Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

344 institutional holders +3 vs Q1 2023
35,201,91535.2m shares reported held*
$2.2bnreported value*
18 new 101 added 108 reduced 19 sold out net bought ≈ $18.1m (+296.9k 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. Holder counts are more reliable. Implied quarter-end price ≈ $63.61. Options: 2 managers hold calls ($884.0k notional), 0 hold puts (—).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 312Q4 22: 335Q1 23: 341Q2 23: 344344Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022312
Q4 2022335
Q1 2023341
Q2 2023344

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 23Q2 23: 119 bought or addedQ2 23: 127 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202214196
Q1 2023118130
Q2 2023119127

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 0.00Q2 23 calls: $884.0kQ2 23 puts: $0Q2 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
Q2 2023$884.0k$00.00

Biggest buyers

LPL Financial LLC Added +268,309+268.3k
ENVESTNET ASSET MANAGEMENT INC Added +243,821+243.8k
GREAT VALLEY ADVISOR GROUP, INC. Added +191,208+191.2k
Creative Planning Added +155,291+155.3k
BMS Financial Advisors, LLC New +147,770+147.8k
Advisors Preferred, LLC New +68,257+68.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +51,153+51.2k
KESTRA PRIVATE WEALTH SERVICES, LLC Added +44,449+44.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +43,645+43.6k
GOLDMAN SACHS GROUP INC Added +30,934+30.9k

Biggest sellers

Prestige Wealth Management Group LLC Reduced -173,118-173.1k
Revolve Wealth Partners, LLC Reduced -122,929-122.9k
PNC Financial Services Group, Inc. Reduced -92,306-92.3k
Sarasin & Partners LLP Reduced -81,204-81.2k
WADE G W & INC Reduced -52,653-52.7k
Koshinski Asset Management, Inc. Reduced -49,546-49.5k
Kestra Advisory Services, LLC Reduced -49,279-49.3k
ROYAL BANK OF CANADA Reduced -45,199-45.2k
BANK OF AMERICA CORP /DE/ Reduced -36,961-37.0k
Bristlecone Advisors, LLC Reduced -34,785-34.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $884.0k13.9k 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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.23% of their portfolio Pittsburgh, PA 4,236,6794.2m $269.5m $269.5m 0.23% Reduced -92.3k -92,306
2 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 2,799,8542.8m $178.1m $178.1m 0.13% Added +268.3k +268,309
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,790,7922.8m $177.5m $177.5m 0.02% Reduced -34.6k -34,650
4 WADE G W & INC 4.79% of their portfolio Wellesley, MA 2,073,6202.1m $131.9m $131.9m 4.79% Reduced -52.7k -52,653
5 Creative Planning 0.13% of their portfolio OVERLAND PARK, KS 1,585,9281.6m $100.9m $100.9m 0.13% Added +155.3k +155,291
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,486,0981.5m $94.5m $94.5m 0.01% Reduced -37.0k -36,961
7 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,427,0531.4m $90.7m $90.7m 0.03% Reduced -33.8k -33,806
8 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,175,5381.2m $74.8m $74.8m 0.03% Reduced -20.6k -20,621
9 Evercore Wealth Management, LLC 1.24% of their portfolio New York, NY 1,066,9851.1m $67.9m $67.9m 1.24% Added +17.7k +17,734
10 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 887,184887.2k $56.4m $56.4m 0.03% Added +243.8k +243,821
11 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 818,007818.0k $52.0m $52.0m 0.11% Added +43.6k +43,645
12 GREAT VALLEY ADVISOR GROUP, INC. 1.85% of their portfolio WILMINGTON, DE 694,930694.9k $44.2m $44.2m 1.85% Added +191.2k +191,208
13 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1.31% of their portfolio NORFOLK, VA 622,519622.5k $39.6m $39.6m 1.31% Reduced -13.1k -13,080
14 Raymond James Financial Services Advisors, Inc. 0.07% of their portfolio ST. PETERSBURG, FL 582,504582.5k $37.0m $37.0m 0.07% Added +7.7k +7,738
15 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 536,498536.5k $34.1m $34.1m 0.01% Reduced -45.2k -45,199
16 Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio FAIRFIELD, IA 508,325508.3k $32.3m $32.3m 0.15% Reduced -4.6k -4,616
17 Stratos Wealth Partners, LTD. 0.67% of their portfolio BEACHWOOD, OH 466,923466.9k $29.7m $29.7m 0.67% Added +5.5k +5,475
18 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 392,393392.4k $24.9m $24.9m 0.04% Added +10.8k +10,769
19 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 391,614391.6k $24.9m $24.9m 0.01% Added +3.4k +3,366
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 381,297381.3k $24.3m $24.3m 0.00% Reduced -29.3k -29,279
21 IAG Wealth Partners, LLC 6.38% of their portfolio WAUKESHA, WI 379,400379.4k $24.1m $24.1m 6.38% Added +5.8k +5,824
22 RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio ST PETERSBURG, FL 325,632325.6k $20.7m $20.7m 0.02% Reduced -7.8k -7,763
23 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 319,265319.3k $20.3m $20.3m 0.05% Added +844 +844
24 Private Advisor Group, LLC 0.17% of their portfolio MORRISTOWN, NJ 306,431306.4k $19.5m $19.5m 0.17% Added +3.3k +3,276
25 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 301,959302.0k $19.2m $19.2m 0.07% First filing
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 296,655296.7k $18.9m $18.9m 0.00% Added +30.9k +30,934
27 M Holdings Securities, Inc. 3.86% of their portfolio PORTLAND, OR 294,424294.4k $18.7m $18.7m 3.86% Reduced -31.2k -31,225
28 Traverso Chambers Private Wealth Management, LLC 4.17% of their portfolio SANTA ROSA, CA 249,625249.6k $15.9m $15.9m 4.17% Added +2.0k +2,008
29 COMERICA SECURITIES,INC. 1.10% of their portfolio DETROIT, MI 249,305249.3k $15.9m $15.9m 1.10% Added +1.6k +1,565
30 Revolve Wealth Partners, LLC 3.53% of their portfolio Hackensack, NJ 236,999237.0k $15.1m $15.1m 3.53% Reduced -122.9k -122,929
31 Cetera Advisor Networks LLC 0.10% of their portfolio EL SEGUNDO, CA 218,947218.9k $13.9m $13.9m 0.10% Added +28.6k +28,650
32 Almanack Investment Partners, LLC. 2.38% of their portfolio WAYNE, PA 212,652212.7k $13.5m $13.5m 2.38% Reduced -24.4k -24,365
33 Steward Partners Investment Advisory, LLC 0.19% of their portfolio STAMFORD, CT 197,161197.2k $12.5m $12.5m 0.19% Reduced -997 -997
34 Bristlecone Advisors, LLC 1.25% of their portfolio BELLEVUE, WA 195,209195.2k $12.4m $12.4m 1.25% Reduced -34.8k -34,785
35 LAKE STREET PRIVATE WEALTH, LLC 2.18% of their portfolio CHICAGO, IL 195,078195.1k $12.4m $12.4m 2.18% Added +11.2k +11,151
36 TOBIAS FINANCIAL ADVISORS, INC. 3.28% of their portfolio Plantation, FL 191,181191.2k $12.2m $12.2m 3.28% Added +2.7k +2,732
37 Main Street Financial Solutions, LLC 1.54% of their portfolio NEWTOWN, PA 180,409180.4k $11.5m $11.5m 1.54% Added +3.7k +3,728
38 FIDELIS iM, LLC 5.98% of their portfolio MEDFORD, OR 165,376165.4k $10.5m $10.5m 5.98% Added +4.3k +4,334
39 IFG Advisory, LLC 0.93% of their portfolio ATLANTA, GA 164,099164.1k $10.4m $10.4m 0.93% Added +3.9k +3,929
40 ShoreHaven Wealth Partners, LLC 6.77% of their portfolio Red Bank, NJ 159,187159.2k $10.1m $10.1m 6.77% Reduced -28.0k -28,044
41 Graves Light Lenhart Wealth, Inc. 1.35% of their portfolio HARRISONBURG, VA 157,490157.5k $10.0m $10.0m 1.35% Reduced -8.3k -8,263
42 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 155,891155.9k $9.9m $9.9m 0.02% Added +7.4k +7,424
43 BMS Financial Advisors, LLC 6.13% of their portfolio RAPID CITY, SD 147,770147.8k $9.4m $9.4m 6.13% New
44 Cetera Advisors LLC 0.15% of their portfolio DENVER, CO 146,193146.2k $9.3m $9.3m 0.15% Added +7.8k +7,831
45 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 135,352135.4k $8.6m $8.6m 0.09% Reduced -49.3k -49,279
46 MOLLER WEALTH PARTNERS 2.00% of their portfolio NORTHFIELD, IL 103,198103.2k $6.6m $6.6m 2.00% Reduced -3.5k -3,518
47 Stratos Wealth Advisors, LLC 0.44% of their portfolio BEACHWOOD, OH 98,47598.5k $6.3m $6.3m 0.44% Reduced -584 -584
48 1900 WEALTH MANAGEMENT LLC 0.63% of their portfolio SAN ANTONIO, TX 96,08896.1k $6.1m $6.1m 0.63% Reduced -18.5k -18,527
49 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 95,08295.1k $6.0m $6.0m 0.01% Added +2.0k +1,980
50 CX Institutional 0.31% of their portfolio AUBURN, IN 94,50794.5k $6.0m $6.0m 0.31% Reduced -6.2k -6,219
51 Atria Wealth Solutions, Inc. 0.08% of their portfolio NEW YORK, NY 93,34793.3k $5.9m $5.9m 0.08% Added +815 +815
52 Clearwater Capital Advisors, LLC 0.64% of their portfolio HOFFMAN ESTATES, IL 84,47784.5k $5.4m $5.4m 0.64% Reduced -24.3k -24,273
53 Strategic Family Wealth Counselors, L.L.C. 2.46% of their portfolio FAIRFIELD, NJ 84,17584.2k $5.4m $5.4m 2.46% Added +570 +570
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 80,99781.0k $5.2m $5.2m 0.01% Added +51.2k +51,153
55 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 80,93480.9k $5.1m $5.1m 0.02% Reduced -890 -890
56 Sarasin & Partners LLP 0.06% of their portfolio London, X0 78,39478.4k $5.0m $5.0m 0.06% Reduced -81.2k -81,204
57 D.A. DAVIDSON & CO. 0.05% of their portfolio GREAT FALLS, MT 77,58377.6k $4.9m $4.9m 0.05% Added +2.2k +2,212
58 Key Financial Inc 1.55% of their portfolio WEST CHESTER, PA 73,75473.8k $4.7m $4.7m 1.55% Reduced -1.2k -1,180
59 One Wealth Map LLC 3.11% of their portfolio LAS VEGAS, NV 73,16573.2k $4.7m $4.7m 3.11% Reduced -724 -724
60 Advisors Preferred, LLC 1.07% of their portfolio ROCKVILLE, MD 68,25768.3k $4.4m $4.4m 1.07% New
61 Koshinski Asset Management, Inc. 0.46% of their portfolio DECATUR, IL 67,58667.6k $4.3m $4.3m 0.46% Reduced -49.5k -49,546
62 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 63,41563.4k $4.0m $4.0m 0.02% Reduced -2.9k -2,922
63 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 61,87961.9k $3.9m $3.9m 0.06% Added +3.8k +3,777
64 J.P. Morgan Private Wealth Advisors LLC 0.02% of their portfolio SAN FRANCISCO, CA 59,69459.7k $3.8m $3.8m 0.02% Reduced -31.6k -31,554
65 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 58,14358.1k $3.7m $3.7m 0.01% Added +1.0k +1,002
66 CW Advisors, LLC 0.09% of their portfolio BOSTON, MA 57,97358.0k $3.7m $3.7m 0.09% Reduced -3.4k -3,381
67 Linscomb Wealth, Inc. 0.19% of their portfolio Houston, TX 56,37656.4k $3.6m $3.6m 0.19% Added +1.1k +1,100
68 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 54,77254.8k $3.5m $3.5m 0.00% Added +5.0k +5,012
69 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 54,52454.5k $3.5m $3.5m 0.01% Reduced -20 -20
70 EP Wealth Advisors, LLC 0.05% of their portfolio TORRANCE, CA 53,05253.1k $3.4m $3.4m 0.05% Added +7.4k +7,420
71 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 52,10352.1k $3.3m $3.3m 0.04% Reduced -3.9k -3,945
72 Circle Wealth Management, LLC 0.43% of their portfolio SUMMIT, NJ 51,55051.5k $3.3m $3.3m 0.43% Unchanged
73 KESTRA PRIVATE WEALTH SERVICES, LLC 0.11% of their portfolio AUSTIN, TX 49,87449.9k $3.2m $3.2m 0.11% Added +44.4k +44,449
74 Nadler Financial Group, Inc. 0.45% of their portfolio DEERFIELD, IL 48,82048.8k $3.1m $3.1m 0.45% Unchanged
75 True Wealth Design, LLC 1.13% of their portfolio AKRON, OH 48,40848.4k $3.1m $3.1m 1.13% Reduced -259 -259
76 ASPIRIANT, LLC 0.16% of their portfolio San Francisco, CA 48,25248.3k $3.1m $3.1m 0.16% Reduced -2.6k -2,608
77 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 47,12947.1k $3.0m $3.0m 0.02% Reduced -276 -276
78 Allen Capital Group, LLC 0.53% of their portfolio GRAND ISLAND, NE 46,43446.4k $3.0m $3.0m 0.53% Reduced -825 -825
79 J.W. COLE ADVISORS, INC. 0.21% of their portfolio TAMPA, FL 46,37346.4k $2.9m $2.9m 0.21% Reduced -668 -668
80 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 42,83742.8k $2.7m $2.7m 0.01% Added +7.6k +7,574
81 Meridian Financial Partners LLC 1.66% of their portfolio WARRENTON, VA 42,44742.4k $2.8m $2.8m 1.66% Reduced -5.4k -5,373
82 Procyon Advisors, LLC 0.34% of their portfolio SHELTON, CT 42,06942.1k $2.7m $2.7m 0.34% Reduced -356 -356
83 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 41,35941.4k $2.6m $2.6m 0.00% Added +30.6k +30,638
84 COLDSTREAM CAPITAL MANAGEMENT INC 0.08% of their portfolio BELLEVUE, WA 40,99841.0k $2.6m $2.6m 0.08% Reduced -4.1k -4,068
85 Sigma Planning Corp 0.09% of their portfolio ANN ARBOR, MI 40,93640.9k $2.6m $2.6m 0.09% Reduced -9.7k -9,696
86 MISSION WEALTH MANAGEMENT, LP 0.10% of their portfolio Santa Barbara, CA 40,53840.5k $2.6m $2.6m 0.10% Reduced -120 -120
87 Ausdal Financial Partners, Inc. 0.35% of their portfolio Davenport, IA 39,84139.8k $2.5m $2.5m 0.35% Reduced -113 -113
88 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 39,54839.5k $2.5m $2.5m 0.03% Reduced -19.4k -19,369
89 Berger Financial Group, Inc 0.28% of their portfolio PLYMOUTH, MN 39,38339.4k $2.5m $2.5m 0.28% Added +236 +236
90 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 37,53337.5k $2.4m $2.4m 0.00% Added +13.4k +13,401
91 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 37,29737.3k $2.4m $2.4m 0.02% Reduced -4.0k -4,000
92 MATHER GROUP, LLC. 0.04% of their portfolio CHICAGO, IL 36,29736.3k $2.3m $2.3m 0.04% Unchanged
93 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 35,76935.8k $2.3m $2.3m 0.01% Added +115 +115
94 Rollins Financial 0.58% of their portfolio ATLANTA, GA 33,59033.6k $2.1m $2.1m 0.58% Reduced -25.6k -25,596
95 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 33,11533.1k $2.1m $2.1m 0.01% Reduced -526 -526
96 CRA Financial Services, LLC 0.55% of their portfolio NORTHFIELD, NJ 31,88031.9k $2.0m $2.0m 0.55% Added +105 +105
97 Amplius Wealth Advisors, LLC 0.27% of their portfolio BLUE BELL, PA 31,37231.4k $2.0m $2.0m 0.27% Reduced -6.6k -6,629
98 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 30,21830.2k $1.9m $1.9m 0.01% Reduced -26 -26
99 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 29,63129.6k $1.9m $1.9m 0.00% New
100 Chicago Partners Investment Group LLC 0.10% of their portfolio CHICAGO, IL 28,33928.3k $1.8m $1.8m 0.10% Added +134 +134