Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

372 institutional holders +4 vs Q4 2023
41,437,34841.4m shares reported held*
$3.0bnreported value*
29 new 101 added 124 reduced 22 sold out net bought ≈ $303.6m (+9.3k 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 ($339.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $72.14. Options: 3 managers hold calls ($1.6m notional), 0 hold puts (—).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 312Q4 22: 335Q1 23: 341Q2 23: 344Q3 23: 343Q4 23: 368Q1 24: 372372Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022312
Q4 2022335
Q1 2023341
Q2 2023344
Q3 2023343
Q4 2023368
Q1 2024372

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 23Q1 24: 130 bought or addedQ1 24: 146 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 202214196
Q1 2023118130
Q2 2023119127
Q3 2023110140
Q4 2023119147
Q1 2024130146

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ2 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 0.00Q1 24 calls: $1.6mQ1 24 puts: $0Q1 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2023$884.0k$00.00
Q3 2023$528.8k$00.00
Q4 2023$1.5m$00.00
Q1 2024$1.6m$00.00

Biggest buyers

MORGAN STANLEY Added +2,746,473+2.7m
Focus Partners Wealth Added +2,176,934+2.2m
Cetera Investment Advisers Added +432,877+432.9k
MAI Capital Management Added +260,454+260.5k
BANK HAPOALIM BM New +189,000+189.0k
Advisors Preferred, LLC Added +141,983+142.0k
AMERIPRISE FINANCIAL INC Added +124,114+124.1k
RFG Advisory, LLC Added +75,080+75.1k
United Advisor Group, LLC New +67,423+67.4k
Thrive Capital Management, LLC New +66,357+66.4k

Biggest sellers

BKM Wealth Management, LLC Sold out -4,278,236-4.3m
LPL Financial LLC Reduced -402,486-402.5k
M Holdings Securities, Inc. Sold out -339,383-339.4k
Cetera Advisor Networks LLC Sold out -250,191-250.2k
Bank of New York Mellon Corp Reduced -167,607-167.6k
Cetera Advisors LLC Sold out -146,298-146.3k
Advisors Capital Management, LLC Sold out -134,883-134.9k
IFG Advisory, LLC Reduced -107,955-108.0k
RAYMOND JAMES & ASSOCIATES Reduced -105,096-105.1k
AE Wealth Management LLC Reduced -97,481-97.5k

Biggest calls

SIMPLEX TRADING, LLC Unchanged $1.3m12.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $310.4k4.3k 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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 8,280,4838.3m $597.8m $597.8m 0.02% Added +2.7m +2,746,473
2 PNC Financial Services Group, Inc. 0.20% of their portfolio Pittsburgh, PA 3,991,5884.0m $288.2m $288.2m 0.20% Reduced -58.3k -58,270
3 LPL Financial LLC 0.11% of their portfolio FORT MILL, SC 2,869,3862.9m $207.1m $207.1m 0.11% Reduced -402.5k -402,486
4 Focus Partners Wealth 1.28% of their portfolio ST LOUIS, MO 2,191,2232.2m $158.2m $158.2m 1.28% Added +2.2m +2,176,934
5 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,547,0181.5m $111.7m $111.7m 0.03% Added +124.1k +124,114
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,528,4491.5m $110.3m $110.3m 0.01% Added +3.7k +3,726
7 Creative Planning 0.12% of their portfolio OVERLAND PARK, KS 1,460,8001.5m $105.5m $105.5m 0.12% Reduced -21.8k -21,759
8 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,265,1201.3m $91.3m $91.3m 0.03% Reduced -63.4k -63,438
9 Evercore Wealth Management, LLC 1.27% of their portfolio New York, NY 1,121,9431.1m $81.0m $81.0m 1.27% Added +47.8k +47,788
10 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 794,885794.9k $57.4m $57.4m 0.10% Reduced -16.5k -16,477
11 GREAT VALLEY ADVISOR GROUP, INC. 1.59% of their portfolio WILMINGTON, DE 724,511724.5k $52.3m $52.3m 1.59% Reduced -3.0k -3,024
12 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1.38% of their portfolio NORFOLK, VA 681,367681.4k $49.2m $49.2m 1.38% Added +7.8k +7,848
13 Waterway Wealth Management, LLC 20.96% of their portfolio THE WOODLANDS, TX 660,505660.5k $47.7m $47.7m 20.96% Reduced -68.4k -68,365
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 659,420659.4k $47.6m $47.6m 0.00% Reduced -30.7k -30,668
15 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 608,011608.0k $43.9m $43.9m 0.02% Reduced -678 -678
16 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 565,093565.1k $40.8m $40.8m 0.01% Added +9.6k +9,633
17 Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio FAIRFIELD, IA 530,411530.4k $38.3m $38.3m 0.15% Added +14.3k +14,330
18 Raymond James Financial Services Advisors, Inc. 0.05% of their portfolio ST. PETERSBURG, FL 490,261490.3k $35.4m $35.4m 0.05% Added +3.5k +3,499
19 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 468,989469.0k $33.9m $33.9m 0.08% Added +432.9k +432,877
20 Stratos Wealth Partners, LTD. 0.56% of their portfolio BEACHWOOD, OH 464,491464.5k $33.5m $33.5m 0.56% Reduced -18.4k -18,356
21 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 433,461433.5k $31.3m $31.3m 0.01% Reduced -7.0k -7,033
22 IAG Wealth Partners, LLC 6.04% of their portfolio WAUKESHA, WI 389,773389.8k $28.1m $28.1m 6.04% Added +6.5k +6,512
23 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 347,586347.6k $25.1m $25.1m 0.07% Added +11.7k +11,682
24 LRI Investments, LLC 6.19% of their portfolio PALM BEACH GARDENS, FL 339,383339.4k $24.5m $24.5m 6.19% First filing
25 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 333,999334.0k $24.1m $24.1m 0.05% Added +10.0k +9,976
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 286,335286.3k $20.7m $20.7m 0.00% Added +45.4k +45,359
27 MAI Capital Management 0.20% of their portfolio INDEPENDENCE, OH 267,086267.1k $19.3m $19.3m 0.20% Added +260.5k +260,454
28 Fox Financial, Inc 16.42% of their portfolio WYOMISSING, PA 251,065251.1k $18.1m $18.1m 16.42% Reduced -1.5k -1,534
29 Bristlecone Advisors, LLC 1.42% of their portfolio BELLEVUE, WA 224,351224.4k $16.2m $16.2m 1.42% Added +15.5k +15,510
30 Revolve Wealth Partners, LLC 2.69% of their portfolio Hackensack, NJ 218,300218.3k $15.8m $15.8m 2.69% Reduced -919 -919
31 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 208,725208.7k $15.1m $15.1m 0.11% Reduced -23.2k -23,171
32 Advisors Preferred, LLC 2.45% of their portfolio ROCKVILLE, MD 202,974203.0k $14.6m $14.6m 2.45% Added +142.0k +141,983
33 Steward Partners Investment Advisory, LLC 0.16% of their portfolio STAMFORD, CT 194,773194.8k $14.1m $14.1m 0.16% Added +66 +66
34 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 191,214191.2k $13.8m $13.8m 0.01% Reduced -105.1k -105,096
35 BANK HAPOALIM BM 1.77% of their portfolio TEL AVIV, L3 189,000189.0k $13.6m $13.6m 1.77% New
36 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 184,022184.0k $13.3m $13.3m 0.03% Reduced -13.5k -13,484
37 FIDELIS iM, LLC 6.23% of their portfolio MEDFORD, OR 171,898171.9k $12.4m $12.4m 6.23% Added +2.2k +2,240
38 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 163,204163.2k $11.8m $11.8m 0.02% Added +915 +915
39 Main Street Financial Solutions, LLC 1.15% of their portfolio NEWTOWN, PA 148,593148.6k $10.7m $10.7m 1.15% Reduced -31.8k -31,844
40 Almanack Investment Partners, LLC. 1.75% of their portfolio WAYNE, PA 142,113142.1k $10.3m $10.3m 1.75% Added +31.4k +31,437
41 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 138,074138.1k $10.0m $10.0m 0.01% Added +14.5k +14,523
42 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 136,921136.9k $9.9m $9.9m 0.03% Reduced -1.1k -1,113
43 LAKE STREET PRIVATE WEALTH, LLC 1.36% of their portfolio CHICAGO, IL 136,224136.2k $9.8m $9.8m 1.36% Reduced -50.6k -50,606
44 Graves Light Lenhart Wealth, Inc. 1.11% of their portfolio HARRISONBURG, VA 132,998133.0k $9.6m $9.6m 1.11% Reduced -6.3k -6,259
45 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 106,229106.2k $7.7m $7.7m 0.05% Added +1.3k +1,336
46 CX Institutional 0.36% of their portfolio AUBURN, IN 102,500102.5k $7.4m $7.4m 0.36% Added +24.1k +24,110
47 Stratos Wealth Advisors, LLC 0.44% of their portfolio BEACHWOOD, OH 102,435102.4k $7.4m $7.4m 0.44% Added +2.5k +2,472
48 Fairway Wealth LLC 4.97% of their portfolio INDEPENDENCE, OH 101,633101.6k $7.3m $7.3m 4.97% Reduced -1.1k -1,057
49 MOLLER WEALTH PARTNERS 1.91% of their portfolio NORTHFIELD, IL 97,53297.5k $7.0m $7.0m 1.91% Reduced -3.8k -3,815
50 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 93,34893.3k $6.7m $6.7m 0.01% Reduced -2.6k -2,563
51 TOBIAS FINANCIAL ADVISORS, INC. 1.47% of their portfolio Plantation, FL 89,85189.9k $6.5m $6.5m 1.47% Reduced -4.2k -4,217
52 Strategic Family Wealth Counselors, L.L.C. 2.56% of their portfolio FAIRFIELD, NJ 89,73489.7k $6.5m $6.5m 2.56% Added +2.6k +2,632
53 RFG Advisory, LLC 0.22% of their portfolio BIRMINGHAM, AL 87,72887.7k $6.3m $6.3m 0.22% Added +75.1k +75,080
54 Atria Wealth Solutions, Inc. 0.07% of their portfolio NEW YORK, NY 87,45387.5k $6.3m $6.3m 0.07% Added +2.4k +2,434
55 Key Financial Inc 1.61% of their portfolio WEST CHESTER, PA 87,44687.4k $6.3m $6.3m 1.61% Added +1.6k +1,582
56 D.A. DAVIDSON & CO. 0.05% of their portfolio GREAT FALLS, MT 75,71975.7k $5.5m $5.5m 0.05% Reduced -579 -579
57 Clearwater Capital Advisors, LLC 0.58% of their portfolio HOFFMAN ESTATES, IL 75,64675.6k $5.5m $5.5m 0.58% Reduced -2.6k -2,599
58 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 73,90073.9k $5.3m $5.3m 0.02% Reduced -4.6k -4,611
59 1900 WEALTH MANAGEMENT LLC 0.49% of their portfolio SAN ANTONIO, TX 73,74673.7k $5.3m $5.3m 0.49% Reduced -1.3k -1,315
60 Koshinski Asset Management, Inc. 0.54% of their portfolio DECATUR, IL 73,06373.1k $5.3m $5.3m 0.54% Reduced -40.6k -40,646
61 Sarasin & Partners LLP 0.05% of their portfolio London, X0 70,44270.4k $5.1m $5.1m 0.05% Reduced -1.5k -1,496
62 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 69,85369.9k $5.0m $5.0m 0.02% Added +10.1k +10,139
63 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 69,18069.2k $5.0m $5.0m 0.01% Added +420 +420
64 United Advisor Group, LLC 1.83% of their portfolio CINCINNATI, OH 67,42367.4k $4.9m $4.9m 1.83% New
65 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 66,89566.9k $4.8m $4.8m 0.05% Reduced -291 -291
66 Thrive Capital Management, LLC 1.75% of their portfolio FORT WASHINGTON, PA 66,35766.4k $3.3m $3.3m 1.75% New
67 KESTRA PRIVATE WEALTH SERVICES, LLC 0.11% of their portfolio AUSTIN, TX 65,42465.4k $4.7m $4.7m 0.11% Added +5.0k +4,957
68 One Wealth Map LLC 2.99% of their portfolio LAS VEGAS, NV 65,16665.2k $4.5m $4.5m 2.99% Reduced -7.7k -7,717
69 CW Advisors, LLC 0.07% of their portfolio BOSTON, MA 59,85159.9k $4.3m $4.3m 0.07% Reduced -3.6k -3,635
70 COMERICA BANK 0.02% of their portfolio DALLAS, TX 59,37159.4k $4.3m $4.3m 0.02% Added +709 +709
71 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 55,58655.6k $4.0m $4.0m 0.01% Added +396 +396
72 IFG Advisory, LLC 0.29% of their portfolio ATLANTA, GA 54,12154.1k $3.9m $3.9m 0.29% Reduced -108.0k -107,955
73 EP Wealth Advisors, LLC 0.04% of their portfolio TORRANCE, CA 52,09752.1k $3.8m $3.8m 0.04% Reduced -810 -810
74 Circle Wealth Management, LLC 0.09% of their portfolio SUMMIT, NJ 51,23751.2k $3.7m $3.7m 0.09% Unchanged
75 Sigma Planning Corp 0.11% of their portfolio ANN ARBOR, MI 49,81049.8k $3.6m $3.6m 0.11% Added +32.2k +32,153
76 Linscomb Wealth, Inc. 0.18% of their portfolio Houston, TX 48,61648.6k $3.5m $3.5m 0.18% Reduced -4.0k -4,012
77 Lido Advisors, LLC 0.03% of their portfolio Los Angeles, CA 47,86147.9k $3.5m $3.5m 0.03% Reduced -386 -386
78 Resurgent Financial Advisors LLC 1.83% of their portfolio ATLANTA, GA 47,45647.5k $3.4m $3.4m 1.83% Added +23.7k +23,730
79 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 47,22847.2k $3.4m $3.4m 0.02% Added +2.1k +2,057
80 KINGSWOOD WEALTH ADVISORS, LLC 0.38% of their portfolio SAN DIEGO, CA 45,51645.5k $3.3m $3.3m 0.38% Reduced -4.2k -4,170
81 ASPIRIANT, LLC 0.13% of their portfolio San Francisco, CA 44,75344.8k $3.2m $3.2m 0.13% Reduced -279 -279
82 Nadler Financial Group, Inc. 0.40% of their portfolio DEERFIELD, IL 44,71044.7k $3.2m $3.2m 0.40% Reduced -950 -950
83 True Wealth Design, LLC 0.80% of their portfolio AKRON, OH 44,68144.7k $3.2m $3.2m 0.80% Reduced -621 -621
84 Allen Capital Group, LLC 0.44% of their portfolio GRAND ISLAND, NE 42,06442.1k $3.0m $3.0m 0.44% Reduced -355 -355
85 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 41,54741.5k $3.0m $3.0m 0.01% Added +5.8k +5,825
86 MISSION WEALTH MANAGEMENT, LP 0.08% of their portfolio Santa Barbara, CA 39,72239.7k $2.9m $2.9m 0.08% Reduced -695 -695
87 Gladstone Institutional Advisory LLC 0.15% of their portfolio Bedminster, NJ 38,60838.6k $2.8m $2.8m 0.15% Added +2.9k +2,910
88 Rockport Wealth LLC 1.83% of their portfolio Fairview Park, OH 38,08138.1k $2.7m $2.7m 1.83% First filing
89 Meridian Financial Partners LLC 3.36% of their portfolio WARRENTON, VA 38,02338.0k $2.6m $2.6m 3.36% Reduced -2.2k -2,154
90 Berger Financial Group, Inc 0.22% of their portfolio PLYMOUTH, MN 37,15237.2k $2.7m $2.7m 0.22% Added +583 +583
91 Signal Advisors Wealth, LLC 0.66% of their portfolio DETROIT, MI 37,06537.1k $2.7m $2.7m 0.66% Reduced -3.9k -3,913
92 Foguth Wealth Management, LLC. 1.43% of their portfolio BRIGHTON, MI 37,06537.1k $2.7m $2.7m 1.43% First filing
93 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 37,00037.0k $2.7m $2.7m 0.00% Added +16.5k +16,500
94 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 34,81334.8k $2.5m $2.5m 0.02% Reduced -4.1k -4,135
95 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 34,15334.2k $2.5m $2.5m 0.01% Reduced -1.5k -1,469
96 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.25% of their portfolio ORLANDO, FL 33,70533.7k $2.4m $2.4m 0.25% Added +535 +535
97 COLDSTREAM CAPITAL MANAGEMENT INC 0.06% of their portfolio BELLEVUE, WA 33,05933.1k $2.4m $2.4m 0.06% Reduced -7.7k -7,660
98 Ausdal Financial Partners, Inc. 0.26% of their portfolio Davenport, IA 31,59031.6k $2.3m $2.3m 0.26% Reduced -397 -397
99 CRA Financial Services, LLC 0.48% of their portfolio NORTHFIELD, NJ 30,76330.8k $2.2m $2.2m 0.48% Added +16 +16
100 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 29,37529.4k $2.1m $2.1m 0.01% Reduced -3.3k -3,289