Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

368 institutional holders +25 vs Q3 2023
43,393,57543.4m shares reported held*
$2.6bnreported value*
28 new 91 added 126 reduced 21 sold out net bought ≈ $220.4m (+3.3m 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 ($292.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.96. Options: 4 managers hold calls ($1.5m notional), 0 hold puts (—).

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 312Q4 22: 335Q1 23: 341Q2 23: 344Q3 23: 343Q4 23: 368368Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 2022312
Q4 2022335
Q1 2023341
Q2 2023344
Q3 2023343
Q4 2023368

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 23Q4 23: 119 bought or addedQ4 23: 147 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 202214196
Q1 2023118130
Q2 2023119127
Q3 2023110140
Q4 2023119147

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ1 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 0.00Q4 23 calls: $1.5mQ4 23 puts: $0Q4 23P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2023$1.0m$00.00
Q2 2023$884.0k$00.00
Q3 2023$528.8k$00.00
Q4 2023$1.5m$00.00

Biggest buyers

MORGAN STANLEY Added +2,846,659+2.8m
JPMORGAN CHASE & CO Added +445,518+445.5k
LPL Financial LLC Added +266,964+267.0k
Bank of New York Mellon Corp Added +160,884+160.9k
Advisors Capital Management, LLC New +134,883+134.9k
AE Wealth Management LLC New +101,559+101.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +55,297+55.3k
Koshinski Asset Management, Inc. Added +51,484+51.5k
KINGSWOOD WEALTH ADVISORS, LLC Added +43,910+43.9k
Cerity Partners LLC New +35,622+35.6k

Biggest sellers

Advisors Preferred, LLC Reduced -136,301-136.3k
PNC Financial Services Group, Inc. Reduced -102,348-102.3k
Hibernia Wealth Partners, LLC Sold out -90,941-90.9k
OSAIC HOLDINGS, INC. Reduced -87,087-87.1k
Creative Planning Reduced -84,766-84.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -60,003-60.0k
Private Advisor Group, LLC Reduced -53,856-53.9k
Raymond James Financial Services Advisors, Inc. Reduced -53,441-53.4k
GOLDMAN SACHS GROUP INC Reduced -39,373-39.4k
JANE STREET GROUP, LLC Sold out -36,191-36.2k

Biggest calls

SIMPLEX TRADING, LLC New $995.0k12.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $511.1k7.7k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares
Cutler Group LLC / CA New $01.0k 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 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 5,534,0105.5m $367.3m $367.3m 0.02% Added +2.8m +2,846,659
2 BKM Wealth Management, LLC 1.88% of their portfolio BROOKFIELD, WI 4,278,2364.3m $4.4m $4.4m 1.88% First filing
3 PNC Financial Services Group, Inc. 0.21% of their portfolio Pittsburgh, PA 4,049,8584.0m $268.8m $268.8m 0.21% Reduced -102.3k -102,348
4 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 3,271,8723.3m $217.2m $217.2m 0.13% Added +267.0k +266,964
5 WADE G W & INC 4.52% of their portfolio Wellesley, MA 2,094,2882.1m $139.0m $139.0m 4.52% Added +10.3k +10,350
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,524,7231.5m $101.2m $101.2m 0.01% Reduced -8.6k -8,576
7 Creative Planning 0.18% of their portfolio OVERLAND PARK, KS 1,482,5591.5m $98.4m $98.4m 0.18% Reduced -84.8k -84,766
8 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,422,9041.4m $94.5m $94.5m 0.03% Reduced -29.8k -29,778
9 UBS Group AG 0.04% of their portfolio ZURICH, V8 1,328,5581.3m $88.2m $88.2m 0.04% Reduced -18.4k -18,440
10 Evercore Wealth Management, LLC 1.20% of their portfolio New York, NY 1,074,1551.1m $71.3m $71.3m 1.20% Reduced -18.1k -18,126
11 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 811,362811.4k $53.9m $53.9m 0.10% Reduced -6.5k -6,518
12 Waterway Wealth Management, LLC 20.19% of their portfolio THE WOODLANDS, TX 728,870728.9k $48.4m $48.4m 20.19% First filing
13 GREAT VALLEY ADVISOR GROUP, INC. 1.69% of their portfolio WILMINGTON, DE 727,535727.5k $48.3m $48.3m 1.69% Added +20.0k +20,005
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 690,088690.1k $45.8m $45.8m 0.00% Added +445.5k +445,518
15 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1.37% of their portfolio NORFOLK, VA 673,519673.5k $44.7m $44.7m 1.37% Added +23.0k +22,961
16 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 608,689608.7k $40.4m $40.4m 0.02% Reduced -60.0k -60,003
17 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 555,460555.5k $36.9m $36.9m 0.01% Added +11.6k +11,583
18 Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio FAIRFIELD, IA 516,081516.1k $34.3m $34.3m 0.15% Added +3.4k +3,414
19 Raymond James Financial Services Advisors, Inc. 0.05% of their portfolio ST. PETERSBURG, FL 486,762486.8k $32.3m $32.3m 0.05% Reduced -53.4k -53,441
20 Stratos Wealth Partners, LTD. 0.60% of their portfolio BEACHWOOD, OH 482,847482.8k $32.1m $32.1m 0.60% Reduced -13.0k -12,979
21 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 440,494440.5k $29.2m $29.2m 0.01% Added +34.6k +34,602
22 IAG Wealth Partners, LLC 5.80% of their portfolio WAUKESHA, WI 383,261383.3k $25.4m $25.4m 5.80% Added +458 +458
23 M Holdings Securities, Inc. 2.55% of their portfolio PORTLAND, OR 339,383339.4k $22.5m $22.5m 2.55% Added +13.2k +13,233
24 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 335,904335.9k $22.3m $22.3m 0.07% Added +18.5k +18,534
25 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 324,023324.0k $21.5m $21.5m 0.05% Added +9.9k +9,926
26 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 296,310296.3k $19.7m $19.7m 0.01% Reduced -381 -381
27 Traverso Chambers Private Wealth Management, LLC 4.11% of their portfolio SANTA ROSA, CA 254,800254.8k $16.9m $16.9m 4.11% Added +5.3k +5,290
28 Fox Financial, Inc 16.06% of their portfolio WYOMISSING, PA 252,599252.6k $16.8m $16.8m 16.06% First filing
29 Cetera Advisor Networks LLC 0.09% of their portfolio EL SEGUNDO, CA 250,191250.2k $16.6m $16.6m 0.09% Added +5.1k +5,092
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 240,976241.0k $16.0m $16.0m 0.00% Reduced -39.4k -39,373
31 Private Advisor Group, LLC 0.12% of their portfolio MORRISTOWN, NJ 231,896231.9k $15.4m $15.4m 0.12% Reduced -53.9k -53,856
32 Revolve Wealth Partners, LLC 2.82% of their portfolio Hackensack, NJ 219,219219.2k $14.6m $14.6m 2.82% Reduced -6.2k -6,250
33 Bristlecone Advisors, LLC 1.40% of their portfolio BELLEVUE, WA 208,841208.8k $13.9m $13.9m 1.40% Added +17.5k +17,503
34 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 197,506197.5k $13.1m $13.1m 0.02% Reduced -87.1k -87,087
35 Steward Partners Investment Advisory, LLC 0.17% of their portfolio STAMFORD, CT 194,707194.7k $12.9m $12.9m 0.17% Reduced -1.7k -1,722
36 LAKE STREET PRIVATE WEALTH, LLC 1.95% of their portfolio CHICAGO, IL 186,830186.8k $12.4m $12.4m 1.95% Added +1.7k +1,742
37 Main Street Financial Solutions, LLC 1.55% of their portfolio NEWTOWN, PA 180,437180.4k $12.0m $12.0m 1.55% Reduced -322 -322
38 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 174,034174.0k $11.6m $11.6m 0.00% Added +160.9k +160,884
39 FIDELIS iM, LLC 6.06% of their portfolio MEDFORD, OR 169,658169.7k $11.3m $11.3m 6.06% Added +3.1k +3,062
40 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 162,289162.3k $10.8m $10.8m 0.02% Reduced -1.2k -1,210
41 IFG Advisory, LLC 0.79% of their portfolio ATLANTA, GA 162,076162.1k $10.8m $10.8m 0.79% Added +1.8k +1,754
42 Cetera Advisors LLC 0.13% of their portfolio DENVER, CO 146,298146.3k $9.7m $9.7m 0.13% Added +3.0k +2,995
43 Graves Light Lenhart Wealth, Inc. 1.15% of their portfolio HARRISONBURG, VA 139,257139.3k $9.2m $9.2m 1.15% Reduced -3.3k -3,336
44 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 138,034138.0k $9.2m $9.2m 0.03% Added +562 +562
45 Advisors Capital Management, LLC 0.18% of their portfolio RIDGEWOOD, NJ 134,883134.9k $9.0m $9.0m 0.18% New
46 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 123,551123.6k $8.2m $8.2m 0.01% Added +55.3k +55,297
47 Koshinski Asset Management, Inc. 1.15% of their portfolio DECATUR, IL 113,709113.7k $7.5m $7.5m 1.15% Added +51.5k +51,484
48 Almanack Investment Partners, LLC. 1.36% of their portfolio WAYNE, PA 110,676110.7k $7.3m $7.3m 1.36% Reduced -6.1k -6,064
49 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 104,893104.9k $7.0m $7.0m 0.06% Reduced -18.5k -18,478
50 Fairway Wealth LLC 5.22% of their portfolio INDEPENDENCE, OH 102,690102.7k $6.8m $6.8m 5.22% First filing
51 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 101,559101.6k $6.8m $6.8m 0.03% New
52 MOLLER WEALTH PARTNERS 1.90% of their portfolio NORTHFIELD, IL 101,347101.3k $6.7m $6.7m 1.90% Added +131 +131
53 Stratos Wealth Advisors, LLC 0.38% of their portfolio BEACHWOOD, OH 99,963100.0k $6.6m $6.6m 0.38% Reduced -364 -364
54 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 95,91195.9k $6.4m $6.4m 0.01% Added +1.9k +1,949
55 TOBIAS FINANCIAL ADVISORS, INC. 1.52% of their portfolio Plantation, FL 94,06894.1k $6.2m $6.2m 1.52% Reduced -30.2k -30,238
56 Strategic Family Wealth Counselors, L.L.C. 2.42% of their portfolio FAIRFIELD, NJ 87,10287.1k $5.8m $5.8m 2.42% Added +2.4k +2,379
57 Key Financial Inc 1.56% of their portfolio WEST CHESTER, PA 85,86485.9k $5.7m $5.7m 1.56% Added +5.9k +5,904
58 Atria Wealth Solutions, Inc. 0.07% of their portfolio NEW YORK, NY 85,01985.0k $5.6m $5.6m 0.07% Added +1.4k +1,399
59 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 78,51178.5k $5.2m $5.2m 0.02% Reduced -936 -936
60 CX Institutional 0.28% of their portfolio AUBURN, IN 78,39078.4k $5.2m $5.2m 0.28% Reduced -3.0k -3,013
61 Clearwater Capital Advisors, LLC 0.58% of their portfolio HOFFMAN ESTATES, IL 78,24578.2k $5.2m $5.2m 0.58% Reduced -1.1k -1,149
62 D.A. DAVIDSON & CO. 0.05% of their portfolio GREAT FALLS, MT 76,29876.3k $5.1m $5.1m 0.05% Reduced -2.8k -2,794
63 1900 WEALTH MANAGEMENT LLC 0.46% of their portfolio SAN ANTONIO, TX 75,06175.1k $5.0m $5.0m 0.46% Reduced -17.2k -17,153
64 One Wealth Map LLC 3.13% of their portfolio LAS VEGAS, NV 72,88372.9k $5.0m $5.0m 3.13% Added +163 +163
65 Sarasin & Partners LLP 0.05% of their portfolio London, X0 71,93871.9k $4.8m $4.8m 0.05% Reduced -544 -544
66 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 68,76068.8k $4.6m $4.6m 0.01% Added +382 +382
67 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 67,18667.2k $4.5m $4.5m 0.06% Added +2.9k +2,920
68 CW Advisors, LLC 0.08% of their portfolio BOSTON, MA 63,48663.5k $4.2m $4.2m 0.08% Added +4.1k +4,126
69 Advisors Preferred, LLC 0.67% of their portfolio ROCKVILLE, MD 60,99161.0k $4.1m $4.1m 0.67% Reduced -136.3k -136,301
70 KESTRA PRIVATE WEALTH SERVICES, LLC 0.10% of their portfolio AUSTIN, TX 60,46760.5k $4.0m $4.0m 0.10% Added +4.3k +4,280
71 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 59,71459.7k $4.0m $4.0m 0.01% Reduced -9.7k -9,657
72 COMERICA BANK 0.02% of their portfolio DALLAS, TX 58,66258.7k $3.9m $3.9m 0.02% Added +1.5k +1,465
73 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 55,19055.2k $3.7m $3.7m 0.01% Reduced -1.2k -1,245
74 EP Wealth Advisors, LLC 0.04% of their portfolio TORRANCE, CA 52,90752.9k $3.5m $3.5m 0.04% Reduced -112 -112
75 Linscomb Wealth, Inc. 0.19% of their portfolio Houston, TX 52,62852.6k $3.5m $3.5m 0.19% Reduced -3.8k -3,797
76 Circle Wealth Management, LLC 0.09% of their portfolio SUMMIT, NJ 51,23751.2k $3.4m $3.4m 0.09% Reduced -313 -313
77 KINGSWOOD WEALTH ADVISORS, LLC 0.37% of their portfolio SAN DIEGO, CA 49,68649.7k $3.3m $3.3m 0.37% Added +43.9k +43,910
78 Lido Advisors, LLC 0.03% of their portfolio Los Angeles, CA 48,24748.2k $3.2m $3.2m 0.03% Reduced -2.2k -2,239
79 Nadler Financial Group, Inc. 0.41% of their portfolio DEERFIELD, IL 45,66045.7k $3.0m $3.0m 0.41% Reduced -2.3k -2,260
80 True Wealth Design, LLC 0.85% of their portfolio AKRON, OH 45,30245.3k $3.0m $3.0m 0.85% Reduced -175 -175
81 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 45,17145.2k $3.0m $3.0m 0.02% Added +210 +210
82 ASPIRIANT, LLC 0.13% of their portfolio San Francisco, CA 45,03245.0k $3.0m $3.0m 0.13% Reduced -4.4k -4,398
83 Procyon Advisors, LLC 0.25% of their portfolio SHELTON, CT 43,96344.0k $2.9m $2.9m 0.25% Reduced -182 -182
84 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 42,86242.9k $2.8m $2.8m 0.00% Reduced -965 -965
85 Allen Capital Group, LLC 0.47% of their portfolio GRAND ISLAND, NE 42,41942.4k $2.8m $2.8m 0.47% Reduced -2.0k -2,011
86 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 41,13741.1k $2.7m $2.7m 0.00% Reduced -11.4k -11,378
87 Signal Advisors Wealth, LLC 0.94% of their portfolio DETROIT, MI 40,97841.0k $2.7m $2.7m 0.94% First filing
88 COLDSTREAM CAPITAL MANAGEMENT INC 0.08% of their portfolio BELLEVUE, WA 40,71940.7k $2.7m $2.7m 0.08% Reduced -79 -79
89 MISSION WEALTH MANAGEMENT, LP 0.09% of their portfolio Santa Barbara, CA 40,41740.4k $2.7m $2.7m 0.09% Unchanged
90 Meridian Financial Partners LLC 2.73% of their portfolio WARRENTON, VA 40,17740.2k $2.7m $2.7m 2.73% Reduced -1.2k -1,226
91 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 38,94838.9k $2.6m $2.6m 0.03% Reduced -548 -548
92 Berger Financial Group, Inc 0.25% of their portfolio PLYMOUTH, MN 36,56936.6k $2.4m $2.4m 0.25% Reduced -539 -539
93 MATHER GROUP, LLC. 0.04% of their portfolio CHICAGO, IL 36,15636.2k $2.4m $2.4m 0.04% Unchanged
94 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 36,11236.1k $2.4m $2.4m 0.02% Reduced -1.9k -1,856
95 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 35,72235.7k $2.4m $2.4m 0.01% Reduced -155 -155
96 Gladstone Institutional Advisory LLC 0.13% of their portfolio Bedminster, NJ 35,69835.7k $2.4m $2.4m 0.13% Added +9.3k +9,309
97 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 35,62235.6k $2.4m $2.4m 0.01% New
98 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.28% of their portfolio ORLANDO, FL 33,17033.2k $2.2m $2.2m 0.28% New
99 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 32,66432.7k $2.2m $2.2m 0.01% Added +3.0k +3,024
100 Ausdal Financial Partners, Inc. 0.26% of their portfolio Davenport, IA 31,98732.0k $2.1m $2.1m 0.26% Reduced -2.5k -2,452