Wisdomtree US Largecap DividDLNETF
13F holders, Q4 2024 (December 31)406holders +29
27new positions
16sold out
3famous investors
$77.80avg. 13F price*
At the end of Q4 2024, 406 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 29 from Q3 2024. 27 opened new positions and 16 sold out. The largest holders were PNC Financial Services Group, Inc. ($304.1M), LPL Financial LLC ($230.6M) and Morgan Stanley ($226.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $31.3M |
| Exits | 16 | $9.9M |
All 13F filers, Q3 2024 → Q4 2024: 5,541,013 shares bought and 402,137 shares sold, net +5,138,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 406 holders
| PNC Financial Services Group, Inc. | 0.20% | Add +0.1% | 3,908,613 | $304.1M |
| LPL Financial LLC | 0.09% | Add +9.4% | 2,964,255 | $230.6M |
| Morgan Stanley | 0.02% | Add +1.8% | 2,914,928 | $226.8M |
| Focus Partners Wealth | 0.48% | Add +11875.7% | 2,350,826 | $182.9M |
| Ameriprise Financial Inc. | 0.04% | Add +38.0% | 1,773,492 | $137.9M |
| Bank of America Corp. | 0.01% | Add +57.6% | 1,663,912 | $129.4M |
| Creative Planning | 0.10% | Reduce -2.2% | 1,386,224 | $107.8M |
| UBS Group AG | 0.02% | Add +1.5% | 1,288,065 | $100.2M |
| Evercore Wealth Management, LLC | 1.32% | Add +0.3% | 1,134,076 | $88.2M |
| Great Valley Advisor Group, Inc. | 1.66% | Add +7.1% | 950,788 | $74.0M |
| Commonwealth Equity Services, LLC | 0.09% | Add +0.6% | 782,624 | $60.9M |
| Cetera Investment Advisers | 0.12% | Add +33.2% | 724,013 | $56.3M |
| Clearstead Advisors, LLC | 0.85% | Add +4.2% | 720,287 | $56.0M |
| Wells Fargo & Company | 0.01% | Add +3.6% | 653,459 | $50.8M |
| Advisors Capital Management, LLC | 0.75% | Add +3647.8% | 614,484 | $47.8M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -0.9% | 580,490 | $45.2M |
| Raymond James Financial Inc. | 0.02% | — | 579,642 | $45.1M |
| Royal Bank of Canada | 0.01% | Reduce -0.6% | 565,432 | $44.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.2% | 554,245 | $43.1M |
| Waterway Wealth Management, LLC | 17.84% | Reduce -0.9% | 521,356 | $40.6M |
| Stratos Wealth Partners, LTD. | 0.47% | Reduce -3.0% | 421,708 | $32.8M |
| IAG Wealth Partners, LLC | 5.66% | Reduce -1.4% | 412,385 | $32.1M |
| Rockefeller Capital Management L.P. | 0.08% | Add +1.4% | 386,220 | $30.0M |
| LRI Investments, LLC | 2.50% | Reduce -0.3% | 337,724 | $26.3M |
| Baird Financial Group, Inc. | 0.05% | Reduce -5.5% | 328,342 | $25.5M |
| Fox Financial, Inc | 21.83% | Add +21.7% | 310,681 | $24.2M |
| Lee, Kelleher & Klein Wealth Management | 17.06% | — | 307,922 | $24.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +22.4% | 304,519 | $23.7M |
| MAI Capital Management | 0.15% | Reduce -0.1% | 263,286 | $20.5M |
| Private Advisor Group, LLC | 0.10% | Add +5.5% | 234,693 | $18.3M |
| Bristlecone Advisors, LLC | 1.40% | Add +0.3% | 229,755 | $17.9M |
| Fairway Wealth LLC | 7.80% | Add +22.1% | 222,780 | $17.3M |
| Revolve Wealth Partners, LLC | 2.50% | Reduce -0.7% | 218,498 | $17.0M |
| Osaic Holdings, Inc. | 0.04% | Add +43.8% | 208,269 | $16.2M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +0.1% | 194,406 | $15.1M |
| Main Street Financial Solutions, LLC | 1.31% | Add +4.8% | 171,213 | $13.3M |
| FIDELIS iM, LLC | 6.32% | Reduce -5.4% | 165,534 | $12.9M |
| Sanctuary Advisors, LLC | 0.08% | Add +0.7% | 157,286 | $12.7M |
| HighTower Advisors, LLC | 0.02% | Add +0.8% | 161,076 | $12.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +5.2% | 159,469 | $12.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 154,701 | $12.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.1% | 153,974 | $12.0M |
| CLG LLC | 4.21% | — | 151,729 | $11.8M |
| D.A. Davidson & Co. | 0.09% | Add +23.1% | 147,306 | $11.5M |
| Future You Wealth LLC | 7.94% | — | 144,200 | $11.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +5.0% | 143,736 | $11.2M |
| Lake Street Private Wealth, LLC | 1.73% | New | 138,258 | $10.8M |
| Almanack Investment Partners, LLC. | 1.63% | Reduce -2.2% | 135,707 | $10.6M |
| First American Trust, FSB | 0.91% | New | 117,206 | $9.1M |
| Advisors Preferred, LLC | 1.40% | Reduce -22.3% | 112,381 | $8.7M |
| CX Institutional | 0.33% | Add +8.3% | 108,028 | $8.4M |
| Strategic Family Wealth Counselors, L.L.C. | 2.70% | Add +5.2% | 106,631 | $8.3M |
| Stratos Wealth Advisors, LLC | 0.39% | Reduce -0.5% | 104,051 | $8.1M |
| United Advisor Group, LLC | 1.59% | Add +11.9% | 103,263 | $8.0M |
| RFG Advisory, LLC | 0.23% | Reduce -1.0% | 103,011 | $8.0M |
| Key Financial Inc | 1.74% | Reduce -1.1% | 98,357 | $7.7M |
| Moller Wealth Partners | 1.94% | Reduce -1.4% | 94,606 | $7.4M |
| Bank Hapoalim BM | 1.24% | No change | 94,500 | $7.4M |
| Stifel Financial Corp. | 0.01% | Add +1.2% | 92,354 | $7.2M |
| Tobias Financial Advisors, Inc. | 1.21% | Reduce -5.3% | 77,207 | $6.0M |
| Howard Bailey Securities, LLC | 2.21% | Add +2.1% | 76,414 | $5.9M |
| One Wealth Map LLC | 3.36% | Reduce -1.2% | 67,848 | $5.5M |
| Graves Light Lenhart Wealth, Inc. | 0.68% | Reduce -3.0% | 69,843 | $5.4M |
| Truist Financial Corp. | 0.01% | Add +5.0% | 67,957 | $5.3M |
| Equitable Holdings, Inc. | 0.05% | Add +2.1% | 65,359 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -5.3% | 63,832 | $5.0M |
| CW Advisors, LLC | 0.07% | Add +4.3% | 61,099 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +6.8% | 61,006 | $4.7M |
| Kingswood Wealth Advisors, LLC | 0.35% | Add +103.3% | 60,232 | $4.7M |
| Comerica Bank | 0.02% | Add +1.2% | 59,674 | $4.6M |
| 1900 Wealth Management LLC | 0.38% | Add +0.0% | 58,606 | $4.6M |
| Koshinski Asset Management, Inc. | 0.38% | Reduce -1.1% | 57,669 | $4.5M |
| Clearwater Capital Advisors, LLC | 0.42% | Reduce -25.4% | 55,050 | $4.3M |
| Sigma Planning Corp | 0.13% | Add +1.7% | 54,226 | $4.2M |
| Woodard & Co. Asset Management Group Inc. | 0.89% | New | 52,985 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.4% | 52,508 | $4.1M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 52,042 | $4.0M |
| Brown Brothers Harriman & Co. | 0.03% | No change | 51,440 | $4.0M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +9.1% | 51,335 | $4.0M |
| Circle Wealth Management, LLC | 0.09% | No change | 51,237 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +2.5% | 49,495 | $3.9M |
| IFG Advisory, LLC | 0.21% | Reduce -4.4% | 48,405 | $3.8M |
| Linscomb Wealth, Inc. | 0.19% | Add +0.0% | 48,302 | $3.8M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +2.4% | 47,584 | $3.7M |
| Nadler Financial Group, Inc. | 0.39% | Reduce -0.1% | 47,400 | $3.7M |
| Lido Advisors, LLC | 0.02% | Add +0.2% | 46,744 | $3.6M |
| Assetmark, Inc. | 0.01% | Reduce -1.5% | 46,572 | $3.6M |
| Cresset Asset Management, LLC | 0.02% | Reduce -4.2% | 45,537 | $3.5M |
| Aspiriant, LLC | 0.12% | Reduce -2.3% | 41,366 | $3.2M |
| Allen Capital Group, LLC | 0.38% | Reduce -1.9% | 39,840 | $3.1M |
| Meridian Financial Partners LLC | 1.57% | Add +0.5% | 38,197 | $3.0M |
| Mission Wealth Management, LP | 0.07% | Reduce -1.3% | 35,752 | $2.8M |
| Rockport Wealth LLC | 1.21% | Reduce -0.7% | 34,713 | $2.7M |
| Berger Financial Group, Inc | 0.19% | Add +0.3% | 34,803 | $2.7M |
| Cerity Partners LLC | 0.01% | Add +0.5% | 34,623 | $2.7M |
| Mather Group, Llc. | 0.03% | Reduce -1.3% | 33,223 | $2.6M |
| CRA Financial Services, LLC | 0.42% | Add +6.0% | 31,735 | $2.5M |
| Keybank National Association | 0.01% | Add +9.2% | 31,353 | $2.4M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -2.1% | 31,178 | $2.4M |
| FMR LLC | 0.00% | Add +17.2% | 30,768 | $2.4M |
| Avant Capital LLC | 1.94% | — | 30,054 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.0% | 29,836 | $2.3M |
| MidAtlantic Capital Management, Inc. | 1.69% | Add +3.7% | 29,598 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.20% | Reduce -0.6% | 29,568 | $2.3M |
| Rollins Financial Advisors, LLC | 0.36% | Add +3.5% | 29,428 | $2.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +116.6% | 29,032 | $2.3M |
| Chicago Partners Investment Group LLC | 0.07% | Add +24.9% | 28,777 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.4% | 27,193 | $2.1M |
| Kondo Wealth Advisors, Inc. | 1.05% | — | 26,591 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +0.5% | 26,379 | $2.1M |
| Amplius Wealth Advisors, LLC | 0.21% | Reduce -0.4% | 26,075 | $2.0M |
| Team Financial Group, LLC | 1.12% | Add +0.1% | 25,178 | $2.0M |
| Geneos Wealth Management Inc. | 0.07% | Add +21.6% | 24,306 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +17.8% | 23,063 | $1.9M |
| Citigroup Inc. | 0.00% | Add +12.1% | 23,257 | $1.8M |
| Culbertson A N & Co. Inc. | 0.28% | No change | 22,860 | $1.8M |
| Resurgent Financial Advisors LLC | 1.02% | Reduce -3.8% | 22,225 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -2.3% | 22,199 | $1.7M |
| Choreo, LLC | 0.02% | Add +0.0% | 21,706 | $1.7M |
| Private Trust Co. NA | 0.17% | Add +8.5% | 21,349 | $1.7M |
| Uhlmann Price Securities, LLC | 1.21% | Add +6.3% | 20,656 | $1.6M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -16.3% | 20,620 | $1.6M |
| Founders Financial Alliance, LLC | 0.43% | Add +1.3% | 20,036 | $1.6M |
| Inspirion Wealth Advisors, LLC | 0.21% | Add +0.2% | 19,692 | $1.5M |
| Beacon Financial Group | 0.16% | Reduce -6.4% | 19,297 | $1.5M |
| WealthBridge Capital Management, LLC | 0.41% | Add +0.3% | 18,782 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +4.1% | 18,070 | $1.4M |
| Cascade Financial Partners, LLC | 0.18% | No change | 17,577 | $1.4M |
| Alta Wealth Advisors LLC | 0.59% | No change | 17,420 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Reduce -12.6% | 16,859 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +2.0% | 16,804 | $1.3M |
| Valeo Financial Advisors, LLC | 0.04% | No change | 16,699 | $1.3M |
| Flynn Zito Capital Management, LLC | 0.60% | Add +0.5% | 16,463 | $1.3M |
| US Bancorp \de | 0.00% | Add +0.0% | 16,442 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +2.0% | 16,430 | $1.3M |
| Northern Trust Corp. | 0.00% | No change | 16,276 | $1.3M |
| St. Clair Advisors, LLC | 0.35% | No change | 15,839 | $1.2M |
| Tranquility Partners, LLC | 0.46% | Reduce -2.6% | 15,629 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -3.5% | 15,733 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Reduce -1.2% | 15,556 | $1.2M |
| &partners | 0.01% | Add +5.0% | 15,215 | $1.2M |
| Etesian Wealth Advisors, Inc. | 0.52% | Add +328.7% | 15,087 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -2.6% | 14,900 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 14,404 | $1.1M |
| KPP Advisory Services LLC | 0.26% | Add +13.4% | 14,191 | $1.1M |
| High Net Worth Advisory Group LLC | 0.31% | No change | 14,180 | $1.1M |
| Platform Technology Partners | 0.32% | Reduce -20.0% | 13,597 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Add +10.5% | 13,470 | $1.0M |
| Blair William & Co. | 0.00% | No change | 13,156 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -12.1% | 12,979 | $1.0M |
| Rodgers Brothers Inc. | 0.13% | No change | 12,733 | $991K |
| Moloney Securities Asset Management, LLC | 0.13% | Add +30.0% | 12,484 | $971K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -0.7% | 11,829 | $920K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -50.5% | 11,811 | $919K |
| Vestor Capital, LLC | 0.07% | Reduce -6.0% | 11,791 | $917K |
| TigerOak Management, L.L.C. | 0.33% | — | 11,718 | $912K |
| Operose Advisors LLC | 0.31% | No change | 11,700 | $910K |
| Lake Street Advisors Group, LLC | 0.04% | Add +4.0% | 11,676 | $908K |
| FSA Advisors, Inc. | 1.09% | Add +7.4% | 11,403 | $887K |
| Global Retirement Partners, LLC | 0.03% | Add +0.3% | 11,298 | $879K |
| Wedbush Securities Inc. | 0.03% | No change | 11,092 | $863K |
| Cora Capital Advisors LLC | 0.40% | No change | 10,694 | $832K |
| Hilltop Partners LLC | 0.28% | No change | 10,686 | $831K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +8.1% | 10,570 | $822K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 10,471 | $815K |
| ShoreHaven Wealth Partners, LLC | 0.37% | Reduce -0.2% | 10,200 | $793K |
| NFSG Corp | 0.20% | Reduce -13.0% | 10,032 | $780K |
| Noesis Capital Mangement Corp. | 0.15% | No change | 10,000 | $778K |
| 626 Financial, LLC | 0.42% | Add +0.3% | 9,942 | $773K |
| Integrated Wealth Concepts LLC | 0.01% | Add +29.7% | 9,511 | $740K |
| AQR Capital Management | 0.00% | Add +46.9% | 9,300 | $723K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 9,218 | $717K |
| Moneco Advisors, LLC | 0.08% | New | 9,187 | $715K |
| WealthCare Investment Partners, LLC | 0.31% | Add +108.0% | 9,149 | $711K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +0.0% | 9,081 | $706K |
| Bantamac Capital, LLC | 0.31% | No change | 9,000 | $700K |
| Kaydan Wealth Management, Inc. | 0.23% | Add +3.2% | 8,977 | $698K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -8.6% | 8,956 | $697K |
| PFG Investments, LLC | 0.04% | Reduce -11.6% | 8,912 | $693K |
| Adamsbrown Wealth Consultants LLC | 0.24% | Add +0.1% | 8,900 | $692K |
| IHT Wealth Management, LLC | 0.02% | Reduce -12.8% | 8,652 | $673K |
| Northwest Financial Advisors | 0.55% | Add +87.9% | 8,603 | $669K |
| Capital Advisors Wealth Management, LLC | 0.12% | Add +0.3% | 8,590 | $668K |
| Collaborative Wealth Managment Inc. | 0.30% | Reduce -9.3% | 8,550 | $665K |
| Well Done, LLC | 0.12% | No change | 8,364 | $657K |
| NorthCoast Asset Management LLC | 0.00% | New | 8,394 | $653K |
| Heritage Wealth Management, Inc./Texas | 0.38% | Reduce -12.1% | 8,393 | $653K |
| Cozad Asset Management Inc. | 0.06% | Reduce -0.0% | 8,373 | $651K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.8% | 8,310 | $646K |
| HBK Sorce Advisory LLC | 0.02% | No change | 8,212 | $639K |
| Element Wealth, LLC | 0.33% | No change | 8,179 | $636K |
| Benedict Financial Advisors Inc. | 0.15% | Add +0.0% | 8,136 | $633K |
| Wedmont Private Capital | 0.03% | No change | 8,167 | $627K |
| International Assets Investment Management, LLC | 0.05% | New | 8,063 | $626K |
| M&T Bank Corp | 0.00% | Add +1.9% | 7,993 | $622K |
| Synovus Financial Corp. | 0.01% | Reduce -50.6% | 7,973 | $621K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -3.8% | 7,975 | $620K |
| Western Wealth Management, LLC | 0.03% | Add +0.1% | 7,962 | $619K |
| Haverford Trust Co | 0.01% | No change | 7,802 | $607K |
| Staley Capital Advisers Inc. | 0.03% | Reduce -0.7% | 7,687 | $598K |
| Post Resch Tallon Group Inc. | 0.58% | — | 7,675 | $596K |
| Heritage Oak Wealth Advisors LLC | 0.28% | New | 7,631 | $594K |
| Merit Financial Group, LLC | 0.01% | Reduce -8.6% | 7,548 | $587K |
| Principal Securities, Inc. | 0.01% | Add +4.6% | 7,479 | $582K |
| Lutz Financial Services LLC | 0.05% | Add +84.3% | 7,456 | $580K |
| Financial Advocates Investment Management | 0.03% | Add +0.2% | 7,303 | $568K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.24% | — | 7,248 | $564K |
| Modern Wealth Management, LLC | 0.02% | Add +158.3% | 7,217 | $561K |
| Corient Private Wealth LP | 0.00% | Reduce -14.3% | 7,099 | $552K |
| Team Hewins, LLC | 0.21% | Reduce -2.1% | 6,880 | $535K |
| Grandview Asset Management LLC | 0.19% | Reduce -7.6% | 6,772 | $527K |
| Perigon Wealth Management, LLC | 0.01% | Add +41.7% | 6,580 | $519K |
| Brown Advisory Inc. | 0.00% | Add +41.5% | 6,614 | $515K |
| Stonebridge Financial Group, LLC | 0.06% | — | 6,608 | $514K |
| Fiduciary Group, LLC | 0.05% | No change | 6,606 | $514K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,580 | $512K |
| Glen Eagle Advisors, LLC | 0.08% | Add +39.3% | 6,579 | $512K |
| SpringVest Wealth Management LLC | 0.44% | — | 6,551 | $510K |
| Absolute Capital Management, LLC | 0.28% | Add +18.2% | 6,537 | $509K |
| Redmont Wealth Advisors LLC | 0.87% | No change | 6,461 | $503K |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 6,306 | $491K |
| Powers Advisory Group, LLC | 0.25% | Add +0.5% | 6,301 | $490K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 6,230 | $485K |
| Frazier Financial Advisors, LLC | 0.38% | No change | 6,231 | $484K |
| ARK & TLK Investments, LLC | 0.17% | No change | 6,210 | $483K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,183 | $481K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.7% | 6,166 | $480K |
| Berkshire Money Management, Inc. | 0.05% | New | 6,000 | $467K |
| Kovack Advisors, Inc. | 0.05% | Reduce -1.2% | 5,980 | $465K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 5,972 | $465K |
| Kingsview Wealth Management, LLC | 0.01% | New | 5,878 | $457K |
| GM Advisory Group, LLC | 0.03% | Add +4.4% | 5,810 | $452K |
| LS Investment Advisors, LLC | 0.07% | No change | 5,800 | $451K |
| Associated Banc-Corp | 0.01% | Reduce -3.4% | 5,756 | $448K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | No change | 5,664 | $441K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Add +0.2% | 5,588 | $433K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | No change | 5,458 | $425K |
| Willow Creek Wealth Management Inc. | 0.04% | No change | 5,416 | $421K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 5,336 | $421K |
| Spinnaker Trust | 0.03% | No change | 5,365 | $417K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 5,308 | $413K |
| AE Wealth Management LLC | 0.00% | Add +0.1% | 5,284 | $411K |
| Equitable Trust Co. | 0.02% | New | 5,149 | $401K |
| Nicolet Bankshares Inc. | 0.08% | No change | 5,084 | $395K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,079 | $395K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,990 | $388K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +53.4% | 4,921 | $383K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Reduce -8.3% | 4,917 | $382K |
| Marion Wealth Management | 0.10% | No change | 4,894 | $381K |
| PFG Advisors | 0.02% | New | 4,811 | $374K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -17.2% | 4,800 | $373K |
| Courier Capital LLC | 0.03% | No change | 4,780 | $372K |
| Robinson Smith Wealth Advisors LLC | 0.31% | No change | 4,763 | $371K |
| Salomon & Ludwin, LLC | 0.04% | Reduce -0.8% | 4,725 | $368K |
| St. Louis Trust Co | 0.05% | No change | 4,720 | $367K |
| SignalPoint Asset Management, LLC | 0.09% | Reduce -16.6% | 4,719 | $367K |
| Choate Investment Advisors | 0.01% | No change | 4,710 | $366K |
| Rathbones Group PLC | 0.00% | No change | 4,700 | $366K |
| OneAscent Financial Services LLC | 0.03% | New | 4,696 | $365K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -2.8% | 4,512 | $351K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +12.9% | 4,310 | $335K |
| Cwm, LLC | 0.00% | Add +25.6% | 4,247 | $330K |
| Certuity, LLC | 0.04% | No change | 4,214 | $328K |
| Citadel Advisors | 0.00% | Reduce -74.9% | 4,200 | $327K |
| Financial Counselors Inc. | 0.00% | No change | 4,169 | $324K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -1.5% | 4,084 | $318K |
| Valmark Advisers, Inc. | 0.00% | No change | 4,050 | $315K |
| Kelman-Lazarov, Inc. | 0.06% | No change | 4,028 | $313K |
| Wolfstich Capital, LLC | 0.28% | — | 4,024 | $313K |
| Code Waechter LLC | 0.27% | No change | 4,000 | $311K |
| Seamount Financial Group Inc. | 0.21% | No change | 4,000 | $311K |
| Rockland Trust Co. | 0.02% | No change | 3,980 | $310K |
| Larson Financial Group LLC | 0.02% | Add +0.4% | 3,940 | $306K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 3,911 | $304K |
| Smith, Moore & Co. | 0.03% | Add +0.1% | 3,877 | $302K |
| Centennial Wealth Advisory LLC | 0.12% | New | 3,847 | $299K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 3,829 | $298K |
| Mgo One Seven LLC | 0.01% | Add +5.0% | 3,821 | $297K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 3,820 | $297K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -5.0% | 3,769 | $293K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -0.4% | 3,757 | $292K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,750 | $292K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -0.7% | 3,738 | $291K |
| Strategic Financial Concepts, LLC | 0.05% | Add +1.1% | 3,636 | $283K |
| Moors & Cabot, Inc. | 0.01% | Reduce -6.9% | 3,626 | $282K |
| Seven Springs Wealth Group, LLC | 0.11% | No change | 3,600 | $280K |
| Sheets Smith Wealth Management | 0.03% | Add +0.4% | 3,573 | $278K |
| Guidance Capital, Inc. | 0.08% | New | 3,411 | $274K |
| Prospera Financial Services Inc | 0.01% | No change | 3,506 | $273K |
| Level Four Advisory Services, LLC | 0.01% | No change | 3,487 | $271K |
| SBI Securities Co., Ltd. | 0.01% | — | 3,468 | $270K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 3,394 | $264K |
| Precedent Wealth Partners, LLC | 0.09% | Reduce -6.5% | 3,383 | $263K |
| Empirical Asset Management, LLC | 0.09% | No change | 10,531 | $262K |
| Rodgers & Associates, LTD | 0.03% | New | 3,360 | $261K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | New | 3,341 | $260K |
| Arrowroot Family Office, LLC | 0.13% | Reduce -9.3% | 3,306 | $257K |
| Vicus Capital | 0.02% | Reduce -0.5% | 3,255 | $253K |
| Stonebrook Private Inc. | 0.07% | Reduce -3.6% | 3,235 | $252K |
| Capital Analysts, LLC | 0.01% | Add +0.5% | 3,218 | $250K |
| Weaver Consulting Group | 0.08% | No change | 3,202 | $249K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 3,200 | $249K |
| Ancora Advisors LLC | 0.01% | No change | 3,159 | $246K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.1% | 3,152 | $245K |
| MTM Investment Management, LLC | 0.09% | No change | 3,122 | $243K |
| Cary Street Partners Financial LLC | 0.01% | — | 3,095 | $241K |
| Marino, Stram & Associates LLC | 0.05% | No change | 3,076 | $239K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | — | 3,079 | $239K |
| Fusion Capital, LLC | 0.10% | No change | 3,062 | $238K |
| MCF Advisors LLC | 0.02% | No change | 3,000 | $233K |
| PMG Wealth Management, Inc. | 0.21% | — | 3,000 | $233K |
| USAdvisors Wealth Management, LLC | 0.08% | Add +0.4% | 3,004 | $233K |
| Harbour Investments, Inc. | 0.01% | No change | 2,943 | $229K |
| Vanguard Group Inc. | 0.00% | Add +4.6% | 2,931 | $228K |
| Eagle Strategies LLC | 0.04% | Add +0.4% | 2,907 | $226K |
| Johnson Financial Group, Inc. | 0.01% | Add +180.0% | 2,800 | $225K |
| Csenge Advisory Group | 0.01% | No change | 2,880 | $224K |
| Dixon Fnancial Services, Inc. | 0.12% | Add +0.5% | 2,833 | $220K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -3.9% | 2,825 | $220K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 2,824 | $220K |
| Arkadios Wealth Advisors | 0.01% | Add +0.5% | 2,814 | $219K |
| Focus Financial Network, Inc. | 0.01% | No change | 2,807 | $218K |
| Brighton Jones LLC | 0.01% | Reduce -7.8% | 2,796 | $218K |
| Carnegie Investment Counsel | 0.01% | No change | 2,786 | $217K |
| Jones Financial Companies LLLP | 0.00% | Add +346.6% | 2,769 | $215K |
| Pullen Investment Management, LLC | 0.14% | No change | 2,722 | $212K |
| Northern Capital Management, Inc. | 0.13% | No change | 2,714 | $211K |
| Garde Capital, Inc. | 0.01% | No change | 2,700 | $210K |
| Brady Family Wealth, LLC | 0.06% | No change | 2,655 | $207K |
| Clark Capital Management Group, Inc. | 0.00% | New | 2,639 | $205K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,480 | $193K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 2,440 | $190K |
| Spire Wealth Management | 0.01% | No change | 2,168 | $169K |
| Roble, Belko & Company, Inc | 0.02% | No change | 2,000 | $156K |
| Bank of Montreal | 0.00% | Reduce -1.3% | 1,900 | $148K |
| Noble Wealth Management PBC | 0.09% | — | 1,710 | $133K |
| Franklin Resources Inc. | 0.00% | No change | 1,686 | $131K |
| Sage Mountain Advisors LLC | 0.01% | New | 1,634 | $127K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | No change | 1,550 | $121K |
| IFP Advisors, Inc | 0.00% | Add +49.9% | 1,502 | $117K |
| ORG Partners LLC | 0.02% | New | 1,500 | $117K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,465 | $114K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 1,448 | $113K |
| CVA Family Office, LLC | 0.02% | No change | 1,426 | $111K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,325 | $103K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,224 | $95K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,200 | $93K |
| PSI Advisors, LLC | 0.03% | No change | 1,166 | $91K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 996 | $77K |
| Transce3nd, LLC | 0.03% | — | 992 | $77K |
| GAMMA Investing LLC | 0.01% | No change | 944 | $73K |
| Optimum Investment Advisors | 0.03% | Reduce -17.7% | 930 | $72K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.1% | 902 | $70K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 900 | $70K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | No change | 880 | $68K |
| Bank of New Hampshire | 0.02% | No change | 810 | $63K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 748 | $58K |
| Golden State Wealth Management, LLC | 0.01% | — | 677 | $53K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -44.4% | 670 | $52K |
| Human Investing LLC | 0.01% | New | 650 | $51K |
| Synergy Asset Management, LLC | 0.00% | New | 642 | $50K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 636 | $49K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -16.8% | 600 | $47K |
| Coastline Trust Co | 0.01% | No change | 600 | $47K |
| Sugar Maple Asset Management, LLC | 0.04% | New | 598 | $47K |
| Eagle Bay Advisors LLC | 0.03% | No change | 582 | $45K |
| Tsfg, LLC | 0.01% | Add +0.3% | 578 | $45K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +144.1% | 576 | $45K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $39K |
| Longview Financial Advisors LLC | 0.02% | — | 448 | $35K |
| Ridgewood Investments LLC | 0.02% | No change | 440 | $34K |
| Comprehensive Financial Planning, Inc. | 0.03% | — | 432 | $34K |
| Creative Financial Designs Inc. | 0.00% | Reduce -10.0% | 425 | $33K |
| Lee Danner & Bass Inc. | 0.00% | New | 400 | $31K |
| Valley National Advisers Inc. | 0.01% | No change | 410 | $31K |
| Aptus Capital Advisors, LLC | 0.00% | Add +18.0% | 354 | $28K |
| 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 | 0.02% | No change | 318 | $24K |
| Toth Financial Advisory Corp. | 0.00% | No change | 268 | $21K |
| Allworth Financial LP | 0.00% | New | 246 | $20K |
| Centricity Wealth Management, LLC | 0.02% | — | 250 | $19K |
| Trust Co. of Vermont | 0.00% | No change | 246 | $19K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | — | 213 | $17K |
| JNBA Financial Advisors | 0.00% | Reduce -10.0% | 206 | $16K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.5% | 194 | $15K |
| SJS Investment Consulting Inc. | 0.00% | No change | 182 | $14K |
| Colonial Trust Co / SC | 0.00% | No change | 164 | $13K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 160 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 153 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -90.1% | 147 | $11K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 128 | $10K |
| 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 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.3% | 102 | $8K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 100 | $8K |
| FLP Wealth Management, LLC | 0.02% | — | 97 | $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% | No change | 44 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 16 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 16 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $934 |
| Lanark Financial, Inc. | 0.02% | — | 3 | $257 |
| Bogart Wealth, LLC | 0.00% | No change | 2 | $156 |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.