Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

468 institutional holders +9 vs Q4 2025
42,566,51342.6m shares reported held*
$3.8bnreported value*
34 new 154 added 136 reduced 25 sold out net bought ≈ $8.6m (+108.0k 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 ($939.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $89.16. Options: 1 managers hold calls ($1.1m notional), 0 hold puts (—).

Trends to Q1 2026

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: 459Q1 26: 468468Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026468

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 191 bought or addedQ4 25: 136 cut or sold outQ1 26: 188 bought or addedQ1 26: 161 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024130133
Q3 2024145123
Q4 2024163117
Q1 2025155152
Q2 2025166141
Q3 2025181146
Q4 2025191136
Q1 2026188161

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ2 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 0.00Q1 26 calls: $1.1mQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$130.0k$00.00
Q3 2025$439.0k$00.00
Q4 2025$55.7k$00.00
Q1 2026$1.1m$00.00

Biggest buyers

LPL Financial LLC Added +311,322+311.3k
AMERIPRISE FINANCIAL INC Added +143,330+143.3k
Arkadios Wealth Advisors Added +107,173+107.2k
WELLS FARGO & COMPANY/MN Added +105,640+105.6k
BANK OF AMERICA CORP /DE/ Added +69,044+69.0k
GREAT VALLEY ADVISOR GROUP, INC. Added +56,529+56.5k
Cetera Investment Advisers Added +55,867+55.9k
Advisors Preferred, LLC Added +55,847+55.8k
FIFTH THIRD BANCORP New +53,126+53.1k
Stenger Family Office, LLC New +50,569+50.6k

Biggest sellers

Corient Private Wealth LP Reduced -244,709-244.7k
PNC Financial Services Group, Inc. Reduced -182,989-183.0k
RFG Advisory, LLC Reduced -111,789-111.8k
Advisors Capital Management, LLC Reduced -82,146-82.1k
Redhawk Wealth Advisors, Inc. Sold out -77,947-77.9k
Clearstead Advisors, LLC Reduced -76,126-76.1k
Baird Financial Group, Inc. Reduced -73,550-73.5k
LAKE STREET PRIVATE WEALTH, LLC Reduced -60,067-60.1k
Bank of New York Mellon Corp Reduced -57,096-57.1k
FIRST AMERICAN TRUST, FSB Reduced -49,901-49.9k

Biggest calls

SIMPLEX TRADING, LLC Added $1.1m9.7k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 3,886,6643.9m $347.2m $347.2m 0.09% Added +311.3k +311,322
2 PNC Financial Services Group, Inc. 0.19% of their portfolio Pittsburgh, PA 3,668,2983.7m $327.7m $327.7m 0.19% Reduced -183.0k -182,989
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,870,1772.9m $256.4m $256.4m 0.02% Added +8.9k +8,925
4 Focus Partners Wealth 0.26% of their portfolio ST LOUIS, MO 2,588,2352.6m $231.2m $231.2m 0.26% Added +9.1k +9,077
5 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 1,919,7341.9m $171.5m $171.5m 0.04% Added +143.3k +143,330
6 Creative Planning 0.08% of their portfolio OVERLAND PARK, KS 1,367,7401.4m $122.2m $122.2m 0.08% Reduced -18.2k -18,204
7 GREAT VALLEY ADVISOR GROUP, INC. 2.19% of their portfolio WILMINGTON, DE 1,346,2771.3m $120.3m $120.3m 2.19% Added +56.5k +56,529
8 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,315,8891.3m $117.5m $117.5m 0.02% Reduced -43.6k -43,554
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,211,3071.2m $108.2m $108.2m 0.01% Added +69.0k +69,044
10 Trilogy Capital Inc. 4.64% of their portfolio IRVINE, CA 1,165,0601.2m $104.1m $104.1m 4.64% Added +47.3k +47,317
11 Evercore Wealth Management, LLC 1.47% of their portfolio New York, NY 1,046,4301.0m $93.5m $93.5m 1.47% Added +12.6k +12,571
12 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 1,006,9971.0m $90.0m $90.0m 0.10% Added +55.9k +55,867
13 Clearstead Advisors, LLC 0.80% of their portfolio CLEVELAND, OH 976,282976.3k $87.2m $87.2m 0.80% Reduced -76.1k -76,126
14 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 804,461804.5k $71.9m $71.9m 0.01% Added +105.6k +105,640
15 Cambridge Investment Research Advisors, Inc. 0.17% of their portfolio FAIRFIELD, IA 753,581753.6k $67.3m $67.3m 0.17% Added +31.5k +31,501
16 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 734,768734.8k $65.6m $65.6m 0.02% Reduced -14.8k -14,765
17 Waterway Wealth Management, LLC 11.70% of their portfolio THE WOODLANDS, TX 675,342675.3k $52.9m $52.9m 11.70% Reduced -25.0k -25,039
18 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 595,329595.3k $53.2m $53.2m 0.07% Added +1.9k +1,911
19 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 595,138595.1k $53.2m $53.2m 0.02% Reduced -3.2k -3,248
20 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 511,879511.9k $45.7m $45.7m 0.07% Added +7.4k +7,440
21 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 466,523466.5k $41.7m $41.7m 0.01% Reduced -45.1k -45,100
22 CLG LLC 9.56% of their portfolio Long Beach, CA 430,968431.0k $38.5m $38.5m 9.56% Reduced -2.6k -2,617
23 IAG Wealth Partners, LLC 3.98% of their portfolio WAUKESHA, WI 399,184399.2k $35.7m $35.7m 3.98% Added +8.6k +8,623
24 Lee, Kelleher & Klein Wealth Management 20.42% of their portfolio ELLICOTT CITY, MD 384,193384.2k $34.3m $34.3m 20.42% Added +12.3k +12,290
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 360,723360.7k $32.2m $32.2m 0.00% Added +36.1k +36,147
26 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 360,310360.3k $32.2m $32.2m 0.06% Reduced -9.6k -9,555
27 LRI Investments, LLC 2.63% of their portfolio PALM BEACH GARDENS, FL 332,836332.8k $29.7m $29.7m 2.63% Reduced -1.2k -1,200
28 Stratos Wealth Partners, LTD. 0.33% of their portfolio BEACHWOOD, OH 329,663329.7k $29.4m $29.4m 0.33% Reduced -37.9k -37,906
29 Fox Financial, Inc 22.85% of their portfolio WYOMISSING, PA 313,429313.4k $28.0m $28.0m 22.85% Added +2.0k +2,045
30 Private Advisor Group, LLC 0.12% of their portfolio MORRISTOWN, NJ 285,986286.0k $25.5m $25.5m 0.12% Added +24.7k +24,674
31 Baird Financial Group, Inc. 0.04% of their portfolio MILWAUKEE, WI 276,256276.3k $24.7m $24.7m 0.04% Reduced -73.5k -73,550
32 FIDELIS iM, LLC 8.99% of their portfolio MEDFORD, OR 265,790265.8k $23.7m $23.7m 8.99% Reduced -1.9k -1,932
33 Fairway Wealth LLC 6.20% of their portfolio INDEPENDENCE, OH 262,860262.9k $23.5m $23.5m 6.20% Reduced -16.1k -16,091
34 MAI Capital Management 0.13% of their portfolio INDEPENDENCE, OH 258,248258.2k $23.1m $23.1m 0.13% Added +9.0k +8,972
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 243,855243.9k $21.8m $21.8m 0.01% Added +15.8k +15,772
36 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 242,960243.0k $21.7m $21.7m 0.08% Added +43.3k +43,296
37 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 238,925238.9k $21.3m $21.3m 0.03% Reduced -244.7k -244,709
38 NerdWallet Wealth Partners, LLC 9.16% of their portfolio NEW YORK, NY 235,046235.0k $21.0m $21.0m 9.16% Added +12.8k +12,803
39 D.A. DAVIDSON & CO. 0.12% of their portfolio GREAT FALLS, MT 213,330213.3k $19.1m $19.1m 0.12% Added +2.4k +2,357
40 Sanctuary Advisors, LLC 0.10% of their portfolio INDIANAPOLIS, IN 209,764209.8k $18.7m $18.7m 0.10% Added +6.9k +6,852
41 Revolve Wealth Partners, LLC 2.29% of their portfolio Hackensack, NJ 197,288197.3k $17.6m $17.6m 2.29% Reduced -15.0k -14,975
42 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 194,476194.5k $17.4m $17.4m 0.02% Added +9.0k +9,028
43 Steward Partners Investment Advisory, LLC 0.09% of their portfolio STAMFORD, CT 191,208191.2k $17.1m $17.1m 0.09% Added +686 +686
44 Main Street Financial Solutions, LLC 1.24% of their portfolio NEWTOWN, PA 190,166190.2k $17.0m $17.0m 1.24% Reduced -2.2k -2,240
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 187,412187.4k $16.4m $16.4m 0.00% Added +1.2k +1,212
46 truNorth Financial Services, Inc. 13.34% of their portfolio Chambersburg, PA 144,372144.4k $12.9m $12.9m 13.34% Added +5.6k +5,576
47 BLAIR WILLIAM & CO/IL 0.03% of their portfolio CHICAGO, IL 131,267131.3k $11.7m $11.7m 0.03% Added +13.1k +13,064
48 Arkadios Wealth Advisors 0.19% of their portfolio ATLANTA, GA 126,091126.1k $11.3m $11.3m 0.19% Added +107.2k +107,173
49 Advisors Preferred, LLC 1.61% of their portfolio ROCKVILLE, MD 122,349122.3k $10.9m $10.9m 1.61% Added +55.8k +55,847
50 United Advisor Group, LLC 1.35% of their portfolio CINCINNATI, OH 122,029122.0k $10.9m $10.9m 1.35% Added +854 +854
51 Strategic Family Wealth Counselors, L.L.C. 2.81% of their portfolio FAIRFIELD, NJ 119,735119.7k $10.7m $10.7m 2.81% Added +452 +452
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 116,729116.7k $10.5m $10.5m 0.02% Reduced -40.3k -40,337
53 Concurrent Investment Advisors, LLC 0.11% of their portfolio Tampa, FL 110,950111.0k $9.9m $9.9m 0.11% Added +41.5k +41,526
54 Stratos Wealth Advisors, LLC 0.59% of their portfolio BEACHWOOD, OH 108,242108.2k $9.7m $9.7m 0.59% Reduced -566 -566
55 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 106,068106.1k $9.3m $9.3m 0.06% Added +13.6k +13,640
56 TopTier Wealth Management, LLC 5.81% of their portfolio MUSKEGO, WI 105,737105.7k $9.4m $9.4m 5.81% Added +6.0k +5,989
57 CX Institutional 0.28% of their portfolio AUBURN, IN 103,142103.1k $9.2m $9.2m 0.28% Reduced -737 -737
58 Key Financial Inc 1.52% of their portfolio WEST CHESTER, PA 95,53795.5k $8.5m $8.5m 1.52% Added +908 +908
59 ASPIRIANT, LLC 0.24% of their portfolio San Francisco, CA 93,71593.7k $8.4m $8.4m 0.24% Added +4.8k +4,826
60 MOLLER WEALTH PARTNERS 1.62% of their portfolio NORTHFIELD, IL 92,05492.1k $8.2m $8.2m 1.62% Added +3.2k +3,159
61 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 91,07291.1k $8.1m $8.1m 0.01% Reduced -1.1k -1,149
62 One Wealth Map LLC 3.39% of their portfolio LAS VEGAS, NV 73,93073.9k $7.0m $7.0m 3.39% Reduced -1.6k -1,593
63 FIRST AMERICAN TRUST, FSB 0.43% of their portfolio SANTA ANA, CA 72,18372.2k $6.4m $6.4m 0.43% Reduced -49.9k -49,901
64 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 68,06468.1k $6.1m $6.1m 0.01% Reduced -1.7k -1,659
65 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.61% of their portfolio ST. LOUIS, MO 66,82566.8k $6.0m $6.0m 0.61% Added +12.2k +12,172
66 KESTRA PRIVATE WEALTH SERVICES, LLC 0.07% of their portfolio AUSTIN, TX 66,20266.2k $5.9m $5.9m 0.07% Added +499 +499
67 BROWN BROTHERS HARRIMAN & CO 0.03% of their portfolio NEW YORK, NY 64,57864.6k $5.8m $5.8m 0.03% Reduced -281 -281
68 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 64,21664.2k $5.7m $5.7m 0.01% Reduced -123 -123
69 1900 WEALTH MANAGEMENT LLC 0.36% of their portfolio SAN ANTONIO, TX 62,52862.5k $5.6m $5.6m 0.36% Added +12 +12
70 Centennial Wealth Advisory LLC 1.35% of their portfolio Traverse City, MI 62,27462.3k $5.6m $5.6m 1.35% Added +33.8k +33,797
71 Graves Light Lenhart Wealth, Inc. 0.57% of their portfolio HARRISONBURG, VA 61,51361.5k $5.5m $5.5m 0.57% Reduced -420 -420
72 TOBIAS FINANCIAL ADVISORS, INC. 0.76% of their portfolio Plantation, FL 61,41461.4k $5.5m $5.5m 0.76% Reduced -5.5k -5,471
73 Koshinski Asset Management, Inc. 0.33% of their portfolio DECATUR, IL 59,78659.8k $5.3m $5.3m 0.33% Added +253 +253
74 Gladstone Institutional Advisory LLC 0.19% of their portfolio Bedminster, NJ 58,79158.8k $5.3m $5.3m 0.19% Added +2.8k +2,817
75 Geneos Wealth Management Inc. 0.12% of their portfolio ENGLEWOOD, CO 58,72058.7k $5.2m $5.2m 0.12% Added +1.0k +1,036
76 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 57,35157.4k $5.1m $5.1m 0.01% Reduced -1.3k -1,268
77 Etesian Wealth Advisors, Inc. 1.61% of their portfolio West Linn, OR 56,41656.4k $5.0m $5.0m 1.61% Added +7.8k +7,794
78 Sigma Planning Corp 0.13% of their portfolio ANN ARBOR, MI 54,30354.3k $4.9m $4.9m 0.13% Reduced -653 -653
79 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 53,77053.8k $4.8m $4.8m 0.02% Reduced -406 -406
80 FIFTH THIRD BANCORP 0.01% of their portfolio CINCINNATI, OH 53,12653.1k $4.7m $4.7m 0.01% New
81 Clearwater Capital Advisors, LLC 0.38% of their portfolio HOFFMAN ESTATES, IL 52,47452.5k $4.7m $4.7m 0.38% Reduced -232 -232
82 Stenger Family Office, LLC 0.80% of their portfolio Naperville, IL 50,56950.6k $4.5m $4.5m 0.80% New
83 KINGSWOOD WEALTH ADVISORS, LLC 0.21% of their portfolio SAN DIEGO, CA 50,55050.5k $4.5m $4.5m 0.21% Reduced -382 -382
84 Circle Wealth Management, LLC 0.06% of their portfolio SUMMIT, NJ 49,37649.4k $4.4m $4.4m 0.06% Unchanged
85 MidAtlantic Capital Management, Inc. 2.87% of their portfolio RICHMOND, VA 46,62646.6k $4.2m $4.2m 2.87% Added +1.9k +1,937
86 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 46,50846.5k $4.2m $4.2m 0.01% Reduced -545 -545
87 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 46,12946.1k $4.1m $4.1m 0.02% Added +202 +202
88 Nadler Financial Group, Inc. 0.37% of their portfolio DEERFIELD, IL 43,43243.4k $3.9m $3.9m 0.37% Reduced -3.0k -3,041
89 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 43,02843.0k $3.8m $3.8m 0.01% Reduced -1.0k -1,046
90 Linscomb Wealth, Inc. 0.17% of their portfolio Houston, TX 42,30842.3k $3.8m $3.8m 0.17% Reduced -4.0k -3,993
91 Wealthspire Advisors, LLC 0.03% of their portfolio NEW YORK, NY 41,15941.2k $3.7m $3.7m 0.03% Reduced -14 -14
92 True Link Financial Advisors, LLC 0.21% of their portfolio SAN FRANCISCO, CA 38,62338.6k $3.5m $3.5m 0.21% Unchanged
93 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 38,25238.3k $3.4m $3.4m 0.02% Added +9.9k +9,930
94 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 38,01938.0k $3.4m $3.4m 0.01% Reduced -4.6k -4,615
95 Avant Capital LLC 2.37% of their portfolio LAFAYETTE, LA 37,76637.8k $3.4m $3.4m 2.37% Reduced -2.1k -2,095
96 FMR LLC 0.00% of their portfolio BOSTON, MA 37,71337.7k $3.4m $3.4m 0.00% Added +1.2k +1,214
97 Meridian Financial Partners LLC 1.27% of their portfolio WARRENTON, VA 37,21337.2k $3.3m $3.3m 1.27% Reduced -101 -101
98 MATHER GROUP, LLC. 0.03% of their portfolio CHICAGO, IL 32,07532.1k $2.9m $2.9m 0.03% Unchanged
99 COLDSTREAM CAPITAL MANAGEMENT INC 0.03% of their portfolio BELLEVUE, WA 31,35931.4k $2.8m $2.8m 0.03% Added +1.4k +1,356
100 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 31,34531.3k $2.8m $2.8m 0.01% Unchanged