WISDOMTREE TR DLN
US LARGECAP DIVD · ETP · CUSIP 97717W307
312
institutional holders
35.5m
shares reported held*
$2.0bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($392.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $55.15. Options: 2 managers hold calls ($348.0k notional), 1 hold puts ($10.0k).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $348.0k6.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| Cutler Group LLC / CA | — | $10.0k1.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: PNC FINANCIAL SERVICES GROUP, INC. (4.9%, 2026-08-07)
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| PNC Financial Services Group, Inc. 0.25% of their portfolio | 4.3m $235.9m | — |
| MORGAN STANLEY 0.02% of their portfolio | 2.9m $160.6m | — |
| LPL Financial LLC 0.12% of their portfolio | 2.2m $123.7m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.9m $107.3m | — |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.7m $91.7m | — |
| WADE G W & INC 4.19% of their portfolio | 1.5m $85.5m | — |
| Creative Planning 0.14% of their portfolio | 1.4m $79.4m | — |
| UBS Group AG 0.04% of their portfolio | 1.3m $70.9m | — |
| Mirae Asset Global Investments Co., Ltd. 0.15% of their portfolio | 1.0m $57.4m | — |
| Evercore Wealth Management, LLC 1.20% of their portfolio | 959.3k $53.0m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio | 727.8k $40.2m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 609.3k $33.7m | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1.39% of their portfolio | 587.2k $32.4m | — |
| Stratos Wealth Partners, LTD. 0.90% of their portfolio | 584.1k $32.3m | — |
| Revolve Wealth Partners, LLC 10.27% of their portfolio | 555.7k $30.7m | — |
| Raymond James Financial Services Advisors, Inc. 0.07% of their portfolio | 552.5k $30.5m | — |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 520.2k $28.7m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 503.7k $27.8m | — |
| Amplius Wealth Advisors, LLC 4.94% of their portfolio | 500.3k $27.6m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 496.3k $27.4m | — |
| Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio | 494.7k $27.3m | — |
| GREAT VALLEY ADVISOR GROUP, INC. 1.33% of their portfolio | 429.0k $23.7m | — |
| IAG Wealth Partners, LLC 6.56% of their portfolio | 357.3k $19.7m | — |
| M Holdings Securities, Inc. 2.12% of their portfolio | 347.8k $19.2m | — |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 318.0k $17.6m | — |
| Baird Financial Group, Inc. 0.05% of their portfolio | 310.9k $17.2m | — |
| Traverso Chambers Private Wealth Management, LLC 4.14% of their portfolio | 244.5k $13.5m | — |
| One Capital Management, LLC 0.78% of their portfolio | 238.9k $13.2m | — |
| Almanack Investment Partners, LLC. 2.57% of their portfolio | 237.9k $13.1m | — |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 231.6k $12.8m | — |
| ShoreHaven Wealth Partners, LLC 9.32% of their portfolio | 220.9k $12.2m | — |
| Bristlecone Advisors, LLC 1.57% of their portfolio | 217.3k $12.0m | — |
| TOBIAS FINANCIAL ADVISORS, INC. 4.19% of their portfolio | 215.2k $11.9m | — |
| COMERICA SECURITIES,INC. 0.98% of their portfolio | 214.8k $11.9m | — |
| Private Advisor Group, LLC 0.13% of their portfolio | 209.8k $11.6m | — |
| Steward Partners Investment Advisory, LLC 0.21% of their portfolio | 200.8k $11.1m | — |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 190.1k $10.5m | — |
| Prestige Wealth Management Group LLC 2.87% of their portfolio | 184.7k $10.2m | — |
| Kestra Advisory Services, LLC 0.11% of their portfolio | 182.4k $10.1m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 182.2k $10.1m | — |
| Graves Light Lenhart Wealth, Inc. 1.67% of their portfolio | 181.1k $10.0m | — |
| LAKE STREET PRIVATE WEALTH, LLC 2.30% of their portfolio | 180.9k $10.0m | — |
| Cetera Advisor Networks LLC 0.12% of their portfolio | 171.7k $9.5m | — |
| Main Street Financial Solutions, LLC 1.53% of their portfolio | 166.2k $9.3m | — |
| HighTower Advisors, LLC 0.02% of their portfolio | 163.7k $9.0m | — |
| FIDELIS iM, LLC 5.74% of their portfolio | 148.9k $8.2m | — |
| 1900 WEALTH MANAGEMENT LLC 0.82% of their portfolio | 127.0k $7.0m | — |
| Clearwater Capital Advisors, LLC 0.95% of their portfolio | 124.4k $6.9m | — |
| CX Institutional 0.47% of their portfolio | 123.0k $6.8m | — |
| Koshinski Asset Management, Inc. 0.76% of their portfolio | 114.5k $6.3m | — |
| MOLLER WEALTH PARTNERS 2.11% of their portfolio | 106.1k $5.9m | — |
| CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio | 102.9k $5.7m | — |
| Stratos Wealth Advisors, LLC 0.55% of their portfolio | 95.1k $5.3m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio | 93.1k $5.1m | — |
| Atria Wealth Solutions, Inc. 0.09% of their portfolio | 90.8k $5.0m | — |
| CFS Investment Advisory Services, LLC 0.00% of their portfolio | 88.4k $2.0k | — |
| Strategic Family Wealth Counselors, L.L.C. 2.38% of their portfolio | 87.9k $4.9m | — |
| D.A. DAVIDSON & CO. 0.06% of their portfolio | 87.8k $4.9m | — |
| Sarasin & Partners LLP 0.06% of their portfolio | 80.3k $4.4m | — |
| Key Financial Inc 1.90% of their portfolio | 73.2k $4.0m | — |
| ASSETMARK, INC 0.02% of their portfolio | 62.8k $3.5m | — |
| Linscomb Wealth, Inc. 0.19% of their portfolio | 58.1k $3.2m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 58.1k $3.2m | — |
| CW Advisors, LLC 0.09% of their portfolio | 58.0k $3.2m | — |
| Rollins Financial 1.16% of their portfolio | 56.4k $3.1m | — |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 54.7k $3.0m | — |
| EP Wealth Advisors, LLC 0.07% of their portfolio | 54.3k $3.0m | — |
| Equitable Holdings, Inc. 0.06% of their portfolio | 54.0k $3.0m | — |
| Advisors Capital Management, LLC 0.09% of their portfolio | 53.4k $3.3m | — |
| Circle Wealth Management, LLC 0.47% of their portfolio | 51.5k $2.8m | — |
| Cetera Advisors LLC 0.06% of their portfolio | 51.3k $2.8m | — |
| Sigma Planning Corp 0.11% of their portfolio | 51.3k $2.8m | — |
| Meridian Financial Partners LLC 3.99% of their portfolio | 49.9k $2.8m | — |
| Allen Capital Group, LLC 0.63% of their portfolio | 49.0k $2.7m | — |
| Nadler Financial Group, Inc. 0.50% of their portfolio | 47.9k $2.6m | — |
| Cresset Asset Management, LLC 0.03% of their portfolio | 47.4k $2.6m | — |
| J.W. COLE ADVISORS, INC. 0.21% of their portfolio | 46.0k $2.5m | — |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 41.2k $2.3m | — |
| Procyon Advisors, LLC 0.55% of their portfolio | 40.8k $2.3m | — |
| Berger Financial Group, Inc 0.33% of their portfolio | 40.3k $2.2m | — |
| MISSION WEALTH MANAGEMENT, LP 0.12% of their portfolio | 40.2k $2.2m | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 40.0k $2.2m | — |
| Ausdal Financial Partners, Inc. 0.34% of their portfolio | 39.3k $2.2m | — |
| MML INVESTORS SERVICES, LLC 0.02% of their portfolio | 36.8k $2.0m | — |
| Cerity Partners LLC 0.02% of their portfolio | 32.2k $1.8m | — |
| Kovack Advisors, Inc. 0.26% of their portfolio | 31.8k $1.8m | — |
| 55I, LLC 0.05% of their portfolio | 31.2k $1.7m | — |
| KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio | 30.6k $1.7m | — |
| Lido Advisors, LLC 0.03% of their portfolio | 28.3k $1.6m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio | 28.1k $1.6m | — |
| Chicago Partners Investment Group LLC 0.12% of their portfolio | 27.5k $1.7m | — |
| MATHER GROUP, LLC. 0.03% of their portfolio | 27.4k $1.5m | — |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 27.2k $1.5m | — |
| CALTON & ASSOCIATES, INC. 0.84% of their portfolio | 26.6k $1.5m | — |
| Geneos Wealth Management Inc. 0.10% of their portfolio | 26.4k $1.5m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 26.4k $1.5m | — |
| Cetera Investment Advisers 0.02% of their portfolio | 25.4k $1.4m | — |
| Atria Investments, Inc 0.03% of their portfolio | 24.8k $1.4m | — |
| Resurgent Financial Advisors LLC 0.91% of their portfolio | 23.8k $1.3m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 23.6k $1.3m | — |