Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

368 institutional holders -4 vs Q1 2024
35,566,04435.6m shares reported held*
$2.6bnreported value*
17 new 113 added 111 reduced 22 sold out net sold ≈ $390.0m (-5.4m 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 ≈ $72.76. Options: 2 managers hold calls ($2.8m notional), 0 hold puts (—).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 312Q4 22: 335Q1 23: 341Q2 23: 344Q3 23: 343Q4 23: 368Q1 24: 372Q2 24: 368368Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022312
Q4 2022335
Q1 2023341
Q2 2023344
Q3 2023343
Q4 2023368
Q1 2024372
Q2 2024368

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 outQ2 23: 119 bought or addedQ2 23: 127 cut or sold outQ2 23Q3 23: 110 bought or addedQ3 23: 140 cut or sold outQ4 23: 119 bought or addedQ4 23: 147 cut or sold outQ4 23Q1 24: 130 bought or addedQ1 24: 146 cut or sold outQ2 24: 130 bought or addedQ2 24: 133 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202214196
Q1 2023118130
Q2 2023119127
Q3 2023110140
Q4 2023119147
Q1 2024130146
Q2 2024130133

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ3 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 0.00Q2 24 calls: $2.8mQ2 24 puts: $0Q2 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2023$528.8k$00.00
Q4 2023$1.5m$00.00
Q1 2024$1.6m$00.00
Q2 2024$2.8m$00.00

Biggest buyers

Clearstead Advisors, LLC Added +688,113+688.1k
WELLS FARGO & COMPANY/MN Added +167,390+167.4k
Relative Value Partners Group, LLC New +141,082+141.1k
GREAT VALLEY ADVISOR GROUP, INC. Added +62,015+62.0k
Bank of New York Mellon Corp Added +56,586+56.6k
LPL Financial LLC Added +52,769+52.8k
Kestra Advisory Services, LLC Added +48,995+49.0k
Cambridge Investment Research Advisors, Inc. Added +44,000+44.0k
Cetera Investment Advisers Added +39,486+39.5k
JANE STREET GROUP, LLC New +37,158+37.2k

Biggest sellers

MORGAN STANLEY Reduced -5,478,409-5.5m
JPMORGAN CHASE & CO Reduced -340,714-340.7k
AMERIPRISE FINANCIAL INC Reduced -253,408-253.4k
Waterway Wealth Management, LLC Reduced -144,942-144.9k
BANK OF AMERICA CORP /DE/ Reduced -127,176-127.2k
BANK HAPOALIM BM Reduced -94,500-94.5k
Thrive Capital Management, LLC Sold out -66,357-66.4k
PNC Financial Services Group, Inc. Reduced -50,505-50.5k
Signal Advisors Wealth, LLC Sold out -37,065-37.1k
Foguth Wealth Management, LLC. Sold out -37,065-37.1k

Biggest calls

SIMPLEX TRADING, LLC Added $2.8m46.8k 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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.19% of their portfolio Pittsburgh, PA 3,941,0833.9m $286.7m $286.7m 0.19% Reduced -50.5k -50,505
2 LPL Financial LLC 0.11% of their portfolio FORT MILL, SC 2,922,1552.9m $212.6m $212.6m 0.11% Added +52.8k +52,769
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,802,0742.8m $203.9m $203.9m 0.02% Reduced -5.5m -5,478,409
4 Focus Partners Wealth 0.54% of their portfolio ST LOUIS, MO 2,200,9862.2m $160.1m $160.1m 0.54% Added +9.8k +9,763
5 Creative Planning 0.11% of their portfolio OVERLAND PARK, KS 1,428,8161.4m $103.9m $103.9m 0.11% Reduced -32.0k -31,984
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,401,2731.4m $101.9m $101.9m 0.01% Reduced -127.2k -127,176
7 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,293,6101.3m $94.1m $94.1m 0.03% Reduced -253.4k -253,408
8 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,252,0101.3m $91.1m $91.1m 0.03% Reduced -13.1k -13,110
9 Evercore Wealth Management, LLC 1.29% of their portfolio New York, NY 1,130,1411.1m $82.2m $82.2m 1.29% Added +8.2k +8,198
10 GREAT VALLEY ADVISOR GROUP, INC. 1.60% of their portfolio WILMINGTON, DE 786,526786.5k $57.2m $57.2m 1.60% Added +62.0k +62,015
11 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 780,688780.7k $56.8m $56.8m 0.09% Reduced -14.2k -14,197
12 Clearstead Advisors, LLC 0.86% of their portfolio CLEVELAND, OH 689,678689.7k $50.2m $50.2m 0.86% Added +688.1k +688,113
13 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 600,851600.9k $43.7m $43.7m 0.01% Added +167.4k +167,390
14 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 585,821585.8k $42.6m $42.6m 0.01% Added +20.7k +20,728
15 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 579,517579.5k $42.2m $42.2m 0.01% Reduced -28.5k -28,494
16 Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio FAIRFIELD, IA 574,411574.4k $41.8m $41.8m 0.15% Added +44.0k +44,000
17 Waterway Wealth Management, LLC 18.40% of their portfolio THE WOODLANDS, TX 515,563515.6k $37.5m $37.5m 18.40% Reduced -144.9k -144,942
18 Cetera Investment Advisers 0.09% of their portfolio SCHAUMBURG, IL 508,475508.5k $37.0m $37.0m 0.09% Added +39.5k +39,486
19 Raymond James Financial Services Advisors, Inc. 0.05% of their portfolio ST. PETERSBURG, FL 491,813491.8k $35.8m $35.8m 0.05% Added +1.6k +1,552
20 Stratos Wealth Partners, LTD. 0.51% of their portfolio BEACHWOOD, OH 434,670434.7k $31.6m $31.6m 0.51% Reduced -29.8k -29,821
21 IAG Wealth Partners, LLC 5.99% of their portfolio WAUKESHA, WI 409,415409.4k $29.8m $29.8m 5.99% Added +19.6k +19,642
22 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 379,651379.7k $27.6m $27.6m 0.08% Added +32.1k +32,065
23 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 344,667344.7k $25.1m $25.1m 0.05% Added +10.7k +10,668
24 LRI Investments, LLC 2.81% of their portfolio PALM BEACH GARDENS, FL 338,973339.0k $24.7m $24.7m 2.81% Reduced -410 -410
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 318,706318.7k $23.2m $23.2m 0.00% Reduced -340.7k -340,714
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 275,072275.1k $20.0m $20.0m 0.00% Reduced -11.3k -11,263
27 MAI Capital Management 0.19% of their portfolio INDEPENDENCE, OH 266,669266.7k $19.4m $19.4m 0.19% Reduced -417 -417
28 Fox Financial, Inc 17.03% of their portfolio WYOMISSING, PA 253,851253.9k $18.5m $18.5m 17.03% Added +2.8k +2,786
29 Bristlecone Advisors, LLC 1.38% of their portfolio BELLEVUE, WA 222,333222.3k $16.2m $16.2m 1.38% Reduced -2.0k -2,018
30 Revolve Wealth Partners, LLC 2.61% of their portfolio Hackensack, NJ 217,668217.7k $15.8m $15.8m 2.61% Reduced -632 -632
31 Private Advisor Group, LLC 0.10% of their portfolio MORRISTOWN, NJ 209,477209.5k $15.2m $15.2m 0.10% Added +752 +752
32 Steward Partners Investment Advisory, LLC 0.15% of their portfolio STAMFORD, CT 194,115194.1k $14.1m $14.1m 0.15% Reduced -658 -658
33 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 193,825193.8k $14.1m $14.1m 0.01% Added +2.6k +2,611
34 Advisors Preferred, LLC 2.29% of their portfolio ROCKVILLE, MD 181,820181.8k $13.2m $13.2m 2.29% Reduced -21.2k -21,154
35 FIDELIS iM, LLC 6.21% of their portfolio MEDFORD, OR 173,997174.0k $12.7m $12.7m 6.21% Added +2.1k +2,099
36 Sanctuary Advisors, LLC 0.08% of their portfolio INDIANAPOLIS, IN 162,524162.5k $11.3m $11.3m 0.08% First filing
37 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 160,385160.4k $11.7m $11.7m 0.02% Reduced -2.8k -2,819
38 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 157,937157.9k $11.5m $11.5m 0.03% Reduced -26.1k -26,085
39 Main Street Financial Solutions, LLC 1.07% of their portfolio NEWTOWN, PA 155,462155.5k $11.3m $11.3m 1.07% Added +6.9k +6,869
40 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 155,224155.2k $11.3m $11.3m 0.06% Added +49.0k +48,995
41 Almanack Investment Partners, LLC. 1.76% of their portfolio WAYNE, PA 143,315143.3k $10.4m $10.4m 1.76% Added +1.2k +1,202
42 Relative Value Partners Group, LLC 1.33% of their portfolio NORTHBROOK, IL 141,082141.1k $10.3m $10.3m 1.33% New
43 LAKE STREET PRIVATE WEALTH, LLC 1.33% of their portfolio CHICAGO, IL 141,082141.1k $10.3m $10.3m 1.33% Added +4.9k +4,858
44 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 138,003138.0k $10.0m $10.0m 0.02% Added +1.1k +1,082
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 137,617137.6k $10.0m $10.0m 0.01% Reduced -457 -457
46 Graves Light Lenhart Wealth, Inc. 1.09% of their portfolio HARRISONBURG, VA 131,253131.3k $9.5m $9.5m 1.09% Reduced -1.7k -1,745
47 Fairway Wealth LLC 4.85% of their portfolio INDEPENDENCE, OH 113,141113.1k $8.2m $8.2m 4.85% Added +11.5k +11,508
48 Stratos Wealth Advisors, LLC 0.37% of their portfolio BEACHWOOD, OH 103,898103.9k $7.6m $7.6m 0.37% Added +1.5k +1,463
49 D.A. DAVIDSON & CO. 0.07% of their portfolio GREAT FALLS, MT 101,448101.4k $7.4m $7.4m 0.07% Added +25.7k +25,729
50 Key Financial Inc 1.73% of their portfolio WEST CHESTER, PA 99,49499.5k $7.2m $7.2m 1.73% Added +12.0k +12,048
51 CX Institutional 0.34% of their portfolio AUBURN, IN 99,10999.1k $7.2m $7.2m 0.34% Reduced -3.4k -3,391
52 MOLLER WEALTH PARTNERS 1.87% of their portfolio NORTHFIELD, IL 96,21896.2k $7.0m $7.0m 1.87% Reduced -1.3k -1,314
53 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 96,09396.1k $7.0m $7.0m 0.01% Added +2.7k +2,745
54 BANK HAPOALIM BM 0.97% of their portfolio TEL AVIV, L3 94,50094.5k $6.9m $6.9m 0.97% Reduced -94.5k -94,500
55 Atria Wealth Solutions, Inc. 0.07% of their portfolio NEW YORK, NY 92,75692.8k $6.7m $6.7m 0.07% Added +5.3k +5,303
56 Strategic Family Wealth Counselors, L.L.C. 2.53% of their portfolio FAIRFIELD, NJ 91,49991.5k $6.7m $6.7m 2.53% Added +1.8k +1,765
57 RFG Advisory, LLC 0.21% of their portfolio BIRMINGHAM, AL 86,79286.8k $6.3m $6.3m 0.21% Reduced -936 -936
58 TOBIAS FINANCIAL ADVISORS, INC. 1.31% of their portfolio Plantation, FL 83,49183.5k $6.1m $6.1m 1.31% Reduced -6.4k -6,360
59 United Advisor Group, LLC 1.78% of their portfolio CINCINNATI, OH 78,66878.7k $5.7m $5.7m 1.78% Added +11.2k +11,245
60 Clearwater Capital Advisors, LLC 0.58% of their portfolio HOFFMAN ESTATES, IL 74,63074.6k $5.4m $5.4m 0.58% Reduced -1.0k -1,016
61 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 68,41668.4k $5.0m $5.0m 0.01% Reduced -764 -764
62 KESTRA PRIVATE WEALTH SERVICES, LLC 0.10% of their portfolio AUSTIN, TX 68,37568.4k $5.0m $5.0m 0.10% Added +3.0k +2,951
63 One Wealth Map LLC 3.06% of their portfolio LAS VEGAS, NV 66,10566.1k $5.0m $5.0m 3.06% Added +939 +939
64 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 66,10466.1k $4.8m $4.8m 0.02% Reduced -7.8k -7,796
65 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 63,90763.9k $4.6m $4.6m 0.05% Reduced -3.0k -2,988
66 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 63,01363.0k $4.6m $4.6m 0.00% Added +56.6k +56,586
67 1900 WEALTH MANAGEMENT LLC 0.40% of their portfolio SAN ANTONIO, TX 59,21259.2k $4.3m $4.3m 0.40% Reduced -14.5k -14,534
68 COMERICA BANK 0.02% of their portfolio DALLAS, TX 59,03659.0k $4.3m $4.3m 0.02% Reduced -335 -335
69 Koshinski Asset Management, Inc. 0.40% of their portfolio DECATUR, IL 59,03559.0k $4.3m $4.3m 0.40% Reduced -14.0k -14,028
70 CW Advisors, LLC 0.07% of their portfolio BOSTON, MA 58,56358.6k $4.3m $4.3m 0.07% Reduced -1.3k -1,288
71 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 55,90855.9k $4.1m $4.1m 0.01% Added +322 +322
72 KINGSWOOD WEALTH ADVISORS, LLC 0.36% of their portfolio SAN DIEGO, CA 55,28455.3k $4.0m $4.0m 0.36% Added +9.8k +9,768
73 Sigma Planning Corp 0.12% of their portfolio ANN ARBOR, MI 53,27853.3k $3.9m $3.9m 0.12% Added +3.5k +3,468
74 Sarasin & Partners LLP 0.03% of their portfolio London, X0 52,45252.5k $3.8m $3.8m 0.03% Reduced -18.0k -17,990
75 EP Wealth Advisors, LLC 0.04% of their portfolio TORRANCE, CA 52,09252.1k $3.8m $3.8m 0.04% Reduced -5 -5
76 Circle Wealth Management, LLC 0.09% of their portfolio SUMMIT, NJ 51,23751.2k $3.7m $3.7m 0.09% Unchanged
77 IFG Advisory, LLC 0.23% of their portfolio ATLANTA, GA 50,01750.0k $3.6m $3.6m 0.23% Reduced -4.1k -4,104
78 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 49,45849.5k $3.6m $3.6m 0.01% Reduced -20.4k -20,395
79 Linscomb Wealth, Inc. 0.18% of their portfolio Houston, TX 48,62848.6k $3.5m $3.5m 0.18% Added +12 +12
80 Nadler Financial Group, Inc. 0.41% of their portfolio DEERFIELD, IL 47,46547.5k $3.5m $3.5m 0.41% Added +2.8k +2,755
81 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 47,40047.4k $3.4m $3.4m 0.01% Added +172 +172
82 Lido Advisors, LLC 0.03% of their portfolio Los Angeles, CA 47,17447.2k $3.4m $3.4m 0.03% Reduced -687 -687
83 True Wealth Design, LLC 0.80% of their portfolio AKRON, OH 44,63144.6k $3.2m $3.2m 0.80% Reduced -50 -50
84 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 44,42244.4k $3.2m $3.2m 0.01% Added +2.9k +2,875
85 ASPIRIANT, LLC 0.13% of their portfolio San Francisco, CA 42,33942.3k $3.1m $3.1m 0.13% Reduced -2.4k -2,414
86 Gladstone Institutional Advisory LLC 0.16% of their portfolio Bedminster, NJ 42,32942.3k $3.1m $3.1m 0.16% Added +3.7k +3,721
87 Allen Capital Group, LLC 0.42% of their portfolio GRAND ISLAND, NE 40,95941.0k $3.0m $3.0m 0.42% Reduced -1.1k -1,105
88 MISSION WEALTH MANAGEMENT, LP 0.08% of their portfolio Santa Barbara, CA 38,57138.6k $2.8m $2.8m 0.08% Reduced -1.2k -1,151
89 Meridian Financial Partners LLC 1.69% of their portfolio WARRENTON, VA 37,88737.9k $2.8m $2.8m 1.69% Reduced -136 -136
90 Rockport Wealth LLC 1.14% of their portfolio Fairview Park, OH 37,27137.3k $2.7m $2.7m 1.14% Reduced -810 -810
91 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 37,15837.2k $2.7m $2.7m 0.00% New
92 Berger Financial Group, Inc 0.20% of their portfolio PLYMOUTH, MN 35,17035.2k $2.6m $2.6m 0.20% Reduced -2.0k -1,982
93 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 34,32034.3k $2.5m $2.5m 0.01% Added +167 +167
94 MATHER GROUP, LLC. 0.03% of their portfolio CHICAGO, IL 33,76533.8k $2.4m $2.4m 0.03% Added +6.7k +6,685
95 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.23% of their portfolio ORLANDO, FL 33,41733.4k $2.4m $2.4m 0.23% Reduced -288 -288
96 COLDSTREAM CAPITAL MANAGEMENT INC 0.06% of their portfolio BELLEVUE, WA 31,90131.9k $2.3m $2.3m 0.06% Reduced -1.2k -1,158
97 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 30,22030.2k $2.2m $2.2m 0.02% Reduced -4.6k -4,593
98 CRA Financial Services, LLC 0.44% of their portfolio NORTHFIELD, NJ 29,96430.0k $2.2m $2.2m 0.44% Reduced -799 -799
99 CHOREO, LLC 0.04% of their portfolio ROCKFORD, IL 29,49929.5k $2.1m $2.1m 0.04% Added +21.2k +21,158
100 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 29,37529.4k $2.1m $2.1m 0.01% Unchanged