Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

341 institutional holders +6 vs Q4 2022
34,570,02434.6m shares reported held*
$2.1bnreported value*
30 new 88 added 110 reduced 20 sold out net sold ≈ $143.5m (-2.3m 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 ($307.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $61.87. Options: 2 managers hold calls ($1.0m notional), 0 hold puts (—).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 312Q4 22: 335Q1 23: 341341Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022312
Q4 2022335
Q1 2023341

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 141 bought or addedQ4 22: 96 cut or sold outQ4 22Q1 23: 118 bought or addedQ1 23: 130 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 202214196
Q1 2023118130

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 0.00Q1 23 calls: $1.0mQ1 23 puts: $0Q1 23P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2022$348.0k$10.0k0.03
Q4 2022$1.1m$00.00
Q1 2023$1.0m$00.00

Biggest buyers

JPMORGAN CHASE & CO Added +193,335+193.3k
WADE G W & INC Added +120,531+120.5k
Sarasin & Partners LLP Added +79,294+79.3k
One Wealth Map LLC New +73,889+73.9k
Allen Capital Group, LLC New +47,259+47.3k
COMERICA SECURITIES,INC. Added +33,506+33.5k
ENVESTNET ASSET MANAGEMENT INC Added +30,333+30.3k
Private Advisor Group, LLC Added +28,713+28.7k
GREAT VALLEY ADVISOR GROUP, INC. Added +27,729+27.7k
IFG Advisory, LLC Added +26,299+26.3k

Biggest sellers

Mirae Asset Global Investments Co., Ltd. Sold out -1,038,300-1.0m
BANK OF AMERICA CORP /DE/ Reduced -411,430-411.4k
AMERIPRISE FINANCIAL INC Reduced -317,449-317.4k
One Capital Management, LLC Reduced -250,474-250.5k
RAYMOND JAMES & ASSOCIATES Reduced -203,144-203.1k
Advisors Capital Management, LLC Reduced -174,085-174.1k
Revolve Wealth Partners, LLC Reduced -165,817-165.8k
UBS Group AG Reduced -138,133-138.1k
Stratos Wealth Partners, LTD. Reduced -111,331-111.3k
MORGAN STANLEY Reduced -92,864-92.9k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.0m16.4k 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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.23% of their portfolio Pittsburgh, PA 4,328,9854.3m $267.8m $267.8m 0.23% Reduced -3.8k -3,832
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,825,4422.8m $174.8m $174.8m 0.02% Reduced -92.9k -92,864
3 LPL Financial LLC 0.12% of their portfolio FORT MILL, SC 2,531,5452.5m $156.6m $156.6m 0.12% Added +4.0k +4,034
4 WADE G W & INC 5.05% of their portfolio Wellesley, MA 2,126,2732.1m $131.5m $131.5m 5.05% Added +120.5k +120,531
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,523,0591.5m $94.2m $94.2m 0.01% Reduced -411.4k -411,430
6 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,460,8591.5m $90.4m $90.4m 0.03% Reduced -317.4k -317,449
7 Creative Planning 0.13% of their portfolio OVERLAND PARK, KS 1,430,6371.4m $88.5m $88.5m 0.13% Reduced -10.8k -10,810
8 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,196,1591.2m $74.0m $74.0m 0.03% Reduced -138.1k -138,133
9 Evercore Wealth Management, LLC 1.29% of their portfolio New York, NY 1,049,2511.0m $64.9m $64.9m 1.29% Reduced -10.5k -10,504
10 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 774,362774.4k $47.9m $47.9m 0.10% Added +15.4k +15,383
11 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 643,363643.4k $39.8m $39.8m 0.02% Added +30.3k +30,333
12 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1.37% of their portfolio NORFOLK, VA 635,599635.6k $39.3m $39.3m 1.37% Added +20.7k +20,739
13 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 581,697581.7k $36.0m $36.0m 0.01% Added +9.9k +9,895
14 Raymond James Financial Services Advisors, Inc. 0.07% of their portfolio ST. PETERSBURG, FL 574,766574.8k $35.6m $35.6m 0.07% Reduced -4.4k -4,380
15 Cambridge Investment Research Advisors, Inc. 0.16% of their portfolio FAIRFIELD, IA 512,941512.9k $31.7m $31.7m 0.16% Reduced -5.4k -5,370
16 GREAT VALLEY ADVISOR GROUP, INC. 1.45% of their portfolio WILMINGTON, DE 503,722503.7k $31.2m $31.2m 1.45% Added +27.7k +27,729
17 Stratos Wealth Partners, LTD. 0.76% of their portfolio BEACHWOOD, OH 461,448461.4k $28.5m $28.5m 0.76% Reduced -111.3k -111,331
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 410,576410.6k $25.4m $25.4m 0.00% Added +193.3k +193,335
19 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 388,248388.2k $24.0m $24.0m 0.01% Reduced -35.4k -35,405
20 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 381,624381.6k $23.6m $23.6m 0.04% Added +3.2k +3,250
21 IAG Wealth Partners, LLC 6.41% of their portfolio WAUKESHA, WI 373,576373.6k $23.1m $23.1m 6.41% Added +17.9k +17,899
22 Revolve Wealth Partners, LLC 5.66% of their portfolio Hackensack, NJ 359,928359.9k $22.3m $22.3m 5.66% Reduced -165.8k -165,817
23 RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio ST PETERSBURG, FL 333,395333.4k $20.6m $20.6m 0.02% Reduced -203.1k -203,144
24 M Holdings Securities, Inc. 2.08% of their portfolio PORTLAND, OR 325,649325.6k $20.1m $20.1m 2.08% Reduced -4.6k -4,596
25 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 318,421318.4k $19.7m $19.7m 0.05% Added +8.6k +8,597
26 Private Advisor Group, LLC 0.18% of their portfolio MORRISTOWN, NJ 303,155303.2k $18.8m $18.8m 0.18% Added +28.7k +28,713
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 265,721265.7k $16.4m $16.4m 0.00% Added +14.5k +14,469
28 COMERICA SECURITIES,INC. 1.11% of their portfolio DETROIT, MI 247,740247.7k $15.3m $15.3m 1.11% Added +33.5k +33,506
29 Traverso Chambers Private Wealth Management, LLC 4.20% of their portfolio SANTA ROSA, CA 247,617247.6k $15.3m $15.3m 4.20% Added +3.7k +3,676
30 Almanack Investment Partners, LLC. 2.89% of their portfolio WAYNE, PA 237,017237.0k $14.7m $14.7m 2.89% Reduced -3.6k -3,646
31 Bristlecone Advisors, LLC 1.56% of their portfolio BELLEVUE, WA 229,994230.0k $14.2m $14.2m 1.56% Reduced -9.4k -9,351
32 Steward Partners Investment Advisory, LLC 0.20% of their portfolio STAMFORD, CT 198,158198.2k $12.3m $12.3m 0.20% Reduced -2.9k -2,937
33 Cetera Advisor Networks LLC 0.09% of their portfolio EL SEGUNDO, CA 190,297190.3k $11.8m $11.8m 0.09% Added +2.6k +2,637
34 TOBIAS FINANCIAL ADVISORS, INC. 3.42% of their portfolio Plantation, FL 188,449188.4k $11.7m $11.7m 3.42% Reduced -27.2k -27,235
35 ShoreHaven Wealth Partners, LLC 8.13% of their portfolio Red Bank, NJ 187,231187.2k $11.6m $11.6m 8.13% Reduced -42.3k -42,313
36 Kestra Advisory Services, LLC 0.12% of their portfolio AUSTIN, TX 184,631184.6k $11.4m $11.4m 0.12% Reduced -35.4k -35,410
37 LAKE STREET PRIVATE WEALTH, LLC 2.12% of their portfolio CHICAGO, IL 183,927183.9k $11.4m $11.4m 2.12% Added +7.0k +7,016
38 Main Street Financial Solutions, LLC 1.60% of their portfolio NEWTOWN, PA 176,681176.7k $10.9m $10.9m 1.60% Added +4.7k +4,650
39 Prestige Wealth Management Group LLC 2.71% of their portfolio FLEMINGTON, NJ 174,540174.5k $10.8m $10.8m 2.71% Reduced -6.6k -6,610
40 Graves Light Lenhart Wealth, Inc. 1.59% of their portfolio HARRISONBURG, VA 165,753165.8k $10.3m $10.3m 1.59% Reduced -7.9k -7,858
41 FIDELIS iM, LLC 5.95% of their portfolio MEDFORD, OR 161,042161.0k $10.0m $10.0m 5.95% Added +12.7k +12,729
42 IFG Advisory, LLC 0.93% of their portfolio ATLANTA, GA 160,170160.2k $9.9m $9.9m 0.93% Added +26.3k +26,299
43 Sarasin & Partners LLP 0.06% of their portfolio London, X0 159,598159.6k $10.2m $10.2m 0.06% Added +79.3k +79,294
44 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 148,467148.5k $9.2m $9.2m 0.02% Reduced -6.4k -6,407
45 Cetera Advisors LLC 0.14% of their portfolio DENVER, CO 138,362138.4k $8.6m $8.6m 0.14% Added +24.9k +24,904
46 Koshinski Asset Management, Inc. 0.71% of their portfolio DECATUR, IL 117,132117.1k $7.2m $7.2m 0.71% Reduced -237 -237
47 1900 WEALTH MANAGEMENT LLC 0.76% of their portfolio SAN ANTONIO, TX 114,615114.6k $7.1m $7.1m 0.76% Reduced -6.9k -6,931
48 Clearwater Capital Advisors, LLC 0.82% of their portfolio HOFFMAN ESTATES, IL 108,750108.8k $6.7m $6.7m 0.82% Reduced -13.1k -13,082
49 MOLLER WEALTH PARTNERS 2.04% of their portfolio NORTHFIELD, IL 106,716106.7k $6.6m $6.6m 2.04% Reduced -487 -487
50 CX Institutional 0.33% of their portfolio AUBURN, IN 100,726100.7k $6.3m $6.3m 0.33% Reduced -26.6k -26,625
51 Stratos Wealth Advisors, LLC 0.47% of their portfolio BEACHWOOD, OH 99,05999.1k $6.1m $6.1m 0.47% Reduced -690 -690
52 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 93,10293.1k $5.8m $5.8m 0.01% Reduced -2.4k -2,426
53 Atria Wealth Solutions, Inc. 0.08% of their portfolio NEW YORK, NY 92,53292.5k $5.7m $5.7m 0.08% Added +2.4k +2,390
54 J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio SAN FRANCISCO, CA 91,24891.2k $5.6m $5.6m 0.01% Reduced -2.0k -2,012
55 Strategic Family Wealth Counselors, L.L.C. 2.45% of their portfolio FAIRFIELD, NJ 83,60583.6k $5.2m $5.2m 2.45% Reduced -3.2k -3,166
56 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 81,82481.8k $5.1m $5.1m 0.02% Reduced -16.3k -16,306
57 D.A. DAVIDSON & CO. 0.05% of their portfolio GREAT FALLS, MT 75,37175.4k $4.7m $4.7m 0.05% Reduced -2.8k -2,801
58 Key Financial Inc 1.69% of their portfolio WEST CHESTER, PA 74,93474.9k $4.6m $4.6m 1.69% Added +1.7k +1,686
59 One Wealth Map LLC 2.96% of their portfolio LAS VEGAS, NV 73,88973.9k $4.6m $4.6m 2.96% New
60 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 66,33766.3k $4.1m $4.1m 0.02% Added +9.8k +9,789
61 CW Advisors, LLC 0.09% of their portfolio BOSTON, MA 61,35461.4k $3.8m $3.8m 0.09% Added +3.2k +3,181
62 Rollins Financial 1.21% of their portfolio ATLANTA, GA 59,18659.2k $3.7m $3.7m 1.21% Reduced -6.7k -6,709
63 AVANTAX ADVISORY SERVICES, INC. 0.04% of their portfolio DALLAS, TX 58,91758.9k $3.6m $3.6m 0.04% Added +10.0k +9,972
64 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 58,10258.1k $3.6m $3.6m 0.06% Added +5.7k +5,706
65 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 57,14157.1k $3.5m $3.5m 0.01% Reduced -1.8k -1,829
66 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 56,04856.0k $3.5m $3.5m 0.05% Added +8.9k +8,942
67 Linscomb Wealth, Inc. 0.18% of their portfolio Houston, TX 55,27655.3k $3.4m $3.4m 0.18% Reduced -8.7k -8,705
68 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 54,54454.5k $3.4m $3.4m 0.01% Reduced -90 -90
69 Circle Wealth Management, LLC 0.46% of their portfolio SUMMIT, NJ 51,55051.5k $3.2m $3.2m 0.46% Unchanged
70 ASPIRIANT, LLC 0.16% of their portfolio San Francisco, CA 50,86050.9k $3.1m $3.1m 0.16% Reduced -3.1k -3,117
71 Sigma Planning Corp 0.10% of their portfolio ANN ARBOR, MI 50,63250.6k $3.1m $3.1m 0.10% Added +440 +440
72 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 49,76049.8k $3.1m $3.1m 0.00% Added +6.7k +6,652
73 Nadler Financial Group, Inc. 0.48% of their portfolio DEERFIELD, IL 48,82048.8k $3.0m $3.0m 0.48% Unchanged
74 True Wealth Design, LLC 1.26% of their portfolio AKRON, OH 48,66748.7k $3.0m $3.0m 1.26% Unchanged
75 Meridian Financial Partners LLC 3.42% of their portfolio WARRENTON, VA 47,82047.8k $3.0m $3.0m 3.42% Reduced -71 -71
76 Cresset Asset Management, LLC 0.06% of their portfolio Chicago, IL 47,40547.4k $2.9m $2.9m 0.06% Reduced -63 -63
77 Allen Capital Group, LLC 0.56% of their portfolio GRAND ISLAND, NE 47,25947.3k $2.9m $2.9m 0.56% New
78 J.W. COLE ADVISORS, INC. 0.21% of their portfolio TAMPA, FL 47,04147.0k $2.9m $2.9m 0.21% Added +1.2k +1,203
79 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 45,63245.6k $1.4m $1.4m 0.02% Reduced -7.6k -7,594
80 COLDSTREAM CAPITAL MANAGEMENT INC 0.09% of their portfolio BELLEVUE, WA 45,06645.1k $2.8m $2.8m 0.09% Reduced -661 -661
81 Procyon Advisors, LLC 0.44% of their portfolio SHELTON, CT 42,42542.4k $2.6m $2.6m 0.44% Added +1.2k +1,218
82 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 41,29741.3k $2.6m $2.6m 0.02% Reduced -8.4k -8,445
83 MISSION WEALTH MANAGEMENT, LP 0.11% of their portfolio Santa Barbara, CA 40,65840.7k $2.5m $2.5m 0.11% Reduced -940 -940
84 Ausdal Financial Partners, Inc. 0.34% of their portfolio Davenport, IA 39,95440.0k $2.5m $2.5m 0.34% Reduced -1.3k -1,342
85 Berger Financial Group, Inc 0.29% of their portfolio PLYMOUTH, MN 39,14739.1k $2.4m $2.4m 0.29% Added +1.6k +1,564
86 Amplius Wealth Advisors, LLC 0.34% of their portfolio BLUE BELL, PA 38,00138.0k $2.4m $2.4m 0.34% Reduced -878 -878
87 MATHER GROUP, LLC. 0.04% of their portfolio CHICAGO, IL 36,29736.3k $2.2m $2.2m 0.04% Reduced -20 -20
88 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 35,65435.7k $2.2m $2.2m 0.01% Reduced -4.3k -4,295
89 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 35,26335.3k $2.2m $2.2m 0.01% Added +1.5k +1,524
90 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 33,64133.6k $2.1m $2.1m 0.01% Added +849 +849
91 CRA Financial Services, LLC 0.58% of their portfolio NORTHFIELD, NJ 31,77531.8k $2.0m $2.0m 0.58% Added +3.2k +3,208
92 Kovack Advisors, Inc. 0.26% of their portfolio FT. LAUDERDALE, FL 30,64330.6k $1.9m $1.9m 0.26% Reduced -1.9k -1,869
93 Geneos Wealth Management Inc. 0.11% of their portfolio ENGLEWOOD, CO 30,38930.4k $1.9m $1.9m 0.11% Added +3.6k +3,606
94 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 30,24430.2k $1.9m $1.9m 0.01% Reduced -78 -78
95 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,84429.8k $1.8m $1.8m 0.00% Added +10.5k +10,502
96 Chicago Partners Investment Group LLC 0.10% of their portfolio CHICAGO, IL 28,20528.2k $1.8m $1.8m 0.10% Added +105 +105
97 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 25,94325.9k $1.6m $1.6m 0.03% Added +1.1k +1,094
98 Truadvice, LLC 0.64% of their portfolio SARASOTA, FL 25,69525.7k $1.6m $1.6m 0.64% Added +21.0k +20,954
99 Resurgent Financial Advisors LLC 1.00% of their portfolio ATLANTA, GA 24,15324.2k $1.5m $1.5m 1.00% Added +50 +50
100 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 24,13224.1k $1.5m $1.5m 0.00% New