F-HRTimeline
Etesian Wealth Advisors, Inc.48,622$4.28M1.34%+7,11313F-HRTimeline
IFG Advisory, LLC47,108$4.15M0.18%-27713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC47,053$4.14M0.01%+1,00813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,574$4.1M<0.01%+38,94513F-HRTimelineGroup
Nadler Financial Group, Inc.46,473$4.09M0.38%+15313F-HRTimeline
Linscomb Wealth, Inc.46,301$4.08M0.17%-65813F-HRTimeline
Cresset Asset Management, LLC45,927$4.05M0.02%+1413F-HRTimeline
MidAtlantic Capital Management, Inc.44,689$3.94M2.52%+1,33213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44,074$3.88M0.01%-79713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC42,634$3.76M0.01%+12,79213F-HRTimeline
Wealthspire Advisors, LLC41,173$3.63M0.03%+5,88013F-HRTimeline
Avant Capital LLC39,861$3.51M2.41%+2,69313F-HRTimeline
True Link Financial Advisors, LLC38,623$3.4M0.21%-5,00013F-HRTimeline
Meridian Financial Partners LLC37,314$3.35M1.33%013F-HRTimeline
Caliber Wealth Management, LLC / KS36,968$3.26M0.35%-46,10013F-HRTimeline
FMR LLCin group FMR LLC36,499$3.21M<0.01%-10513F-HRTimelineGroup
Allen Capital Group, LLC33,693$2.97M0.27%-3,90713F-HRTimeline
PFG Advisors33,022$2.91M0.14%+2,63513F-HRTimeline
MATHER GROUP, LLC.32,075$2.83M0.03%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP31,678$2.79M0.06%-43213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…31,345$2.76M0.01%013F-HRTimelineGroup
CRA Financial Services, LLC31,226$2.75M0.36%-5413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,814$2.68M0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC30,003$2.64M0.03%-89013F-HRTimeline
Rollins Financial Advisors, LLC29,232$2.57M0.38%+313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC28,578$2.52M0.73%+9,70413F-HRTimeline
RHUMBLINE ADVISERS28,478$2.51M<0.01%new13F-HRTimeline
Centennial Wealth Advisory LLC28,477$2.51M0.66%+2,78313F-HRTimeline
&PARTNERS28,322$2.49M0.01%+2,67613F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …28,202$2.48M1.35%-2,14813F-HRTimeline
Mariner, LLCin group Mariner, LLC27,850$2.45M<0.01%+92113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC27,268$2.4M0.06%+2,76813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …27,229$2.4M0.02%13F-HR/ATimelineGroup
Ausdal Financial Partners, Inc.27,164$2.39M0.11%-1,54313F-HRTimeline
Chicago Partners Investment Group LLC25,254$2.27M0.06%+6813F-HRTimeline
CoreCap Advisors, LLC25,567$2.25M0.08%+2,61113F-HRTimeline
Kondo Wealth Advisors, Inc.24,289$2.14M0.82%-1,05813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC24,026$2.12M<0.01%-4,65913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,000$2.11M<0.01%+5,44413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,684$2.09M<0.01%+1,53713F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC23,216$2.04M1.21%+90613F-HRTimeline
Team Financial Group, LLC22,398$1.97M0.9%+61113F-HRTimeline
CULBERTSON A N & CO INC22,240$1.96M0.27%013F-HRTimeline
Rothschild Wealth LLC22,107$1.95M0.19%new13F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,719$1.82M0.11%+7,60613F-HRTimelineGroup
Amplius Wealth Advisors, LLC20,213$1.78M0.15%+2,10013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC20,089$1.77M0.22%+43713F-HRTimeline
Founders Financial Alliance, LLC20,047$1.77M0.33%-46013F-HRTimeline
Berger Financial Group, Inc19,996$1.76M0.1%+2413F-HRTimeline
Wedmont Private Capital19,616$1.74M0.06%013F-HRTimeline
Resurgent Financial Advisors LLC19,698$1.73M0.87%-8013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC19,031$1.68M0.12%+18513F-HRTimeline
Arkadios Wealth Advisors18,918$1.67M0.03%+16,06213F-HRTimeline
Farther Finance Advisors, LLC18,784$1.65M0.02%+74613F-HRTimeline
NewEdge Advisors, LLC18,693$1.65M0.01%+3,45113F-HRTimeline
WealthBridge Capital Management, LLC18,282$1.61M0.37%-6513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,099$1.6M<0.01%-1,16013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,180$1.6M0.02%+7,18513F-HRTimelineGroup
KPP Advisory Services LLC18,094$1.59M0.23%-23313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,928$1.58M0.04%+12,50913F-HRTimelineGroup
HB Wealth Management, LLC17,679$1.56M0.01%+32713F-HRTimeline
Alta Wealth Advisors LLC17,420$1.53M0.51%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC17,202$1.52M0.05%+9313F-HRTimeline
Valeo Financial Advisors, LLC16,623$1.46M0.03%-7613F-HRTimeline
WealthCare Investment Partners, LLC16,369$1.45M0.42%+23813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,391$1.44M<0.01%+4913F-HRTimelineGroup
Cascade Financial Partners, LLC16,223$1.43M0.14%013F-HRTimeline
St. Clair Advisors, LLC15,714$1.38M0.36%013F-HRTimeline
Independent Wealth Network Inc.15,601$1.37M0.42%+1213F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC15,420$1.36M0.49%+7913F-HRTimeline
PRIVATE TRUST CO NA15,399$1.36M0.12%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.14,829$1.35M1.26%13F-HRTimeline
Parallel Advisors, LLC15,270$1.35M0.02%+713F-HRTimeline
Tranquility Partners, LLC15,029$1.32M0.48%-18913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,020$1.32M<0.01%+35613F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC14,700$1.29M0.57%new13F-HRTimeline
Atria Investments, Inc14,445$1.27M0.01%-8,07013F-HRTimeline
Dorsey & Whitney Trust CO LLC14,404$1.27M0.07%013F-HRTimeline
Rockport Wealth LLC14,361$1.26M0.25%-10,89613F-HRTimeline
Vise Technologies, Inc.13,996$1.23M0.02%+2,01513F-HRTimeline
Platform Technology Partners13,597$1.2M0.26%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…13,592$1.2M0.19%+8213F-HRTimeline
World Investment Advisors13,423$1.18M0.02%+3,03813F-HR/ATimeline
PERRYMAN FINANCIAL ADVISORY INC /AD13,346$1.18M0.17%13F-HRTimeline
TigerOak Management, L.L.C.13,325$1.17M0.36%013F-HRTimeline
BEACON FINANCIAL GROUP13,075$1.15M0.11%013F-HRTimeline
Rodgers Brothers Inc.12,733$1.12M0.13%013F-HRTimeline
CHOREO, LLC12,631$1.12M0.01%+413F-HRTimeline
Asset One Wealth Management LLC12,121$1.11M0.15%13F-HRTimeline
High Net Worth Advisory Group LLC12,580$1.11M0.26%-1,60013F-HRTimeline
WEDBUSH SECURITIES INC12,208$1.07M0.03%+66713F-HRTimeline
CWM, LLCin group CWM, LLC12,024$1.06M<0.01%+95613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,832$1.04M<0.01%+1,39013F-HRTimelineGroup
Operose Advisors LLC11,700$1.03M0.24%013F-HRTimeline
COURIER CAPITAL LLC6,866$1.01M0.06%+2613F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC11,300$995K0.13%new13F-HRTimeline
Global Retirement Partners, LLC11,275$993K0.02%+1,30613F-HRTimeline
Dynamic Advisor Solutions LLC11,255$991K0.03%+93213F-HRTimeline
Burk Holdings LLC10,800$951K0.45%013F-HRTimeline
MONECO ADVISORS, LLC10,758$948K0.08%+1,03613F-HRTimeline
Hilltop Partners LLC10,686$941K0.24%013F-HRTimeline
BANTAMAC CAPITAL, LLC10,488$924K0.65%+1,48813F-HRTimeline
Well Done, LLC10,114$891K0.13%013F-HRTimeline
Harpswell Capital Advisors, LLC10,000$881K0.7%013F-HRTimeline
Western Wealth Management, LLC9,906$872K0.04%+1,85813F-HRTimeline
Kovack Advisors, Inc.9,773$861K0.04%+6,17313F-HR/ATimeline
Merit Financial Group, LLC9,710$855K0.01%+12313F-HRTimeline
626 Financial, LLC9,680$853K0.37%-4013F-HRTimeline
Mesirow Financial Investment Management…9,402$828K0.02%-2,42813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,256$815K0.01%+21813F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC9,218$812K0.01%013F-HRTimeline
NFSG Corp9,202$811K0.13%-74913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp9,167$807K<0.01%+1,54513F-HR/ATimelineGroup
PFG Investments, LLC9,155$806K0.04%-14313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,026$795K<0.01%-2,49613F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…8,812$776K0.02%new13F-HRTimelineGroup
Summit Financial, LLC8,705$767K0.01%+113F-HRTimeline