Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

380 institutional holders +12 vs Q2 2024
32,786,91332.8m shares reported held*
$2.6bnreported value*
30 new 115 added 105 reduced 18 sold out net sold ≈ $215.9m (-2.7m 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 ≈ $78.60. Options: 2 managers hold calls ($8.8m notional), 0 hold puts (—).

Trends to Q3 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: 368Q3 24: 380380Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022312
Q4 2022335
Q1 2023341
Q2 2023344
Q3 2023343
Q4 2023368
Q1 2024372
Q2 2024368
Q3 2024380

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 outQ1 23: 118 bought or addedQ1 23: 130 cut or sold outQ1 23Q2 23: 119 bought or addedQ2 23: 127 cut or sold outQ3 23: 110 bought or addedQ3 23: 140 cut or sold outQ3 23Q4 23: 119 bought or addedQ4 23: 147 cut or sold outQ1 24: 130 bought or addedQ1 24: 146 cut or sold outQ1 24Q2 24: 130 bought or addedQ2 24: 133 cut or sold outQ3 24: 145 bought or addedQ3 24: 123 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 202214196
Q1 2023118130
Q2 2023119127
Q3 2023110140
Q4 2023119147
Q1 2024130146
Q2 2024130133
Q3 2024145123

Calls vs puts

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

CallsPuts
$0$2.5m$5m$7.5m$10mQ4 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 0.00Q3 24 calls: $8.8mQ3 24 puts: $0Q3 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2023$1.5m$00.00
Q1 2024$1.6m$00.00
Q2 2024$2.8m$00.00
Q3 2024$8.8m$00.00

Biggest buyers

GREAT VALLEY ADVISOR GROUP, INC. Added +101,557+101.6k
Fairway Wealth LLC Added +69,329+69.3k
MORGAN STANLEY Added +61,411+61.4k
BROWN BROTHERS HARRIMAN & CO New +51,440+51.4k
RAYMOND JAMES & ASSOCIATES Added +44,454+44.5k
Cetera Investment Advisers Added +35,055+35.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +31,138+31.1k
WELLS FARGO & COMPANY/MN Added +29,930+29.9k
D.A. DAVIDSON & CO. Added +18,212+18.2k
RFG Advisory, LLC Added +17,293+17.3k

Biggest sellers

Focus Partners Wealth Reduced -2,181,356-2.2m
BANK OF AMERICA CORP /DE/ Reduced -345,269-345.3k
LPL Financial LLC Reduced -211,877-211.9k
LAKE STREET PRIVATE WEALTH, LLC Sold out -141,082-141.1k
Graves Light Lenhart Wealth, Inc. Reduced -59,263-59.3k
Bank of New York Mellon Corp Reduced -57,039-57.0k
Atria Wealth Solutions, Inc. Reduced -46,276-46.3k
True Wealth Design, LLC Sold out -44,631-44.6k
PNC Financial Services Group, Inc. Reduced -37,437-37.4k
Advisors Preferred, LLC Reduced -37,272-37.3k

Biggest calls

SIMPLEX TRADING, LLC Added $8.8m85.2k 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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.20% of their portfolio Pittsburgh, PA 3,903,6463.9m $306.7m $306.7m 0.20% Reduced -37.4k -37,437
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,863,4852.9m $225.0m $225.0m 0.02% Added +61.4k +61,411
3 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 2,710,2782.7m $212.9m $212.9m 0.10% Reduced -211.9k -211,877
4 Creative Planning 0.11% of their portfolio OVERLAND PARK, KS 1,417,8421.4m $111.4m $111.4m 0.11% Reduced -11.0k -10,974
5 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,285,4561.3m $101.0m $101.0m 0.03% Reduced -8.2k -8,154
6 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,268,5561.3m $99.7m $99.7m 0.03% Added +16.5k +16,546
7 Evercore Wealth Management, LLC 1.33% of their portfolio New York, NY 1,130,5311.1m $88.8m $88.8m 1.33% Added +390 +390
8 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,056,0041.1m $83.0m $83.0m 0.01% Reduced -345.3k -345,269
9 GREAT VALLEY ADVISOR GROUP, INC. 1.71% of their portfolio WILMINGTON, DE 888,083888.1k $69.8m $69.8m 1.71% Added +101.6k +101,557
10 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 777,898777.9k $61.1m $61.1m 0.09% Reduced -2.8k -2,790
11 Clearstead Advisors, LLC 0.84% of their portfolio CLEVELAND, OH 690,959691.0k $54.3m $54.3m 0.84% Added +1.3k +1,281
12 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 630,781630.8k $49.6m $49.6m 0.01% Added +29.9k +29,930
13 Cambridge Investment Research Advisors, Inc. 0.16% of their portfolio FAIRFIELD, IA 585,518585.5k $46.0m $46.0m 0.16% Added +11.1k +11,107
14 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 568,717568.7k $44.7m $44.7m 0.01% Reduced -17.1k -17,104
15 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 553,140553.1k $43.5m $43.5m 0.01% Reduced -26.4k -26,377
16 Cetera Investment Advisers 0.09% of their portfolio SCHAUMBURG, IL 543,530543.5k $42.7m $42.7m 0.09% Added +35.1k +35,055
17 Waterway Wealth Management, LLC 17.75% of their portfolio THE WOODLANDS, TX 526,171526.2k $41.3m $41.3m 17.75% Added +10.6k +10,608
18 Raymond James Financial Services Advisors, Inc. 0.05% of their portfolio ST. PETERSBURG, FL 473,735473.7k $37.2m $37.2m 0.05% Reduced -18.1k -18,078
19 Stratos Wealth Partners, LTD. 0.49% of their portfolio BEACHWOOD, OH 434,619434.6k $34.1m $34.1m 0.49% Reduced -51 -51
20 IAG Wealth Partners, LLC 6.08% of their portfolio WAUKESHA, WI 418,365418.4k $32.9m $32.9m 6.08% Added +8.9k +8,950
21 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 381,047381.0k $29.9m $29.9m 0.08% Added +1.4k +1,396
22 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 347,286347.3k $27.3m $27.3m 0.05% Added +2.6k +2,619
23 LRI Investments, LLC 2.64% of their portfolio PALM BEACH GARDENS, FL 338,645338.6k $27.2m $27.2m 2.64% Reduced -328 -328
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 290,322290.3k $22.8m $22.8m 0.00% Reduced -28.4k -28,384
25 MAI Capital Management 0.20% of their portfolio INDEPENDENCE, OH 263,628263.6k $20.7m $20.7m 0.20% Reduced -3.0k -3,041
26 Fox Financial, Inc 17.48% of their portfolio WYOMISSING, PA 255,226255.2k $20.1m $20.1m 17.48% Added +1.4k +1,375
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 248,715248.7k $19.5m $19.5m 0.00% Reduced -26.4k -26,357
28 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 238,279238.3k $18.7m $18.7m 0.01% Added +44.5k +44,454
29 Bristlecone Advisors, LLC 1.44% of their portfolio BELLEVUE, WA 228,960229.0k $18.0m $18.0m 1.44% Added +6.6k +6,627
30 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 222,511222.5k $17.5m $17.5m 0.11% Added +13.0k +13,034
31 Revolve Wealth Partners, LLC 2.64% of their portfolio Hackensack, NJ 220,005220.0k $17.3m $17.3m 2.64% Added +2.3k +2,337
32 Steward Partners Investment Advisory, LLC 0.14% of their portfolio STAMFORD, CT 194,276194.3k $15.3m $15.3m 0.14% Added +161 +161
33 Fairway Wealth LLC 7.28% of their portfolio INDEPENDENCE, OH 182,470182.5k $14.3m $14.3m 7.28% Added +69.3k +69,329
34 FIDELIS iM, LLC 6.24% of their portfolio MEDFORD, OR 175,010175.0k $13.7m $13.7m 6.24% Added +1.0k +1,013
35 Main Street Financial Solutions, LLC 1.18% of their portfolio NEWTOWN, PA 163,291163.3k $12.8m $12.8m 1.18% Added +7.8k +7,829
36 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 159,861159.9k $12.6m $12.6m 0.02% Reduced -524 -524
37 Sanctuary Advisors, LLC 0.08% of their portfolio INDIANAPOLIS, IN 156,161156.2k $12.7m $12.7m 0.08% Reduced -6.4k -6,363
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 153,841153.8k $12.1m $12.1m 0.01% Added +16.2k +16,224
39 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 151,664151.7k $11.9m $11.9m 0.07% Reduced -3.6k -3,560
40 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 144,802144.8k $11.4m $11.4m 0.03% Reduced -13.1k -13,135
41 Advisors Preferred, LLC 1.72% of their portfolio ROCKVILLE, MD 144,548144.5k $11.3m $11.3m 1.72% Reduced -37.3k -37,272
42 Almanack Investment Partners, LLC. 1.71% of their portfolio WAYNE, PA 138,735138.7k $10.9m $10.9m 1.71% Reduced -4.6k -4,580
43 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 136,940136.9k $10.8m $10.8m 0.02% Reduced -1.1k -1,063
44 D.A. DAVIDSON & CO. 0.08% of their portfolio GREAT FALLS, MT 119,660119.7k $9.4m $9.4m 0.08% Added +18.2k +18,212
45 Stratos Wealth Advisors, LLC 0.38% of their portfolio BEACHWOOD, OH 104,548104.5k $8.2m $8.2m 0.38% Added +650 +650
46 RFG Advisory, LLC 0.25% of their portfolio BIRMINGHAM, AL 104,085104.1k $8.2m $8.2m 0.25% Added +17.3k +17,293
47 Strategic Family Wealth Counselors, L.L.C. 2.79% of their portfolio FAIRFIELD, NJ 101,404101.4k $8.0m $8.0m 2.79% Added +9.9k +9,905
48 CX Institutional 0.35% of their portfolio AUBURN, IN 99,77599.8k $7.8m $7.8m 0.35% Added +666 +666
49 Key Financial Inc 1.73% of their portfolio WEST CHESTER, PA 99,44199.4k $7.8m $7.8m 1.73% Reduced -53 -53
50 MOLLER WEALTH PARTNERS 1.88% of their portfolio NORTHFIELD, IL 95,94395.9k $7.5m $7.5m 1.88% Reduced -275 -275
51 BANK HAPOALIM BM 1.12% of their portfolio TEL AVIV, L3 94,50094.5k $7.4m $7.4m 1.12% Unchanged
52 United Advisor Group, LLC 1.64% of their portfolio CINCINNATI, OH 92,24292.2k $7.2m $7.2m 1.64% Added +13.6k +13,574
53 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 91,25291.3k $7.2m $7.2m 0.01% Reduced -4.8k -4,841
54 TOBIAS FINANCIAL ADVISORS, INC. 1.28% of their portfolio Plantation, FL 81,57481.6k $6.4m $6.4m 1.28% Reduced -1.9k -1,917
55 HOWARD BAILEY SECURITIES, LLC 2.23% of their portfolio FORT WAYNE, IN 74,84174.8k $5.9m $5.9m 2.23% First filing
56 Clearwater Capital Advisors, LLC 0.56% of their portfolio HOFFMAN ESTATES, IL 73,75573.8k $5.8m $5.8m 0.56% Reduced -875 -875
57 Graves Light Lenhart Wealth, Inc. 0.70% of their portfolio HARRISONBURG, VA 71,99072.0k $5.7m $5.7m 0.70% Reduced -59.3k -59,263
58 One Wealth Map LLC 3.23% of their portfolio LAS VEGAS, NV 68,70068.7k $5.5m $5.5m 3.23% Added +2.6k +2,595
59 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 67,40067.4k $5.3m $5.3m 0.02% Added +1.3k +1,296
60 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 64,71964.7k $5.1m $5.1m 0.01% Reduced -3.7k -3,697
61 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 64,01664.0k $5.0m $5.0m 0.05% Added +109 +109
62 COMERICA BANK 0.02% of their portfolio DALLAS, TX 58,96159.0k $4.6m $4.6m 0.02% Reduced -75 -75
63 1900 WEALTH MANAGEMENT LLC 0.39% of their portfolio SAN ANTONIO, TX 58,59558.6k $4.6m $4.6m 0.39% Reduced -617 -617
64 CW Advisors, LLC 0.06% of their portfolio BOSTON, MA 58,56358.6k $4.6m $4.6m 0.06% Unchanged
65 Koshinski Asset Management, Inc. 0.40% of their portfolio DECATUR, IL 58,33058.3k $4.6m $4.6m 0.40% Reduced -705 -705
66 KESTRA PRIVATE WEALTH SERVICES, LLC 0.08% of their portfolio AUSTIN, TX 57,13357.1k $4.5m $4.5m 0.08% Reduced -11.2k -11,242
67 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 55,52155.5k $4.4m $4.4m 0.01% Reduced -387 -387
68 Sigma Planning Corp 0.13% of their portfolio ANN ARBOR, MI 53,34053.3k $4.2m $4.2m 0.13% Added +62 +62
69 EP Wealth Advisors, LLC 0.04% of their portfolio TORRANCE, CA 52,09452.1k $4.1m $4.1m 0.04% Added +2 +2
70 BROWN BROTHERS HARRIMAN & CO 0.03% of their portfolio NEW YORK, NY 51,44051.4k $4.0m $4.0m 0.03% New
71 Circle Wealth Management, LLC 0.09% of their portfolio SUMMIT, NJ 51,23751.2k $4.0m $4.0m 0.09% Unchanged
72 IFG Advisory, LLC 0.25% of their portfolio ATLANTA, GA 50,61950.6k $4.0m $4.0m 0.25% Added +602 +602
73 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 48,28448.3k $3.8m $3.8m 0.01% Added +3.9k +3,862
74 Linscomb Wealth, Inc. 0.19% of their portfolio Houston, TX 48,28148.3k $3.8m $3.8m 0.19% Reduced -347 -347
75 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 47,55147.6k $3.7m $3.7m 0.01% Added +151 +151
76 Nadler Financial Group, Inc. 0.41% of their portfolio DEERFIELD, IL 47,46547.5k $3.7m $3.7m 0.41% Unchanged
77 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 47,26347.3k $3.7m $3.7m 0.01% Reduced -2.2k -2,195
78 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 47,21447.2k $3.7m $3.7m 0.01% Added +31.1k +31,138
79 Gladstone Institutional Advisory LLC 0.18% of their portfolio Bedminster, NJ 47,06247.1k $3.7m $3.7m 0.18% Added +4.7k +4,733
80 Lido Advisors, LLC 0.03% of their portfolio Los Angeles, CA 46,64446.6k $3.7m $3.7m 0.03% Reduced -530 -530
81 Sarasin & Partners LLP 0.03% of their portfolio London, X0 46,57746.6k $3.7m $3.7m 0.03% Reduced -5.9k -5,875
82 Atria Wealth Solutions, Inc. 0.04% of their portfolio NEW YORK, NY 46,48046.5k $3.7m $3.7m 0.04% Reduced -46.3k -46,276
83 ASPIRIANT, LLC 0.13% of their portfolio San Francisco, CA 42,33942.3k $3.3m $3.3m 0.13% Unchanged
84 Allen Capital Group, LLC 0.40% of their portfolio GRAND ISLAND, NE 40,62240.6k $3.2m $3.2m 0.40% Reduced -337 -337
85 Meridian Financial Partners LLC 1.51% of their portfolio WARRENTON, VA 38,02438.0k $3.0m $3.0m 1.51% Added +137 +137
86 MISSION WEALTH MANAGEMENT, LP 0.07% of their portfolio Santa Barbara, CA 36,21436.2k $2.8m $2.8m 0.07% Reduced -2.4k -2,357
87 Rockport Wealth LLC 0.73% of their portfolio Fairview Park, OH 34,95935.0k $2.7m $2.7m 0.73% Reduced -2.3k -2,312
88 Berger Financial Group, Inc 0.20% of their portfolio PLYMOUTH, MN 34,70834.7k $2.7m $2.7m 0.20% Reduced -462 -462
89 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 34,46934.5k $2.7m $2.7m 0.01% Added +149 +149
90 MATHER GROUP, LLC. 0.03% of their portfolio CHICAGO, IL 33,66733.7k $2.6m $2.6m 0.03% Reduced -98 -98
91 COLDSTREAM CAPITAL MANAGEMENT INC 0.05% of their portfolio BELLEVUE, WA 31,85131.9k $2.5m $2.5m 0.05% Reduced -50 -50
92 CRA Financial Services, LLC 0.43% of their portfolio NORTHFIELD, NJ 29,94329.9k $2.4m $2.4m 0.43% Reduced -21 -21
93 Ausdal Financial Partners, Inc. 0.24% of their portfolio Davenport, IA 29,75629.8k $2.3m $2.3m 0.24% Added +2.2k +2,176
94 KINGSWOOD WEALTH ADVISORS, LLC 0.17% of their portfolio SAN DIEGO, CA 29,62229.6k $2.3m $2.3m 0.17% Reduced -25.7k -25,662
95 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 29,24329.2k $2.3m $2.3m 0.02% Reduced -977 -977
96 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 28,70328.7k $2.3m $2.3m 0.01% Reduced -672 -672
97 MidAtlantic Capital Management, Inc. 1.64% of their portfolio RICHMOND, VA 28,54128.5k $2.2m $2.2m 1.64% Added +8.6k +8,586
98 Rollins Financial Advisors, LLC 0.37% of their portfolio ATLANTA, GA 28,41928.4k $2.2m $2.2m 0.37% Added +2.4k +2,424
99 J.W. COLE ADVISORS, INC. 0.09% of their portfolio TAMPA, FL 26,25626.3k $2.1m $2.1m 0.09% Added +409 +409
100 FMR LLC 0.00% of their portfolio BOSTON, MA 26,25226.3k $2.1m $2.1m 0.00% Reduced -2.2k -2,230