Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

459 institutional holders +23 vs Q3 2025
42,494,60142.5m shares reported held*
$3.7bnreported value*
35 new 156 added 115 reduced 21 sold out net bought ≈ $60.7m (+702.0k 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 ($291.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $87.95. Options: 1 managers hold calls ($55.7k notional), 0 hold puts (—).

Trends to Q4 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: 436Q4 25: 459459Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025459

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 181 bought or addedQ3 25: 146 cut or sold outQ4 25: 191 bought or addedQ4 25: 136 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024130146
Q2 2024130133
Q3 2024145123
Q4 2024163117
Q1 2025155152
Q2 2025166141
Q3 2025181146
Q4 2025191136

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ1 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 0.00Q4 25 calls: $55.7kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$293.0k$00.00
Q2 2025$130.0k$00.00
Q3 2025$439.0k$00.00
Q4 2025$55.7k$00.00

Biggest buyers

Corient Private Wealth LP Added +476,102+476.1k
FIDELIS iM, LLC Added +201,762+201.8k
Focus Partners Wealth Added +116,260+116.3k
LPL Financial LLC Added +99,769+99.8k
GREAT VALLEY ADVISOR GROUP, INC. Added +94,921+94.9k
Cetera Investment Advisers Added +92,363+92.4k
Advisors Capital Management, LLC Added +60,474+60.5k
Bank of New York Mellon Corp Added +56,744+56.7k
CLG LLC Added +55,125+55.1k
MOSAIC FAMILY WEALTH PARTNERS, LLC Added +51,868+51.9k

Biggest sellers

Sanctuary Advisors, LLC Reduced -302,700-302.7k
AMERIPRISE FINANCIAL INC Reduced -278,602-278.6k
JPMORGAN CHASE & CO Reduced -143,108-143.1k
HOWARD BAILEY SECURITIES, LLC Reduced -78,682-78.7k
OSAIC HOLDINGS, INC. Reduced -64,428-64.4k
PNC Financial Services Group, Inc. Reduced -48,294-48.3k
Caliber Wealth Management, LLC / KS Reduced -46,100-46.1k
Waterway Wealth Management, LLC Reduced -31,880-31.9k
JANE STREET GROUP, LLC Sold out -24,010-24.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -22,454-22.5k

Biggest calls

SIMPLEX TRADING, LLC Reduced $55.7k700 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.19% of their portfolio Pittsburgh, PA 3,851,2873.9m $339.2m $339.2m 0.19% Reduced -48.3k -48,294
2 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 3,575,3423.6m $314.9m $314.9m 0.09% Added +99.8k +99,769
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,861,2522.9m $252.0m $252.0m 0.02% Reduced -4.5k -4,527
4 Focus Partners Wealth 0.26% of their portfolio ST LOUIS, MO 2,579,1582.6m $227.2m $227.2m 0.26% Added +116.3k +116,260
5 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 1,776,4041.8m $156.5m $156.5m 0.04% Reduced -278.6k -278,602
6 Creative Planning 0.09% of their portfolio OVERLAND PARK, KS 1,385,9441.4m $122.1m $122.1m 0.09% Reduced -18.5k -18,539
7 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,359,4431.4m $119.7m $119.7m 0.02% Reduced -173 -173
8 GREAT VALLEY ADVISOR GROUP, INC. 2.18% of their portfolio WILMINGTON, DE 1,289,7481.3m $113.6m $113.6m 2.18% Added +94.9k +94,921
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,142,2631.1m $100.6m $100.6m 0.01% Reduced -17.6k -17,598
10 Trilogy Capital Inc. 4.40% of their portfolio IRVINE, CA 1,117,7431.1m $98.5m $98.5m 4.40% Reduced -363 -363
11 Clearstead Advisors, LLC 1.17% of their portfolio CLEVELAND, OH 1,052,4081.1m $92.7m $92.7m 1.17% Reduced -2.0k -1,986
12 Evercore Wealth Management, LLC 1.33% of their portfolio New York, NY 1,033,8591.0m $91.1m $91.1m 1.33% Reduced -16.6k -16,552
13 Cetera Investment Advisers 0.09% of their portfolio SCHAUMBURG, IL 951,130951.1k $83.8m $83.8m 0.09% Added +92.4k +92,363
14 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 749,533749.5k $66.0m $66.0m 0.02% Added +33.8k +33,799
15 Cambridge Investment Research Advisors, Inc. 0.17% of their portfolio FAIRFIELD, IA 722,080722.1k $63.6m $63.6m 0.17% Added +19.7k +19,678
16 Waterway Wealth Management, LLC 12.33% of their portfolio THE WOODLANDS, TX 700,381700.4k $54.5m $54.5m 12.33% Reduced -31.9k -31,880
17 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 698,821698.8k $61.6m $61.6m 0.01% Added +13.6k +13,633
18 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 598,386598.4k $52.7m $52.7m 0.02% Added +18.3k +18,313
19 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 593,418593.4k $52.3m $52.3m 0.07% Reduced -22.5k -22,454
20 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 511,623511.6k $45.1m $45.1m 0.01% Reduced -2.3k -2,327
21 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 504,439504.4k $44.4m $44.4m 0.06% Reduced -64.4k -64,428
22 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 483,634483.6k $42.4m $42.4m 0.03% Added +476.1k +476,102
23 CLG LLC 9.51% of their portfolio Long Beach, CA 433,585433.6k $38.2m $38.2m 9.51% Added +55.1k +55,125
24 IAG Wealth Partners, LLC 3.98% of their portfolio WAUKESHA, WI 390,561390.6k $34.4m $34.4m 3.98% Reduced -3.3k -3,338
25 Lee, Kelleher & Klein Wealth Management 19.54% of their portfolio ELLICOTT CITY, MD 371,903371.9k $32.8m $32.8m 19.54% Added +22.6k +22,563
26 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 369,865369.9k $32.6m $32.6m 0.06% Reduced -6.2k -6,164
27 Stratos Wealth Partners, LTD. 0.37% of their portfolio BEACHWOOD, OH 367,569367.6k $32.4m $32.4m 0.37% Added +1.0k +1,001
28 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 349,806349.8k $30.8m $30.8m 0.05% Added +19.4k +19,409
29 LRI Investments, LLC 2.38% of their portfolio PALM BEACH GARDENS, FL 334,036334.0k $29.4m $29.4m 2.38% Reduced -560 -560
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 324,576324.6k $28.6m $28.6m 0.00% Reduced -8.8k -8,774
31 Fox Financial, Inc 21.87% of their portfolio WYOMISSING, PA 311,384311.4k $27.4m $27.4m 21.87% Reduced -2.3k -2,342
32 Fairway Wealth LLC 6.63% of their portfolio INDEPENDENCE, OH 278,951279.0k $24.6m $24.6m 6.63% Added +6.3k +6,334
33 FIDELIS iM, LLC 9.16% of their portfolio MEDFORD, OR 267,722267.7k $23.6m $23.6m 9.16% Added +201.8k +201,762
34 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 261,312261.3k $23.0m $23.0m 0.11% Added +3.9k +3,853
35 MAI Capital Management 0.13% of their portfolio INDEPENDENCE, OH 249,276249.3k $22.0m $22.0m 0.13% Added +838 +838
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 228,083228.1k $20.1m $20.1m 0.01% Added +14.6k +14,559
37 NerdWallet Wealth Partners, LLC 8.76% of their portfolio NEW YORK, NY 222,243222.2k $19.5m $19.5m 8.76% Added +20.1k +20,130
38 Revolve Wealth Partners, LLC 2.20% of their portfolio Hackensack, NJ 212,263212.3k $18.7m $18.7m 2.20% Added +3.4k +3,434
39 D.A. DAVIDSON & CO. 0.11% of their portfolio GREAT FALLS, MT 210,973211.0k $18.6m $18.6m 0.11% Added +1.7k +1,692
40 Sanctuary Advisors, LLC 0.10% of their portfolio INDIANAPOLIS, IN 202,912202.9k $17.9m $17.9m 0.10% Reduced -302.7k -302,700
41 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 199,664199.7k $17.6m $17.6m 0.07% Added +36.6k +36,645
42 Main Street Financial Solutions, LLC 1.27% of their portfolio NEWTOWN, PA 192,406192.4k $16.9m $16.9m 1.27% Added +3.8k +3,779
43 Steward Partners Investment Advisory, LLC 0.09% of their portfolio STAMFORD, CT 190,522190.5k $16.8m $16.8m 0.09% Reduced -364 -364
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 186,200186.2k $16.4m $16.4m 0.00% Reduced -143.1k -143,108
45 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 185,448185.4k $16.3m $16.3m 0.02% Added +16.1k +16,069
46 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 157,066157.1k $14.1m $14.1m 0.02% Added +11.4k +11,368
47 truNorth Financial Services, Inc. 13.26% of their portfolio Chambersburg, PA 138,796138.8k $12.2m $12.2m 13.26% First filing
48 FIRST AMERICAN TRUST, FSB 0.74% of their portfolio SANTA ANA, CA 122,084122.1k $10.8m $10.8m 0.74% Reduced -562 -562
49 United Advisor Group, LLC 1.37% of their portfolio CINCINNATI, OH 121,175121.2k $10.7m $10.7m 1.37% Added +3.9k +3,944
50 RFG Advisory, LLC 0.20% of their portfolio BIRMINGHAM, AL 120,056120.1k $10.6m $10.6m 0.20% Added +14.7k +14,686
51 Strategic Family Wealth Counselors, L.L.C. 2.38% of their portfolio FAIRFIELD, NJ 119,283119.3k $10.6m $10.6m 2.38% Added +5.9k +5,913
52 BLAIR WILLIAM & CO/IL 0.03% of their portfolio CHICAGO, IL 118,203118.2k $10.4m $10.4m 0.03% Added +11.5k +11,488
53 Stratos Wealth Advisors, LLC 0.46% of their portfolio BEACHWOOD, OH 108,808108.8k $9.6m $9.6m 0.46% Added +1.6k +1,574
54 CX Institutional 0.27% of their portfolio AUBURN, IN 103,879103.9k $9.2m $9.2m 0.27% Added +1.3k +1,260
55 TopTier Wealth Management, LLC 5.97% of their portfolio MUSKEGO, WI 99,74899.7k $8.8m $8.8m 5.97% First filing
56 Key Financial Inc 1.52% of their portfolio WEST CHESTER, PA 94,62994.6k $8.3m $8.3m 1.52% Reduced -4.0k -3,982
57 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 92,42892.4k $8.1m $8.1m 0.06% Added +9.2k +9,221
58 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 92,22192.2k $8.1m $8.1m 0.01% Added +1.6k +1,592
59 MOLLER WEALTH PARTNERS 1.64% of their portfolio NORTHFIELD, IL 88,89588.9k $7.8m $7.8m 1.64% Reduced -204 -204
60 ASPIRIANT, LLC 0.22% of their portfolio San Francisco, CA 88,88988.9k $7.8m $7.8m 0.22% Reduced -1.3k -1,268
61 Advisors Capital Management, LLC 0.09% of their portfolio RIDGEWOOD, NJ 84,57084.6k $7.4m $7.4m 0.09% Added +60.5k +60,474
62 Redhawk Wealth Advisors, Inc. 0.77% of their portfolio MINNEAPOLIS, MN 77,94777.9k $6.9m $6.9m 0.77% Added +2.2k +2,206
63 One Wealth Map LLC 3.52% of their portfolio LAS VEGAS, NV 75,52375.5k $6.9m $6.9m 3.52% Added +3.4k +3,428
64 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 69,72369.7k $6.1m $6.1m 0.01% Reduced -917 -917
65 Concurrent Investment Advisors, LLC 0.07% of their portfolio Tampa, FL 69,42469.4k $6.1m $6.1m 0.07% Added +12.5k +12,458
66 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 67,14767.1k $5.9m $5.9m 0.00% Added +56.7k +56,744
67 TOBIAS FINANCIAL ADVISORS, INC. 0.83% of their portfolio Plantation, FL 66,88566.9k $5.9m $5.9m 0.83% Added +8 +8
68 Advisors Preferred, LLC 0.96% of their portfolio ROCKVILLE, MD 66,50266.5k $5.9m $5.9m 0.96% Added +39.0k +39,006
69 KESTRA PRIVATE WEALTH SERVICES, LLC 0.07% of their portfolio AUSTIN, TX 65,70365.7k $5.8m $5.8m 0.07% Added +844 +844
70 BROWN BROTHERS HARRIMAN & CO 0.03% of their portfolio NEW YORK, NY 64,85964.9k $5.7m $5.7m 0.03% Added +13.4k +13,419
71 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 64,33964.3k $5.7m $5.7m 0.01% Added +5.5k +5,486
72 LAKE STREET PRIVATE WEALTH, LLC 0.68% of their portfolio CHICAGO, IL 63,32363.3k $5.6m $5.6m 0.68% Added +817 +817
73 1900 WEALTH MANAGEMENT LLC 0.35% of their portfolio SAN ANTONIO, TX 62,51662.5k $5.5m $5.5m 0.35% Added +15 +15
74 Graves Light Lenhart Wealth, Inc. 0.58% of their portfolio HARRISONBURG, VA 61,93361.9k $5.5m $5.5m 0.58% Reduced -678 -678
75 Koshinski Asset Management, Inc. 0.34% of their portfolio DECATUR, IL 59,53359.5k $5.2m $5.2m 0.34% Added +1.7k +1,730
76 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 58,61958.6k $5.2m $5.2m 0.01% Reduced -963 -963
77 Geneos Wealth Management Inc. 0.12% of their portfolio ENGLEWOOD, CO 57,68457.7k $5.1m $5.1m 0.12% Added +495 +495
78 Gladstone Institutional Advisory LLC 0.19% of their portfolio Bedminster, NJ 55,97456.0k $4.9m $4.9m 0.19% Added +2.0k +2,017
79 Sigma Planning Corp 0.13% of their portfolio ANN ARBOR, MI 54,95655.0k $4.8m $4.8m 0.13% Added +119 +119
80 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.53% of their portfolio ST. LOUIS, MO 54,65354.7k $4.8m $4.8m 0.53% Added +51.9k +51,868
81 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 54,17654.2k $4.8m $4.8m 0.02% First filing
82 COMERICA BANK 0.02% of their portfolio DALLAS, TX 53,16753.2k $4.7m $4.7m 0.02% Reduced -2.6k -2,595
83 Clearwater Capital Advisors, LLC 0.39% of their portfolio HOFFMAN ESTATES, IL 52,70652.7k $4.6m $4.6m 0.39% Reduced -702 -702
84 KINGSWOOD WEALTH ADVISORS, LLC 0.22% of their portfolio SAN DIEGO, CA 50,93250.9k $4.5m $4.5m 0.22% Reduced -566 -566
85 Circle Wealth Management, LLC 0.07% of their portfolio SUMMIT, NJ 49,37649.4k $4.3m $4.3m 0.07% Unchanged
86 Etesian Wealth Advisors, Inc. 1.34% of their portfolio West Linn, OR 48,62248.6k $4.3m $4.3m 1.34% Added +7.1k +7,113
87 IFG Advisory, LLC 0.18% of their portfolio ATLANTA, GA 47,10847.1k $4.1m $4.1m 0.18% Reduced -277 -277
88 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 47,05347.1k $4.1m $4.1m 0.01% Added +1.0k +1,008
89 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 46,57446.6k $4.1m $4.1m 0.00% Added +38.9k +38,945
90 Nadler Financial Group, Inc. 0.38% of their portfolio DEERFIELD, IL 46,47346.5k $4.1m $4.1m 0.38% Added +153 +153
91 Linscomb Wealth, Inc. 0.17% of their portfolio Houston, TX 46,30146.3k $4.1m $4.1m 0.17% Reduced -658 -658
92 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 45,92745.9k $4.0m $4.0m 0.02% Added +14 +14
93 MidAtlantic Capital Management, Inc. 2.52% of their portfolio RICHMOND, VA 44,68944.7k $3.9m $3.9m 2.52% Added +1.3k +1,332
94 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 44,07444.1k $3.9m $3.9m 0.01% Reduced -797 -797
95 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 42,63442.6k $3.8m $3.8m 0.01% Added +12.8k +12,792
96 Wealthspire Advisors, LLC 0.03% of their portfolio NEW YORK, NY 41,17341.2k $3.6m $3.6m 0.03% Added +5.9k +5,880
97 Avant Capital LLC 2.41% of their portfolio LAFAYETTE, LA 39,86139.9k $3.5m $3.5m 2.41% Added +2.7k +2,693
98 True Link Financial Advisors, LLC 0.21% of their portfolio SAN FRANCISCO, CA 38,62338.6k $3.4m $3.4m 0.21% Reduced -5.0k -5,000
99 Meridian Financial Partners LLC 1.33% of their portfolio WARRENTON, VA 37,31437.3k $3.4m $3.4m 1.33% Unchanged
100 Caliber Wealth Management, LLC / KS 0.35% of their portfolio Overland Park, KS 36,96837.0k $3.3m $3.3m 0.35% Reduced -46.1k -46,100