Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

422 institutional holders +13 vs Q4 2024
39,758,45539.8m shares reported held*
$3.2bnreported value*
35 new 120 added 133 reduced 19 sold out net sold ≈ $81.7m (-1.0m 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 ($99.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $79.35. Options: 2 managers hold calls ($293.0k notional), 0 hold puts (—).

Trends to Q1 2025

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: 409Q1 25: 422422Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022312
Q4 2022335
Q1 2023341
Q2 2023344
Q3 2023343
Q4 2023368
Q1 2024372
Q2 2024368
Q3 2024380
Q4 2024409
Q1 2025422

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 24Q4 24: 163 bought or addedQ4 24: 117 cut or sold outQ1 25: 155 bought or addedQ1 25: 152 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023119127
Q3 2023110140
Q4 2023119147
Q1 2024130146
Q2 2024130133
Q3 2024145123
Q4 2024163117
Q1 2025155152

Calls vs puts

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

CallsPuts
$0$2.5m$5m$7.5m$10mQ2 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 0.00Q1 25 calls: $293.0kQ1 25 puts: $0Q1 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2024$2.8m$00.00
Q3 2024$8.8m$00.00
Q4 2024$376.1k$00.00
Q1 2025$293.0k$00.00

Biggest buyers

Trilogy Capital Inc. New +1,177,539+1.2m
LPL Financial LLC Added +495,251+495.3k
Clearstead Advisors, LLC Added +314,662+314.7k
OSAIC HOLDINGS, INC. Added +249,481+249.5k
WIN ADVISORS, INC New +112,987+113.0k
CLG LLC Added +94,327+94.3k
GREAT VALLEY ADVISOR GROUP, INC. Added +84,877+84.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +81,188+81.2k
FIDELIS iM, LLC Added +70,645+70.6k
Concurrent Investment Advisors, LLC Added +64,805+64.8k

Biggest sellers

Focus Partners Wealth Reduced -2,330,671-2.3m
BANK OF AMERICA CORP /DE/ Reduced -672,597-672.6k
Advisors Capital Management, LLC Reduced -601,760-601.8k
AMERIPRISE FINANCIAL INC Reduced -343,804-343.8k
Advisors Preferred, LLC Reduced -105,688-105.7k
BANK HAPOALIM BM Sold out -94,500-94.5k
Cetera Investment Advisers Reduced -80,988-81.0k
LAKE STREET PRIVATE WEALTH, LLC Reduced -76,748-76.7k
Evercore Wealth Management, LLC Reduced -43,030-43.0k
Stratos Wealth Partners, LTD. Reduced -37,605-37.6k

Biggest calls

SIMPLEX TRADING, LLC Added $293.0k3.8k 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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.16% of their portfolio Pittsburgh, PA 3,892,4813.9m $308.9m $308.9m 0.16% Reduced -16.1k -16,132
2 LPL Financial LLC 0.11% of their portfolio FORT MILL, SC 3,459,5063.5m $274.6m $274.6m 0.11% Added +495.3k +495,251
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,963,9153.0m $235.2m $235.2m 0.02% Added +49.0k +48,987
4 Focus Partners Wealth 0.47% of their portfolio ST LOUIS, MO 2,370,9812.4m $188.2m $188.2m 0.47% Reduced -2.3m -2,330,671
5 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,429,6881.4m $113.3m $113.3m 0.03% Reduced -343.8k -343,804
6 Creative Planning 0.10% of their portfolio OVERLAND PARK, KS 1,384,2971.4m $109.9m $109.9m 0.10% Reduced -1.9k -1,927
7 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,315,2221.3m $104.4m $104.4m 0.02% Added +27.2k +27,157
8 Trilogy Capital Inc. 4.90% of their portfolio IRVINE, CA 1,177,5391.2m $93.5m $93.5m 4.90% New
9 Evercore Wealth Management, LLC 1.39% of their portfolio New York, NY 1,091,0461.1m $86.6m $86.6m 1.39% Reduced -43.0k -43,030
10 GREAT VALLEY ADVISOR GROUP, INC. 1.77% of their portfolio WILMINGTON, DE 1,035,6651.0m $82.2m $82.2m 1.77% Added +84.9k +84,877
11 Clearstead Advisors, LLC 1.27% of their portfolio CLEVELAND, OH 1,034,9491.0m $82.1m $82.1m 1.27% Added +314.7k +314,662
12 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 991,315991.3k $78.7m $78.7m 0.01% Reduced -672.6k -672,597
13 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 863,812863.8k $68.6m $68.6m 0.10% Added +81.2k +81,188
14 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 670,600670.6k $53.2m $53.2m 0.01% Added +17.1k +17,141
15 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 643,025643.0k $51.0m $51.0m 0.10% Reduced -81.0k -80,988
16 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 597,464597.5k $47.4m $47.4m 0.02% Added +43.2k +43,219
17 Cambridge Investment Research Advisors, Inc. 0.16% of their portfolio FAIRFIELD, IA 586,039586.0k $46.5m $46.5m 0.16% Added +5.5k +5,549
18 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 564,718564.7k $44.8m $44.8m 0.01% Reduced -714 -714
19 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 559,604559.6k $44.4m $44.4m 0.02% Reduced -20.0k -20,038
20 Waterway Wealth Management, LLC 17.81% of their portfolio THE WOODLANDS, TX 538,555538.6k $42.7m $42.7m 17.81% Added +17.2k +17,199
21 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 457,750457.8k $36.3m $36.3m 0.08% Added +249.5k +249,481
22 IAG Wealth Partners, LLC 5.13% of their portfolio WAUKESHA, WI 415,606415.6k $33.0m $33.0m 5.13% Added +3.2k +3,221
23 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 390,335390.3k $31.0m $31.0m 0.08% Added +4.1k +4,115
24 Stratos Wealth Partners, LTD. 0.46% of their portfolio BEACHWOOD, OH 384,103384.1k $30.5m $30.5m 0.46% Reduced -37.6k -37,605
25 LRI Investments, LLC 2.59% of their portfolio PALM BEACH GARDENS, FL 337,618337.6k $26.8m $26.8m 2.59% Reduced -106 -106
26 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 319,451319.5k $25.4m $25.4m 0.05% Reduced -8.9k -8,891
27 Lee, Kelleher & Klein Wealth Management 18.59% of their portfolio ELLICOTT CITY, MD 318,315318.3k $25.3m $25.3m 18.59% Added +10.4k +10,393
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 316,107316.1k $25.1m $25.1m 0.00% Added +11.6k +11,588
29 Fox Financial, Inc 23.40% of their portfolio WYOMISSING, PA 313,249313.2k $24.9m $24.9m 23.40% Added +2.6k +2,568
30 Fairway Wealth LLC 7.60% of their portfolio INDEPENDENCE, OH 259,033259.0k $20.6m $20.6m 7.60% Added +36.3k +36,253
31 Private Advisor Group, LLC 0.12% of their portfolio MORRISTOWN, NJ 250,907250.9k $19.9m $19.9m 0.12% Added +16.2k +16,214
32 CLG LLC 6.78% of their portfolio Long Beach, CA 246,056246.1k $19.5m $19.5m 6.78% Added +94.3k +94,327
33 MAI Capital Management 0.15% of their portfolio INDEPENDENCE, OH 245,136245.1k $19.5m $19.5m 0.15% Reduced -18.1k -18,150
34 FIDELIS iM, LLC 8.68% of their portfolio MEDFORD, OR 236,179236.2k $18.7m $18.7m 8.68% Added +70.6k +70,645
35 Revolve Wealth Partners, LLC 2.52% of their portfolio Hackensack, NJ 219,598219.6k $17.4m $17.4m 2.52% Added +1.1k +1,100
36 Bristlecone Advisors, LLC 1.42% of their portfolio BELLEVUE, WA 219,464219.5k $17.4m $17.4m 1.42% Reduced -10.3k -10,291
37 Steward Partners Investment Advisory, LLC 0.13% of their portfolio STAMFORD, CT 191,871191.9k $15.2m $15.2m 0.13% Reduced -2.5k -2,535
38 FUTURE YOU WEALTH LLC 9.23% of their portfolio New York, NY 181,519181.5k $14.4m $14.4m 9.23% Added +37.3k +37,319
39 Main Street Financial Solutions, LLC 1.25% of their portfolio NEWTOWN, PA 181,177181.2k $14.4m $14.4m 1.25% Added +10.0k +9,964
40 D.A. DAVIDSON & CO. 0.12% of their portfolio GREAT FALLS, MT 180,863180.9k $14.4m $14.4m 0.12% Added +33.6k +33,557
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 179,830179.8k $14.3m $14.3m 0.00% Added +25.1k +25,129
42 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 164,006164.0k $13.0m $13.0m 0.06% Added +4.5k +4,537
43 Sanctuary Advisors, LLC 0.09% of their portfolio INDIANAPOLIS, IN 163,589163.6k $13.0m $13.0m 0.09% Added +6.3k +6,303
44 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 158,893158.9k $12.6m $12.6m 0.01% Added +4.9k +4,919
45 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 157,284157.3k $12.5m $12.5m 0.02% Reduced -3.8k -3,792
46 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 136,910136.9k $10.9m $10.9m 0.02% Reduced -6.8k -6,826
47 Caliber Wealth Management, LLC / KS 1.45% of their portfolio Overland Park, KS 134,297134.3k $10.7m $10.7m 1.45% First filing
48 FIRST AMERICAN TRUST, FSB 0.91% of their portfolio SANTA ANA, CA 124,372124.4k $9.9m $9.9m 0.91% Added +7.2k +7,166
49 Almanack Investment Partners, LLC. 1.95% of their portfolio WAYNE, PA 123,916123.9k $9.8m $9.8m 1.95% Reduced -11.8k -11,791
50 RFG Advisory, LLC 0.26% of their portfolio BIRMINGHAM, AL 120,842120.8k $9.6m $9.6m 0.26% Added +17.8k +17,831
51 WIN ADVISORS, INC 4.61% of their portfolio PALM BEACH GARDENS, FL 112,987113.0k $9.0m $9.0m 4.61% New
52 United Advisor Group, LLC 1.77% of their portfolio CINCINNATI, OH 108,948108.9k $8.6m $8.6m 1.77% Added +5.7k +5,685
53 Strategic Family Wealth Counselors, L.L.C. 2.80% of their portfolio FAIRFIELD, NJ 108,358108.4k $8.6m $8.6m 2.80% Added +1.7k +1,727
54 Stratos Wealth Advisors, LLC 0.46% of their portfolio BEACHWOOD, OH 105,688105.7k $8.4m $8.4m 0.46% Added +1.6k +1,637
55 CX Institutional 0.31% of their portfolio AUBURN, IN 102,701102.7k $8.2m $8.2m 0.31% Reduced -5.3k -5,327
56 Key Financial Inc 1.67% of their portfolio WEST CHESTER, PA 96,85996.9k $7.7m $7.7m 1.67% Reduced -1.5k -1,498
57 MOLLER WEALTH PARTNERS 1.83% of their portfolio NORTHFIELD, IL 93,35693.4k $7.4m $7.4m 1.83% Reduced -1.2k -1,250
58 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 92,10992.1k $7.3m $7.3m 0.01% Reduced -245 -245
59 Geneos Wealth Management Inc. 0.09% of their portfolio ENGLEWOOD, CO 81,52181.5k $6.5m $6.5m 0.09% Added +57.2k +57,215
60 HOWARD BAILEY SECURITIES, LLC 2.12% of their portfolio FORT WAYNE, IN 80,16780.2k $6.4m $6.4m 2.12% Added +3.8k +3,753
61 TOBIAS FINANCIAL ADVISORS, INC. 1.13% of their portfolio Plantation, FL 73,24573.2k $5.8m $5.8m 1.13% Reduced -4.0k -3,962
62 Graves Light Lenhart Wealth, Inc. 0.67% of their portfolio HARRISONBURG, VA 69,24069.2k $5.5m $5.5m 0.67% Reduced -603 -603
63 Concurrent Investment Advisors, LLC 0.13% of their portfolio Tampa, FL 68,71668.7k $5.5m $5.5m 0.13% Added +64.8k +64,805
64 One Wealth Map LLC 3.29% of their portfolio LAS VEGAS, NV 67,40967.4k $4.9m $4.9m 3.29% Reduced -439 -439
65 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 66,24566.2k $5.3m $5.3m 0.05% Added +886 +886
66 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 65,76165.8k $5.2m $5.2m 0.01% Reduced -2.2k -2,196
67 1900 WEALTH MANAGEMENT LLC 0.41% of their portfolio SAN ANTONIO, TX 62,47362.5k $5.0m $5.0m 0.41% Added +3.9k +3,867
68 KESTRA PRIVATE WEALTH SERVICES, LLC 0.08% of their portfolio AUSTIN, TX 61,93361.9k $4.9m $4.9m 0.08% Added +927 +927
69 LAKE STREET PRIVATE WEALTH, LLC 0.80% of their portfolio CHICAGO, IL 61,51061.5k $4.9m $4.9m 0.80% Reduced -76.7k -76,748
70 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 60,68160.7k $4.8m $4.8m 0.01% Reduced -3.2k -3,151
71 COMERICA BANK 0.02% of their portfolio DALLAS, TX 58,79258.8k $4.7m $4.7m 0.02% Reduced -882 -882
72 Koshinski Asset Management, Inc. 0.39% of their portfolio DECATUR, IL 57,67957.7k $4.6m $4.6m 0.39% Added +10 +10
73 CW Advisors, LLC 0.05% of their portfolio BOSTON, MA 57,29057.3k $4.5m $4.5m 0.05% Reduced -3.8k -3,809
74 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0.92% of their portfolio BERMUDA RUN, NC 55,57955.6k $4.4m $4.4m 0.92% Added +2.6k +2,594
75 Clearwater Capital Advisors, LLC 0.42% of their portfolio HOFFMAN ESTATES, IL 54,89754.9k $4.4m $4.4m 0.42% Reduced -153 -153
76 KINGSWOOD WEALTH ADVISORS, LLC 0.39% of their portfolio SAN DIEGO, CA 53,61453.6k $4.3m $4.3m 0.39% Reduced -6.6k -6,618
77 Sigma Planning Corp 0.14% of their portfolio ANN ARBOR, MI 53,49353.5k $4.2m $4.2m 0.14% Reduced -733 -733
78 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 53,35453.4k $4.2m $4.2m 0.00% Added +47.4k +47,382
79 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 52,51052.5k $4.2m $4.2m 0.01% Added +2 +2
80 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 51,44851.4k $4.1m $4.1m 0.01% Added +24.3k +24,255
81 BROWN BROTHERS HARRIMAN & CO 0.03% of their portfolio NEW YORK, NY 51,44051.4k $4.1m $4.1m 0.03% Unchanged
82 Circle Wealth Management, LLC 0.09% of their portfolio SUMMIT, NJ 51,23751.2k $4.1m $4.1m 0.09% Unchanged
83 Gladstone Institutional Advisory LLC 0.19% of their portfolio Bedminster, NJ 51,18551.2k $4.1m $4.1m 0.19% Reduced -150 -150
84 EP Wealth Advisors, LLC 0.03% of their portfolio TORRANCE, CA 51,15551.2k $4.1m $4.1m 0.03% Reduced -887 -887
85 Nadler Financial Group, Inc. 0.43% of their portfolio DEERFIELD, IL 48,36048.4k $3.8m $3.8m 0.43% Added +960 +960
86 IFG Advisory, LLC 0.21% of their portfolio ATLANTA, GA 48,06248.1k $3.8m $3.8m 0.21% Reduced -343 -343
87 Linscomb Wealth, Inc. 0.19% of their portfolio Houston, TX 47,20447.2k $3.7m $3.7m 0.19% Reduced -1.1k -1,098
88 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 46,64446.6k $3.7m $3.7m 0.02% Reduced -100 -100
89 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 46,38246.4k $3.7m $3.7m 0.01% Reduced -190 -190
90 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 45,66445.7k $3.6m $3.6m 0.02% Added +127 +127
91 True Link Financial Advisors, LLC 0.27% of their portfolio SAN FRANCISCO, CA 45,62345.6k $3.6m $3.6m 0.27% New
92 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 41,16641.2k $3.3m $3.3m 0.01% Reduced -8.3k -8,329
93 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 40,69540.7k $3.2m $3.2m 0.02% Added +11.7k +11,663
94 ASPIRIANT, LLC 0.11% of their portfolio San Francisco, CA 40,22440.2k $3.2m $3.2m 0.11% Reduced -1.1k -1,142
95 Allen Capital Group, LLC 0.36% of their portfolio GRAND ISLAND, NE 39,77239.8k $3.2m $3.2m 0.36% Reduced -68 -68
96 MidAtlantic Capital Management, Inc. 2.42% of their portfolio RICHMOND, VA 38,73738.7k $3.1m $3.1m 2.42% Added +9.1k +9,139
97 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 37,87337.9k $3.0m $3.0m 0.01% Added +3.2k +3,250
98 Meridian Financial Partners LLC 1.50% of their portfolio WARRENTON, VA 37,31437.3k $3.0m $3.0m 1.50% Reduced -883 -883
99 Berger Financial Group, Inc 0.19% of their portfolio PLYMOUTH, MN 34,52134.5k $2.7m $2.7m 0.19% Reduced -282 -282
100 Rockport Wealth LLC 0.95% of their portfolio Fairview Park, OH 34,05734.1k $2.7m $2.7m 0.95% Reduced -656 -656