Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

335 institutional holders +23 vs Q3 2022
36,886,53436.9m shares reported held*
$2.3bnreported value*
28 new 113 added 80 reduced 16 sold out net bought ≈ $85.0m (+1.3m shares)

* 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 ($308.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $61.96. Options: 2 managers hold calls ($1.1m notional), 0 hold puts (—).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 312Q4 22: 335335Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022312
Q4 2022335

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ3 22 calls: $348.0kQ3 22 puts: $10.0kQ3 22P/C 0.03Q4 22 calls: $1.1mQ4 22 puts: $0Q4 22P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2022$348.0k$10.0k0.03
Q4 2022$1.1m$00.00

Biggest buyers

WADE G W & INC Added +458,646+458.6k
LPL Financial LLC Added +288,419+288.4k
OSAIC HOLDINGS, INC. Added +188,316+188.3k
Advisors Capital Management, LLC Added +126,074+126.1k
IFG Advisory, LLC Added +118,309+118.3k
AMERIPRISE FINANCIAL INC Added +117,993+118.0k
Evercore Wealth Management, LLC Added +100,499+100.5k
ROYAL BANK OF CANADA Added +75,458+75.5k
Private Advisor Group, LLC Added +64,599+64.6k
PNC Financial Services Group, Inc. Added +63,612+63.6k

Biggest sellers

Amplius Wealth Advisors, LLC Reduced -461,427-461.4k
STIFEL FINANCIAL CORP Reduced -136,089-136.1k
CFS Investment Advisory Services, LLC Sold out -88,416-88.4k
WELLS FARGO & COMPANY/MN Reduced -80,072-80.1k
GOLDMAN SACHS GROUP INC Reduced -66,737-66.7k
CITADEL ADVISORS LLC Sold out -58,062-58.1k
Allen Capital Group, LLC Sold out -49,025-49.0k
Revolve Wealth Partners, LLC Reduced -29,986-30.0k
M Holdings Securities, Inc. Reduced -17,544-17.5k
Bank of New York Mellon Corp Reduced -17,401-17.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.1m18.2k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

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, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.26% of their portfolio Pittsburgh, PA 4,332,8174.3m $268.4m $268.4m 0.26% Added +63.6k +63,612
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,918,3062.9m $180.8m $180.8m 0.02% Added +11.3k +11,297
3 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 2,527,5112.5m $156.6m $156.6m 0.13% Added +288.4k +288,419
4 WADE G W & INC 5.09% of their portfolio Wellesley, MA 2,005,7422.0m $124.3m $124.3m 5.09% Added +458.6k +458,646
5 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 1,934,4891.9m $119.8m $119.8m 0.02% Reduced -7.8k -7,844
6 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 1,778,3081.8m $110.2m $110.2m 0.04% Added +118.0k +117,993
7 Creative Planning 0.13% of their portfolio OVERLAND PARK, KS 1,441,4471.4m $89.3m $89.3m 0.13% Added +5.1k +5,089
8 UBS Group AG 0.04% of their portfolio ZURICH, V8 1,334,2921.3m $82.7m $82.7m 0.04% Added +51.7k +51,657
9 Evercore Wealth Management, LLC 1.38% of their portfolio New York, NY 1,059,7551.1m $65.7m $65.7m 1.38% Added +100.5k +100,499
10 Mirae Asset Global Investments Co., Ltd. 0.17% of their portfolio SEOUL, M5 1,038,3001.0m $64.3m $64.3m 0.17% Unchanged
11 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 758,979759.0k $47.0m $47.0m 0.11% Added +31.1k +31,136
12 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1.44% of their portfolio NORFOLK, VA 614,860614.9k $38.1m $38.1m 1.44% Added +27.7k +27,679
13 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 613,030613.0k $38.0m $38.0m 0.02% Added +3.7k +3,726
14 Raymond James Financial Services Advisors, Inc. 0.07% of their portfolio ST. PETERSBURG, FL 579,146579.1k $35.9m $35.9m 0.07% Added +26.6k +26,628
15 Stratos Wealth Partners, LTD. 0.90% of their portfolio BEACHWOOD, OH 572,779572.8k $35.5m $35.5m 0.90% Reduced -11.3k -11,326
16 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 571,802571.8k $35.4m $35.4m 0.01% Added +75.5k +75,458
17 RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio ST PETERSBURG, FL 536,539536.5k $33.2m $33.2m 0.03% Added +16.4k +16,367
18 Revolve Wealth Partners, LLC 9.32% of their portfolio Hackensack, NJ 525,745525.7k $32.6m $32.6m 9.32% Reduced -30.0k -29,986
19 Cambridge Investment Research Advisors, Inc. 0.17% of their portfolio FAIRFIELD, IA 518,311518.3k $32.1m $32.1m 0.17% Added +23.6k +23,588
20 GREAT VALLEY ADVISOR GROUP, INC. 1.51% of their portfolio WILMINGTON, DE 475,993476.0k $29.5m $29.5m 1.51% Added +47.0k +47,003
21 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 423,653423.7k $26.2m $26.2m 0.01% Reduced -80.1k -80,072
22 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 378,374378.4k $23.4m $23.4m 0.05% Added +188.3k +188,316
23 IAG Wealth Partners, LLC 6.49% of their portfolio WAUKESHA, WI 355,677355.7k $22.0m $22.0m 6.49% Reduced -1.6k -1,612
24 M Holdings Securities, Inc. 2.16% of their portfolio PORTLAND, OR 330,245330.2k $20.5m $20.5m 2.16% Reduced -17.5k -17,544
25 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 309,824309.8k $19.2m $19.2m 0.05% Reduced -1.1k -1,118
26 Private Advisor Group, LLC 0.50% of their portfolio MORRISTOWN, NJ 274,442274.4k $17.0m $17.0m 0.50% Added +64.6k +64,599
27 One Capital Management, LLC 0.84% of their portfolio WESTLAKE VILLAGE, CA 255,049255.0k $15.8m $15.8m 0.84% Added +16.1k +16,135
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 251,252251.3k $15.6m $15.6m 0.00% Reduced -66.7k -66,737
29 Traverso Chambers Private Wealth Management, LLC 4.34% of their portfolio SANTA ROSA, CA 243,941243.9k $15.1m $15.1m 4.34% Reduced -558 -558
30 Almanack Investment Partners, LLC. 3.18% of their portfolio WAYNE, PA 240,663240.7k $14.9m $14.9m 3.18% Added +2.8k +2,770
31 Bristlecone Advisors, LLC 1.82% of their portfolio BELLEVUE, WA 239,345239.3k $14.8m $14.8m 1.82% Added +22.1k +22,052
32 ShoreHaven Wealth Partners, LLC 10.02% of their portfolio Red Bank, NJ 229,544229.5k $14.2m $14.2m 10.02% Added +8.6k +8,596
33 Kestra Advisory Services, LLC 0.12% of their portfolio AUSTIN, TX 220,041220.0k $13.6m $13.6m 0.12% Added +37.6k +37,626
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 217,241217.2k $13.5m $13.5m 0.00% Added +35.0k +35,006
35 TOBIAS FINANCIAL ADVISORS, INC. 4.39% of their portfolio Plantation, FL 215,684215.7k $13.4m $13.4m 4.39% Added +503 +503
36 COMERICA SECURITIES,INC. 0.95% of their portfolio DETROIT, MI 214,234214.2k $13.3m $13.3m 0.95% Reduced -525 -525
37 Steward Partners Investment Advisory, LLC 0.21% of their portfolio STAMFORD, CT 201,095201.1k $12.5m $12.5m 0.21% Added +336 +336
38 Cetera Advisor Networks LLC 0.09% of their portfolio EL SEGUNDO, CA 187,660187.7k $11.6m $11.6m 0.09% Added +16.0k +15,956
39 Prestige Wealth Management Group LLC 2.93% of their portfolio FLEMINGTON, NJ 181,150181.2k $11.2m $11.2m 2.93% Reduced -3.5k -3,508
40 Advisors Capital Management, LLC 0.30% of their portfolio RIDGEWOOD, NJ 179,442179.4k $11.1m $11.1m 0.30% Added +126.1k +126,074
41 LAKE STREET PRIVATE WEALTH, LLC 2.27% of their portfolio CHICAGO, IL 176,911176.9k $11.0m $11.0m 2.27% Reduced -4.0k -4,002
42 Graves Light Lenhart Wealth, Inc. 1.65% of their portfolio HARRISONBURG, VA 173,611173.6k $10.8m $10.8m 1.65% Reduced -7.5k -7,512
43 Main Street Financial Solutions, LLC 1.68% of their portfolio NEWTOWN, PA 172,031172.0k $10.7m $10.7m 1.68% Added +5.9k +5,858
44 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 154,874154.9k $9.6m $9.6m 0.02% Reduced -8.8k -8,828
45 FIDELIS iM, LLC 5.99% of their portfolio MEDFORD, OR 148,313148.3k $9.2m $9.2m 5.99% Reduced -599 -599
46 IFG Advisory, LLC 0.83% of their portfolio ATLANTA, GA 133,871133.9k $8.3m $8.3m 0.83% Added +118.3k +118,309
47 CX Institutional 0.48% of their portfolio AUBURN, IN 127,351127.4k $7.9m $7.9m 0.48% Added +4.3k +4,324
48 Clearwater Capital Advisors, LLC 0.98% of their portfolio HOFFMAN ESTATES, IL 121,832121.8k $7.5m $7.5m 0.98% Reduced -2.5k -2,543
49 1900 WEALTH MANAGEMENT LLC 0.82% of their portfolio SAN ANTONIO, TX 121,546121.5k $7.5m $7.5m 0.82% Reduced -5.5k -5,453
50 Koshinski Asset Management, Inc. 0.70% of their portfolio DECATUR, IL 117,369117.4k $7.3m $7.3m 0.70% Added +2.8k +2,834
51 Cetera Advisors LLC 0.13% of their portfolio DENVER, CO 113,458113.5k $7.0m $7.0m 0.13% Added +62.2k +62,160
52 MOLLER WEALTH PARTNERS 2.13% of their portfolio NORTHFIELD, IL 107,203107.2k $6.6m $6.6m 2.13% Added +1.2k +1,152
53 Stratos Wealth Advisors, LLC 0.52% of their portfolio BEACHWOOD, OH 99,74999.7k $6.2m $6.2m 0.52% Added +4.6k +4,639
54 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 98,13098.1k $6.1m $6.1m 0.03% Reduced -4.8k -4,810
55 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 95,52895.5k $5.9m $5.9m 0.01% Reduced -136.1k -136,089
56 J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio SAN FRANCISCO, CA 93,26093.3k $5.8m $5.8m 0.01% Added +132 +132
57 Atria Wealth Solutions, Inc. 0.09% of their portfolio NEW YORK, NY 90,14290.1k $5.6m $5.6m 0.09% Reduced -619 -619
58 Strategic Family Wealth Counselors, L.L.C. 2.67% of their portfolio FAIRFIELD, NJ 86,77186.8k $5.4m $5.4m 2.67% Reduced -1.1k -1,097
59 Sarasin & Partners LLP 0.07% of their portfolio London, X0 80,30480.3k $5.0m $5.0m 0.07% Unchanged
60 D.A. DAVIDSON & CO. 0.06% of their portfolio GREAT FALLS, MT 78,17278.2k $4.8m $4.8m 0.06% Reduced -9.6k -9,640
61 Key Financial Inc 1.91% of their portfolio WEST CHESTER, PA 73,24873.2k $4.0m $4.0m 1.91% Unchanged
62 Rollins Financial 1.55% of their portfolio ATLANTA, GA 65,89565.9k $4.1m $4.1m 1.55% Added +9.4k +9,450
63 Linscomb Wealth, Inc. 0.20% of their portfolio Houston, TX 63,98164.0k $4.0m $4.0m 0.20% Added +5.9k +5,904
64 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 58,97059.0k $3.7m $3.7m 0.01% Added +19.0k +18,996
65 CW Advisors, LLC 0.09% of their portfolio BOSTON, MA 58,17358.2k $3.6m $3.6m 0.09% Added +174 +174
66 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 56,54856.5k $3.5m $3.5m 0.02% Reduced -6.3k -6,261
67 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 54,63454.6k $3.4m $3.4m 0.01% Reduced -87 -87
68 ASPIRIANT, LLC 0.17% of their portfolio San Francisco, CA 53,97754.0k $3.3m $3.3m 0.17% Added +48.0k +47,996
69 EP Wealth Advisors, LLC 0.06% of their portfolio TORRANCE, CA 53,22653.2k $3.3m $3.3m 0.06% Reduced -1.0k -1,047
70 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 52,39652.4k $3.2m $3.2m 0.06% Reduced -1.6k -1,571
71 Circle Wealth Management, LLC 0.49% of their portfolio SUMMIT, NJ 51,55051.5k $3.2m $3.2m 0.49% Unchanged
72 Sigma Planning Corp 0.11% of their portfolio ANN ARBOR, MI 50,19250.2k $3.1m $3.1m 0.11% Reduced -1.1k -1,078
73 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 49,74249.7k $3.1m $3.1m 0.03% Added +24.3k +24,292
74 AVANTAX ADVISORY SERVICES, INC. 0.04% of their portfolio DALLAS, TX 48,94548.9k $3.0m $3.0m 0.04% Added +20.9k +20,874
75 Nadler Financial Group, Inc. 0.53% of their portfolio DEERFIELD, IL 48,82048.8k $3.0m $3.0m 0.53% Added +890 +890
76 True Wealth Design, LLC 1.39% of their portfolio AKRON, OH 48,66748.7k $3.0m $3.0m 1.39% First filing
77 Meridian Financial Partners LLC 3.33% of their portfolio WARRENTON, VA 47,89147.9k $3.0m $3.0m 3.33% Reduced -2.0k -2,041
78 Cresset Asset Management, LLC 0.04% of their portfolio Chicago, IL 47,46847.5k $2.9m $2.9m 0.04% Added +35 +35
79 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 47,10647.1k $2.9m $2.9m 0.05% Added +18.8k +18,763
80 J.W. COLE ADVISORS, INC. 0.22% of their portfolio TAMPA, FL 45,83845.8k $2.8m $2.8m 0.22% Reduced -126 -126
81 COLDSTREAM CAPITAL MANAGEMENT INC 0.10% of their portfolio BELLEVUE, WA 45,72745.7k $2.8m $2.8m 0.10% First filing
82 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 43,10843.1k $2.7m $2.7m 0.00% Added +19.5k +19,480
83 MISSION WEALTH MANAGEMENT, LP 0.12% of their portfolio Santa Barbara, CA 41,59841.6k $2.6m $2.6m 0.12% Added +1.4k +1,370
84 Ausdal Financial Partners, Inc. 0.37% of their portfolio Davenport, IA 41,29641.3k $2.6m $2.6m 0.37% Added +2.0k +2,034
85 Procyon Advisors, LLC 0.47% of their portfolio SHELTON, CT 41,20741.2k $2.6m $2.6m 0.47% Added +417 +417
86 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 39,94939.9k $2.5m $2.5m 0.01% Reduced -1.2k -1,210
87 Amplius Wealth Advisors, LLC 0.38% of their portfolio BLUE BELL, PA 38,87938.9k $2.4m $2.4m 0.38% Reduced -461.4k -461,427
88 Berger Financial Group, Inc 0.31% of their portfolio PLYMOUTH, MN 37,58337.6k $2.3m $2.3m 0.31% Reduced -2.7k -2,718
89 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1.22% of their portfolio HUNTINGDON VALLEY, PA 36,54636.5k $2.3m $2.3m 1.22% New
90 MATHER GROUP, LLC. 0.04% of their portfolio CHICAGO, IL 36,31736.3k $2.2m $2.2m 0.04% Added +8.9k +8,872
91 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 33,73933.7k $2.1m $2.1m 0.01% Added +1.6k +1,567
92 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 32,79232.8k $2.0m $2.0m 0.01% Reduced -4.0k -4,022
93 Kovack Advisors, Inc. 0.29% of their portfolio FT. LAUDERDALE, FL 32,51232.5k $2.0m $2.0m 0.29% Added +713 +713
94 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 30,32230.3k $1.9m $1.9m 0.01% Reduced -270 -270
95 CRA Financial Services, LLC 0.58% of their portfolio NORTHFIELD, NJ 28,56728.6k $1.8m $1.8m 0.58% Added +6.5k +6,450
96 Chicago Partners Investment Group LLC 0.11% of their portfolio CHICAGO, IL 28,10028.1k $1.8m $1.8m 0.11% Added +601 +601
97 Geneos Wealth Management Inc. 0.10% of their portfolio ENGLEWOOD, CO 26,78326.8k $1.7m $1.7m 0.10% Added +401 +401
98 CALTON & ASSOCIATES, INC. 0.64% of their portfolio Tampa, FL 26,50926.5k $1.6m $1.6m 0.64% Reduced -103 -103
99 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 24,84924.8k $1.5m $1.5m 0.03% Added +42 +42
100 Resurgent Financial Advisors LLC 0.80% of their portfolio ATLANTA, GA 24,10324.1k $1.5m $1.5m 0.80% Added +332 +332