Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

409 institutional holders +29 vs Q3 2024
40,680,12940.7m shares reported held*
$3.2bnreported value*
27 new 136 added 100 reduced 17 sold out net bought ≈ $570.4m (+7.3m 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 ($437.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $77.81. Options: 3 managers hold calls ($376.1k notional), 0 hold puts (—).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 312Q4 22: 335Q1 23: 341Q2 23: 344Q3 23: 343Q4 23: 368Q1 24: 372Q2 24: 368Q3 24: 380Q4 24: 409409Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022312
Q4 2022335
Q1 2023341
Q2 2023344
Q3 2023343
Q4 2023368
Q1 2024372
Q2 2024368
Q3 2024380
Q4 2024409

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 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 24Q3 24: 145 bought or addedQ3 24: 123 cut or sold outQ4 24: 163 bought or addedQ4 24: 117 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023118130
Q2 2023119127
Q3 2023110140
Q4 2023119147
Q1 2024130146
Q2 2024130133
Q3 2024145123
Q4 2024163117

Calls vs puts

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

CallsPuts
$0$2.5m$5m$7.5m$10mQ1 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 0.00Q4 24 calls: $376.1kQ4 24 puts: $0Q4 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2024$1.6m$00.00
Q2 2024$2.8m$00.00
Q3 2024$8.8m$00.00
Q4 2024$376.1k$00.00

Biggest buyers

Focus Partners Wealth Added +4,682,022+4.7m
BANK OF AMERICA CORP /DE/ Added +607,908+607.9k
Advisors Capital Management, LLC Added +598,088+598.1k
AMERIPRISE FINANCIAL INC Added +488,036+488.0k
LPL Financial LLC Added +253,977+254.0k
Cetera Investment Advisers Added +180,483+180.5k
LAKE STREET PRIVATE WEALTH, LLC New +138,258+138.3k
FIRST AMERICAN TRUST, FSB New +117,206+117.2k
OSAIC HOLDINGS, INC. Added +63,467+63.5k
GREAT VALLEY ADVISOR GROUP, INC. Added +62,705+62.7k

Biggest sellers

JPMORGAN CHASE & CO Reduced -135,621-135.6k
Sarasin & Partners LLP Sold out -46,577-46.6k
Advisors Preferred, LLC Reduced -32,167-32.2k
Creative Planning Reduced -31,618-31.6k
JANE STREET GROUP, LLC Sold out -23,032-23.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -20,021-20.0k
Baird Financial Group, Inc. Reduced -18,944-18.9k
Clearwater Capital Advisors, LLC Reduced -18,705-18.7k
Tower Research Capital LLC (TRC) Reduced -14,034-14.0k
Stratos Wealth Partners, LTD. Reduced -12,911-12.9k

Biggest calls

Belvedere Trading LLC New $241.1k3.1k shares
SIMPLEX TRADING, LLC Reduced $135.0k2.6k 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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Focus Partners Wealth 0.48% of their portfolio ST LOUIS, MO 4,701,6524.7m $365.7m $365.7m 0.48% Added +4.7m +4,682,022
2 PNC Financial Services Group, Inc. 0.20% of their portfolio Pittsburgh, PA 3,908,6133.9m $304.1m $304.1m 0.20% Added +5.0k +4,967
3 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 2,964,2553.0m $230.6m $230.6m 0.09% Added +254.0k +253,977
4 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,914,9282.9m $226.8m $226.8m 0.02% Added +51.4k +51,443
5 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 1,773,4921.8m $137.9m $137.9m 0.04% Added +488.0k +488,036
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,663,9121.7m $129.4m $129.4m 0.01% Added +607.9k +607,908
7 Creative Planning 0.10% of their portfolio OVERLAND PARK, KS 1,386,2241.4m $107.8m $107.8m 0.10% Reduced -31.6k -31,618
8 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,288,0651.3m $100.2m $100.2m 0.02% Added +19.5k +19,509
9 Evercore Wealth Management, LLC 1.32% of their portfolio New York, NY 1,134,0761.1m $88.2m $88.2m 1.32% Added +3.5k +3,545
10 GREAT VALLEY ADVISOR GROUP, INC. 1.66% of their portfolio WILMINGTON, DE 950,788950.8k $74.0m $74.0m 1.66% Added +62.7k +62,705
11 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 782,624782.6k $60.9m $60.9m 0.09% Added +4.7k +4,726
12 Cetera Investment Advisers 0.12% of their portfolio SCHAUMBURG, IL 724,013724.0k $56.3m $56.3m 0.12% Added +180.5k +180,483
13 Clearstead Advisors, LLC 0.85% of their portfolio CLEVELAND, OH 720,287720.3k $56.0m $56.0m 0.85% Added +29.3k +29,328
14 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 653,459653.5k $50.8m $50.8m 0.01% Added +22.7k +22,678
15 Advisors Capital Management, LLC 0.75% of their portfolio RIDGEWOOD, NJ 614,484614.5k $47.8m $47.8m 0.75% Added +598.1k +598,088
16 Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio FAIRFIELD, IA 580,490580.5k $45.2m $45.2m 0.15% Reduced -5.0k -5,028
17 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 579,642579.6k $45.1m $45.1m 0.02% First filing
18 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 565,432565.4k $44.0m $44.0m 0.01% Reduced -3.3k -3,285
19 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 554,245554.2k $43.1m $43.1m 0.01% Added +1.1k +1,105
20 Waterway Wealth Management, LLC 17.84% of their portfolio THE WOODLANDS, TX 521,356521.4k $40.6m $40.6m 17.84% Reduced -4.8k -4,815
21 Stratos Wealth Partners, LTD. 0.46% of their portfolio BEACHWOOD, OH 421,708421.7k $32.8m $32.8m 0.46% Reduced -12.9k -12,911
22 IAG Wealth Partners, LLC 5.66% of their portfolio WAUKESHA, WI 412,385412.4k $32.1m $32.1m 5.66% Reduced -6.0k -5,980
23 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 386,220386.2k $30.0m $30.0m 0.08% Added +5.2k +5,173
24 LRI Investments, LLC 2.53% of their portfolio PALM BEACH GARDENS, FL 337,724337.7k $26.3m $26.3m 2.53% Reduced -921 -921
25 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 328,342328.3k $25.5m $25.5m 0.05% Reduced -18.9k -18,944
26 Fox Financial, Inc 21.83% of their portfolio WYOMISSING, PA 310,681310.7k $24.2m $24.2m 21.83% Added +55.5k +55,455
27 Lee, Kelleher & Klein Wealth Management 17.06% of their portfolio ELLICOTT CITY, MD 307,922307.9k $24.0m $24.0m 17.06% First filing
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 304,519304.5k $23.7m $23.7m 0.00% Added +55.8k +55,804
29 MAI Capital Management 0.15% of their portfolio INDEPENDENCE, OH 263,286263.3k $20.5m $20.5m 0.15% Reduced -342 -342
30 Private Advisor Group, LLC 0.10% of their portfolio MORRISTOWN, NJ 234,693234.7k $18.3m $18.3m 0.10% Added +12.2k +12,182
31 Bristlecone Advisors, LLC 1.40% of their portfolio BELLEVUE, WA 229,755229.8k $17.9m $17.9m 1.40% Added +795 +795
32 Fairway Wealth LLC 7.80% of their portfolio INDEPENDENCE, OH 222,780222.8k $17.3m $17.3m 7.80% Added +40.3k +40,310
33 Revolve Wealth Partners, LLC 2.51% of their portfolio Hackensack, NJ 218,498218.5k $17.0m $17.0m 2.51% Reduced -1.5k -1,507
34 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 208,269208.3k $16.2m $16.2m 0.04% Added +63.5k +63,467
35 Steward Partners Investment Advisory, LLC 0.13% of their portfolio STAMFORD, CT 194,406194.4k $15.1m $15.1m 0.13% Added +130 +130
36 Main Street Financial Solutions, LLC 1.31% of their portfolio NEWTOWN, PA 171,213171.2k $13.3m $13.3m 1.31% Added +7.9k +7,922
37 FIDELIS iM, LLC 6.32% of their portfolio MEDFORD, OR 165,534165.5k $12.9m $12.9m 6.32% Reduced -9.5k -9,476
38 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 161,076161.1k $12.5m $12.5m 0.02% Added +1.2k +1,215
39 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 159,469159.5k $12.4m $12.4m 0.07% Added +7.8k +7,805
40 Sanctuary Advisors, LLC 0.08% of their portfolio INDIANAPOLIS, IN 157,286157.3k $12.7m $12.7m 0.08% Added +1.1k +1,125
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 154,701154.7k $12.0m $12.0m 0.00% Reduced -135.6k -135,621
42 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 153,974154.0k $12.0m $12.0m 0.01% Added +133 +133
43 CLG LLC 4.21% of their portfolio Long Beach, CA 151,729151.7k $11.8m $11.8m 4.21% First filing
44 D.A. DAVIDSON & CO. 0.09% of their portfolio GREAT FALLS, MT 147,306147.3k $11.5m $11.5m 0.09% Added +27.6k +27,646
45 FUTURE YOU WEALTH LLC 7.94% of their portfolio New York, NY 144,200144.2k $11.2m $11.2m 7.94% First filing
46 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 143,736143.7k $11.2m $11.2m 0.02% Added +6.8k +6,796
47 LAKE STREET PRIVATE WEALTH, LLC 1.72% of their portfolio CHICAGO, IL 138,258138.3k $10.8m $10.8m 1.72% New
48 Almanack Investment Partners, LLC. 1.63% of their portfolio WAYNE, PA 135,707135.7k $10.6m $10.6m 1.63% Reduced -3.0k -3,028
49 FIRST AMERICAN TRUST, FSB 0.91% of their portfolio SANTA ANA, CA 117,206117.2k $9.1m $9.1m 0.91% New
50 Advisors Preferred, LLC 1.40% of their portfolio ROCKVILLE, MD 112,381112.4k $8.7m $8.7m 1.40% Reduced -32.2k -32,167
51 CX Institutional 0.33% of their portfolio AUBURN, IN 108,028108.0k $8.4m $8.4m 0.33% Added +8.3k +8,253
52 Strategic Family Wealth Counselors, L.L.C. 2.70% of their portfolio FAIRFIELD, NJ 106,631106.6k $8.3m $8.3m 2.70% Added +5.2k +5,227
53 Stratos Wealth Advisors, LLC 0.39% of their portfolio BEACHWOOD, OH 104,051104.1k $8.1m $8.1m 0.39% Reduced -497 -497
54 United Advisor Group, LLC 1.59% of their portfolio CINCINNATI, OH 103,263103.3k $8.0m $8.0m 1.59% Added +11.0k +11,021
55 RFG Advisory, LLC 0.23% of their portfolio BIRMINGHAM, AL 103,011103.0k $8.0m $8.0m 0.23% Reduced -1.1k -1,074
56 Key Financial Inc 1.74% of their portfolio WEST CHESTER, PA 98,35798.4k $7.7m $7.7m 1.74% Reduced -1.1k -1,084
57 MOLLER WEALTH PARTNERS 1.94% of their portfolio NORTHFIELD, IL 94,60694.6k $7.4m $7.4m 1.94% Reduced -1.3k -1,337
58 BANK HAPOALIM BM 1.19% of their portfolio TEL AVIV, L3 94,50094.5k $7.4m $7.4m 1.19% Unchanged
59 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 92,35492.4k $7.2m $7.2m 0.01% Added +1.1k +1,102
60 TOBIAS FINANCIAL ADVISORS, INC. 1.21% of their portfolio Plantation, FL 77,20777.2k $6.0m $6.0m 1.21% Reduced -4.4k -4,367
61 HOWARD BAILEY SECURITIES, LLC 2.21% of their portfolio FORT WAYNE, IN 76,41476.4k $5.9m $5.9m 2.21% Added +1.6k +1,573
62 Graves Light Lenhart Wealth, Inc. 0.68% of their portfolio HARRISONBURG, VA 69,84369.8k $5.4m $5.4m 0.68% Reduced -2.1k -2,147
63 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 67,95768.0k $5.3m $5.3m 0.01% Added +3.2k +3,238
64 One Wealth Map LLC 3.36% of their portfolio LAS VEGAS, NV 67,84867.8k $5.5m $5.5m 3.36% Reduced -852 -852
65 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 65,35965.4k $5.1m $5.1m 0.05% Added +1.3k +1,343
66 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 63,83263.8k $5.0m $5.0m 0.01% Reduced -3.6k -3,568
67 CW Advisors, LLC 0.07% of their portfolio BOSTON, MA 61,09961.1k $4.8m $4.8m 0.07% Added +2.5k +2,536
68 KESTRA PRIVATE WEALTH SERVICES, LLC 0.08% of their portfolio AUSTIN, TX 61,00661.0k $4.7m $4.7m 0.08% Added +3.9k +3,873
69 KINGSWOOD WEALTH ADVISORS, LLC 0.35% of their portfolio SAN DIEGO, CA 60,23260.2k $4.7m $4.7m 0.35% Added +30.6k +30,610
70 COMERICA BANK 0.02% of their portfolio DALLAS, TX 59,67459.7k $4.6m $4.6m 0.02% Added +713 +713
71 1900 WEALTH MANAGEMENT LLC 0.38% of their portfolio SAN ANTONIO, TX 58,60658.6k $4.6m $4.6m 0.38% Added +11 +11
72 Koshinski Asset Management, Inc. 0.38% of their portfolio DECATUR, IL 57,66957.7k $4.5m $4.5m 0.38% Reduced -661 -661
73 Clearwater Capital Advisors, LLC 0.42% of their portfolio HOFFMAN ESTATES, IL 55,05055.0k $4.3m $4.3m 0.42% Reduced -18.7k -18,705
74 Sigma Planning Corp 0.13% of their portfolio ANN ARBOR, MI 54,22654.2k $4.2m $4.2m 0.13% Added +886 +886
75 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0.89% of their portfolio BERMUDA RUN, NC 52,98553.0k $4.1m $4.1m 0.89% New
76 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 52,50852.5k $4.1m $4.1m 0.01% Reduced -3.0k -3,013
77 EP Wealth Advisors, LLC 0.03% of their portfolio TORRANCE, CA 52,04252.0k $4.0m $4.0m 0.03% Reduced -52 -52
78 BROWN BROTHERS HARRIMAN & CO 0.03% of their portfolio NEW YORK, NY 51,44051.4k $4.0m $4.0m 0.03% Unchanged
79 Gladstone Institutional Advisory LLC 0.19% of their portfolio Bedminster, NJ 51,33551.3k $4.0m $4.0m 0.19% Added +4.3k +4,273
80 Circle Wealth Management, LLC 0.09% of their portfolio SUMMIT, NJ 51,23751.2k $4.0m $4.0m 0.09% Unchanged
81 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 49,49549.5k $3.9m $3.9m 0.01% Added +1.2k +1,211
82 IFG Advisory, LLC 0.21% of their portfolio ATLANTA, GA 48,40548.4k $3.8m $3.8m 0.21% Reduced -2.2k -2,214
83 Linscomb Wealth, Inc. 0.19% of their portfolio Houston, TX 48,30248.3k $3.8m $3.8m 0.19% Added +21 +21
84 Atria Wealth Solutions, Inc. 0.04% of their portfolio NEW YORK, NY 47,58447.6k $3.7m $3.7m 0.04% Added +1.1k +1,104
85 Nadler Financial Group, Inc. 0.39% of their portfolio DEERFIELD, IL 47,40047.4k $3.7m $3.7m 0.39% Reduced -65 -65
86 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 46,74446.7k $3.6m $3.6m 0.02% Added +100 +100
87 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 46,57246.6k $3.6m $3.6m 0.01% Reduced -691 -691
88 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 45,53745.5k $3.5m $3.5m 0.02% Reduced -2.0k -2,014
89 ASPIRIANT, LLC 0.12% of their portfolio San Francisco, CA 41,36641.4k $3.2m $3.2m 0.12% Reduced -973 -973
90 Allen Capital Group, LLC 0.38% of their portfolio GRAND ISLAND, NE 39,84039.8k $3.1m $3.1m 0.38% Reduced -782 -782
91 Meridian Financial Partners LLC 1.57% of their portfolio WARRENTON, VA 38,19738.2k $3.0m $3.0m 1.57% Added +173 +173
92 MISSION WEALTH MANAGEMENT, LP 0.07% of their portfolio Santa Barbara, CA 35,75235.8k $2.8m $2.8m 0.07% Reduced -462 -462
93 Berger Financial Group, Inc 0.19% of their portfolio PLYMOUTH, MN 34,80334.8k $2.7m $2.7m 0.19% Added +95 +95
94 Rockport Wealth LLC 1.21% of their portfolio Fairview Park, OH 34,71334.7k $2.7m $2.7m 1.21% Reduced -246 -246
95 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 34,62334.6k $2.7m $2.7m 0.01% Added +154 +154
96 MATHER GROUP, LLC. 0.03% of their portfolio CHICAGO, IL 33,22333.2k $2.6m $2.6m 0.03% Reduced -444 -444
97 CRA Financial Services, LLC 0.42% of their portfolio NORTHFIELD, NJ 31,73531.7k $2.5m $2.5m 0.42% Added +1.8k +1,792
98 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 31,35331.4k $2.4m $2.4m 0.01% Added +2.6k +2,650
99 COLDSTREAM CAPITAL MANAGEMENT INC 0.05% of their portfolio BELLEVUE, WA 31,17831.2k $2.4m $2.4m 0.05% Reduced -673 -673
100 FMR LLC 0.00% of their portfolio BOSTON, MA 30,76830.8k $2.4m $2.4m 0.00% Added +4.5k +4,516