Wisdomtree US Largecap DividDLNETF
13F holders, Q3 2024 (September 30)377holders +12
32new positions
18sold out
3famous investors
$78.58avg. 13F price*
At the end of Q3 2024, 377 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 12 from Q2 2024. 32 opened new positions and 18 sold out. The largest holders were PNC Financial Services Group, Inc. ($306.7M), Morgan Stanley ($225.0M) and LPL Financial LLC ($212.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US Largecap Divid
- CUSIP
- 97717W307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $16.2M |
| Exits | 18 | $21.0M |
All 13F filers, Q2 2024 → Q3 2024: 842,707 shares bought and 3,546,911 shares sold, net −2,704,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 377 holders
| PNC Financial Services Group, Inc. | 0.20% | Reduce -0.9% | 3,903,646 | $306.7M |
| Morgan Stanley | 0.02% | Add +2.2% | 2,863,485 | $225.0M |
| LPL Financial LLC | 0.10% | Reduce -7.3% | 2,710,278 | $212.9M |
| Creative Planning | 0.11% | Reduce -0.8% | 1,417,842 | $111.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.6% | 1,285,456 | $101.0M |
| UBS Group AG | 0.03% | Add +1.3% | 1,268,556 | $99.7M |
| Evercore Wealth Management, LLC | 1.33% | Add +0.0% | 1,130,531 | $88.8M |
| Bank of America Corp. | 0.01% | Reduce -24.6% | 1,056,004 | $83.0M |
| Great Valley Advisor Group, Inc. | 1.71% | Add +12.9% | 888,083 | $69.8M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -0.4% | 777,898 | $61.1M |
| Clearstead Advisors, LLC | 0.84% | Add +0.2% | 690,959 | $54.3M |
| Wells Fargo & Company | 0.01% | Add +5.0% | 630,781 | $49.6M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +1.9% | 585,518 | $46.0M |
| Royal Bank of Canada | 0.01% | Reduce -2.9% | 568,717 | $44.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.5% | 553,140 | $43.5M |
| Cetera Investment Advisers | 0.09% | Add +6.9% | 543,530 | $42.7M |
| Waterway Wealth Management, LLC | 17.75% | Add +2.1% | 526,171 | $41.3M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -3.7% | 473,735 | $37.2M |
| Stratos Wealth Partners, LTD. | 0.50% | Reduce -0.0% | 434,619 | $34.1M |
| IAG Wealth Partners, LLC | 6.08% | Add +2.2% | 418,365 | $32.9M |
| Rockefeller Capital Management L.P. | 0.08% | Add +0.4% | 381,047 | $29.9M |
| Baird Financial Group, Inc. | 0.05% | Add +0.8% | 347,286 | $27.3M |
| LRI Investments, LLC | 2.64% | Reduce -0.1% | 338,645 | $27.2M |
| MAI Capital Management | 0.20% | Reduce -1.1% | 263,628 | $20.7M |
| Fox Financial, Inc | 17.48% | Add +0.5% | 255,226 | $20.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.6% | 248,715 | $19.5M |
| Raymond James & Associates | 0.01% | Add +22.9% | 238,279 | $18.7M |
| Bristlecone Advisors, LLC | 1.44% | Add +3.0% | 228,960 | $18.0M |
| Private Advisor Group, LLC | 0.11% | Add +6.2% | 222,511 | $17.5M |
| Revolve Wealth Partners, LLC | 2.64% | Add +1.1% | 220,005 | $17.3M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +0.1% | 194,276 | $15.3M |
| Fairway Wealth LLC | 7.28% | Add +61.3% | 182,470 | $14.3M |
| FIDELIS iM, LLC | 6.24% | Add +0.6% | 175,010 | $13.7M |
| Main Street Financial Solutions, LLC | 1.18% | Add +5.0% | 163,291 | $12.8M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -3.9% | 156,161 | $12.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.3% | 159,861 | $12.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.8% | 153,841 | $12.1M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -2.3% | 151,664 | $11.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.9% | 145,161 | $11.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -8.3% | 144,802 | $11.4M |
| Advisors Preferred, LLC | 1.72% | Reduce -20.5% | 144,548 | $11.3M |
| Almanack Investment Partners, LLC. | 1.71% | Reduce -3.2% | 138,735 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.8% | 136,940 | $10.8M |
| D.A. Davidson & Co. | 0.08% | Add +17.9% | 119,660 | $9.4M |
| Stratos Wealth Advisors, LLC | 0.38% | Add +0.6% | 104,548 | $8.2M |
| RFG Advisory, LLC | 0.25% | Add +19.9% | 104,085 | $8.2M |
| Strategic Family Wealth Counselors, L.L.C. | 2.79% | Add +10.8% | 101,404 | $8.0M |
| CX Institutional | 0.35% | Add +0.7% | 99,775 | $7.8M |
| Key Financial Inc | 1.73% | Reduce -0.1% | 99,441 | $7.8M |
| Moller Wealth Partners | 1.88% | Reduce -0.3% | 95,943 | $7.5M |
| Bank Hapoalim BM | 1.18% | No change | 94,500 | $7.4M |
| United Advisor Group, LLC | 1.64% | Add +17.3% | 92,242 | $7.2M |
| Stifel Financial Corp. | 0.01% | Reduce -5.0% | 91,252 | $7.2M |
| Tobias Financial Advisors, Inc. | 1.28% | Reduce -2.3% | 81,574 | $6.4M |
| Howard Bailey Securities, LLC | 2.23% | — | 74,841 | $5.9M |
| Clearwater Capital Advisors, LLC | 0.56% | Reduce -1.2% | 73,755 | $5.8M |
| Graves Light Lenhart Wealth, Inc. | 0.70% | Reduce -45.1% | 71,990 | $5.7M |
| One Wealth Map LLC | 3.23% | Add +3.9% | 68,700 | $5.5M |
| Captrust Financial Advisors | 0.02% | Add +2.0% | 67,400 | $5.3M |
| Truist Financial Corp. | 0.01% | Reduce -5.4% | 64,719 | $5.1M |
| Equitable Holdings, Inc. | 0.05% | Add +0.2% | 64,016 | $5.0M |
| Comerica Bank | 0.02% | Reduce -0.1% | 58,961 | $4.6M |
| 1900 Wealth Management LLC | 0.39% | Reduce -1.0% | 58,595 | $4.6M |
| CW Advisors, LLC | 0.06% | No change | 58,563 | $4.6M |
| Koshinski Asset Management, Inc. | 0.40% | Reduce -1.2% | 58,330 | $4.6M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -16.4% | 57,133 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.7% | 55,521 | $4.4M |
| Sigma Planning Corp | 0.13% | Add +0.1% | 53,340 | $4.2M |
| EP Wealth Advisors, LLC | 0.04% | Add +0.0% | 52,094 | $4.1M |
| Brown Brothers Harriman & Co. | 0.03% | New | 51,440 | $4.0M |
| Circle Wealth Management, LLC | 0.09% | No change | 51,237 | $4.0M |
| IFG Advisory, LLC | 0.25% | Add +1.2% | 50,619 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +8.7% | 48,284 | $3.8M |
| Linscomb Wealth, Inc. | 0.19% | Reduce -0.7% | 48,281 | $3.8M |
| Cresset Asset Management, LLC | 0.01% | Add +0.3% | 47,551 | $3.7M |
| Nadler Financial Group, Inc. | 0.41% | No change | 47,465 | $3.7M |
| Assetmark, Inc. | 0.01% | Reduce -4.4% | 47,263 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +193.7% | 47,214 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +11.2% | 47,062 | $3.7M |
| Lido Advisors, LLC | 0.03% | Reduce -1.1% | 46,644 | $3.7M |
| Sarasin & Partners LLP | 0.03% | Reduce -11.2% | 46,577 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -49.9% | 46,480 | $3.7M |
| Aspiriant, LLC | 0.13% | No change | 42,339 | $3.3M |
| Allen Capital Group, LLC | 0.40% | Reduce -0.8% | 40,622 | $3.2M |
| Meridian Financial Partners LLC | 1.51% | Add +0.4% | 38,024 | $3.0M |
| Mission Wealth Management, LP | 0.07% | Reduce -6.1% | 36,214 | $2.8M |
| Rockport Wealth LLC | 0.73% | Reduce -6.2% | 34,959 | $2.7M |
| Berger Financial Group, Inc | 0.20% | Reduce -1.3% | 34,708 | $2.7M |
| Cerity Partners LLC | 0.01% | Add +0.4% | 34,469 | $2.7M |
| Mather Group, Llc. | 0.03% | Reduce -0.3% | 33,667 | $2.6M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -0.2% | 31,851 | $2.5M |
| CRA Financial Services, LLC | 0.43% | Reduce -0.1% | 29,943 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.24% | Add +7.9% | 29,756 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.17% | Reduce -46.4% | 29,622 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -3.2% | 29,243 | $2.3M |
| Keybank National Association | 0.01% | Reduce -2.3% | 28,703 | $2.3M |
| MidAtlantic Capital Management, Inc. | 1.64% | Add +43.0% | 28,541 | $2.2M |
| Rollins Financial Advisors, LLC | 0.37% | Add +9.3% | 28,419 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +1.6% | 26,256 | $2.1M |
| FMR LLC | 0.00% | Reduce -7.8% | 26,252 | $2.1M |
| Amplius Wealth Advisors, LLC | 0.22% | Reduce -4.5% | 26,175 | $2.1M |
| Team Financial Group, LLC | 1.18% | Reduce -0.5% | 25,153 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.03% | New | 24,620 | $1.9M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +100.0% | 23,882 | $1.9M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -3.0% | 23,047 | $1.8M |
| Resurgent Financial Advisors LLC | 1.07% | Reduce -0.6% | 23,096 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -38.0% | 23,032 | $1.8M |
| Culbertson A N & Co. Inc. | 0.29% | No change | 22,860 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -0.7% | 22,710 | $1.8M |
| Choreo, LLC | 0.02% | Reduce -26.4% | 21,702 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -5.9% | 20,755 | $1.6M |
| Beacon Financial Group | 0.18% | Reduce -0.8% | 20,622 | $1.6M |
| Geneos Wealth Management Inc. | 0.06% | Add +2.9% | 19,993 | $1.6M |
| Founders Financial Alliance, LLC | 0.43% | Reduce -10.9% | 19,772 | $1.6M |
| Private Trust Co. NA | 0.16% | Add +12.6% | 19,675 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.22% | No change | 19,652 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -99.1% | 19,630 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +10.8% | 19,576 | $1.5M |
| Uhlmann Price Securities, LLC | 1.21% | — | 19,427 | $1.5M |
| KCM Investment Advisors LLC | 0.05% | Add +0.5% | 19,281 | $1.5M |
| WealthBridge Capital Management, LLC | 0.42% | Add +1.1% | 18,734 | $1.5M |
| Cascade Financial Partners, LLC | 0.18% | No change | 17,577 | $1.4M |
| Alta Wealth Advisors LLC | 0.63% | No change | 17,420 | $1.4M |
| HB Wealth Management, LLC | 0.01% | No change | 17,352 | $1.4M |
| Platform Technology Partners | 0.42% | No change | 16,996 | $1.3M |
| Citadel Advisors | 0.00% | Add +269.4% | 16,740 | $1.3M |
| Valeo Financial Advisors, LLC | 0.04% | No change | 16,699 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +6.8% | 16,480 | $1.3M |
| US Bancorp \de | 0.00% | Add +4.0% | 16,439 | $1.3M |
| Advisors Capital Management, LLC | 0.02% | New | 16,396 | $1.3M |
| Flynn Zito Capital Management, LLC | 0.62% | Add +0.5% | 16,380 | $1.3M |
| Mariner, LLC | 0.00% | Add +11.8% | 16,309 | $1.3M |
| Northern Trust Corp. | 0.00% | Reduce -3.0% | 16,276 | $1.3M |
| Synovus Financial Corp. | 0.01% | Add +208.9% | 16,154 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +9.1% | 16,108 | $1.3M |
| Tranquility Partners, LLC | 0.46% | Add +0.5% | 16,039 | $1.3M |
| St. Clair Advisors, LLC | 0.35% | No change | 15,839 | $1.2M |
| Parallel Advisors, LLC | 0.03% | No change | 15,748 | $1.2M |
| Renaissance Technologies | 0.00% | Add +21.4% | 15,300 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.5% | 14,773 | $1.2M |
| &partners | 0.02% | Reduce -8.5% | 14,489 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 14,404 | $1.1M |
| High Net Worth Advisory Group LLC | 0.31% | No change | 14,180 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +71.1% | 14,136 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | New | 13,405 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -4.2% | 13,156 | $1.0M |
| GYL Financial Synergies, LLC | 0.08% | Reduce -14.9% | 13,075 | $1.0M |
| Rodgers Brothers Inc. | 0.13% | No change | 12,733 | $1.0M |
| Vestor Capital, LLC | 0.08% | Reduce -2.2% | 12,547 | $986K |
| KPP Advisory Services LLC | 0.24% | New | 12,518 | $983K |
| CoreCap Advisors, LLC | 0.05% | Add +12.3% | 12,186 | $957K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +6.0% | 11,917 | $932K |
| Operose Advisors LLC | 0.30% | New | 11,700 | $919K |
| NFSG Corp | 0.32% | Add +9.8% | 11,527 | $906K |
| Global Retirement Partners, LLC | 0.03% | Add +2.1% | 11,261 | $885K |
| Lake Street Advisors Group, LLC | 0.04% | Add +1.8% | 11,222 | $882K |
| Prudential Financial Inc. | 0.00% | Add +31.6% | 11,178 | $878K |
| Wedbush Securities Inc. | 0.03% | No change | 11,092 | $871K |
| Cora Capital Advisors LLC | 0.41% | No change | 10,694 | $840K |
| Hilltop Partners LLC | 0.28% | No change | 10,686 | $839K |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.3% | 10,470 | $823K |
| ShoreHaven Wealth Partners, LLC | 0.39% | Reduce -8.1% | 10,220 | $803K |
| PFG Investments, LLC | 0.05% | Add +0.4% | 10,077 | $792K |
| Noesis Capital Mangement Corp. | 0.16% | No change | 10,000 | $786K |
| IHT Wealth Management, LLC | 0.02% | Add +15.7% | 9,924 | $779K |
| 626 Financial, LLC | 0.43% | Add +0.3% | 9,914 | $779K |
| FSA Advisors, Inc. | 0.77% | Reduce -11.9% | 10,616 | $772K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +13.5% | 9,812 | $771K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +15.7% | 9,796 | $770K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +2.9% | 9,781 | $768K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +22.2% | 9,602 | $754K |
| Heritage Wealth Management, Inc./Texas | 0.43% | Reduce -11.9% | 9,544 | $750K |
| Collaborative Wealth Managment Inc. | 0.33% | Reduce -0.4% | 9,424 | $740K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 9,218 | $724K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +0.0% | 9,080 | $713K |
| Bantamac Capital, LLC | 0.34% | No change | 9,000 | $707K |
| Adamsbrown Wealth Consultants LLC | 0.24% | Add +0.1% | 8,889 | $698K |
| Kaydan Wealth Management, Inc. | 0.20% | Add +2.7% | 8,702 | $684K |
| Capital Advisors Wealth Management, LLC | 0.12% | Add +0.3% | 8,563 | $673K |
| NewEdge Wealth, LLC | 0.01% | Reduce -4.6% | 8,377 | $658K |
| Cozad Asset Management Inc. | 0.06% | No change | 8,374 | $658K |
| Well Done, LLC | 0.12% | No change | 8,364 | $657K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -10.1% | 8,293 | $651K |
| Corient Private Wealth LP | 0.00% | Add +13.7% | 8,288 | $651K |
| Merit Financial Group, LLC | 0.01% | Add +7.7% | 8,262 | $649K |
| HBK Sorce Advisory LLC | 0.02% | No change | 8,212 | $645K |
| Element Wealth, LLC | 0.34% | Reduce -0.2% | 8,179 | $643K |
| Benedict Financial Advisors Inc. | 0.15% | Reduce -0.6% | 8,133 | $639K |
| Wedmont Private Capital | 0.04% | No change | 8,167 | $638K |
| Western Wealth Management, LLC | 0.04% | Add +2.5% | 7,954 | $625K |
| M&T Bank Corp | 0.00% | Reduce -6.3% | 7,843 | $616K |
| Haverford Trust Co | 0.01% | No change | 7,802 | $613K |
| Staley Capital Advisers Inc. | 0.03% | Add +0.1% | 7,743 | $608K |
| Vise Technologies, Inc. | 0.07% | New | 7,452 | $585K |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.5% | 7,335 | $576K |
| Grandview Asset Management LLC | 0.33% | Add +1.0% | 7,330 | $576K |
| Financial Advocates Investment Management | 0.03% | Add +0.2% | 7,289 | $573K |
| Principal Securities, Inc. | 0.01% | Add +22.6% | 7,152 | $562K |
| Team Hewins, LLC | 0.21% | New | 7,027 | $552K |
| Family Asset Management, LLC | 0.32% | Reduce -0.3% | 6,857 | $539K |
| Fiduciary Group, LLC | 0.05% | No change | 6,606 | $519K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,580 | $517K |
| Redmont Wealth Advisors LLC | 0.79% | No change | 6,461 | $508K |
| Modera Wealth Management, LLC | 0.01% | No change | 6,337 | $498K |
| AQR Capital Management | 0.00% | New | 6,332 | $497K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -15.4% | 6,306 | $495K |
| Powers Advisory Group, LLC | 0.25% | Add +0.5% | 6,267 | $492K |
| Frazier Financial Advisors, LLC | 0.38% | No change | 6,231 | $490K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 6,230 | $489K |
| Convergence Financial, LLC | 0.10% | New | 6,228 | $489K |
| ARK & TLK Investments, LLC | 0.17% | No change | 6,210 | $488K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,183 | $486K |
| Kovack Advisors, Inc. | 0.05% | No change | 6,055 | $476K |
| Bank of New York Mellon Corp | 0.00% | Reduce -90.5% | 5,974 | $469K |
| Associated Banc-Corp | 0.01% | Reduce -2.5% | 5,956 | $468K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -10.8% | 5,800 | $456K |
| LS Investment Advisors, LLC | 0.07% | No change | 5,800 | $456K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | No change | 5,664 | $445K |
| SignalPoint Asset Management, LLC | 0.10% | Reduce -4.2% | 5,655 | $442K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Add +0.2% | 5,579 | $439K |
| GM Advisory Group, LLC | 0.03% | Reduce -49.3% | 5,565 | $437K |
| Absolute Capital Management, LLC | 0.26% | Reduce -4.4% | 5,532 | $435K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | No change | 5,458 | $429K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 5,446 | $428K |
| Willow Creek Wealth Management Inc. | 0.04% | Reduce -4.7% | 5,416 | $425K |
| Mutual Advisors, LLC | 0.01% | Add +5.0% | 5,332 | $424K |
| Spinnaker Trust | 0.03% | No change | 5,365 | $421K |
| Garrett Wealth Advisory Group, LLC | 0.10% | Add +4.0% | 5,359 | $421K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -32.5% | 5,350 | $420K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.9% | 5,308 | $417K |
| AE Wealth Management LLC | 0.00% | Add +24.6% | 5,279 | $415K |
| First Trust Direct Indexing L.P. | 0.02% | No change | 5,105 | $401K |
| Nicolet Bankshares Inc. | 0.08% | No change | 5,084 | $399K |
| Florida Trust Wealth Management Co | 0.01% | New | 4,990 | $392K |
| Marion Wealth Management | 0.10% | No change | 4,894 | $384K |
| Courier Capital LLC | 0.03% | No change | 4,780 | $376K |
| Robinson Smith Wealth Advisors LLC | 0.32% | No change | 4,763 | $374K |
| Salomon & Ludwin, LLC | 0.04% | No change | 4,763 | $374K |
| Glen Eagle Advisors, LLC | 0.06% | Add +4.5% | 4,722 | $371K |
| St. Louis Trust Co | 0.05% | No change | 4,720 | $371K |
| Choate Investment Advisors | 0.01% | No change | 4,710 | $370K |
| Rathbones Group PLC | 0.00% | No change | 4,700 | $369K |
| Raymond James Trust N.A. | 0.01% | Reduce -8.0% | 4,694 | $369K |
| Brown Advisory Inc. | 0.00% | No change | 4,674 | $367K |
| Perigon Wealth Management, LLC | 0.01% | New | 4,644 | $365K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.2% | 4,640 | $365K |
| Northwest Financial Advisors | 0.29% | Reduce -1.8% | 4,579 | $360K |
| WealthCare Investment Partners, LLC | 0.15% | New | 4,398 | $344K |
| Certuity, LLC | 0.04% | No change | 4,214 | $331K |
| Financial Counselors Inc. | 0.00% | Reduce -2.5% | 4,169 | $328K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 4,148 | $326K |
| Valmark Advisers, Inc. | 0.01% | Add +0.1% | 4,050 | $318K |
| Lutz Financial Services LLC | 0.03% | No change | 4,046 | $318K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 4,028 | $316K |
| Seamount Financial Group Inc. | 0.24% | New | 4,000 | $314K |
| Code Waechter LLC | 0.30% | — | 4,000 | $314K |
| Rockland Trust Co. | 0.02% | No change | 3,980 | $313K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 3,969 | $312K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 3,931 | $309K |
| Larson Financial Group LLC | 0.02% | Add +0.4% | 3,923 | $308K |
| Moors & Cabot, Inc. | 0.02% | Add +8.5% | 3,894 | $306K |
| Smith, Moore & Co. | 0.03% | Add +0.1% | 3,871 | $304K |
| Citizens Financial Group Inc. | 0.01% | New | 3,825 | $300K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 3,820 | $300K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 3,817 | $300K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 3,773 | $296K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +0.1% | 3,764 | $296K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,750 | $295K |
| Arrowroot Family Office, LLC | 0.17% | Reduce -31.8% | 3,644 | $286K |
| Mgo One Seven LLC | 0.01% | Add +7.1% | 3,640 | $286K |
| Precedent Wealth Partners, LLC | 0.09% | Reduce -6.8% | 3,618 | $284K |
| Seven Springs Wealth Group, LLC | 0.11% | No change | 3,600 | $283K |
| Strategic Financial Concepts, LLC | 0.09% | New | 3,595 | $282K |
| Sheets Smith Wealth Management | 0.03% | Add +0.1% | 3,560 | $280K |
| Etesian Wealth Advisors, Inc. | 0.13% | New | 3,519 | $276K |
| Prospera Financial Services Inc | 0.01% | No change | 3,506 | $275K |
| Level Four Advisory Services, LLC | 0.01% | No change | 3,487 | $273K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 3,394 | $267K |
| Cwm, LLC | 0.00% | Add +0.3% | 3,381 | $266K |
| Empirical Asset Management, LLC | 0.09% | Reduce -6.2% | 10,531 | $265K |
| Stonebrook Private Inc. | 0.07% | Add +0.1% | 3,357 | $264K |
| Vicus Capital | 0.02% | Reduce -0.1% | 3,271 | $257K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -11.2% | 3,209 | $252K |
| Weaver Consulting Group | 0.08% | Reduce -3.0% | 3,202 | $252K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 3,200 | $251K |
| Capital Analysts, LLC | 0.01% | Add +0.5% | 3,201 | $251K |
| Ancora Advisors LLC | 0.01% | No change | 3,159 | $248K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.1% | 3,149 | $247K |
| MTM Investment Management, LLC | 0.10% | No change | 3,122 | $246K |
| Marino, Stram & Associates LLC | 0.05% | No change | 3,076 | $242K |
| Fusion Capital, LLC | 0.10% | No change | 3,062 | $241K |
| Brighton Jones LLC | 0.01% | Reduce -34.9% | 3,031 | $238K |
| MCF Advisors LLC | 0.02% | No change | 3,000 | $236K |
| USAdvisors Wealth Management, LLC | 0.08% | New | 2,992 | $234K |
| Harbour Investments, Inc. | 0.01% | No change | 2,943 | $231K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,940 | $231K |
| Csenge Advisory Group | 0.01% | No change | 2,880 | $229K |
| Eagle Strategies LLC | 0.04% | New | 2,896 | $227K |
| FinTrust Capital Advisors, LLC | 0.04% | No change | 2,893 | $227K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 2,824 | $222K |
| Dixon Fnancial Services, Inc. | 0.12% | Add +0.5% | 2,818 | $221K |
| Focus Financial Network, Inc. | 0.01% | No change | 2,807 | $221K |
| Vanguard Group Inc. | 0.00% | No change | 2,802 | $220K |
| Arkadios Wealth Advisors | 0.01% | Add +0.5% | 2,799 | $220K |
| Modern Wealth Management, LLC | 0.01% | New | 2,794 | $219K |
| Carnegie Investment Counsel | 0.01% | No change | 2,786 | $219K |
| Lanark Financial, Inc. | 0.02% | Add +5.3% | 2,746 | $215K |
| Pullen Investment Management, LLC | 0.16% | New | 2,722 | $214K |
| Northern Capital Management, Inc. | 0.13% | New | 2,714 | $213K |
| Garde Capital, Inc. | 0.01% | No change | 2,700 | $212K |
| Brady Family Wealth, LLC | 0.06% | New | 2,655 | $209K |
| Old National Bancorp | 0.00% | Reduce -8.4% | 2,571 | $202K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,480 | $195K |
| Spire Wealth Management | 0.01% | No change | 2,168 | $170K |
| Roble, Belko & Company, Inc | 0.02% | No change | 2,000 | $157K |
| Bank of Montreal | 0.00% | Add +0.1% | 1,925 | $151K |
| Franklin Resources Inc. | 0.00% | No change | 1,686 | $135K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | No change | 1,550 | $122K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,482 | $116K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,465 | $115K |
| Signaturefd, LLC | 0.00% | Add +1.4% | 1,447 | $114K |
| CVA Family Office, LLC | 0.02% | No change | 1,426 | $112K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,325 | $104K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,224 | $98K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,204 | $95K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,200 | $94K |
| PSI Advisors, LLC | 0.03% | No change | 1,166 | $92K |
| Optimum Investment Advisors | 0.04% | No change | 1,130 | $89K |
| Qube Research & Technologies Ltd | 0.00% | Add +2868.4% | 1,128 | $89K |
| Aspire Private Capital, LLC | 0.02% | No change | 1,080 | $85K |
| IFP Advisors, Inc | 0.00% | No change | 1,002 | $79K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,000 | $79K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 996 | $78K |
| Morgan Dempsey Capital Management LLC | 0.03% | New | 961 | $75K |
| GAMMA Investing LLC | 0.01% | Add +100.0% | 944 | $74K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -15.1% | 901 | $71K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 900 | $71K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | No change | 880 | $69K |
| Bank of New Hampshire | 0.02% | No change | 810 | $64K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 748 | $59K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -47.6% | 721 | $57K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 636 | $50K |
| Jones Financial Companies LLLP | 0.00% | Add +694.9% | 620 | $48K |
| Coastline Trust Co | 0.01% | New | 600 | $47K |
| Clear Point Advisors Inc. | 0.04% | No change | 586 | $46K |
| Eagle Bay Advisors LLC | 0.02% | New | 582 | $46K |
| Tsfg, LLC | 0.01% | Add +0.3% | 576 | $45K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $39K |
| Creative Financial Designs Inc. | 0.00% | No change | 472 | $37K |
| Ridgewood Investments LLC | 0.02% | Reduce -20.0% | 440 | $35K |
| Valley National Advisers Inc. | 0.01% | No change | 410 | $32K |
| National Bank of Canada | 0.00% | No change | 336 | $26K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 320 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -38.6% | 318 | $24K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 300 | $24K |
| Toth Financial Advisory Corp. | 0.00% | No change | 268 | $21K |
| Trust Co. of Vermont | 0.00% | No change | 246 | $19K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 236 | $19K |
| JNBA Financial Advisors | 0.00% | Reduce -52.7% | 229 | $18K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.5% | 193 | $15K |
| BNP Paribas Financial Markets | 0.00% | New | 190 | $15K |
| SJS Investment Consulting Inc. | 0.00% | No change | 182 | $14K |
| Syntrinsic LLC | 0.00% | No change | 171 | $13K |
| Colonial Trust Co / SC | 0.00% | No change | 164 | $13K |
| 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% | No change | 104 | $8K |
| Cornerstone National Bank & Trust Co | 0.00% | New | 100 | $8K |
| American Capital Advisory, LLC | 0.00% | No change | 86 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $4K |
| Asset Dedication, LLC | 0.00% | Reduce -46.3% | 44 | $3K |
| Financial Perspectives, Inc | 0.00% | New | 16 | $1K |
| Ascentis Independent Advisors | 0.00% | New | 14 | $1K |
| Peterson Financial Group, Inc. | 0.00% | New | 13 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 16 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $943 |
| Bogart Wealth, LLC | 0.00% | Reduce -60.0% | 2 | $157 |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.