Vault-13

WISDOMTREE TR DLN

US LARGECAP DIVD · ETP · CUSIP 97717W307

477 institutional holders +9 vs Q1 2026
43,733,96743.7m shares reported held*
$4.2bnreported value*
28 new 155 added 133 reduced 17 sold out net bought ≈ $92.3m (+939.1k 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 ($991.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $96.32. Options: 1 managers hold calls ($534.3k notional), 0 hold puts (—).

Trends to Q2 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: 468Q2 26: 477477Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026477

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 188 bought or addedQ1 26: 161 cut or sold outQ2 26: 183 bought or addedQ2 26: 150 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024145123
Q4 2024163117
Q1 2025155152
Q2 2025166141
Q3 2025181146
Q4 2025191136
Q1 2026188161
Q2 2026183150

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 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 0.00Q2 26 calls: $534.3kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$439.0k$00.00
Q4 2025$55.7k$00.00
Q1 2026$1.1m$00.00
Q2 2026$534.3k$00.00

Biggest buyers

AMERIPRISE FINANCIAL INC Added +520,096+520.1k
LPL Financial LLC Added +219,333+219.3k
GREAT VALLEY ADVISOR GROUP, INC. Added +130,444+130.4k
Cetera Investment Advisers Added +87,643+87.6k
MORGAN STANLEY Added +68,074+68.1k
ENVESTNET ASSET MANAGEMENT INC Added +49,357+49.4k
Private Advisor Group, LLC Added +46,665+46.7k
RAYMOND JAMES FINANCIAL INC Added +45,856+45.9k
MOSAIC FAMILY WEALTH PARTNERS, LLC Added +43,605+43.6k
IFG Advisory, LLC New +43,412+43.4k

Biggest sellers

PNC Financial Services Group, Inc. Reduced -183,063-183.1k
BANK OF AMERICA CORP /DE/ Reduced -176,372-176.4k
Advisors Preferred, LLC Reduced -63,968-64.0k
Clearstead Advisors, LLC Reduced -33,669-33.7k
MAI Capital Management Reduced -30,996-31.0k
Creative Planning Reduced -28,648-28.6k
Kestra Advisory Services, LLC Reduced -28,033-28.0k
Lido Advisors, LLC Reduced -26,043-26.0k
Stratos Wealth Partners, LTD. Reduced -21,080-21.1k
GOLDMAN SACHS GROUP INC Reduced -19,787-19.8k

Biggest calls

SIMPLEX TRADING, LLC Reduced $534.3k7.6k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 4,105,9974.1m $395.5m $395.5m 0.09% Added +219.3k +219,333
2 PNC Financial Services Group, Inc. 0.17% of their portfolio Pittsburgh, PA 3,485,2353.5m $335.7m $335.7m 0.17% Reduced -183.1k -183,063
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,938,2512.9m $283.0m $283.0m 0.01% Added +68.1k +68,074
4 Focus Partners Wealth 0.26% of their portfolio ST LOUIS, MO 2,612,7552.6m $251.7m $251.7m 0.26% Added +24.5k +24,520
5 AMERIPRISE FINANCIAL INC 0.05% of their portfolio MINNEAPOLIS, MN 2,439,8302.4m $235.0m $235.0m 0.05% Added +520.1k +520,096
6 GREAT VALLEY ADVISOR GROUP, INC. 2.25% of their portfolio WILMINGTON, DE 1,476,7211.5m $142.2m $142.2m 2.25% Added +130.4k +130,444
7 Creative Planning 0.08% of their portfolio OVERLAND PARK, KS 1,339,0921.3m $129.0m $129.0m 0.08% Reduced -28.6k -28,648
8 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,315,3871.3m $126.7m $126.7m 0.02% Reduced -502 -502
9 Trilogy Capital Inc. 4.49% of their portfolio IRVINE, CA 1,196,6461.2m $115.3m $115.3m 4.49% Added +31.6k +31,586
10 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 1,094,6401.1m $105.4m $105.4m 0.10% Added +87.6k +87,643
11 Evercore Wealth Management, LLC 1.41% of their portfolio New York, NY 1,035,4641.0m $99.7m $99.7m 1.41% Reduced -11.0k -10,966
12 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,034,9351.0m $99.7m $99.7m 0.01% Reduced -176.4k -176,372
13 Clearstead Advisors, LLC 0.86% of their portfolio CLEVELAND, OH 942,613942.6k $90.8m $90.8m 0.86% Reduced -33.7k -33,669
14 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 805,255805.3k $77.6m $77.6m 0.01% Added +794 +794
15 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 784,125784.1k $75.5m $75.5m 0.02% Added +49.4k +49,357
16 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 735,996736.0k $70.9m $70.9m 0.08% Reduced -17.6k -17,585
17 Waterway Wealth Management, LLC 11.59% of their portfolio THE WOODLANDS, TX 655,697655.7k $56.8m $56.8m 11.59% Reduced -19.6k -19,645
18 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 640,994641.0k $61.7m $61.7m 0.02% Added +45.9k +45,856
19 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 591,837591.8k $57.0m $57.0m 0.07% Reduced -3.5k -3,492
20 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 517,478517.5k $49.8m $49.8m 0.06% Added +5.6k +5,599
21 CLG LLC 9.74% of their portfolio Long Beach, CA 460,674460.7k $44.4m $44.4m 9.74% Added +29.7k +29,706
22 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 460,179460.2k $44.3m $44.3m 0.01% Reduced -6.3k -6,344
23 IAG Wealth Partners, LLC 3.84% of their portfolio WAUKESHA, WI 402,998403.0k $38.8m $38.8m 3.84% Added +3.8k +3,814
24 Lee, Kelleher & Klein Wealth Management 19.21% of their portfolio ELLICOTT CITY, MD 381,301381.3k $36.7m $36.7m 19.21% Reduced -2.9k -2,892
25 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 352,850352.9k $34.0m $34.0m 0.05% Reduced -7.5k -7,460
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 340,936340.9k $32.8m $32.8m 0.00% Reduced -19.8k -19,787
27 Private Advisor Group, LLC 0.15% of their portfolio MORRISTOWN, NJ 332,651332.7k $32.0m $32.0m 0.15% Added +46.7k +46,665
28 LRI Investments, LLC 2.56% of their portfolio PALM BEACH GARDENS, FL 330,573330.6k $31.8m $31.8m 2.56% Reduced -2.3k -2,263
29 Fox Financial, Inc 20.92% of their portfolio WYOMISSING, PA 311,911311.9k $30.0m $30.0m 20.92% Reduced -1.5k -1,518
30 Stratos Wealth Partners, LTD. 0.30% of their portfolio BEACHWOOD, OH 308,583308.6k $29.7m $29.7m 0.30% Reduced -21.1k -21,080
31 Baird Financial Group, Inc. 0.04% of their portfolio MILWAUKEE, WI 285,646285.6k $27.5m $27.5m 0.04% Added +9.4k +9,390
32 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 273,554273.6k $26.3m $26.3m 0.01% Added +29.7k +29,699
33 NerdWallet Wealth Partners, LLC 8.76% of their portfolio NEW YORK, NY 263,948263.9k $25.4m $25.4m 8.76% Added +28.9k +28,902
34 Fairway Wealth LLC 5.78% of their portfolio INDEPENDENCE, OH 262,387262.4k $25.3m $25.3m 5.78% Reduced -473 -473
35 FIDELIS iM, LLC 8.62% of their portfolio MEDFORD, OR 262,348262.3k $25.3m $25.3m 8.62% Reduced -3.4k -3,442
36 Odyssey Group, LLC 6.46% of their portfolio LANCASTER, PA 247,638247.6k $23.9m $23.9m 6.46% First filing
37 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 228,915228.9k $22.0m $22.0m 0.03% Reduced -10.0k -10,010
38 MAI Capital Management 0.08% of their portfolio INDEPENDENCE, OH 227,252227.3k $21.9m $21.9m 0.08% Reduced -31.0k -30,996
39 Sanctuary Advisors, LLC 0.10% of their portfolio INDIANAPOLIS, IN 214,976215.0k $20.7m $20.7m 0.10% Added +5.2k +5,212
40 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 214,927214.9k $20.7m $20.7m 0.07% Reduced -28.0k -28,033
41 D.A. DAVIDSON & CO. 0.11% of their portfolio GREAT FALLS, MT 209,571209.6k $20.2m $20.2m 0.11% Reduced -3.8k -3,759
42 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 201,344201.3k $19.4m $19.4m 0.02% Added +6.9k +6,868
43 Revolve Wealth Partners, LLC 1.99% of their portfolio Hackensack, NJ 198,080198.1k $19.1m $19.1m 1.99% Added +792 +792
44 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 193,388193.4k $18.6m $18.6m 0.10% Added +2.2k +2,180
45 Main Street Financial Solutions, LLC 1.19% of their portfolio NEWTOWN, PA 192,864192.9k $18.6m $18.6m 1.19% Added +2.7k +2,698
46 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 177,046177.0k $17.1m $17.1m 0.00% Reduced -10.4k -10,366
47 truNorth Financial Services, Inc. 12.96% of their portfolio Chambersburg, PA 150,248150.2k $14.5m $14.5m 12.96% Added +5.9k +5,876
48 BLAIR WILLIAM & CO/IL 0.03% of their portfolio CHICAGO, IL 135,878135.9k $13.1m $13.1m 0.03% Added +4.6k +4,611
49 ASPIRIANT, LLC 0.30% of their portfolio San Francisco, CA 126,165126.2k $12.2m $12.2m 0.30% Added +32.5k +32,450
50 United Advisor Group, LLC 1.28% of their portfolio CINCINNATI, OH 124,840124.8k $12.0m $12.0m 1.28% Added +2.8k +2,811
51 Strategic Family Wealth Counselors, L.L.C. 2.76% of their portfolio FAIRFIELD, NJ 123,010123.0k $11.8m $11.8m 2.76% Added +3.3k +3,275
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 118,930118.9k $11.7m $11.7m 0.02% Added +2.2k +2,201
53 Concurrent Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 117,671117.7k $11.3m $11.3m 0.10% Added +6.7k +6,721
54 Arkadios Wealth Advisors 0.17% of their portfolio ATLANTA, GA 114,201114.2k $11.0m $11.0m 0.17% Reduced -11.9k -11,890
55 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.72% of their portfolio ST. LOUIS, MO 110,430110.4k $10.6m $10.6m 0.72% Added +43.6k +43,605
56 TopTier Wealth Management, LLC 6.40% of their portfolio MUSKEGO, WI 109,947109.9k $10.6m $10.6m 6.40% Added +4.2k +4,210
57 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 108,318108.3k $10.4m $10.4m 0.06% Added +2.2k +2,250
58 Stratos Wealth Advisors, LLC 0.57% of their portfolio BEACHWOOD, OH 107,012107.0k $10.3m $10.3m 0.57% Reduced -1.2k -1,230
59 CX Institutional 0.29% of their portfolio AUBURN, IN 105,870105.9k $10.2m $10.2m 0.29% Added +2.7k +2,728
60 Key Financial Inc 1.51% of their portfolio WEST CHESTER, PA 96,01596.0k $9.2m $9.2m 1.51% Added +478 +478
61 MOLLER WEALTH PARTNERS 1.60% of their portfolio NORTHFIELD, IL 91,79391.8k $8.8m $8.8m 1.60% Reduced -261 -261
62 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 89,14989.1k $8.6m $8.6m 0.01% Reduced -1.9k -1,923
63 One Wealth Map LLC 3.50% of their portfolio LAS VEGAS, NV 76,72576.7k $7.5m $7.5m 3.50% Added +2.8k +2,795
64 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 71,02971.0k $6.8m $6.8m 0.01% Added +3.0k +2,965
65 FIRST AMERICAN TRUST, FSB 0.40% of their portfolio SANTA ANA, CA 69,53269.5k $6.7m $6.7m 0.40% Reduced -2.7k -2,651
66 Centennial Wealth Advisory LLC 1.42% of their portfolio Traverse City, MI 68,41968.4k $6.6m $6.6m 1.42% Added +6.1k +6,145
67 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 67,93167.9k $6.5m $6.5m 0.01% Added +3.7k +3,715
68 KESTRA PRIVATE WEALTH SERVICES, LLC 0.07% of their portfolio AUSTIN, TX 65,32565.3k $6.3m $6.3m 0.07% Reduced -877 -877
69 BROWN BROTHERS HARRIMAN & CO 0.03% of their portfolio NEW YORK, NY 64,57864.6k $6.2m $6.2m 0.03% Unchanged
70 Graves Light Lenhart Wealth, Inc. 0.56% of their portfolio HARRISONBURG, VA 62,70962.7k $6.0m $6.0m 0.56% Added +1.2k +1,196
71 1900 WEALTH MANAGEMENT LLC 0.34% of their portfolio SAN ANTONIO, TX 62,54162.5k $6.0m $6.0m 0.34% Added +13 +13
72 TOBIAS FINANCIAL ADVISORS, INC. 0.76% of their portfolio Plantation, FL 61,73561.7k $5.9m $5.9m 0.76% Added +321 +321
73 Koshinski Asset Management, Inc. 0.30% of their portfolio DECATUR, IL 59,01759.0k $5.7m $5.7m 0.30% Reduced -769 -769
74 Advisors Preferred, LLC 0.88% of their portfolio ROCKVILLE, MD 58,38158.4k $5.7m $5.7m 0.88% Reduced -64.0k -63,968
75 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 58,30658.3k $5.6m $5.6m 0.01% Added +30.5k +30,549
76 Gladstone Institutional Advisory LLC 0.18% of their portfolio Bedminster, NJ 58,29858.3k $5.6m $5.6m 0.18% Reduced -493 -493
77 Geneos Wealth Management Inc. 0.11% of their portfolio ENGLEWOOD, CO 57,76057.8k $5.6m $5.6m 0.11% Reduced -960 -960
78 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 56,89356.9k $5.5m $5.5m 0.01% Reduced -458 -458
79 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 56,32656.3k $5.4m $5.4m 0.02% Added +2.6k +2,556
80 Sigma Planning Corp 0.13% of their portfolio ANN ARBOR, MI 54,26454.3k $5.2m $5.2m 0.13% Reduced -39 -39
81 FIFTH THIRD BANCORP 0.01% of their portfolio CINCINNATI, OH 52,71452.7k $5.1m $5.1m 0.01% Reduced -412 -412
82 Etesian Wealth Advisors, Inc. 1.49% of their portfolio West Linn, OR 52,17952.2k $5.0m $5.0m 1.49% Reduced -4.2k -4,237
83 FLAGSHIP WEALTH ADVISORS, LLC 1.12% of their portfolio WAKEFIELD, MA 51,82251.8k $5.0m $5.0m 1.12% Added +37.3k +37,288
84 Clearwater Capital Advisors, LLC 0.36% of their portfolio HOFFMAN ESTATES, IL 51,65551.7k $5.0m $5.0m 0.36% Reduced -819 -819
85 KINGSWOOD WEALTH ADVISORS, LLC 0.20% of their portfolio SAN DIEGO, CA 51,46351.5k $5.0m $5.0m 0.20% Added +913 +913
86 Stenger Family Office, LLC 0.77% of their portfolio Naperville, IL 50,01050.0k $4.8m $4.8m 0.77% Reduced -559 -559
87 Circle Wealth Management, LLC 0.06% of their portfolio SUMMIT, NJ 49,37649.4k $4.8m $4.8m 0.06% Unchanged
88 MidAtlantic Capital Management, Inc. 2.87% of their portfolio RICHMOND, VA 47,96948.0k $4.6m $4.6m 2.87% Added +1.3k +1,343
89 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 46,20446.2k $4.5m $4.5m 0.01% Reduced -304 -304
90 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 45,50745.5k $4.4m $4.4m 0.02% Reduced -622 -622
91 IFG Advisory, LLC 0.15% of their portfolio ATLANTA, GA 43,41243.4k $4.2m $4.2m 0.15% New
92 Nadler Financial Group, Inc. 0.35% of their portfolio DEERFIELD, IL 43,28143.3k $4.2m $4.2m 0.35% Reduced -151 -151
93 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 43,00343.0k $4.1m $4.1m 0.01% Added +5.0k +4,984
94 Linscomb Wealth, Inc. 0.18% of their portfolio Houston, TX 42,20542.2k $4.1m $4.1m 0.18% Reduced -103 -103
95 FMR LLC 0.00% of their portfolio BOSTON, MA 41,89941.9k $4.0m $4.0m 0.00% Added +4.2k +4,186
96 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 41,46641.5k $4.0m $4.0m 0.01% Reduced -1.6k -1,562
97 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 41,29441.3k $4.0m $4.0m 0.02% Added +3.0k +3,042
98 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 41,13741.1k $4.0m $4.0m 0.02% Reduced -22 -22
99 Avant Capital LLC 2.32% of their portfolio LAFAYETTE, LA 38,50238.5k $3.7m $3.7m 2.32% Added +736 +736
100 True Link Financial Advisors, LLC 0.21% of their portfolio SAN FRANCISCO, CA 38,12338.1k $3.7m $3.7m 0.21% Reduced -500 -500