Wisdomtree US Largecap DividDLNETF
13F holders, Q2 2024 (June 30)365holders −5
17new positions
22sold out
2famous investors
$72.73avg. 13F price*
At the end of Q2 2024, 365 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, down 5 from Q1 2024. 17 opened new positions and 22 sold out. The largest holders were PNC Financial Services Group, Inc. ($286.7M), LPL Financial LLC ($212.6M) and Morgan Stanley ($203.9M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $18.2M |
| Exits | 22 | $13.9M |
All 13F filers, Q1 2024 → Q2 2024: 1,787,756 shares bought and 1,467,768 shares sold, net +319,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 365 holders
| PNC Financial Services Group, Inc. | 0.19% | Reduce -1.3% | 3,941,083 | $286.7M |
| LPL Financial LLC | 0.11% | Add +1.8% | 2,922,155 | $212.6M |
| Morgan Stanley | 0.02% | Add +1.5% | 2,802,074 | $203.9M |
| Focus Partners Wealth | 0.54% | Add +0.5% | 2,200,986 | $160.1M |
| Creative Planning | 0.11% | Reduce -2.2% | 1,428,816 | $103.9M |
| Bank of America Corp. | 0.01% | Reduce -8.3% | 1,401,273 | $101.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -16.4% | 1,293,610 | $94.1M |
| UBS Group AG | 0.03% | Reduce -1.0% | 1,252,010 | $91.1M |
| Evercore Wealth Management, LLC | 1.29% | Add +0.7% | 1,130,141 | $82.2M |
| Great Valley Advisor Group, Inc. | 1.60% | Add +8.6% | 786,526 | $57.2M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -1.8% | 780,688 | $56.8M |
| Clearstead Advisors, LLC | 0.86% | Add +43968.9% | 689,678 | $50.2M |
| Wells Fargo & Company | 0.01% | Add +38.6% | 600,851 | $43.7M |
| Royal Bank of Canada | 0.01% | Add +3.7% | 585,821 | $42.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.7% | 579,517 | $42.2M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +8.3% | 574,411 | $41.8M |
| Waterway Wealth Management, LLC | 18.40% | Reduce -21.9% | 515,563 | $37.5M |
| Cetera Investment Advisers | 0.09% | Add +8.4% | 508,475 | $37.0M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +0.3% | 491,813 | $35.8M |
| Stratos Wealth Partners, LTD. | 0.51% | Reduce -6.4% | 434,670 | $31.6M |
| IAG Wealth Partners, LLC | 5.99% | Add +5.0% | 409,415 | $29.8M |
| Rockefeller Capital Management L.P. | 0.08% | Add +9.2% | 379,651 | $27.6M |
| Baird Financial Group, Inc. | 0.05% | Add +3.2% | 344,667 | $25.1M |
| LRI Investments, LLC | 2.81% | Reduce -0.1% | 338,973 | $24.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.9% | 275,072 | $20.0M |
| MAI Capital Management | 0.19% | Reduce -0.2% | 266,669 | $19.4M |
| Fox Financial, Inc | 17.03% | Add +1.1% | 253,851 | $18.5M |
| Bristlecone Advisors, LLC | 1.38% | Reduce -0.9% | 222,333 | $16.2M |
| Revolve Wealth Partners, LLC | 2.61% | Reduce -0.3% | 217,668 | $15.8M |
| Private Advisor Group, LLC | 0.10% | Add +0.4% | 209,477 | $15.2M |
| Steward Partners Investment Advisory, LLC | 0.15% | Reduce -0.3% | 194,115 | $14.1M |
| Raymond James & Associates | 0.01% | Add +1.4% | 193,825 | $14.1M |
| Advisors Preferred, LLC | 2.29% | Reduce -10.4% | 181,820 | $13.2M |
| FIDELIS iM, LLC | 6.21% | Add +1.2% | 173,997 | $12.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.7% | 160,385 | $11.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -51.7% | 159,353 | $11.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -14.2% | 157,937 | $11.5M |
| Sanctuary Advisors, LLC | 0.08% | — | 162,524 | $11.3M |
| Main Street Financial Solutions, LLC | 1.07% | Add +4.6% | 155,462 | $11.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +46.1% | 155,224 | $11.3M |
| Almanack Investment Partners, LLC. | 1.76% | Add +0.8% | 143,315 | $10.4M |
| Relative Value Partners Group, LLC | 1.34% | New | 141,082 | $10.3M |
| Lake Street Private Wealth, LLC | 1.34% | Add +3.6% | 141,082 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.8% | 138,003 | $10.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.3% | 137,617 | $10.0M |
| Graves Light Lenhart Wealth, Inc. | 1.09% | Reduce -1.3% | 131,253 | $9.5M |
| Fairway Wealth LLC | 4.85% | Add +11.3% | 113,141 | $8.2M |
| Stratos Wealth Advisors, LLC | 0.37% | Add +1.4% | 103,898 | $7.6M |
| D.A. Davidson & Co. | 0.07% | Add +34.0% | 101,448 | $7.4M |
| Key Financial Inc | 1.74% | Add +13.8% | 99,494 | $7.2M |
| CX Institutional | 0.34% | Reduce -3.3% | 99,109 | $7.2M |
| Moller Wealth Partners | 1.87% | Reduce -1.4% | 96,218 | $7.0M |
| Stifel Financial Corp. | 0.01% | Add +2.9% | 96,093 | $7.0M |
| Bank Hapoalim BM | 1.02% | Reduce -50.0% | 94,500 | $6.9M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +6.1% | 92,756 | $6.7M |
| Strategic Family Wealth Counselors, L.L.C. | 2.53% | Add +2.0% | 91,499 | $6.7M |
| RFG Advisory, LLC | 0.21% | Reduce -1.1% | 86,792 | $6.3M |
| Tobias Financial Advisors, Inc. | 1.31% | Reduce -7.1% | 83,491 | $6.1M |
| United Advisor Group, LLC | 1.78% | Add +16.7% | 78,668 | $5.7M |
| Clearwater Capital Advisors, LLC | 0.58% | Reduce -1.3% | 74,630 | $5.4M |
| Truist Financial Corp. | 0.01% | Reduce -1.1% | 68,416 | $5.0M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +4.5% | 68,375 | $5.0M |
| One Wealth Map LLC | 3.06% | Add +1.4% | 66,105 | $5.0M |
| Captrust Financial Advisors | 0.02% | Reduce -10.6% | 66,104 | $4.8M |
| Equitable Holdings, Inc. | 0.05% | Reduce -4.5% | 63,907 | $4.6M |
| Bank of New York Mellon Corp | 0.00% | Add +880.4% | 63,013 | $4.6M |
| Koshinski Asset Management, Inc. | 0.40% | Reduce -19.2% | 59,035 | $4.3M |
| 1900 Wealth Management LLC | 0.40% | Reduce -19.7% | 59,212 | $4.3M |
| Comerica Bank | 0.02% | Reduce -0.6% | 59,036 | $4.3M |
| CW Advisors, LLC | 0.07% | Reduce -2.1% | 58,563 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.6% | 55,908 | $4.1M |
| Kingswood Wealth Advisors, LLC | 0.36% | Add +21.5% | 55,284 | $4.0M |
| Sigma Planning Corp | 0.12% | Add +7.0% | 53,278 | $3.9M |
| Sarasin & Partners LLP | 0.03% | Reduce -25.5% | 52,452 | $3.8M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -0.0% | 52,092 | $3.8M |
| Circle Wealth Management, LLC | 0.09% | No change | 51,237 | $3.7M |
| IFG Advisory, LLC | 0.23% | Reduce -7.6% | 50,017 | $3.6M |
| Assetmark, Inc. | 0.01% | Reduce -29.2% | 49,458 | $3.6M |
| Linscomb Wealth, Inc. | 0.18% | Add +0.0% | 48,628 | $3.5M |
| Nadler Financial Group, Inc. | 0.41% | Add +6.2% | 47,465 | $3.5M |
| Cresset Asset Management, LLC | 0.01% | Add +0.4% | 47,400 | $3.4M |
| Lido Advisors, LLC | 0.03% | Reduce -1.4% | 47,174 | $3.4M |
| True Wealth Design, LLC | 0.80% | Reduce -0.1% | 44,631 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +6.9% | 44,422 | $3.2M |
| Aspiriant, LLC | 0.13% | Reduce -5.4% | 42,339 | $3.1M |
| Gladstone Institutional Advisory LLC | 0.16% | Add +9.6% | 42,329 | $3.1M |
| Allen Capital Group, LLC | 0.42% | Reduce -2.6% | 40,959 | $3.0M |
| Meridian Financial Partners LLC | 1.69% | Reduce -0.4% | 37,887 | $2.8M |
| Mission Wealth Management, LP | 0.08% | Reduce -2.9% | 38,571 | $2.8M |
| Rockport Wealth LLC | 1.14% | Reduce -2.1% | 37,271 | $2.7M |
| Jane Street Group, LLC | 0.00% | New | 37,158 | $2.7M |
| Berger Financial Group, Inc | 0.20% | Reduce -5.3% | 35,170 | $2.6M |
| Cerity Partners LLC | 0.01% | Add +0.5% | 34,320 | $2.5M |
| Mather Group, Llc. | 0.03% | Add +24.7% | 33,765 | $2.4M |
| International Assets Investment Management, LLC | 0.23% | Reduce -0.8% | 33,417 | $2.4M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -3.5% | 31,901 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -13.2% | 30,220 | $2.2M |
| CRA Financial Services, LLC | 0.44% | Reduce -2.6% | 29,964 | $2.2M |
| Choreo, LLC | 0.04% | Add +253.7% | 29,499 | $2.1M |
| Keybank National Association | 0.01% | No change | 29,375 | $2.1M |
| FMR LLC | 0.00% | Add +13.4% | 28,482 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.21% | Reduce -12.7% | 27,580 | $2.0M |
| Amplius Wealth Advisors, LLC | 0.22% | Reduce -3.1% | 27,418 | $2.0M |
| Rollins Financial Advisors, LLC | 0.32% | Add +1.4% | 25,995 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -0.0% | 25,847 | $1.9M |
| Team Financial Group, LLC | 1.18% | Add +9.2% | 25,270 | $1.8M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -5.8% | 23,750 | $1.8M |
| GTS Securities LLC | 0.04% | New | 23,262 | $1.7M |
| Resurgent Financial Advisors LLC | 1.06% | Reduce -51.1% | 23,223 | $1.7M |
| Culbertson A N & Co. Inc. | 0.29% | Reduce -0.4% | 22,860 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +4.7% | 22,858 | $1.7M |
| Founders Financial Alliance, LLC | 0.48% | Add +29.9% | 22,191 | $1.6M |
| Citigroup Inc. | 0.00% | Add +0.8% | 22,048 | $1.6M |
| Beacon Financial Group | 0.17% | Reduce -10.7% | 20,787 | $1.5M |
| MidAtlantic Capital Management, Inc. | 1.22% | Add +28.0% | 19,955 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.22% | No change | 19,652 | $1.4M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -4.2% | 19,427 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Add +0.6% | 19,181 | $1.4M |
| WealthBridge Capital Management, LLC | 0.45% | Reduce -4.6% | 18,534 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -20.3% | 17,668 | $1.3M |
| Cascade Financial Partners, LLC | 0.17% | No change | 17,577 | $1.3M |
| Private Trust Co. NA | 0.14% | No change | 17,472 | $1.3M |
| Alta Wealth Advisors LLC | 0.63% | No change | 17,420 | $1.3M |
| HB Wealth Management, LLC | 0.01% | No change | 17,352 | $1.3M |
| Platform Technology Partners | 0.43% | — | 16,996 | $1.2M |
| Northern Trust Corp. | 0.00% | No change | 16,776 | $1.2M |
| Valeo Financial Advisors, LLC | 0.04% | No change | 16,699 | $1.2M |
| Flynn Zito Capital Management, LLC | 0.61% | Add +7.2% | 16,299 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +450.4% | 16,076 | $1.2M |
| Tranquility Partners, LLC | 0.45% | Add +2.1% | 15,965 | $1.2M |
| St. Clair Advisors, LLC | 0.37% | No change | 15,839 | $1.2M |
| &partners | 0.05% | New | 15,830 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -0.1% | 15,803 | $1.1M |
| Parallel Advisors, LLC | 0.03% | No change | 15,748 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +2.3% | 15,429 | $1.1M |
| GYL Financial Synergies, LLC | 0.09% | Add +7.7% | 15,361 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +0.6% | 14,768 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -20.1% | 14,585 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -8.4% | 14,552 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 14,404 | $1.0M |
| High Net Worth Advisory Group LLC | 0.31% | No change | 14,180 | $1.0M |
| Blair William & Co. | 0.00% | Add +29.8% | 13,739 | $1000K |
| Vestor Capital, LLC | 0.08% | Reduce -5.2% | 12,825 | $933K |
| Rodgers Brothers Inc. | 0.13% | No change | 12,733 | $926K |
| Renaissance Technologies | 0.00% | Reduce -66.0% | 12,600 | $917K |
| FSA Advisors, Inc. | 0.91% | Reduce -0.3% | 12,045 | $870K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -1.6% | 11,940 | $869K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +21.8% | 11,246 | $818K |
| ShoreHaven Wealth Partners, LLC | 0.43% | Reduce -8.3% | 11,120 | $809K |
| Wedbush Securities Inc. | 0.03% | No change | 11,092 | $807K |
| Global Retirement Partners, LLC | 0.03% | Add +83.5% | 11,026 | $802K |
| Lake Street Advisors Group, LLC | 0.04% | Add +0.0% | 11,020 | $802K |
| GM Advisory Group, LLC | 0.05% | Add +1.4% | 10,966 | $798K |
| CoreCap Advisors, LLC | 0.08% | Reduce -11.7% | 10,852 | $789K |
| Heritage Wealth Management, Inc./Texas | 0.49% | Reduce -54.2% | 10,828 | $788K |
| NewEdge Advisors, LLC | 0.01% | Add +152.2% | 10,719 | $780K |
| Cora Capital Advisors LLC | 0.40% | No change | 10,694 | $778K |
| Hilltop Partners LLC | 0.29% | No change | 10,686 | $777K |
| NFSG Corp | 0.28% | Reduce -1.1% | 10,501 | $764K |
| Heritage Oak Wealth Advisors LLC | 0.39% | — | 10,117 | $736K |
| PFG Investments, LLC | 0.05% | Add +0.5% | 10,037 | $730K |
| Noesis Capital Mangement Corp. | 0.16% | No change | 10,000 | $728K |
| 626 Financial, LLC | 0.42% | Add +0.3% | 9,888 | $719K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +37.2% | 9,505 | $691K |
| Collaborative Wealth Managment Inc. | 0.34% | Reduce -16.0% | 9,460 | $688K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -1.9% | 9,227 | $671K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 9,218 | $671K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +2.6% | 9,079 | $660K |
| Bantamac Capital, LLC | 0.39% | No change | 9,000 | $655K |
| Adamsbrown Wealth Consultants LLC | 0.25% | Reduce -6.6% | 8,879 | $646K |
| NewEdge Wealth, LLC | 0.01% | No change | 8,777 | $639K |
| EverSource Wealth Advisors, LLC | 0.04% | No change | 8,465 | $637K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +18.9% | 8,644 | $629K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.1% | 8,575 | $624K |
| Capital Advisors Wealth Management, LLC | 0.12% | Add +0.3% | 8,536 | $621K |
| Prudential Financial Inc. | 0.00% | Add +27.6% | 8,493 | $618K |
| Kaydan Wealth Management, Inc. | 0.22% | Add +9.6% | 8,471 | $616K |
| Cozad Asset Management Inc. | 0.06% | Add +11.5% | 8,374 | $609K |
| M&T Bank Corp | 0.00% | No change | 8,367 | $609K |
| Well Done, LLC | 0.13% | No change | 8,364 | $608K |
| Walden Wealth Partners LLC | 0.34% | Add +1.4% | 8,361 | $608K |
| Wedmont Private Capital | 0.04% | Add +67.2% | 8,167 | $608K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +506.6% | 8,262 | $601K |
| HBK Sorce Advisory LLC | 0.02% | No change | 8,212 | $597K |
| Element Wealth, LLC | 0.34% | Reduce -1.6% | 8,196 | $596K |
| Benedict Financial Advisors Inc. | 0.15% | No change | 8,181 | $595K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -2.0% | 7,930 | $577K |
| Moloney Securities Asset Management, LLC | 0.08% | Reduce -5.5% | 7,860 | $572K |
| Haverford Trust Co | 0.01% | No change | 7,802 | $568K |
| Western Wealth Management, LLC | 0.04% | Add +2.8% | 7,759 | $564K |
| Staley Capital Advisers Inc. | 0.03% | Add +0.1% | 7,739 | $563K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.8% | 7,673 | $558K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +18.1% | 7,450 | $542K |
| Corient Private Wealth LP | 0.00% | Add +2.9% | 7,287 | $530K |
| Financial Advocates Investment Management | 0.03% | Reduce -4.5% | 7,276 | $529K |
| Grandview Asset Management LLC | 0.31% | Add +0.8% | 7,260 | $528K |
| Integrated Wealth Concepts LLC | 0.01% | Add +108.2% | 6,888 | $501K |
| Family Asset Management, LLC | 0.32% | Reduce -6.1% | 6,879 | $500K |
| Fiduciary Group, LLC | 0.05% | No change | 6,606 | $481K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,580 | $479K |
| Reynders McVeigh Capital Management, LLC | 0.03% | No change | 6,500 | $473K |
| HRT Financial LP | 0.00% | New | 6,492 | $472K |
| Redmont Wealth Advisors LLC | 0.74% | No change | 6,461 | $470K |
| Modera Wealth Management, LLC | 0.01% | No change | 6,337 | $461K |
| Powers Advisory Group, LLC | 0.25% | Add +0.6% | 6,235 | $454K |
| Frazier Financial Advisors, LLC | 0.36% | Reduce -25.8% | 6,231 | $453K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 6,230 | $453K |
| ARK & TLK Investments, LLC | 0.17% | Reduce -6.1% | 6,210 | $452K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,183 | $450K |
| Associated Banc-Corp | 0.01% | No change | 6,106 | $444K |
| Kovack Advisors, Inc. | 0.05% | Add +2.5% | 6,055 | $441K |
| SignalPoint Asset Management, LLC | 0.11% | Add +0.1% | 5,900 | $429K |
| Principal Securities, Inc. | 0.01% | Add +13.5% | 5,833 | $424K |
| LS Investment Advisors, LLC | 0.07% | No change | 5,800 | $422K |
| Absolute Capital Management, LLC | 0.26% | Reduce -3.6% | 5,786 | $421K |
| Willow Creek Wealth Management Inc. | 0.05% | Reduce -4.7% | 5,683 | $413K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | No change | 5,664 | $412K |
| Hazlett, Burt & Watson, Inc. | 0.21% | Add +0.2% | 5,569 | $405K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | No change | 5,458 | $397K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 5,446 | $396K |
| Spinnaker Trust | 0.03% | No change | 5,365 | $390K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.0% | 5,359 | $390K |
| Arrowroot Family Office, LLC | 0.25% | Reduce -58.3% | 5,345 | $389K |
| Synovus Financial Corp. | 0.01% | Add +8.5% | 5,229 | $380K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 5,077 | $379K |
| Garrett Wealth Advisory Group, LLC | 0.14% | Add +0.1% | 5,154 | $375K |
| First Trust Direct Indexing L.P. | 0.02% | No change | 5,105 | $371K |
| Raymond James Trust N.A. | 0.01% | Add +4.4% | 5,102 | $371K |
| Nicolet Bankshares Inc. | 0.08% | No change | 5,084 | $370K |
| FineMark National Bank & Trust | 0.01% | No change | 4,990 | $363K |
| Buckingham Strategic Wealth, LLC | 0.00% | No change | 4,946 | $360K |
| Marion Wealth Management | 0.10% | Add +3.9% | 4,894 | $356K |
| Courier Capital LLC | 0.03% | No change | 4,780 | $348K |
| Robinson Smith Wealth Advisors LLC | 0.31% | No change | 4,763 | $347K |
| Salomon & Ludwin, LLC | 0.04% | Reduce -2.2% | 4,763 | $347K |
| St. Louis Trust Co | 0.05% | No change | 4,720 | $343K |
| Choate Investment Advisors | 0.01% | No change | 4,710 | $343K |
| OneAscent Financial Services LLC | 0.05% | No change | 4,696 | $342K |
| Rathbones Group PLC | 0.00% | No change | 4,700 | $342K |
| Brown Advisory Inc. | 0.00% | Add +3.3% | 4,674 | $340K |
| Northwest Financial Advisors | 0.34% | Add +0.4% | 4,664 | $339K |
| Brighton Jones LLC | 0.01% | Reduce -7.9% | 4,658 | $339K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -0.9% | 4,631 | $337K |
| Citadel Advisors | 0.00% | Reduce -65.2% | 4,532 | $330K |
| Glen Eagle Advisors, LLC | 0.06% | Add +0.1% | 4,517 | $329K |
| Financial Counselors Inc. | 0.01% | Reduce -0.6% | 4,278 | $311K |
| AE Wealth Management LLC | 0.00% | Add +3.9% | 4,237 | $308K |
| Certuity, LLC | 0.02% | No change | 4,214 | $307K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 4,148 | $302K |
| Empirical Asset Management, LLC | 0.11% | New | 11,231 | $297K |
| Valmark Advisers, Inc. | 0.01% | Add +36.2% | 4,048 | $295K |
| Lutz Financial Services LLC | 0.03% | No change | 4,046 | $294K |
| Kelman-Lazarov, Inc. | 0.05% | Reduce -1.2% | 4,028 | $293K |
| Intrua Financial, LLC | 0.05% | Add +0.5% | 4,007 | $291K |
| Rockland Trust Co. | 0.02% | Reduce -15.0% | 3,980 | $290K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -10.9% | 3,969 | $289K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 3,931 | $286K |
| Larson Financial Group LLC | 0.02% | New | 3,906 | $284K |
| Precedent Wealth Partners, LLC | 0.11% | No change | 3,881 | $282K |
| Smith, Moore & Co. | 0.03% | No change | 3,869 | $281K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 3,820 | $278K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +3.6% | 3,814 | $277K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -1.2% | 3,773 | $274K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +0.6% | 3,759 | $273K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,750 | $273K |
| Founders Financial Securities LLC | 0.02% | New | 3,618 | $263K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -14.4% | 3,614 | $263K |
| Seven Springs Wealth Group, LLC | 0.10% | No change | 3,600 | $262K |
| SPC Financial, Inc. | 0.02% | New | 3,600 | $262K |
| Moors & Cabot, Inc. | 0.01% | Add +4.9% | 3,590 | $261K |
| Ethos Financial Group, LLC | 0.05% | Reduce -15.8% | 3,558 | $259K |
| Sheets Smith Wealth Management | 0.03% | Add +0.1% | 3,555 | $259K |
| Prospera Financial Services Inc | 0.01% | No change | 3,506 | $255K |
| Level Four Advisory Services, LLC | 0.01% | No change | 3,487 | $254K |
| Private Ocean, LLC | 0.02% | No change | 3,420 | $249K |
| Mgo One Seven LLC | 0.01% | Add +0.4% | 3,400 | $247K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 3,394 | $247K |
| Cwm, LLC | 0.00% | Add +64.3% | 3,372 | $245K |
| Stonebrook Private Inc. | 0.07% | Reduce -22.9% | 3,355 | $244K |
| Weaver Consulting Group | 0.08% | No change | 3,302 | $240K |
| Vicus Capital | 0.02% | Reduce -3.3% | 3,273 | $238K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 3,200 | $233K |
| Capital Analysts, LLC | 0.01% | Add +0.6% | 3,185 | $232K |
| Ancora Advisors LLC | 0.01% | No change | 3,159 | $230K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +1.0% | 3,147 | $229K |
| MTM Investment Management, LLC | 0.09% | No change | 3,122 | $227K |
| Marino, Stram & Associates LLC | 0.05% | No change | 3,076 | $224K |
| Fusion Capital, LLC | 0.10% | No change | 3,062 | $223K |
| MCF Advisors LLC | 0.02% | No change | 3,000 | $218K |
| Harbour Investments, Inc. | 0.01% | No change | 2,943 | $214K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,940 | $214K |
| Focus Financial Network, Inc. | 0.01% | New | 2,807 | $212K |
| FinTrust Capital Advisors, LLC | 0.04% | Reduce -0.2% | 2,893 | $210K |
| Csenge Advisory Group | 0.01% | No change | 2,880 | $210K |
| Tiemann Investment Advisors, LLC | 0.09% | No change | 2,824 | $205K |
| Ledyard National Bank | 0.02% | No change | 2,818 | $205K |
| Old National Bancorp | 0.00% | Reduce -7.0% | 2,806 | $204K |
| Dixon Fnancial Services, Inc. | 0.11% | Add +0.6% | 2,804 | $204K |
| Vanguard Group Inc. | 0.00% | New | 2,802 | $204K |
| Carnegie Investment Counsel | 0.01% | No change | 2,786 | $203K |
| Arkadios Wealth Advisors | 0.01% | New | 2,784 | $203K |
| Garde Capital, Inc. | 0.01% | No change | 2,700 | $196K |
| Lanark Financial, Inc. | 0.02% | No change | 2,609 | $189K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,480 | $180K |
| Spire Wealth Management | 0.01% | No change | 2,168 | $158K |
| Roble, Belko & Company, Inc | 0.02% | No change | 2,000 | $146K |
| Bank of Montreal | 0.00% | Reduce -22.6% | 1,923 | $141K |
| Franklin Resources Inc. | 0.00% | No change | 1,686 | $123K |
| Sage Mountain Advisors LLC | 0.01% | New | 1,635 | $119K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | No change | 1,550 | $113K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -22.0% | 1,482 | $109K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,465 | $107K |
| Signaturefd, LLC | 0.00% | Add +1.5% | 1,427 | $104K |
| CVA Family Office, LLC | 0.02% | No change | 1,426 | $104K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 1,376 | $100K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -13.1% | 1,325 | $96K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,224 | $89K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,204 | $88K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,200 | $87K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.2% | 1,194 | $87K |
| PSI Advisors, LLC | 0.03% | No change | 1,166 | $85K |
| Optimum Investment Advisors | 0.04% | No change | 1,130 | $82K |
| Aspire Private Capital, LLC | 0.02% | No change | 1,080 | $79K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,061 | $77K |
| IFP Advisors, Inc | 0.00% | No change | 1,002 | $73K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -43.5% | 996 | $72K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 900 | $65K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | No change | 880 | $64K |
| Bank of New Hampshire | 0.02% | No change | 810 | $59K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 748 | $54K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 636 | $46K |
| Clear Point Advisors Inc. | 0.04% | No change | 586 | $43K |
| Tsfg, LLC | 0.01% | Add +0.3% | 574 | $42K |
| Ridgewood Investments LLC | 0.02% | New | 550 | $40K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -62.3% | 518 | $37K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $36K |
| JNBA Financial Advisors | 0.00% | Reduce -13.6% | 484 | $35K |
| GAMMA Investing LLC | 0.00% | No change | 472 | $34K |
| Creative Financial Designs Inc. | 0.00% | No change | 472 | $34K |
| Valley National Advisers Inc. | 0.00% | No change | 410 | $29K |
| Nvwm, LLC | 0.01% | No change | 385 | $28K |
| National Bank of Canada | 0.00% | No change | 336 | $24K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 320 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 300 | $22K |
| Realta Investment Advisors | 0.00% | Add +35.0% | 289 | $21K |
| Toth Financial Advisory Corp. | 0.00% | No change | 268 | $19K |
| Trust Co. of Vermont | 0.00% | No change | 246 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 236 | $17K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.1% | 192 | $14K |
| Triad Wealth Partners, LLC | 0.01% | New | 184 | $13K |
| 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 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 120 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 106 | $8K |
| Legend Financial Advisors, Inc. | 0.01% | Reduce -16.8% | 104 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 82 | $6K |
| American Capital Advisory, LLC | 0.00% | No change | 86 | $6K |
| Jones Financial Companies LLLP | 0.00% | New | 78 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -50.0% | 50 | $4K |
| Riverview Trust Co | 0.00% | No change | 44 | $3K |
| Qube Research & Technologies Ltd | 0.00% | New | 38 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 16 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $873 |
| Bogart Wealth, LLC | 0.00% | No change | 5 | $364 |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.