Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

436 institutional holders +2 vs Q2 2025
41,683,25541.7m shares reported held*
$3.6bnreported value*
29 new 152 added 122 reduced 24 sold out net bought ≈ $42.4m (+547.6k 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 ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $86.85. Options: 1 managers hold calls ($439.0k notional), 0 hold puts (—).

Trends to Q3 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: 434Q3 25: 436436Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025436

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 25Q2 25: 166 bought or addedQ2 25: 141 cut or sold outQ3 25: 181 bought or addedQ3 25: 146 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023119147
Q1 2024130146
Q2 2024130133
Q3 2024145123
Q4 2024163117
Q1 2025155152
Q2 2025166141
Q3 2025181146

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ4 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 0.00Q3 25 calls: $439.0kQ3 25 puts: $0Q3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$376.1k$00.00
Q1 2025$293.0k$00.00
Q2 2025$130.0k$00.00
Q3 2025$439.0k$00.00

Biggest buyers

Sanctuary Advisors, LLC Added +343,080+343.1k
LPL Financial LLC Added +226,126+226.1k
JPMORGAN CHASE & CO Added +164,728+164.7k
Cetera Investment Advisers Added +135,352+135.4k
Waterway Wealth Management, LLC Added +131,891+131.9k
BANK OF AMERICA CORP /DE/ Added +111,917+111.9k
CLG LLC Added +98,585+98.6k
BLAIR WILLIAM & CO/IL Added +93,559+93.6k
OSAIC HOLDINGS, INC. Added +72,051+72.1k
Cambridge Investment Research Advisors, Inc. Added +66,478+66.5k

Biggest sellers

ROYAL BANK OF CANADA Reduced -618,060-618.1k
Rockefeller Capital Management L.P. Reduced -400,413-400.4k
FIDELIS iM, LLC Reduced -171,474-171.5k
MORGAN STANLEY Reduced -88,600-88.6k
AMERIPRISE FINANCIAL INC Reduced -51,764-51.8k
Caliber Wealth Management, LLC / KS Reduced -43,672-43.7k
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV Reduced -41,560-41.6k
Trilogy Capital Inc. Reduced -38,925-38.9k
Siligmueller & Norvid Wealth Advisors LLC Sold out -26,686-26.7k
Kestra Advisory Services, LLC Reduced -23,177-23.2k

Biggest calls

SIMPLEX TRADING, LLC Added $439.0k3.7k 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.21% of their portfolio Pittsburgh, PA 3,899,5813.9m $339.4m $339.4m 0.21% Added +13.3k +13,290
2 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 3,475,5733.5m $302.5m $302.5m 0.09% Added +226.1k +226,126
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,865,7792.9m $249.4m $249.4m 0.02% Reduced -88.6k -88,600
4 Focus Partners Wealth 0.35% of their portfolio ST LOUIS, MO 2,462,8982.5m $214.3m $214.3m 0.35% Added +51.1k +51,051
5 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 2,055,0062.1m $178.8m $178.8m 0.04% Reduced -51.8k -51,764
6 Creative Planning 0.09% of their portfolio OVERLAND PARK, KS 1,404,4831.4m $122.2m $122.2m 0.09% Reduced -7.7k -7,709
7 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,359,6161.4m $118.3m $118.3m 0.02% Added +57.8k +57,837
8 GREAT VALLEY ADVISOR GROUP, INC. 2.09% of their portfolio WILMINGTON, DE 1,194,8271.2m $104.0m $104.0m 2.09% Added +20.2k +20,188
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,159,8611.2m $100.9m $100.9m 0.01% Added +111.9k +111,917
10 Trilogy Capital Inc. 4.50% of their portfolio IRVINE, CA 1,118,1061.1m $97.3m $97.3m 4.50% Reduced -38.9k -38,925
11 Clearstead Advisors, LLC 1.34% of their portfolio CLEVELAND, OH 1,054,3941.1m $91.8m $91.8m 1.34% Added +4.5k +4,533
12 Evercore Wealth Management, LLC 1.34% of their portfolio New York, NY 1,050,4111.1m $91.4m $91.4m 1.34% Reduced -22.0k -21,956
13 Cetera Investment Advisers 0.09% of their portfolio SCHAUMBURG, IL 858,767858.8k $74.7m $74.7m 0.09% Added +135.4k +135,352
14 Waterway Wealth Management, LLC 13.49% of their portfolio THE WOODLANDS, TX 732,261732.3k $56.6m $56.6m 13.49% Added +131.9k +131,891
15 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 715,734715.7k $62.3m $62.3m 0.02% Added +63.7k +63,736
16 Cambridge Investment Research Advisors, Inc. 0.17% of their portfolio FAIRFIELD, IA 702,402702.4k $61.1m $61.1m 0.17% Added +66.5k +66,478
17 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 685,188685.2k $59.6m $59.6m 0.01% Added +326 +326
18 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 615,872615.9k $53.6m $53.6m 0.07% Reduced -17.6k -17,646
19 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 580,073580.1k $50.5m $50.5m 0.02% Added +1.8k +1,766
20 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 568,867568.9k $49.1m $49.1m 0.07% Added +72.1k +72,051
21 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 513,950514.0k $44.7m $44.7m 0.01% Reduced -618.1k -618,060
22 Sanctuary Advisors, LLC 0.13% of their portfolio INDIANAPOLIS, IN 505,612505.6k $42.0m $42.0m 0.13% Added +343.1k +343,080
23 IAG Wealth Partners, LLC 4.12% of their portfolio WAUKESHA, WI 393,899393.9k $34.3m $34.3m 4.12% Reduced -4.3k -4,252
24 CLG LLC 8.97% of their portfolio Long Beach, CA 378,460378.5k $32.9m $32.9m 8.97% Added +98.6k +98,585
25 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 376,029376.0k $32.7m $32.7m 0.06% Reduced -400.4k -400,413
26 Stratos Wealth Partners, LTD. 0.38% of their portfolio BEACHWOOD, OH 366,568366.6k $31.9m $31.9m 0.38% Added +14.5k +14,503
27 Lee, Kelleher & Klein Wealth Management 18.73% of their portfolio ELLICOTT CITY, MD 349,340349.3k $30.4m $30.4m 18.73% Added +21.0k +21,011
28 LRI Investments, LLC 2.38% of their portfolio PALM BEACH GARDENS, FL 334,596334.6k $29.1m $29.1m 2.38% Reduced -1.1k -1,097
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 333,350333.4k $29.0m $29.0m 0.00% Added +19.4k +19,376
30 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 330,397330.4k $28.8m $28.8m 0.05% Added +4.0k +4,035
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 329,308329.3k $28.7m $28.7m 0.00% Added +164.7k +164,728
32 Fox Financial, Inc 21.73% of their portfolio WYOMISSING, PA 313,726313.7k $27.3m $27.3m 21.73% Reduced -1.3k -1,254
33 Fairway Wealth LLC 6.66% of their portfolio INDEPENDENCE, OH 272,617272.6k $23.7m $23.7m 6.66% Added +10.6k +10,626
34 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 257,459257.5k $22.4m $22.4m 0.11% Added +3.0k +3,038
35 MAI Capital Management 0.14% of their portfolio INDEPENDENCE, OH 248,438248.4k $21.6m $21.6m 0.14% Reduced -2.8k -2,845
36 Bristlecone Advisors, LLC 1.65% of their portfolio BELLEVUE, WA 227,025227.0k $19.8m $19.8m 1.65% Added +3.2k +3,161
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 213,524213.5k $18.6m $18.6m 0.01% Added +45.8k +45,800
38 D.A. DAVIDSON & CO. 0.12% of their portfolio GREAT FALLS, MT 209,281209.3k $18.2m $18.2m 0.12% Added +15.3k +15,324
39 Revolve Wealth Partners, LLC 2.18% of their portfolio Hackensack, NJ 208,829208.8k $18.2m $18.2m 2.18% Reduced -4.6k -4,598
40 NerdWallet Wealth Partners, LLC 8.61% of their portfolio NEW YORK, NY 202,113202.1k $17.6m $17.6m 8.61% First filing
41 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 190,886190.9k $16.6m $16.6m 0.10% Reduced -581 -581
42 Main Street Financial Solutions, LLC 1.05% of their portfolio NEWTOWN, PA 188,627188.6k $16.4m $16.4m 1.05% Added +13.1k +13,129
43 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 169,379169.4k $14.7m $14.7m 0.02% Added +3.1k +3,080
44 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 163,019163.0k $14.2m $14.2m 0.06% Reduced -23.2k -23,177
45 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 145,698145.7k $12.7m $12.7m 0.02% Added +11.7k +11,707
46 FIRST AMERICAN TRUST, FSB 0.78% of their portfolio SANTA ANA, CA 122,646122.6k $10.7m $10.7m 0.78% Reduced -3.7k -3,722
47 United Advisor Group, LLC 1.37% of their portfolio CINCINNATI, OH 117,231117.2k $10.2m $10.2m 1.37% Added +8.7k +8,687
48 Strategic Family Wealth Counselors, L.L.C. 2.54% of their portfolio FAIRFIELD, NJ 113,370113.4k $9.9m $9.9m 2.54% Added +1.8k +1,825
49 Stratos Wealth Advisors, LLC 0.45% of their portfolio BEACHWOOD, OH 107,234107.2k $9.3m $9.3m 0.45% Added +2.6k +2,606
50 BLAIR WILLIAM & CO/IL 0.02% of their portfolio CHICAGO, IL 106,715106.7k $9.3m $9.3m 0.02% Added +93.6k +93,559
51 RFG Advisory, LLC 0.19% of their portfolio BIRMINGHAM, AL 105,370105.4k $9.2m $9.2m 0.19% Added +15.8k +15,848
52 CX Institutional 0.27% of their portfolio AUBURN, IN 102,619102.6k $8.9m $8.9m 0.27% Reduced -2.5k -2,508
53 Key Financial Inc 1.59% of their portfolio WEST CHESTER, PA 98,61198.6k $8.6m $8.6m 1.59% Reduced -1.3k -1,338
54 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 90,62990.6k $7.9m $7.9m 0.01% Reduced -3.7k -3,655
55 ASPIRIANT, LLC 0.24% of their portfolio San Francisco, CA 90,15790.2k $7.8m $7.8m 0.24% Added +24.9k +24,933
56 MOLLER WEALTH PARTNERS 1.62% of their portfolio NORTHFIELD, IL 89,09989.1k $7.8m $7.8m 1.62% Reduced -3.7k -3,706
57 HOWARD BAILEY SECURITIES, LLC 2.11% of their portfolio FORT WAYNE, IN 85,09885.1k $7.4m $7.4m 2.11% Added +2.8k +2,832
58 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 83,20783.2k $7.2m $7.2m 0.05% Added +14.3k +14,309
59 Caliber Wealth Management, LLC / KS 0.81% of their portfolio Overland Park, KS 83,06883.1k $7.2m $7.2m 0.81% Reduced -43.7k -43,672
60 Redhawk Wealth Advisors, Inc. 0.77% of their portfolio MINNEAPOLIS, MN 75,74175.7k $6.6m $6.6m 0.77% Added +1.1k +1,148
61 One Wealth Map LLC 3.34% of their portfolio LAS VEGAS, NV 72,09572.1k $6.3m $6.3m 3.34% Reduced -994 -994
62 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 70,64070.6k $6.1m $6.1m 0.01% Added +2.5k +2,481
63 TOBIAS FINANCIAL ADVISORS, INC. 0.88% of their portfolio Plantation, FL 66,87766.9k $5.8m $5.8m 0.88% Reduced -995 -995
64 FIDELIS iM, LLC 4.88% of their portfolio MEDFORD, OR 65,96066.0k $7.9m $7.9m 4.88% Reduced -171.5k -171,474
65 KESTRA PRIVATE WEALTH SERVICES, LLC 0.07% of their portfolio AUSTIN, TX 64,85964.9k $5.6m $5.6m 0.07% Added +2.9k +2,913
66 Graves Light Lenhart Wealth, Inc. 0.60% of their portfolio HARRISONBURG, VA 62,61162.6k $5.4m $5.4m 0.60% Reduced -6.3k -6,266
67 LAKE STREET PRIVATE WEALTH, LLC 0.70% of their portfolio CHICAGO, IL 62,50662.5k $5.4m $5.4m 0.70% Added +627 +627
68 1900 WEALTH MANAGEMENT LLC 0.37% of their portfolio SAN ANTONIO, TX 62,50162.5k $5.4m $5.4m 0.37% Added +14 +14
69 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 59,58259.6k $5.2m $5.2m 0.01% Reduced -341 -341
70 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 58,85358.9k $5.1m $5.1m 0.01% Added +14.3k +14,308
71 Koshinski Asset Management, Inc. 0.34% of their portfolio DECATUR, IL 57,80357.8k $5.0m $5.0m 0.34% Reduced -7 -7
72 Geneos Wealth Management Inc. 0.13% of their portfolio ENGLEWOOD, CO 57,18957.2k $5.0m $5.0m 0.13% Added +240 +240
73 Concurrent Investment Advisors, LLC 0.09% of their portfolio Tampa, FL 56,96657.0k $5.0m $5.0m 0.09% Reduced -2.9k -2,901
74 COMERICA BANK 0.02% of their portfolio DALLAS, TX 55,76255.8k $4.9m $4.9m 0.02% Reduced -1.4k -1,365
75 Sigma Planning Corp 0.14% of their portfolio ANN ARBOR, MI 54,83754.8k $4.8m $4.8m 0.14% Reduced -1.9k -1,872
76 Gladstone Institutional Advisory LLC 0.18% of their portfolio Bedminster, NJ 53,95754.0k $4.7m $4.7m 0.18% Reduced -474 -474
77 Clearwater Capital Advisors, LLC 0.40% of their portfolio HOFFMAN ESTATES, IL 53,40853.4k $4.6m $4.6m 0.40% Reduced -301 -301
78 KINGSWOOD WEALTH ADVISORS, LLC 0.27% of their portfolio SAN DIEGO, CA 51,49851.5k $4.5m $4.5m 0.27% Reduced -2.3k -2,265
79 BROWN BROTHERS HARRIMAN & CO 0.03% of their portfolio NEW YORK, NY 51,44051.4k $4.5m $4.5m 0.03% Unchanged
80 Circle Wealth Management, LLC 0.08% of their portfolio SUMMIT, NJ 49,37649.4k $4.3m $4.3m 0.08% Reduced -1.9k -1,861
81 IFG Advisory, LLC 0.19% of their portfolio ATLANTA, GA 47,38547.4k $4.1m $4.1m 0.19% Reduced -3.6k -3,633
82 Linscomb Wealth, Inc. 0.18% of their portfolio Houston, TX 46,95947.0k $4.1m $4.1m 0.18% Reduced -36 -36
83 Nadler Financial Group, Inc. 0.38% of their portfolio DEERFIELD, IL 46,32046.3k $4.0m $4.0m 0.38% Reduced -100 -100
84 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 46,04546.0k $4.0m $4.0m 0.01% Reduced -1.0k -1,034
85 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 45,91345.9k $4.0m $4.0m 0.02% Added +6.7k +6,702
86 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 44,87144.9k $3.9m $3.9m 0.01% Reduced -626 -626
87 True Link Financial Advisors, LLC 0.24% of their portfolio SAN FRANCISCO, CA 43,62343.6k $3.8m $3.8m 0.24% Reduced -2.0k -2,000
88 MidAtlantic Capital Management, Inc. 2.58% of their portfolio RICHMOND, VA 43,35743.4k $3.8m $3.8m 2.58% Added +86 +86
89 Etesian Wealth Advisors, Inc. 1.19% of their portfolio West Linn, OR 41,50941.5k $3.6m $3.6m 1.19% Added +9.1k +9,142
90 Allen Capital Group, LLC 0.31% of their portfolio GRAND ISLAND, NE 37,60037.6k $3.3m $3.3m 0.31% Reduced -1.7k -1,688
91 Meridian Financial Partners LLC 1.35% of their portfolio WARRENTON, VA 37,31437.3k $3.2m $3.2m 1.35% Unchanged
92 Avant Capital LLC 2.28% of their portfolio LAFAYETTE, LA 37,16837.2k $3.2m $3.2m 2.28% Added +3.1k +3,072
93 FMR LLC 0.00% of their portfolio BOSTON, MA 36,60436.6k $3.2m $3.2m 0.00% Added +4.8k +4,821
94 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 35,29335.3k $3.1m $3.1m 0.02% Reduced -420 -420
95 MISSION WEALTH MANAGEMENT, LP 0.06% of their portfolio Santa Barbara, CA 32,11032.1k $2.8m $2.8m 0.06% Reduced -1.6k -1,576
96 MATHER GROUP, LLC. 0.03% of their portfolio CHICAGO, IL 32,07532.1k $2.8m $2.8m 0.03% Unchanged
97 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 31,34531.3k $2.7m $2.7m 0.01% Reduced -8 -8
98 CRA Financial Services, LLC 0.37% of their portfolio NORTHFIELD, NJ 31,28031.3k $2.7m $2.7m 0.37% Reduced -645 -645
99 COLDSTREAM CAPITAL MANAGEMENT INC 0.04% of their portfolio BELLEVUE, WA 30,89330.9k $2.7m $2.7m 0.04% Reduced -260 -260
100 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 30,81430.8k $2.7m $2.7m 0.01% Added +695 +695