Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

343 institutional holders -1 vs Q2 2023
34,848,38634.8m shares reported held*
$2.1bnreported value*
15 new 95 added 123 reduced 17 sold out net sold ≈ $18.1m (-310.5k 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 ($275.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $61.52. Options: 2 managers hold calls ($528.8k notional), 0 hold puts (—).

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 312Q4 22: 335Q1 23: 341Q2 23: 344Q3 23: 343343Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 2022312
Q4 2022335
Q1 2023341
Q2 2023344
Q3 2023343

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 23Q3 23: 110 bought or addedQ3 23: 140 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 202214196
Q1 2023118130
Q2 2023119127
Q3 2023110140

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ4 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 0.00Q3 23 calls: $528.8kQ3 23 puts: $0Q3 23P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2022$1.1m$00.00
Q1 2023$1.0m$00.00
Q2 2023$884.0k$00.00
Q3 2023$528.8k$00.00

Biggest buyers

LPL Financial LLC Added +205,054+205.1k
UBS Group AG Added +171,460+171.5k
Advisors Preferred, LLC Added +129,035+129.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +123,100+123.1k
COMERICA BANK New +57,197+57.2k
BANK OF AMERICA CORP /DE/ Added +47,201+47.2k
Ethos Financial Group, LLC New +32,610+32.6k
M Holdings Securities, Inc. Added +31,726+31.7k
Stratos Wealth Partners, LTD. Added +28,903+28.9k
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC Added +28,039+28.0k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -218,492-218.5k
ShoreHaven Wealth Partners, LLC Reduced -142,657-142.7k
JPMORGAN CHASE & CO Reduced -136,727-136.7k
OSAIC HOLDINGS, INC. Reduced -107,800-107.8k
MORGAN STANLEY Reduced -103,441-103.4k
Almanack Investment Partners, LLC. Reduced -95,912-95.9k
PNC Financial Services Group, Inc. Reduced -84,473-84.5k
TOBIAS FINANCIAL ADVISORS, INC. Reduced -66,875-66.9k
COMERICA SECURITIES,INC. Reduced -44,487-44.5k
Cerity Partners LLC Sold out -42,837-42.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $528.8k8.6k 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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.22% of their portfolio Pittsburgh, PA 4,152,2064.2m $255.3m $255.3m 0.22% Reduced -84.5k -84,473
2 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 3,004,9083.0m $184.8m $184.8m 0.13% Added +205.1k +205,054
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,687,3512.7m $165.2m $165.2m 0.02% Reduced -103.4k -103,441
4 WADE G W & INC 4.77% of their portfolio Wellesley, MA 2,083,9382.1m $128.1m $128.1m 4.77% Added +10.3k +10,318
5 Creative Planning 0.13% of their portfolio OVERLAND PARK, KS 1,567,3251.6m $96.4m $96.4m 0.13% Reduced -18.6k -18,603
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,533,2991.5m $94.3m $94.3m 0.01% Added +47.2k +47,201
7 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,452,6821.5m $89.3m $89.3m 0.03% Added +25.6k +25,629
8 UBS Group AG 0.04% of their portfolio ZURICH, V8 1,346,9981.3m $82.8m $82.8m 0.04% Added +171.5k +171,460
9 Evercore Wealth Management, LLC 1.26% of their portfolio New York, NY 1,092,2811.1m $67.2m $67.2m 1.26% Added +25.3k +25,296
10 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 817,880817.9k $50.3m $50.3m 0.10% Reduced -127 -127
11 GREAT VALLEY ADVISOR GROUP, INC. 1.80% of their portfolio WILMINGTON, DE 707,530707.5k $43.5m $43.5m 1.80% Added +12.6k +12,600
12 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 668,692668.7k $41.1m $41.1m 0.02% Reduced -218.5k -218,492
13 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1.38% of their portfolio NORFOLK, VA 650,558650.6k $40.0m $40.0m 1.38% Added +28.0k +28,039
14 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 543,877543.9k $33.4m $33.4m 0.01% Added +7.4k +7,379
15 Raymond James Financial Services Advisors, Inc. 0.06% of their portfolio ST. PETERSBURG, FL 540,203540.2k $33.2m $33.2m 0.06% Reduced -42.3k -42,301
16 Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio FAIRFIELD, IA 512,667512.7k $31.5m $31.5m 0.15% Added +4.3k +4,342
17 Stratos Wealth Partners, LTD. 0.66% of their portfolio BEACHWOOD, OH 495,826495.8k $30.5m $30.5m 0.66% Added +28.9k +28,903
18 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 405,892405.9k $25.0m $25.0m 0.01% Added +14.3k +14,278
19 IAG Wealth Partners, LLC 6.56% of their portfolio WAUKESHA, WI 382,803382.8k $23.5m $23.5m 6.56% Added +3.4k +3,403
20 M Holdings Securities, Inc. 2.65% of their portfolio PORTLAND, OR 326,150326.1k $20.1m $20.1m 2.65% Added +31.7k +31,726
21 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 317,370317.4k $19.5m $19.5m 0.08% Added +15.4k +15,411
22 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 314,097314.1k $19.3m $19.3m 0.05% Reduced -5.2k -5,168
23 RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio ST PETERSBURG, FL 296,691296.7k $18.2m $18.2m 0.02% Reduced -28.9k -28,941
24 Private Advisor Group, LLC 0.16% of their portfolio MORRISTOWN, NJ 285,752285.8k $17.6m $17.6m 0.16% Reduced -20.7k -20,679
25 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 284,593284.6k $17.5m $17.5m 0.03% Reduced -107.8k -107,800
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 280,349280.3k $17.2m $17.2m 0.00% Reduced -16.3k -16,306
27 Traverso Chambers Private Wealth Management, LLC 4.10% of their portfolio SANTA ROSA, CA 249,510249.5k $15.3m $15.3m 4.10% Reduced -115 -115
28 Cetera Advisor Networks LLC 0.10% of their portfolio EL SEGUNDO, CA 245,099245.1k $15.1m $15.1m 0.10% Added +26.2k +26,152
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 244,570244.6k $15.0m $15.0m 0.00% Reduced -136.7k -136,727
30 Revolve Wealth Partners, LLC 3.22% of their portfolio Hackensack, NJ 225,469225.5k $13.9m $13.9m 3.22% Reduced -11.5k -11,530
31 COMERICA SECURITIES,INC. 1.05% of their portfolio DETROIT, MI 204,818204.8k $12.6m $12.6m 1.05% Reduced -44.5k -44,487
32 Advisors Preferred, LLC 3.91% of their portfolio ROCKVILLE, MD 197,292197.3k $12.0m $12.0m 3.91% Added +129.0k +129,035
33 Steward Partners Investment Advisory, LLC 0.19% of their portfolio STAMFORD, CT 196,429196.4k $12.1m $12.1m 0.19% Reduced -732 -732
34 Bristlecone Advisors, LLC 1.32% of their portfolio BELLEVUE, WA 191,338191.3k $11.8m $11.8m 1.32% Reduced -3.9k -3,871
35 LAKE STREET PRIVATE WEALTH, LLC 2.06% of their portfolio CHICAGO, IL 185,088185.1k $11.4m $11.4m 2.06% Reduced -10.0k -9,990
36 Main Street Financial Solutions, LLC 1.57% of their portfolio NEWTOWN, PA 180,759180.8k $11.1m $11.1m 1.57% Added +350 +350
37 FIDELIS iM, LLC 6.00% of their portfolio MEDFORD, OR 166,596166.6k $10.2m $10.2m 6.00% Added +1.2k +1,220
38 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 163,499163.5k $10.1m $10.1m 0.02% Added +7.6k +7,608
39 IFG Advisory, LLC 0.83% of their portfolio ATLANTA, GA 160,322160.3k $9.9m $9.9m 0.83% Reduced -3.8k -3,777
40 Cetera Advisors LLC 0.14% of their portfolio DENVER, CO 143,303143.3k $8.8m $8.8m 0.14% Reduced -2.9k -2,890
41 Graves Light Lenhart Wealth, Inc. 1.18% of their portfolio HARRISONBURG, VA 142,593142.6k $8.7m $8.7m 1.18% Reduced -14.9k -14,897
42 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 137,472137.5k $8.5m $8.5m 0.03% Added +123.1k +123,100
43 TOBIAS FINANCIAL ADVISORS, INC. 2.01% of their portfolio Plantation, FL 124,306124.3k $7.6m $7.6m 2.01% Reduced -66.9k -66,875
44 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 123,371123.4k $7.6m $7.6m 0.07% Reduced -12.0k -11,981
45 Almanack Investment Partners, LLC. 1.39% of their portfolio WAYNE, PA 116,740116.7k $7.2m $7.2m 1.39% Reduced -95.9k -95,912
46 MOLLER WEALTH PARTNERS 1.98% of their portfolio NORTHFIELD, IL 101,216101.2k $6.2m $6.2m 1.98% Reduced -2.0k -1,982
47 Stratos Wealth Advisors, LLC 0.41% of their portfolio BEACHWOOD, OH 100,327100.3k $6.2m $6.2m 0.41% Added +1.9k +1,852
48 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 93,96294.0k $5.8m $5.8m 0.01% Reduced -1.1k -1,120
49 1900 WEALTH MANAGEMENT LLC 0.57% of their portfolio SAN ANTONIO, TX 92,21492.2k $5.7m $5.7m 0.57% Reduced -3.9k -3,874
50 Hibernia Wealth Partners, LLC 4.37% of their portfolio BATON ROUGE, LA 90,94190.9k $5.6m $5.6m 4.37% First filing
51 Strategic Family Wealth Counselors, L.L.C. 2.50% of their portfolio FAIRFIELD, NJ 84,72384.7k $5.2m $5.2m 2.50% Added +548 +548
52 Atria Wealth Solutions, Inc. 0.07% of their portfolio NEW YORK, NY 83,62083.6k $5.1m $5.1m 0.07% Reduced -9.7k -9,727
53 CX Institutional 0.28% of their portfolio AUBURN, IN 81,40381.4k $5.0m $5.0m 0.28% Reduced -13.1k -13,104
54 Key Financial Inc 1.66% of their portfolio WEST CHESTER, PA 79,96080.0k $4.9m $4.9m 1.66% Added +6.2k +6,206
55 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 79,44779.4k $4.9m $4.9m 0.02% Reduced -1.5k -1,487
56 Clearwater Capital Advisors, LLC 0.60% of their portfolio HOFFMAN ESTATES, IL 79,39479.4k $4.9m $4.9m 0.60% Reduced -5.1k -5,083
57 D.A. DAVIDSON & CO. 0.05% of their portfolio GREAT FALLS, MT 79,09279.1k $4.9m $4.9m 0.05% Added +1.5k +1,509
58 One Wealth Map LLC 3.10% of their portfolio LAS VEGAS, NV 72,72072.7k $4.5m $4.5m 3.10% Reduced -445 -445
59 Sarasin & Partners LLP 0.06% of their portfolio London, X0 72,48272.5k $4.5m $4.5m 0.06% Reduced -5.9k -5,912
60 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 69,37169.4k $4.3m $4.3m 0.02% Added +6.0k +5,956
61 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 68,37868.4k $4.2m $4.2m 0.01% Added +10.2k +10,235
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 68,25468.3k $4.2m $4.2m 0.01% Added +13.5k +13,482
63 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 64,26664.3k $4.0m $4.0m 0.06% Added +2.4k +2,387
64 Koshinski Asset Management, Inc. 0.44% of their portfolio DECATUR, IL 62,22562.2k $3.8m $3.8m 0.44% Reduced -5.4k -5,361
65 CW Advisors, LLC 0.08% of their portfolio BOSTON, MA 59,36059.4k $3.7m $3.7m 0.08% Added +1.4k +1,387
66 COMERICA BANK 0.02% of their portfolio DALLAS, TX 57,19757.2k $3.5m $3.5m 0.02% New
67 J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio SAN FRANCISCO, CA 56,72756.7k $3.5m $3.5m 0.01% Reduced -3.0k -2,967
68 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 56,43556.4k $3.5m $3.5m 0.01% Added +1.9k +1,911
69 Linscomb Wealth, Inc. 0.20% of their portfolio Houston, TX 56,42556.4k $3.5m $3.5m 0.20% Added +49 +49
70 KESTRA PRIVATE WEALTH SERVICES, LLC 0.11% of their portfolio AUSTIN, TX 56,18756.2k $3.5m $3.5m 0.11% Added +6.3k +6,313
71 EP Wealth Advisors, LLC 0.05% of their portfolio TORRANCE, CA 53,01953.0k $3.3m $3.3m 0.05% Reduced -33 -33
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 52,51552.5k $3.2m $3.2m 0.01% Reduced -28.5k -28,482
73 Circle Wealth Management, LLC 0.08% of their portfolio SUMMIT, NJ 51,55051.5k $3.2m $3.2m 0.08% Unchanged
74 Lido Advisors, LLC 0.03% of their portfolio Los Angeles, CA 50,48650.5k $3.1m $3.1m 0.03% Reduced -1.6k -1,617
75 ASPIRIANT, LLC 0.16% of their portfolio San Francisco, CA 49,43049.4k $3.0m $3.0m 0.16% Added +1.2k +1,178
76 Nadler Financial Group, Inc. 0.45% of their portfolio DEERFIELD, IL 47,92047.9k $2.9m $2.9m 0.45% Reduced -900 -900
77 J.W. COLE ADVISORS, INC. 0.21% of their portfolio TAMPA, FL 45,99046.0k $2.8m $2.8m 0.21% Reduced -383 -383
78 True Wealth Design, LLC 0.94% of their portfolio AKRON, OH 45,47745.5k $2.8m $2.8m 0.94% Reduced -2.9k -2,931
79 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 44,96145.0k $2.8m $2.8m 0.02% Reduced -2.2k -2,168
80 Allen Capital Group, LLC 0.50% of their portfolio GRAND ISLAND, NE 44,43044.4k $2.7m $2.7m 0.50% Reduced -2.0k -2,004
81 Procyon Advisors, LLC 0.28% of their portfolio SHELTON, CT 44,14544.1k $2.7m $2.7m 0.28% Added +2.1k +2,076
82 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 43,82743.8k $2.7m $2.7m 0.00% Added +6.3k +6,294
83 Meridian Financial Partners LLC 2.59% of their portfolio WARRENTON, VA 41,40341.4k $2.5m $2.5m 2.59% Reduced -1.0k -1,044
84 COLDSTREAM CAPITAL MANAGEMENT INC 0.08% of their portfolio BELLEVUE, WA 40,79840.8k $2.5m $2.5m 0.08% Reduced -200 -200
85 Sigma Planning Corp 0.09% of their portfolio ANN ARBOR, MI 40,61040.6k $2.5m $2.5m 0.09% Reduced -326 -326
86 MISSION WEALTH MANAGEMENT, LP 0.09% of their portfolio Santa Barbara, CA 40,41740.4k $2.5m $2.5m 0.09% Reduced -121 -121
87 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 39,49639.5k $2.4m $2.4m 0.03% Reduced -52 -52
88 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 37,96838.0k $2.3m $2.3m 0.02% Added +671 +671
89 Berger Financial Group, Inc 0.26% of their portfolio PLYMOUTH, MN 37,10837.1k $2.3m $2.3m 0.26% Reduced -2.3k -2,275
90 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 36,19136.2k $2.2m $2.2m 0.00% Added +6.6k +6,560
91 MATHER GROUP, LLC. 0.04% of their portfolio CHICAGO, IL 36,15636.2k $2.2m $2.2m 0.04% Reduced -141 -141
92 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 35,87735.9k $2.2m $2.2m 0.01% Added +2.8k +2,762
93 Ausdal Financial Partners, Inc. 0.29% of their portfolio Davenport, IA 34,43934.4k $2.1m $2.1m 0.29% Reduced -5.4k -5,402
94 Ethos Financial Group, LLC 0.54% of their portfolio KING OF PRUSSIA, PA 32,61032.6k $2.1m $2.1m 0.54% New
95 CRA Financial Services, LLC 0.53% of their portfolio NORTHFIELD, NJ 31,34431.3k $1.9m $1.9m 0.53% Reduced -536 -536
96 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 29,64029.6k $1.8m $1.8m 0.01% Reduced -578 -578
97 Amplius Wealth Advisors, LLC 0.24% of their portfolio BLUE BELL, PA 28,90728.9k $1.8m $1.8m 0.24% Reduced -2.5k -2,465
98 Chicago Partners Investment Group LLC 0.09% of their portfolio CHICAGO, IL 27,98128.0k $1.7m $1.7m 0.09% Reduced -358 -358
99 Rollins Financial 0.42% of their portfolio ATLANTA, GA 27,58827.6k $1.7m $1.7m 0.42% Reduced -6.0k -6,002
100 Gladstone Institutional Advisory LLC 0.11% of their portfolio Bedminster, NJ 26,38926.4k $1.6m $1.6m 0.11% Added +5.6k +5,617