Wisdomtree US Largecap DividDLNETF
13F holders, Q1 2024 (March 31)370holders
2famous investors
$72.12avg. 13F price*
At the end of Q1 2024, 370 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings. The largest holders were PNC Financial Services Group, Inc. ($288.2M), LPL Financial LLC ($207.1M) and Morgan Stanley ($199.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US Largecap Divid
- CUSIP
- 97717W307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $29.5M |
| Exits | 20 | $38.3M |
Ownership 370 holders
| PNC Financial Services Group, Inc. | 0.20% | Reduce -1.4% | 3,991,588 | $288.2M |
| LPL Financial LLC | 0.11% | Reduce -12.3% | 2,869,386 | $207.1M |
| Morgan Stanley | 0.02% | Reduce -0.3% | 2,760,161 | $199.3M |
| Focus Partners Wealth | 1.28% | Add +15235.0% | 2,191,223 | $158.2M |
| Ameriprise Financial Inc. | 0.03% | Add +8.7% | 1,547,018 | $111.7M |
| Bank of America Corp. | 0.01% | Add +0.2% | 1,528,449 | $110.3M |
| Creative Planning | 0.12% | Reduce -1.5% | 1,460,800 | $105.5M |
| UBS Group AG | 0.03% | Reduce -4.8% | 1,265,120 | $91.3M |
| Evercore Wealth Management, LLC | 1.27% | Add +4.5% | 1,121,943 | $81.0M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -2.0% | 794,885 | $57.4M |
| Great Valley Advisor Group, Inc. | 1.59% | Reduce -0.4% | 724,511 | $52.3M |
| Wilbanks Smith & Thomas Asset Management LLC | 1.38% | Add +1.2% | 681,367 | $49.2M |
| Waterway Wealth Management, LLC | 20.96% | Reduce -9.4% | 660,505 | $47.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.1% | 608,011 | $43.9M |
| Royal Bank of Canada | 0.01% | Add +1.7% | 565,093 | $40.8M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +2.8% | 530,411 | $38.3M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +0.7% | 490,261 | $35.4M |
| Cetera Investment Advisers | 0.08% | Add +1198.7% | 468,989 | $33.9M |
| Stratos Wealth Partners, LTD. | 0.56% | Reduce -3.8% | 464,491 | $33.5M |
| Wells Fargo & Company | 0.01% | Reduce -1.6% | 433,461 | $31.3M |
| IAG Wealth Partners, LLC | 6.04% | Add +1.7% | 389,773 | $28.1M |
| Rockefeller Capital Management L.P. | 0.07% | Add +3.5% | 347,586 | $25.1M |
| LRI Investments, LLC | 6.19% | — | 339,383 | $24.5M |
| Baird Financial Group, Inc. | 0.05% | Add +3.1% | 333,999 | $24.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 329,710 | $23.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.8% | 286,335 | $20.7M |
| MAI Capital Management | 0.20% | Add +3927.2% | 267,086 | $19.3M |
| Fox Financial, Inc | 16.42% | Reduce -0.6% | 251,065 | $18.1M |
| Bristlecone Advisors, LLC | 1.42% | Add +7.4% | 224,351 | $16.2M |
| Revolve Wealth Partners, LLC | 2.69% | Reduce -0.4% | 218,300 | $15.8M |
| Private Advisor Group, LLC | 0.11% | Reduce -10.0% | 208,725 | $15.1M |
| Advisors Preferred, LLC | 2.45% | Add +232.8% | 202,974 | $14.6M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +0.0% | 194,773 | $14.1M |
| Raymond James & Associates | 0.01% | Reduce -35.5% | 191,214 | $13.8M |
| Bank Hapoalim BM | 1.84% | New | 189,000 | $13.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -6.8% | 184,022 | $13.3M |
| FIDELIS iM, LLC | 6.23% | Add +1.3% | 171,898 | $12.4M |
| HighTower Advisors, LLC | 0.02% | Add +0.6% | 163,204 | $11.8M |
| Main Street Financial Solutions, LLC | 1.15% | Reduce -17.6% | 148,593 | $10.7M |
| Almanack Investment Partners, LLC. | 1.75% | Add +28.4% | 142,113 | $10.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.8% | 138,074 | $10.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.8% | 136,921 | $9.9M |
| Lake Street Private Wealth, LLC | 1.36% | Reduce -27.1% | 136,224 | $9.8M |
| Graves Light Lenhart Wealth, Inc. | 1.11% | Reduce -4.5% | 132,998 | $9.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +1.3% | 106,229 | $7.7M |
| CX Institutional | 0.36% | Add +30.8% | 102,500 | $7.4M |
| Stratos Wealth Advisors, LLC | 0.44% | Add +2.5% | 102,435 | $7.4M |
| Fairway Wealth LLC | 4.97% | Reduce -1.0% | 101,633 | $7.3M |
| Moller Wealth Partners | 1.91% | Reduce -3.8% | 97,532 | $7.0M |
| Stifel Financial Corp. | 0.01% | Reduce -2.7% | 93,348 | $6.7M |
| Tobias Financial Advisors, Inc. | 1.47% | Reduce -4.5% | 89,851 | $6.5M |
| Strategic Family Wealth Counselors, L.L.C. | 2.56% | Add +3.0% | 89,734 | $6.5M |
| RFG Advisory, LLC | 0.22% | Add +593.6% | 87,728 | $6.3M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +2.9% | 87,453 | $6.3M |
| Key Financial Inc | 1.61% | Add +1.8% | 87,446 | $6.3M |
| D.A. Davidson & Co. | 0.05% | Reduce -0.8% | 75,719 | $5.5M |
| Clearwater Capital Advisors, LLC | 0.58% | Reduce -3.3% | 75,646 | $5.5M |
| Captrust Financial Advisors | 0.02% | Reduce -5.9% | 73,900 | $5.3M |
| 1900 Wealth Management LLC | 0.49% | Reduce -1.8% | 73,746 | $5.3M |
| Koshinski Asset Management, Inc. | 0.54% | Reduce -35.8% | 73,063 | $5.3M |
| Sarasin & Partners LLP | 0.05% | Reduce -2.1% | 70,442 | $5.1M |
| Assetmark, Inc. | 0.02% | Add +17.0% | 69,853 | $5.0M |
| Truist Financial Corp. | 0.01% | Add +0.6% | 69,180 | $5.0M |
| United Advisor Group, LLC | 1.83% | New | 67,423 | $4.9M |
| Equitable Holdings, Inc. | 0.05% | Reduce -0.4% | 66,895 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +8.2% | 65,424 | $4.7M |
| One Wealth Map LLC | 2.99% | Reduce -10.6% | 65,166 | $4.5M |
| CW Advisors, LLC | 0.07% | Reduce -5.7% | 59,851 | $4.3M |
| Comerica Bank | 0.02% | Add +1.2% | 59,371 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.7% | 55,586 | $4.0M |
| IFG Advisory, LLC | 0.29% | Reduce -66.6% | 54,121 | $3.9M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -1.5% | 52,097 | $3.8M |
| Circle Wealth Management, LLC | 0.09% | No change | 51,237 | $3.7M |
| Sigma Planning Corp | 0.11% | Add +182.1% | 49,810 | $3.6M |
| Linscomb Wealth, Inc. | 0.18% | Reduce -7.6% | 48,616 | $3.5M |
| Lido Advisors, LLC | 0.03% | Reduce -0.8% | 47,861 | $3.5M |
| Resurgent Financial Advisors LLC | 1.84% | Add +100.0% | 47,456 | $3.4M |
| Cresset Asset Management, LLC | 0.02% | Add +4.5% | 47,228 | $3.4M |
| Kingswood Wealth Advisors, LLC | 0.38% | Reduce -8.4% | 45,516 | $3.3M |
| Thrive Capital Management, LLC | 1.75% | New | 66,357 | $3.3M |
| Aspiriant, LLC | 0.13% | Reduce -0.6% | 44,753 | $3.2M |
| Nadler Financial Group, Inc. | 0.40% | Reduce -2.1% | 44,710 | $3.2M |
| True Wealth Design, LLC | 0.80% | Reduce -1.4% | 44,681 | $3.2M |
| Allen Capital Group, LLC | 0.44% | Reduce -0.8% | 42,064 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +16.3% | 41,547 | $3.0M |
| Mission Wealth Management, LP | 0.08% | Reduce -1.7% | 39,722 | $2.9M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +8.2% | 38,608 | $2.8M |
| Rockport Wealth LLC | 1.83% | — | 38,081 | $2.7M |
| Berger Financial Group, Inc | 0.22% | Add +1.6% | 37,152 | $2.7M |
| Foguth Wealth Management, LLC. | 1.43% | — | 37,065 | $2.7M |
| Signal Advisors Wealth, LLC | 0.66% | Reduce -9.6% | 37,065 | $2.7M |
| Renaissance Technologies | 0.00% | Add +80.5% | 37,000 | $2.7M |
| Meridian Financial Partners LLC | 3.36% | Reduce -5.4% | 38,023 | $2.6M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -10.6% | 34,813 | $2.5M |
| Cerity Partners LLC | 0.01% | Reduce -4.1% | 34,153 | $2.5M |
| International Assets Investment Management, LLC | 0.25% | Add +1.6% | 33,705 | $2.4M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -18.8% | 33,059 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.27% | Reduce -1.2% | 31,590 | $2.3M |
| CRA Financial Services, LLC | 0.48% | Add +0.1% | 30,763 | $2.2M |
| Keybank National Association | 0.01% | Reduce -10.1% | 29,375 | $2.1M |
| Amplius Wealth Advisors, LLC | 0.23% | Reduce -0.6% | 28,284 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +0.1% | 25,849 | $1.9M |
| Rollins Financial Advisors, LLC | 0.35% | Add +3.0% | 25,638 | $1.9M |
| FMR LLC | 0.00% | Add +28.3% | 25,112 | $1.8M |
| Mather Group, Llc. | 0.03% | Reduce -25.1% | 27,080 | $1.8M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -4.9% | 25,207 | $1.8M |
| Heritage Wealth Management, Inc./Texas | 1.11% | Add +1.9% | 23,635 | $1.7M |
| Beacon Financial Group | 0.19% | Reduce -1.4% | 23,287 | $1.7M |
| Team Financial Group, LLC | 1.12% | Add +6.9% | 23,139 | $1.7M |
| Culbertson A N & Co. Inc. | 0.29% | No change | 22,960 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.0% | 22,180 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -2.3% | 21,864 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -0.6% | 21,825 | $1.6M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -2.9% | 20,268 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.23% | No change | 19,652 | $1.4M |
| WealthBridge Capital Management, LLC | 0.47% | Add +0.3% | 19,421 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Add +0.4% | 19,068 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -0.0% | 18,263 | $1.3M |
| Private Trust Co. NA | 0.14% | Reduce -5.2% | 17,472 | $1.3M |
| Alta Wealth Advisors LLC | 0.64% | No change | 17,420 | $1.3M |
| HB Wealth Management, LLC | 0.02% | No change | 17,352 | $1.3M |
| Founders Financial Alliance, LLC | 0.37% | Add +126.5% | 17,081 | $1.2M |
| Cascade Financial Partners, LLC | 0.18% | — | 17,577 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +55.7% | 16,776 | $1.2M |
| Valeo Financial Advisors, LLC | 0.04% | No change | 16,699 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -10.5% | 15,889 | $1.1M |
| St. Clair Advisors, LLC | 0.37% | Reduce -0.5% | 15,839 | $1.1M |
| US Bancorp \de | 0.00% | Add +7.0% | 15,814 | $1.1M |
| Parallel Advisors, LLC | 0.03% | Reduce -13.1% | 15,748 | $1.1M |
| Tranquility Partners, LLC | 0.44% | Add +0.3% | 15,641 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.99% | Add +55.1% | 15,592 | $1.1M |
| Flynn Zito Capital Management, LLC | 0.57% | Add +76.7% | 15,212 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -1.9% | 15,080 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +0.4% | 14,686 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 14,404 | $1.0M |
| GYL Financial Synergies, LLC | 0.08% | No change | 14,269 | $1.0M |
| High Net Worth Advisory Group LLC | 0.32% | Reduce -2.7% | 14,180 | $1.0M |
| Vestor Capital, LLC | 0.08% | Reduce -0.6% | 13,527 | $977K |
| Citadel Advisors | 0.00% | Reduce -69.7% | 13,004 | $939K |
| Arrowroot Family Office, LLC | 0.59% | Reduce -13.8% | 12,814 | $925K |
| Rodgers Brothers Inc. | 0.13% | New | 12,733 | $919K |
| CoreCap Advisors, LLC | 0.05% | Add +12.5% | 12,286 | $887K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +13.2% | 12,138 | $876K |
| ShoreHaven Wealth Partners, LLC | 0.48% | Reduce -6.5% | 12,124 | $875K |
| FSA Advisors, Inc. | 0.93% | New | 12,083 | $872K |
| Collaborative Wealth Managment Inc. | 0.41% | Reduce -11.5% | 11,266 | $813K |
| Wedbush Securities Inc. | 0.03% | No change | 11,092 | $801K |
| Lake Street Advisors Group, LLC | 0.04% | Add +0.0% | 11,018 | $795K |
| GM Advisory Group, LLC | 0.05% | Add +4.4% | 10,809 | $780K |
| Cora Capital Advisors LLC | 0.41% | No change | 10,694 | $772K |
| Hilltop Partners LLC | 0.28% | No change | 10,686 | $771K |
| NFSG Corp | 0.33% | Reduce -1.7% | 10,619 | $767K |
| Blair William & Co. | 0.00% | Add +6.2% | 10,586 | $764K |
| Noesis Capital Mangement Corp. | 0.16% | No change | 10,000 | $722K |
| Coulter & Justus Financial Services, LLC | 0.16% | New | 10,000 | $722K |
| PFG Investments, LLC | 0.04% | Add +0.4% | 9,992 | $721K |
| 626 Financial, LLC | 0.43% | Add +0.2% | 9,858 | $712K |
| Adamsbrown Wealth Consultants LLC | 0.28% | Add +0.1% | 9,511 | $687K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -4.5% | 9,403 | $679K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 9,218 | $665K |
| Bantamac Capital, LLC | 0.37% | No change | 9,000 | $650K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 8,850 | $639K |
| IHT Wealth Management, LLC | 0.03% | Reduce -9.1% | 8,673 | $626K |
| Capital Advisors Wealth Management, LLC | 0.13% | Add +0.3% | 8,507 | $614K |
| NewEdge Wealth, LLC | 0.01% | Add +0.8% | 8,777 | $608K |
| Frazier Financial Advisors, LLC | 0.50% | Add +0.0% | 8,398 | $606K |
| M&T Bank Corp | 0.00% | Reduce -0.4% | 8,367 | $604K |
| Well Done, LLC | 0.12% | No change | 8,364 | $604K |
| Choreo, LLC | 0.02% | Reduce -39.2% | 8,341 | $602K |
| Element Wealth, LLC | 0.35% | Add +0.3% | 8,326 | $601K |
| Moloney Securities Asset Management, LLC | 0.09% | Reduce -3.2% | 8,319 | $601K |
| HBK Sorce Advisory LLC | 0.02% | No change | 8,212 | $593K |
| Benedict Financial Advisors Inc. | 0.15% | No change | 8,181 | $591K |
| Procyon Advisors, LLC | 0.05% | Reduce -81.4% | 8,172 | $590K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +0.7% | 8,465 | $586K |
| First Heartland Consultants, Inc. | 0.06% | No change | 8,090 | $584K |
| Walden Wealth Partners LLC | 0.34% | Reduce -0.1% | 8,250 | $582K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -3.0% | 9,236 | $568K |
| Haverford Trust Co | 0.01% | No change | 7,802 | $563K |
| Staley Capital Advisers Inc. | 0.03% | Reduce -4.2% | 7,735 | $558K |
| Kaydan Wealth Management, Inc. | 0.19% | Reduce -0.3% | 7,726 | $558K |
| Financial Advocates Investment Management | 0.03% | Add +5.6% | 7,620 | $550K |
| Western Wealth Management, LLC | 0.04% | Add +8.1% | 7,548 | $545K |
| Cozad Asset Management Inc. | 0.06% | Reduce -0.1% | 7,509 | $542K |
| Merit Financial Group, LLC | 0.01% | Reduce -52.0% | 7,736 | $540K |
| Family Asset Management, LLC | 0.33% | No change | 7,326 | $529K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +7.5% | 7,269 | $525K |
| Grandview Asset Management LLC | 0.24% | Add +0.8% | 7,203 | $520K |
| Corient Private Wealth LP | 0.00% | Add +8.5% | 7,081 | $511K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -23.5% | 6,929 | $500K |
| Manhattan West Asset Management, LLC | 0.12% | No change | 6,718 | $485K |
| Prudential Financial Inc. | 0.00% | Reduce -31.4% | 6,655 | $480K |
| ARK & TLK Investments, LLC | 0.19% | Reduce -4.3% | 6,613 | $477K |
| Fiduciary Group, LLC | 0.05% | No change | 6,606 | $477K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,580 | $475K |
| Reynders McVeigh Capital Management, LLC | 0.03% | No change | 6,500 | $470K |
| Redmont Wealth Advisors LLC | 0.65% | No change | 6,461 | $466K |
| Bank of New York Mellon Corp | 0.00% | Reduce -96.3% | 6,427 | $464K |
| Modera Wealth Management, LLC | 0.01% | No change | 6,337 | $457K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 6,306 | $455K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -13.1% | 6,230 | $450K |
| Powers Advisory Group, LLC | 0.26% | Add +0.4% | 6,198 | $447K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,183 | $446K |
| Associated Banc-Corp | 0.01% | Reduce -0.1% | 6,106 | $441K |
| Global Retirement Partners, LLC | 0.02% | Reduce -14.0% | 6,009 | $434K |
| Absolute Capital Management, LLC | 0.28% | New | 6,003 | $433K |
| Berkshire Money Management, Inc. | 0.05% | New | 6,000 | $433K |
| Willow Creek Wealth Management Inc. | 0.05% | Reduce -2.4% | 5,963 | $430K |
| Kovack Advisors, Inc. | 0.05% | Reduce -7.5% | 5,905 | $426K |
| SignalPoint Asset Management, LLC | 0.12% | Reduce -0.7% | 5,892 | $425K |
| LS Investment Advisors, LLC | 0.07% | No change | 5,800 | $419K |
| Eagle Strategies LLC | 0.09% | New | 5,689 | $411K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | No change | 5,664 | $409K |
| Hazlett, Burt & Watson, Inc. | 0.24% | Reduce -3.6% | 5,559 | $402K |
| Summit Trail Advisors, LLC | 0.01% | No change | 5,500 | $397K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,471 | $395K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | No change | 5,458 | $394K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 5,446 | $393K |
| Spinnaker Trust | 0.03% | No change | 5,365 | $387K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 5,358 | $387K |
| Flow Traders U.S. LLC | 0.02% | Reduce -79.9% | 5,289 | $382K |
| Garrett Wealth Advisory Group, LLC | 0.15% | Reduce -2.7% | 5,149 | $372K |
| Principal Securities, Inc. | 0.01% | Reduce -2.3% | 5,140 | $371K |
| First Trust Direct Indexing L.P. | 0.03% | New | 5,105 | $369K |
| Nicolet Bankshares Inc. | 0.08% | No change | 5,084 | $367K |
| Mutual Advisors, LLC | 0.01% | Reduce -8.7% | 5,073 | $366K |
| Brighton Jones LLC | 0.01% | Reduce -4.9% | 5,057 | $365K |
| FineMark National Bank & Trust | 0.01% | No change | 4,990 | $360K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -37.4% | 4,946 | $357K |
| Raymond James Trust N.A. | 0.01% | Reduce -11.6% | 4,886 | $353K |
| Salomon & Ludwin, LLC | 0.03% | No change | 4,870 | $352K |
| Synovus Financial Corp. | 0.00% | Reduce -0.5% | 4,819 | $348K |
| Wedmont Private Capital | 0.03% | No change | 4,886 | $348K |
| Courier Capital LLC | 0.03% | No change | 4,780 | $345K |
| Robinson Smith Wealth Advisors LLC | 0.33% | No change | 4,763 | $344K |
| Marion Wealth Management | 0.10% | No change | 4,711 | $340K |
| Choate Investment Advisors | 0.01% | No change | 4,710 | $340K |
| Rathbones Group PLC | 0.00% | No change | 4,700 | $339K |
| OneAscent Financial Services LLC | 0.04% | No change | 4,696 | $339K |
| Rockland Trust Co. | 0.02% | No change | 4,680 | $338K |
| Peninsula Wealth, LLC | 0.07% | No change | 4,662 | $337K |
| Northwest Financial Advisors | 0.37% | Add +0.3% | 4,647 | $335K |
| St. Louis Trust Co | 0.05% | No change | 4,720 | $327K |
| Brown Advisory Inc. | 0.00% | Reduce -16.5% | 4,524 | $327K |
| Glen Eagle Advisors, LLC | 0.06% | Add +0.0% | 4,512 | $326K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,671 | $324K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 4,455 | $322K |
| Stonebrook Private Inc. | 0.09% | Reduce -5.7% | 4,352 | $314K |
| Financial Counselors Inc. | 0.01% | No change | 4,302 | $311K |
| NewEdge Advisors, LLC | 0.00% | Add +6.3% | 4,250 | $307K |
| Ethos Financial Group, LLC | 0.06% | Reduce -73.1% | 4,228 | $305K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -9.4% | 4,223 | $305K |
| Certuity, LLC | 0.03% | No change | 4,214 | $304K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -0.7% | 4,148 | $299K |
| AE Wealth Management LLC | 0.00% | Reduce -96.0% | 4,078 | $294K |
| Kelman-Lazarov, Inc. | 0.06% | Reduce -34.0% | 4,076 | $294K |
| Lutz Financial Services LLC | 0.03% | No change | 4,046 | $292K |
| Intrua Financial, LLC | 0.04% | Add +0.3% | 3,988 | $288K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +0.0% | 3,931 | $284K |
| Independent Financial Group, LLC | 0.01% | Add +9.8% | 3,922 | $283K |
| Precedent Wealth Partners, LLC | 0.12% | No change | 3,881 | $280K |
| Smith, Moore & Co. | 0.03% | No change | 3,869 | $279K |
| Daymark Wealth Partners, LLC | 0.01% | Add +24.7% | 3,820 | $276K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 3,820 | $276K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,750 | $271K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -33.9% | 3,737 | $270K |
| Wealthquest Corp | 0.03% | No change | 3,700 | $267K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 3,681 | $266K |
| Seven Springs Wealth Group, LLC | 0.10% | No change | 3,600 | $260K |
| Sheets Smith Wealth Management | 0.03% | Add +0.1% | 3,553 | $256K |
| Prospera Financial Services Inc | 0.01% | No change | 3,506 | $253K |
| Moors & Cabot, Inc. | 0.01% | New | 3,421 | $247K |
| Private Ocean, LLC | 0.03% | No change | 3,420 | $247K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 3,394 | $245K |
| Mgo One Seven LLC | 0.01% | Add +0.3% | 3,385 | $244K |
| Vicus Capital | 0.02% | Reduce -12.5% | 3,385 | $244K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -8.7% | 3,308 | $239K |
| Weaver Consulting Group | 0.09% | No change | 3,302 | $238K |
| Etfidea, LLC | 0.08% | Reduce -2.9% | 3,264 | $236K |
| Lincoln National Corp. | 0.00% | Add +0.2% | 3,217 | $232K |
| Level Four Advisory Services, LLC | 0.01% | No change | 3,487 | $231K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 3,200 | $231K |
| Capital Analysts, LLC | 0.01% | Add +0.4% | 3,166 | $229K |
| Ancora Advisors LLC | 0.01% | No change | 3,159 | $228K |
| MTM Investment Management, LLC | 0.09% | No change | 3,122 | $225K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +1.9% | 3,115 | $225K |
| Marino, Stram & Associates LLC | 0.05% | No change | 3,076 | $222K |
| Kuhn & Co Investment Counsel | 0.21% | Reduce -27.3% | 3,070 | $222K |
| Fusion Capital, LLC | 0.10% | No change | 3,062 | $221K |
| Old National Bancorp | 0.01% | Reduce -0.8% | 3,016 | $218K |
| MCF Advisors LLC | 0.02% | No change | 3,000 | $217K |
| Empowered Funds, LLC | 0.00% | New | 2,980 | $215K |
| Valmark Advisers, Inc. | 0.00% | New | 2,972 | $215K |
| Harbour Investments, Inc. | 0.01% | No change | 2,943 | $212K |
| Performance Wealth Partners, LLC | 0.01% | New | 2,940 | $212K |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.9% | 2,921 | $211K |
| FinTrust Capital Advisors, LLC | 0.04% | No change | 2,900 | $209K |
| Csenge Advisory Group | 0.01% | New | 2,880 | $208K |
| Tiemann Investment Advisors, LLC | 0.09% | New | 2,824 | $204K |
| Ledyard National Bank | 0.02% | New | 2,818 | $203K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 2,788 | $201K |
| Dixon Fnancial Services, Inc. | 0.11% | New | 2,787 | $201K |
| Carnegie Investment Counsel | 0.01% | New | 2,786 | $201K |
| Garde Capital, Inc. | 0.01% | No change | 2,700 | $194K |
| Lanark Financial, Inc. | 0.02% | Add +0.9% | 2,609 | $188K |
| Bank of Montreal | 0.00% | Reduce -23.8% | 2,483 | $179K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,480 | $179K |
| Spire Wealth Management | 0.00% | No change | 2,168 | $157K |
| Cwm, LLC | 0.00% | Add +34.6% | 2,052 | $148K |
| Roble, Belko & Company, Inc | 0.02% | No change | 2,000 | $144K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,901 | $136K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +76.9% | 1,762 | $127K |
| Franklin Resources Inc. | 0.00% | No change | 1,686 | $122K |
| Pension & Wealth Management Advisors, Inc. | 0.07% | No change | 1,550 | $112K |
| Clearstead Advisors, LLC | 0.01% | Add +283.6% | 1,565 | $112K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,525 | $110K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,465 | $105K |
| CVA Family Office, LLC | 0.02% | No change | 1,426 | $103K |
| Signaturefd, LLC | 0.00% | No change | 1,406 | $102K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 1,376 | $99K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -1.6% | 1,374 | $99K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1116.1% | 1,362 | $98K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,224 | $88K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,204 | $87K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,200 | $87K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.1% | 1,192 | $86K |
| PSI Advisors, LLC | 0.03% | Reduce -3.0% | 1,166 | $84K |
| Optimum Investment Advisors | 0.04% | No change | 1,130 | $82K |
| Aspire Private Capital, LLC | 0.02% | No change | 1,080 | $78K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,061 | $77K |
| IFP Advisors, Inc | 0.00% | No change | 1,002 | $72K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -27.0% | 900 | $65K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | No change | 880 | $64K |
| Bank of New Hampshire | 0.02% | No change | 810 | $58K |
| ICA Group Wealth Management, LLC | 0.01% | Add +29.8% | 806 | $58K |
| Pacifica Partners Inc. | 0.02% | No change | 784 | $56K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 748 | $54K |
| Cambridge Trust Co. | 0.00% | No change | 599 | $43K |
| Clear Point Advisors Inc. | 0.03% | No change | 586 | $42K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 636 | $42K |
| Tsfg, LLC | 0.01% | Reduce -8.0% | 572 | $41K |
| JNBA Financial Advisors | 0.00% | Add +15.7% | 560 | $40K |
| Fortis Group Advisors, LLC | 0.01% | Reduce -50.0% | 500 | $36K |
| GAMMA Investing LLC | 0.01% | No change | 472 | $34K |
| Creative Financial Designs Inc. | 0.00% | No change | 472 | $34K |
| Fifth Third Bancorp | 0.00% | Add +80.8% | 470 | $34K |
| Valley National Advisers Inc. | 0.00% | No change | 410 | $29K |
| Nvwm, LLC | 0.01% | Reduce -50.3% | 385 | $28K |
| BNP Paribas Financial Markets | 0.00% | New | 348 | $25K |
| National Bank of Canada | 0.00% | Reduce -37.3% | 336 | $24K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 320 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 300 | $22K |
| Toth Financial Advisory Corp. | 0.00% | No change | 268 | $19K |
| Trust Co. of Vermont | 0.00% | New | 246 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +11.3% | 236 | $17K |
| Realta Investment Advisors | 0.00% | New | 214 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 190 | $14K |
| SJS Investment Consulting Inc. | 0.00% | No change | 182 | $13K |
| Syntrinsic LLC | 0.00% | No change | 171 | $12K |
| Colonial Trust Co / SC | 0.00% | No change | 164 | $12K |
| Legend Financial Advisors, Inc. | 0.01% | Add +197.6% | 125 | $9K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 120 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 106 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 100 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 82 | $6K |
| American Capital Advisory, LLC | 0.00% | No change | 86 | $5K |
| Riverview Trust Co | 0.00% | New | 44 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 16 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $867 |
| Bogart Wealth, LLC | 0.00% | No change | 5 | $361 |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.