Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

434 institutional holders +12 vs Q1 2025
41,294,67841.3m shares reported held*
$3.4bnreported value*
28 new 138 added 120 reduced 21 sold out net bought ≈ $123.3m (+1.5m 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 ($187.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $82.15. Options: 2 managers hold calls ($130.0k notional), 0 hold puts (—).

Trends to Q2 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: 422Q2 25: 434434Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025434

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 24Q1 25: 155 bought or addedQ1 25: 152 cut or sold outQ2 25: 166 bought or addedQ2 25: 141 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023110140
Q4 2023119147
Q1 2024130146
Q2 2024130133
Q3 2024145123
Q4 2024163117
Q1 2025155152
Q2 2025166141

Calls vs puts

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

CallsPuts
$0$2.5m$5m$7.5m$10mQ3 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 0.00Q2 25 calls: $130.0kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$8.8m$00.00
Q4 2024$376.1k$00.00
Q1 2025$293.0k$00.00
Q2 2025$130.0k$00.00

Biggest buyers

AMERIPRISE FINANCIAL INC Added +677,082+677.1k
ROYAL BANK OF CANADA Added +567,292+567.3k
Rockefeller Capital Management L.P. Added +386,107+386.1k
GREAT VALLEY ADVISOR GROUP, INC. Added +138,974+139.0k
Cetera Investment Advisers Added +80,390+80.4k
Redhawk Wealth Advisors, Inc. Added +62,755+62.8k
Waterway Wealth Management, LLC Added +61,815+61.8k
BANK OF AMERICA CORP /DE/ Added +56,629+56.6k
ENVESTNET ASSET MANAGEMENT INC Added +54,534+54.5k
Cambridge Investment Research Advisors, Inc. Added +49,885+49.9k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -230,294-230.3k
LPL Financial LLC Reduced -210,059-210.1k
Almanack Investment Partners, LLC. Reduced -114,675-114.7k
WIN ADVISORS, INC Sold out -112,987-113.0k
Bank of New York Mellon Corp Reduced -45,249-45.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -34,819-34.8k
Stratos Wealth Partners, LTD. Reduced -32,038-32.0k
RFG Advisory, LLC Reduced -31,320-31.3k
Geneos Wealth Management Inc. Reduced -24,572-24.6k
GTS SECURITIES LLC Sold out -24,528-24.5k

Biggest calls

SIMPLEX TRADING, LLC Reduced $130.0k2.1k 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.21% of their portfolio Pittsburgh, PA 3,886,2913.9m $319.2m $319.2m 0.21% Reduced -6.2k -6,190
2 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 3,249,4473.2m $266.9m $266.9m 0.09% Reduced -210.1k -210,059
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,954,3793.0m $242.7m $242.7m 0.02% Reduced -9.5k -9,536
4 Focus Partners Wealth 0.43% of their portfolio ST LOUIS, MO 2,411,8472.4m $198.1m $198.1m 0.43% Added +40.9k +40,866
5 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 2,106,7702.1m $173.1m $173.1m 0.04% Added +677.1k +677,082
6 Creative Planning 0.10% of their portfolio OVERLAND PARK, KS 1,412,1921.4m $116.0m $116.0m 0.10% Added +27.9k +27,895
7 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,301,7791.3m $106.9m $106.9m 0.02% Reduced -13.4k -13,443
8 GREAT VALLEY ADVISOR GROUP, INC. 2.14% of their portfolio WILMINGTON, DE 1,174,6391.2m $96.5m $96.5m 2.14% Added +139.0k +138,974
9 Trilogy Capital Inc. 4.62% of their portfolio IRVINE, CA 1,157,0311.2m $95.0m $95.0m 4.62% Reduced -20.5k -20,508
10 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,132,0101.1m $93.0m $93.0m 0.01% Added +567.3k +567,292
11 Evercore Wealth Management, LLC 1.37% of their portfolio New York, NY 1,072,3671.1m $88.1m $88.1m 1.37% Reduced -18.7k -18,679
12 Clearstead Advisors, LLC 1.21% of their portfolio CLEVELAND, OH 1,049,8611.0m $86.2m $86.2m 1.21% Added +14.9k +14,912
13 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,047,9441.0m $86.1m $86.1m 0.01% Added +56.6k +56,629
14 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 776,442776.4k $63.8m $63.8m 0.07% Added +386.1k +386,107
15 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 723,415723.4k $59.4m $59.4m 0.10% Added +80.4k +80,390
16 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 684,862684.9k $56.3m $56.3m 0.01% Added +14.3k +14,262
17 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 651,998652.0k $53.6m $53.6m 0.02% Added +54.5k +54,534
18 Cambridge Investment Research Advisors, Inc. 0.16% of their portfolio FAIRFIELD, IA 635,924635.9k $52.2m $52.2m 0.16% Added +49.9k +49,885
19 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 633,518633.5k $52.0m $52.0m 0.07% Reduced -230.3k -230,294
20 Waterway Wealth Management, LLC 14.92% of their portfolio THE WOODLANDS, TX 600,370600.4k $49.3m $49.3m 14.92% Added +61.8k +61,815
21 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 578,307578.3k $47.5m $47.5m 0.02% Added +18.7k +18,703
22 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 496,816496.8k $40.8m $40.8m 0.07% Added +39.1k +39,066
23 IAG Wealth Partners, LLC 4.33% of their portfolio WAUKESHA, WI 398,151398.2k $32.7m $32.7m 4.33% Reduced -17.5k -17,455
24 Stratos Wealth Partners, LTD. 0.39% of their portfolio BEACHWOOD, OH 352,065352.1k $28.9m $28.9m 0.39% Reduced -32.0k -32,038
25 LRI Investments, LLC 2.34% of their portfolio PALM BEACH GARDENS, FL 335,693335.7k $27.6m $27.6m 2.34% Reduced -1.9k -1,925
26 Lee, Kelleher & Klein Wealth Management 17.92% of their portfolio ELLICOTT CITY, MD 328,329328.3k $27.0m $27.0m 17.92% Added +10.0k +10,014
27 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 326,362326.4k $26.8m $26.8m 0.05% Added +6.9k +6,911
28 Fox Financial, Inc 21.87% of their portfolio WYOMISSING, PA 314,980315.0k $25.9m $25.9m 21.87% Added +1.7k +1,731
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 313,974314.0k $25.8m $25.8m 0.00% Reduced -2.1k -2,133
30 CLG LLC 7.17% of their portfolio Long Beach, CA 279,875279.9k $23.0m $23.0m 7.17% Added +33.8k +33,819
31 Fairway Wealth LLC 6.88% of their portfolio INDEPENDENCE, OH 261,991262.0k $21.5m $21.5m 6.88% Added +3.0k +2,958
32 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 254,421254.4k $20.9m $20.9m 0.11% Added +3.5k +3,514
33 MAI Capital Management 0.14% of their portfolio INDEPENDENCE, OH 251,283251.3k $20.6m $20.6m 0.14% Added +6.1k +6,147
34 FIDELIS iM, LLC 8.67% of their portfolio MEDFORD, OR 237,434237.4k $19.5m $19.5m 8.67% Added +1.3k +1,255
35 Bristlecone Advisors, LLC 1.54% of their portfolio BELLEVUE, WA 223,864223.9k $18.4m $18.4m 1.54% Added +4.4k +4,400
36 Revolve Wealth Partners, LLC 2.29% of their portfolio Hackensack, NJ 213,427213.4k $17.5m $17.5m 2.29% Reduced -6.2k -6,171
37 D.A. DAVIDSON & CO. 0.11% of their portfolio GREAT FALLS, MT 193,957194.0k $15.9m $15.9m 0.11% Added +13.1k +13,094
38 Steward Partners Investment Advisory, LLC 0.12% of their portfolio STAMFORD, CT 191,467191.5k $15.7m $15.7m 0.12% Reduced -404 -404
39 FUTURE YOU WEALTH LLC 8.51% of their portfolio New York, NY 190,803190.8k $15.7m $15.7m 8.51% Added +9.3k +9,284
40 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 186,196186.2k $15.3m $15.3m 0.07% Added +22.2k +22,190
41 Main Street Financial Solutions, LLC 1.05% of their portfolio NEWTOWN, PA 175,498175.5k $14.4m $14.4m 1.05% Reduced -5.7k -5,679
42 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 167,724167.7k $13.8m $13.8m 0.01% Added +8.8k +8,831
43 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 166,299166.3k $13.7m $13.7m 0.02% Added +9.0k +9,015
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 164,580164.6k $13.5m $13.5m 0.00% Reduced -15.2k -15,250
45 Sanctuary Advisors, LLC 0.08% of their portfolio INDIANAPOLIS, IN 162,532162.5k $13.4m $13.4m 0.08% Reduced -1.1k -1,057
46 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 133,991134.0k $11.2m $11.2m 0.02% Reduced -2.9k -2,919
47 Caliber Wealth Management, LLC / KS 1.12% of their portfolio Overland Park, KS 126,740126.7k $10.4m $10.4m 1.12% Reduced -7.6k -7,557
48 FIRST AMERICAN TRUST, FSB 0.83% of their portfolio SANTA ANA, CA 126,368126.4k $10.4m $10.4m 0.83% Added +2.0k +1,996
49 Strategic Family Wealth Counselors, L.L.C. 2.61% of their portfolio FAIRFIELD, NJ 111,545111.5k $9.2m $9.2m 2.61% Added +3.2k +3,187
50 United Advisor Group, LLC 1.54% of their portfolio CINCINNATI, OH 108,544108.5k $8.9m $8.9m 1.54% Reduced -404 -404
51 CX Institutional 0.30% of their portfolio AUBURN, IN 105,127105.1k $8.6m $8.6m 0.30% Added +2.4k +2,426
52 Stratos Wealth Advisors, LLC 0.45% of their portfolio BEACHWOOD, OH 104,628104.6k $8.6m $8.6m 0.45% Reduced -1.1k -1,060
53 Key Financial Inc 1.65% of their portfolio WEST CHESTER, PA 99,94999.9k $8.2m $8.2m 1.65% Added +3.1k +3,090
54 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 94,28494.3k $7.7m $7.7m 0.01% Added +2.2k +2,175
55 MOLLER WEALTH PARTNERS 1.68% of their portfolio NORTHFIELD, IL 92,80592.8k $7.6m $7.6m 1.68% Reduced -551 -551
56 RFG Advisory, LLC 0.17% of their portfolio BIRMINGHAM, AL 89,52289.5k $7.4m $7.4m 0.17% Reduced -31.3k -31,320
57 HOWARD BAILEY SECURITIES, LLC 2.08% of their portfolio FORT WAYNE, IN 82,26682.3k $6.8m $6.8m 2.08% Added +2.1k +2,099
58 Redhawk Wealth Advisors, Inc. 0.77% of their portfolio MINNEAPOLIS, MN 74,59374.6k $6.1m $6.1m 0.77% Added +62.8k +62,755
59 One Wealth Map LLC 3.34% of their portfolio LAS VEGAS, NV 73,08973.1k $6.1m $6.1m 3.34% Added +5.7k +5,680
60 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 68,89868.9k $5.7m $5.7m 0.05% Added +2.7k +2,653
61 Graves Light Lenhart Wealth, Inc. 0.67% of their portfolio HARRISONBURG, VA 68,87768.9k $5.7m $5.7m 0.67% Reduced -363 -363
62 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 68,15968.2k $5.6m $5.6m 0.01% Added +2.4k +2,398
63 TOBIAS FINANCIAL ADVISORS, INC. 0.95% of their portfolio Plantation, FL 67,87267.9k $5.6m $5.6m 0.95% Reduced -5.4k -5,373
64 ASPIRIANT, LLC 0.17% of their portfolio San Francisco, CA 65,22465.2k $5.4m $5.4m 0.17% Added +25.0k +25,000
65 1900 WEALTH MANAGEMENT LLC 0.39% of their portfolio SAN ANTONIO, TX 62,48762.5k $5.1m $5.1m 0.39% Added +14 +14
66 KESTRA PRIVATE WEALTH SERVICES, LLC 0.07% of their portfolio AUSTIN, TX 61,94661.9k $5.1m $5.1m 0.07% Added +13 +13
67 LAKE STREET PRIVATE WEALTH, LLC 0.72% of their portfolio CHICAGO, IL 61,87961.9k $5.1m $5.1m 0.72% Added +369 +369
68 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 59,92359.9k $4.9m $4.9m 0.01% Reduced -758 -758
69 Concurrent Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 59,86759.9k $4.9m $4.9m 0.10% Reduced -8.8k -8,849
70 Koshinski Asset Management, Inc. 0.36% of their portfolio DECATUR, IL 57,81057.8k $4.7m $4.7m 0.36% Added +131 +131
71 EP Wealth Advisors, LLC 0.03% of their portfolio TORRANCE, CA 57,16557.2k $4.7m $4.7m 0.03% Added +6.0k +6,010
72 COMERICA BANK 0.02% of their portfolio DALLAS, TX 57,12757.1k $4.7m $4.7m 0.02% Reduced -1.7k -1,665
73 Geneos Wealth Management Inc. 0.11% of their portfolio ENGLEWOOD, CO 56,94956.9k $4.7m $4.7m 0.11% Reduced -24.6k -24,572
74 Sigma Planning Corp 0.14% of their portfolio ANN ARBOR, MI 56,70956.7k $4.7m $4.7m 0.14% Added +3.2k +3,216
75 CW Advisors, LLC 0.04% of their portfolio BOSTON, MA 56,33256.3k $4.6m $4.6m 0.04% Reduced -958 -958
76 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0.83% of their portfolio BERMUDA RUN, NC 55,07055.1k $4.5m $4.5m 0.83% Reduced -509 -509
77 Gladstone Institutional Advisory LLC 0.18% of their portfolio Bedminster, NJ 54,43154.4k $4.5m $4.5m 0.18% Added +3.2k +3,246
78 KINGSWOOD WEALTH ADVISORS, LLC 0.35% of their portfolio SAN DIEGO, CA 53,76353.8k $4.4m $4.4m 0.35% Added +149 +149
79 Clearwater Capital Advisors, LLC 0.40% of their portfolio HOFFMAN ESTATES, IL 53,70953.7k $4.4m $4.4m 0.40% Reduced -1.2k -1,188
80 BROWN BROTHERS HARRIMAN & CO 0.03% of their portfolio NEW YORK, NY 51,44051.4k $4.2m $4.2m 0.03% Unchanged
81 Circle Wealth Management, LLC 0.09% of their portfolio SUMMIT, NJ 51,23751.2k $4.2m $4.2m 0.09% Unchanged
82 IFG Advisory, LLC 0.21% of their portfolio ATLANTA, GA 51,01851.0k $4.2m $4.2m 0.21% Added +3.0k +2,956
83 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 47,07947.1k $3.9m $3.9m 0.01% Added +9.2k +9,206
84 Linscomb Wealth, Inc. 0.18% of their portfolio Houston, TX 46,99547.0k $3.9m $3.9m 0.18% Reduced -209 -209
85 Nadler Financial Group, Inc. 0.39% of their portfolio DEERFIELD, IL 46,42046.4k $3.8m $3.8m 0.39% Reduced -1.9k -1,940
86 True Link Financial Advisors, LLC 0.26% of their portfolio SAN FRANCISCO, CA 45,62345.6k $3.7m $3.7m 0.26% Unchanged
87 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 45,49745.5k $3.7m $3.7m 0.01% Reduced -885 -885
88 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 44,54544.5k $3.7m $3.7m 0.01% Reduced -8.0k -7,965
89 MidAtlantic Capital Management, Inc. 2.52% of their portfolio RICHMOND, VA 43,27143.3k $3.6m $3.6m 2.52% Added +4.5k +4,534
90 Allen Capital Group, LLC 0.34% of their portfolio GRAND ISLAND, NE 39,28839.3k $3.2m $3.2m 0.34% Reduced -484 -484
91 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 39,21139.2k $3.2m $3.2m 0.02% Reduced -6.5k -6,453
92 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 39,09639.1k $3.2m $3.2m 0.01% Reduced -2.1k -2,070
93 Meridian Financial Partners LLC 1.44% of their portfolio WARRENTON, VA 37,31437.3k $3.1m $3.1m 1.44% Unchanged
94 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 35,71335.7k $2.9m $2.9m 0.02% Reduced -5.0k -4,982
95 Berger Financial Group, Inc 0.18% of their portfolio PLYMOUTH, MN 34,62734.6k $2.8m $2.8m 0.18% Added +106 +106
96 Avant Capital LLC 2.17% of their portfolio LAFAYETTE, LA 34,09634.1k $2.8m $2.8m 2.17% Added +2.0k +2,047
97 MISSION WEALTH MANAGEMENT, LP 0.06% of their portfolio Santa Barbara, CA 33,68633.7k $2.8m $2.8m 0.06% Reduced -264 -264
98 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 33,33933.3k $2.7m $2.7m 0.02% Added +1.6k +1,621
99 Etesian Wealth Advisors, Inc. 0.99% of their portfolio West Linn, OR 32,36732.4k $2.7m $2.7m 0.99% Added +12.5k +12,545
100 MATHER GROUP, LLC. 0.03% of their portfolio CHICAGO, IL 32,07532.1k $2.6m $2.6m 0.03% Reduced -208 -208