Wisdomtree US Largecap DividDLNETF
13F holders, Q1 2025 (March 31)420holders +14
35new positions
18sold out
2famous investors
$79.35avg. 13F price*
At the end of Q1 2025, 420 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 14 from Q4 2024. 35 opened new positions and 18 sold out. The largest holders were PNC Financial Services Group, Inc. ($308.9M), LPL Financial LLC ($274.6M) and Morgan Stanley ($235.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $120.9M |
| Exits | 18 | $10.1M |
All 13F filers, Q4 2024 → Q1 2025: 3,615,280 shares bought and 2,351,893 shares sold, net +1,263,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 420 holders
| PNC Financial Services Group, Inc. | 0.16% | Reduce -0.4% | 3,892,481 | $308.9M |
| LPL Financial LLC | 0.11% | Add +16.7% | 3,459,506 | $274.6M |
| Morgan Stanley | 0.02% | Add +1.7% | 2,963,915 | $235.2M |
| Focus Partners Wealth | 0.47% | Add +0.9% | 2,370,981 | $188.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -19.4% | 1,429,688 | $113.3M |
| Creative Planning | 0.10% | Reduce -0.1% | 1,384,297 | $109.9M |
| UBS Group AG | 0.02% | Add +2.1% | 1,315,222 | $104.4M |
| Trilogy Capital Inc. | 4.90% | New | 1,177,539 | $93.5M |
| Evercore Wealth Management, LLC | 1.39% | Reduce -3.8% | 1,091,046 | $86.6M |
| Great Valley Advisor Group, Inc. | 1.77% | Add +8.9% | 1,035,665 | $82.2M |
| Clearstead Advisors, LLC | 1.28% | Add +43.7% | 1,034,949 | $82.1M |
| Bank of America Corp. | 0.01% | Reduce -40.4% | 991,315 | $78.7M |
| Commonwealth Equity Services, LLC | 0.10% | Add +10.4% | 863,812 | $68.6M |
| Wells Fargo & Company | 0.01% | Add +2.6% | 670,600 | $53.2M |
| Cetera Investment Advisers | 0.10% | Reduce -11.2% | 643,025 | $51.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +7.8% | 597,464 | $47.4M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +1.0% | 586,039 | $46.5M |
| Royal Bank of Canada | 0.01% | Reduce -0.1% | 564,718 | $44.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -3.5% | 559,604 | $44.4M |
| Waterway Wealth Management, LLC | 17.81% | Add +3.3% | 538,555 | $42.7M |
| Osaic Holdings, Inc. | 0.08% | Add +119.8% | 457,750 | $36.3M |
| IAG Wealth Partners, LLC | 5.13% | Add +0.8% | 415,606 | $33.0M |
| Rockefeller Capital Management L.P. | 0.08% | Add +1.1% | 390,335 | $31.0M |
| Stratos Wealth Partners, LTD. | 0.47% | Reduce -8.9% | 384,103 | $30.5M |
| LRI Investments, LLC | 2.59% | Reduce -0.0% | 337,618 | $26.8M |
| Baird Financial Group, Inc. | 0.05% | Reduce -2.7% | 319,451 | $25.4M |
| Lee, Kelleher & Klein Wealth Management | 18.59% | Add +3.4% | 318,315 | $25.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.8% | 316,107 | $25.1M |
| Fox Financial, Inc | 23.40% | Add +0.8% | 313,249 | $24.9M |
| Fairway Wealth LLC | 7.60% | Add +16.3% | 259,033 | $20.6M |
| Private Advisor Group, LLC | 0.12% | Add +6.9% | 250,907 | $19.9M |
| CLG LLC | 6.78% | Add +62.2% | 246,056 | $19.5M |
| MAI Capital Management | 0.15% | Reduce -6.9% | 245,136 | $19.5M |
| FIDELIS iM, LLC | 8.68% | Add +42.7% | 236,179 | $18.7M |
| Revolve Wealth Partners, LLC | 2.52% | Add +0.5% | 219,598 | $17.4M |
| Bristlecone Advisors, LLC | 1.42% | Reduce -4.5% | 219,464 | $17.4M |
| Steward Partners Investment Advisory, LLC | 0.13% | Reduce -1.3% | 191,871 | $15.2M |
| Future You Wealth LLC | 9.23% | Add +25.9% | 181,519 | $14.4M |
| Main Street Financial Solutions, LLC | 1.25% | Add +5.8% | 181,177 | $14.4M |
| D.A. Davidson & Co. | 0.12% | Add +22.8% | 180,863 | $14.4M |
| JPMorgan Chase & Co. | 0.00% | Add +16.2% | 179,830 | $14.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +2.9% | 164,006 | $13.0M |
| Sanctuary Advisors, LLC | 0.09% | Add +4.0% | 163,589 | $13.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.2% | 158,893 | $12.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.4% | 157,284 | $12.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.8% | 136,910 | $10.9M |
| Caliber Wealth Management, LLC / KS | 1.45% | — | 134,297 | $10.7M |
| First American Trust, FSB | 0.91% | Add +6.1% | 124,372 | $9.9M |
| Almanack Investment Partners, LLC. | 1.95% | Reduce -8.7% | 123,916 | $9.8M |
| RFG Advisory, LLC | 0.26% | Add +17.3% | 120,842 | $9.6M |
| Win Advisors, Inc. | 4.61% | New | 112,987 | $9.0M |
| United Advisor Group, LLC | 1.77% | Add +5.5% | 108,948 | $8.6M |
| Strategic Family Wealth Counselors, L.L.C. | 2.80% | Add +1.6% | 108,358 | $8.6M |
| Stratos Wealth Advisors, LLC | 0.46% | Add +1.6% | 105,688 | $8.4M |
| CX Institutional | 0.31% | Reduce -4.9% | 102,701 | $8.2M |
| Key Financial Inc | 1.67% | Reduce -1.5% | 96,859 | $7.7M |
| Moller Wealth Partners | 1.83% | Reduce -1.3% | 93,356 | $7.4M |
| Stifel Financial Corp. | 0.01% | Reduce -0.3% | 92,109 | $7.3M |
| Howard Bailey Securities, LLC | 2.12% | Add +4.9% | 80,167 | $6.4M |
| Tobias Financial Advisors, Inc. | 1.13% | Reduce -5.1% | 73,245 | $5.8M |
| Graves Light Lenhart Wealth, Inc. | 0.67% | Reduce -0.9% | 69,240 | $5.5M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +1657.0% | 68,716 | $5.5M |
| Equitable Holdings, Inc. | 0.05% | Add +1.4% | 66,245 | $5.3M |
| Truist Financial Corp. | 0.01% | Reduce -3.2% | 65,761 | $5.2M |
| 1900 Wealth Management LLC | 0.41% | Add +6.6% | 62,473 | $5.0M |
| One Wealth Map LLC | 3.29% | Reduce -0.7% | 67,409 | $4.9M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +1.5% | 61,933 | $4.9M |
| Lake Street Private Wealth, LLC | 0.80% | Reduce -55.5% | 61,510 | $4.9M |
| Captrust Financial Advisors | 0.01% | Reduce -4.9% | 60,681 | $4.8M |
| Comerica Bank | 0.02% | Reduce -1.5% | 58,792 | $4.7M |
| Koshinski Asset Management, Inc. | 0.39% | Add +0.0% | 57,679 | $4.6M |
| CW Advisors, LLC | 0.05% | Reduce -6.2% | 57,290 | $4.5M |
| Woodard & Co. Asset Management Group Inc. | 0.92% | Add +4.9% | 55,579 | $4.4M |
| Clearwater Capital Advisors, LLC | 0.42% | Reduce -0.3% | 54,897 | $4.4M |
| Kingswood Wealth Advisors, LLC | 0.39% | Reduce -11.0% | 53,614 | $4.3M |
| Sigma Planning Corp | 0.14% | Reduce -1.4% | 53,493 | $4.2M |
| Bank of New York Mellon Corp | 0.00% | Add +793.4% | 53,354 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.0% | 52,510 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +89.2% | 51,448 | $4.1M |
| Brown Brothers Harriman & Co. | 0.03% | No change | 51,440 | $4.1M |
| Circle Wealth Management, LLC | 0.09% | No change | 51,237 | $4.1M |
| Gladstone Institutional Advisory LLC | 0.19% | Reduce -0.3% | 51,185 | $4.1M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.7% | 51,155 | $4.1M |
| Nadler Financial Group, Inc. | 0.43% | Add +2.0% | 48,360 | $3.8M |
| IFG Advisory, LLC | 0.21% | Reduce -0.7% | 48,062 | $3.8M |
| Linscomb Wealth, Inc. | 0.19% | Reduce -2.3% | 47,204 | $3.7M |
| Lido Advisors, LLC | 0.02% | Reduce -0.2% | 46,644 | $3.7M |
| Assetmark, Inc. | 0.01% | Reduce -0.4% | 46,382 | $3.7M |
| Cresset Asset Management, LLC | 0.02% | Add +0.3% | 45,664 | $3.6M |
| True Link Financial Advisors, LLC | 0.27% | New | 45,623 | $3.6M |
| MML Investors Services, LLC | 0.01% | Reduce -16.8% | 41,166 | $3.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +40.2% | 40,695 | $3.2M |
| Aspiriant, LLC | 0.11% | Reduce -2.8% | 40,224 | $3.2M |
| Allen Capital Group, LLC | 0.36% | Reduce -0.2% | 39,772 | $3.2M |
| MidAtlantic Capital Management, Inc. | 2.42% | Add +30.9% | 38,737 | $3.1M |
| Cerity Partners LLC | 0.01% | Add +9.4% | 37,873 | $3.0M |
| Meridian Financial Partners LLC | 1.50% | Reduce -2.3% | 37,314 | $3.0M |
| Berger Financial Group, Inc | 0.19% | Reduce -0.8% | 34,521 | $2.7M |
| Rockport Wealth LLC | 0.95% | Reduce -1.9% | 34,057 | $2.7M |
| Mission Wealth Management, LP | 0.07% | Reduce -5.0% | 33,950 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -30.9% | 32,855 | $2.6M |
| Mather Group, Llc. | 0.03% | Reduce -2.8% | 32,283 | $2.6M |
| Avant Capital LLC | 2.12% | Add +6.6% | 32,049 | $2.5M |
| CRA Financial Services, LLC | 0.43% | Add +0.5% | 31,904 | $2.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +6.3% | 31,718 | $2.5M |
| Keybank National Association | 0.01% | No change | 31,353 | $2.5M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -0.1% | 31,153 | $2.5M |
| Flagship Wealth Advisors, LLC | 1.02% | New | 30,534 | $2.4M |
| Rollins Financial Advisors, LLC | 0.41% | Add +1.5% | 29,861 | $2.4M |
| FMR LLC | 0.00% | Reduce -3.4% | 29,725 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.17% | Reduce -1.7% | 29,069 | $2.3M |
| Amplius Wealth Advisors, LLC | 0.22% | No change | 26,075 | $2.1M |
| Kondo Wealth Advisors, Inc. | 1.02% | Reduce -2.2% | 26,012 | $2.1M |
| Geneos Wealth Management Inc. | 0.07% | Add +4.6% | 25,422 | $2.0M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -11.3% | 25,513 | $2.0M |
| Foresight Capital Management Advisors, Inc. | 1.22% | New | 24,734 | $2.0M |
| GTS Securities LLC | 0.08% | New | 24,528 | $1.9M |
| Citigroup Inc. | 0.00% | Add +3.1% | 23,985 | $1.9M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +100.0% | 23,622 | $1.9M |
| Culbertson A N & Co. Inc. | 0.29% | No change | 22,860 | $1.8M |
| Founders Financial Alliance, LLC | 0.42% | Add +10.1% | 22,059 | $1.8M |
| Resurgent Financial Advisors LLC | 1.05% | Reduce -0.9% | 22,014 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -2.2% | 21,706 | $1.7M |
| Team Financial Group, LLC | 0.99% | Reduce -14.3% | 21,577 | $1.7M |
| Uhlmann Price Securities, LLC | 1.25% | Add +3.6% | 21,403 | $1.7M |
| Choreo, LLC | 0.03% | Reduce -3.1% | 21,030 | $1.7M |
| Etesian Wealth Advisors, Inc. | 0.68% | Add +31.4% | 19,822 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -16.0% | 19,380 | $1.6M |
| Inspirion Wealth Advisors, LLC | 0.22% | Add +0.4% | 19,775 | $1.6M |
| Private Trust Co. NA | 0.16% | Reduce -8.3% | 19,586 | $1.6M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -7.9% | 18,995 | $1.5M |
| Wedmont Private Capital | 0.08% | Add +145.5% | 20,048 | $1.5M |
| WealthBridge Capital Management, LLC | 0.42% | Reduce -1.0% | 18,602 | $1.5M |
| Alta Wealth Advisors LLC | 0.63% | No change | 17,420 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Reduce -4.0% | 17,352 | $1.4M |
| Cascade Financial Partners, LLC | 0.17% | Reduce -2.9% | 17,069 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Add +26.6% | 17,047 | $1.4M |
| &partners | 0.01% | Add +13.0% | 17,197 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Add +0.4% | 16,932 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +0.3% | 16,855 | $1.3M |
| Valeo Financial Advisors, LLC | 0.04% | No change | 16,699 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +1.4% | 16,654 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -0.6% | 16,351 | $1.3M |
| Tranquility Partners, LLC | 0.50% | Add +4.3% | 16,294 | $1.3M |
| Flynn Zito Capital Management, LLC | 0.59% | Reduce -2.3% | 16,082 | $1.3M |
| St. Clair Advisors, LLC | 0.35% | Reduce -0.8% | 15,714 | $1.2M |
| Parallel Advisors, LLC | 0.03% | No change | 15,556 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -1.5% | 15,494 | $1.2M |
| PFG Advisors | 0.07% | Add +215.4% | 15,176 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -8.4% | 14,902 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -0.7% | 14,800 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 14,404 | $1.1M |
| High Net Worth Advisory Group LLC | 0.32% | No change | 14,180 | $1.1M |
| KPP Advisory Services LLC | 0.21% | Reduce -0.1% | 14,170 | $1.1M |
| Moloney Securities Asset Management, LLC | 0.15% | Add +11.9% | 13,976 | $1.1M |
| Platform Technology Partners | 0.31% | No change | 13,597 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +390.6% | 13,586 | $1.1M |
| WealthCare Investment Partners, LLC | 0.44% | Add +56.0% | 14,276 | $1.0M |
| Blair William & Co. | 0.00% | No change | 13,156 | $1.0M |
| Beacon Financial Group | 0.11% | Reduce -32.2% | 13,075 | $1.0M |
| Vestor Capital, LLC | 0.09% | Add +10.5% | 13,024 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -1.3% | 12,810 | $1.0M |
| Rodgers Brothers Inc. | 0.13% | No change | 12,733 | $1.0M |
| Advisors Capital Management, LLC | 0.02% | Reduce -97.9% | 12,724 | $1.0M |
| Sovran Advisors, LLC | 0.12% | New | 12,586 | $941K |
| Redhawk Wealth Advisors, Inc. | 0.13% | New | 11,838 | $940K |
| Operose Advisors LLC | 0.31% | No change | 11,700 | $929K |
| Merit Financial Group, LLC | 0.01% | Add +54.7% | 11,675 | $927K |
| TigerOak Management, L.L.C. | 0.36% | Reduce -0.4% | 11,673 | $926K |
| Heritage Wealth Management, Inc./Texas | 0.52% | Add +33.6% | 11,210 | $890K |
| Wedbush Securities Inc. | 0.03% | No change | 11,092 | $880K |
| NewEdge Advisors, LLC | 0.01% | Add +5.0% | 10,996 | $873K |
| Cora Capital Advisors LLC | 0.41% | No change | 10,694 | $849K |
| Hilltop Partners LLC | 0.29% | No change | 10,686 | $848K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +0.0% | 10,571 | $839K |
| Dynamic Advisor Solutions LLC | 0.03% | New | 10,172 | $807K |
| ShoreHaven Wealth Partners, LLC | 0.38% | Reduce -1.9% | 10,002 | $794K |
| Noesis Capital Mangement Corp. | 0.16% | No change | 10,000 | $794K |
| Cwm, LLC | 0.00% | Add +133.8% | 9,928 | $788K |
| Well Done, LLC | 0.14% | Add +20.9% | 10,114 | $787K |
| NFSG Corp | 0.19% | Reduce -1.5% | 9,881 | $784K |
| Moneco Advisors, LLC | 0.08% | Add +4.5% | 9,601 | $762K |
| 626 Financial, LLC | 0.38% | Reduce -6.2% | 9,326 | $740K |
| PFG Investments, LLC | 0.05% | Add +3.6% | 9,235 | $733K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 9,218 | $732K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.9% | 9,142 | $726K |
| Kaydan Wealth Management, Inc. | 0.23% | Add +1.1% | 9,075 | $720K |
| Bantamac Capital, LLC | 0.34% | No change | 9,000 | $714K |
| EverSource Wealth Advisors, LLC | 0.04% | No change | 8,956 | $711K |
| Principal Securities, Inc. | 0.02% | Add +18.6% | 8,867 | $690K |
| IHT Wealth Management, LLC | 0.02% | Add +0.4% | 8,684 | $689K |
| Northwest Financial Advisors | 0.57% | Add +0.3% | 8,633 | $685K |
| Capital Advisors Wealth Management, LLC | 0.12% | Add +0.2% | 8,610 | $683K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.4% | 8,428 | $669K |
| Cozad Asset Management Inc. | 0.07% | No change | 8,373 | $665K |
| HBK Sorce Advisory LLC | 0.02% | No change | 8,212 | $652K |
| Centennial Wealth Advisory LLC | 0.24% | Add +112.7% | 8,181 | $649K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.6% | 8,180 | $649K |
| Benedict Financial Advisors Inc. | 0.15% | Reduce -1.0% | 8,056 | $639K |
| Element Wealth, LLC | 0.34% | Reduce -1.9% | 8,026 | $637K |
| Collaborative Wealth Managment Inc. | 0.30% | Reduce -6.8% | 7,973 | $633K |
| FSA Advisors, Inc. | 0.50% | Reduce -30.4% | 7,934 | $630K |
| M&T Bank Corp | 0.00% | Reduce -1.5% | 7,872 | $625K |
| International Assets Investment Management, LLC | 0.05% | Reduce -2.4% | 7,872 | $625K |
| AQR Capital Management | 0.00% | Reduce -15.4% | 7,867 | $624K |
| Adamsbrown Wealth Consultants LLC | 0.20% | Reduce -11.8% | 7,846 | $623K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 7,827 | $621K |
| Haverford Trust Co | 0.01% | No change | 7,802 | $619K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -3.3% | 7,714 | $612K |
| Live Oak Investment Partners | 0.48% | New | 7,707 | $612K |
| Western Wealth Management, LLC | 0.04% | Reduce -4.0% | 7,641 | $606K |
| Post Resch Tallon Group Inc. | 0.62% | No change | 7,675 | $605K |
| Lutz Financial Services LLC | 0.05% | No change | 7,456 | $592K |
| Synovus Financial Corp. | 0.01% | Reduce -7.4% | 7,381 | $586K |
| Corient Private Wealth LP | 0.00% | Add +3.2% | 7,325 | $581K |
| Glen Eagle Advisors, LLC | 0.09% | Add +9.6% | 7,210 | $572K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +40.5% | 6,914 | $549K |
| Team Hewins, LLC | 0.21% | No change | 6,880 | $546K |
| Grandview Asset Management LLC | 0.20% | Add +0.3% | 6,794 | $539K |
| Advisors Preferred, LLC | 0.07% | Reduce -94.0% | 6,693 | $531K |
| Brown Advisory Inc. | 0.00% | No change | 6,614 | $525K |
| Stonebridge Financial Group, LLC | 0.06% | No change | 6,608 | $524K |
| Fiduciary Group, LLC | 0.05% | No change | 6,606 | $524K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,580 | $522K |
| SpringVest Wealth Management LLC | 0.43% | No change | 6,551 | $520K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.9% | 6,518 | $517K |
| Redmont Wealth Advisors LLC | 1.00% | No change | 6,461 | $513K |
| Henderson Brothers Financial Partners, LLC | 0.25% | — | 5,771 | $508K |
| Staley Capital Advisers Inc. | 0.02% | Reduce -18.2% | 6,290 | $499K |
| Frazier Financial Advisors, LLC | 0.38% | No change | 6,231 | $495K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 6,230 | $494K |
| Modera Wealth Management, LLC | 0.01% | No change | 6,166 | $489K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +21.1% | 6,151 | $488K |
| Waldron Private Wealth LLC | 0.02% | Reduce -2.0% | 6,058 | $481K |
| Heritage Oak Wealth Advisors LLC | 0.21% | Reduce -21.1% | 6,019 | $478K |
| Berkshire Money Management, Inc. | 0.05% | No change | 6,000 | $476K |
| GM Advisory Group, LLC | 0.03% | Add +2.4% | 5,950 | $472K |
| Financial Advocates Investment Management | 0.03% | Reduce -19.1% | 5,907 | $469K |
| Absolute Capital Management, LLC | 0.27% | Reduce -10.4% | 5,859 | $465K |
| Powers Advisory Group, LLC | 0.22% | Reduce -7.7% | 5,816 | $462K |
| LS Investment Advisors, LLC | 0.07% | No change | 5,800 | $460K |
| Mgo One Seven LLC | 0.02% | Add +51.7% | 5,797 | $460K |
| ARK & TLK Investments, LLC | 0.16% | Reduce -7.2% | 5,764 | $457K |
| Associated Banc-Corp | 0.01% | No change | 5,756 | $457K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.6% | 5,727 | $455K |
| Advisor Resource Council | 0.04% | New | 5,926 | $455K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | No change | 5,664 | $450K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | No change | 5,458 | $433K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +1.3% | 5,379 | $427K |
| Willow Creek Wealth Management Inc. | 0.04% | Reduce -1.6% | 5,329 | $423K |
| Modern Wealth Management, LLC | 0.01% | Reduce -27.8% | 5,214 | $414K |
| Equitable Trust Co. | 0.02% | No change | 5,149 | $409K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 5,339 | $406K |
| Nicolet Bankshares Inc. | 0.08% | No change | 5,084 | $404K |
| Hazlett, Burt & Watson, Inc. | 0.18% | Reduce -9.7% | 5,044 | $400K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -20.7% | 4,999 | $397K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,990 | $396K |
| Spinnaker Trust | 0.03% | Reduce -7.2% | 4,980 | $395K |
| Farther Finance Advisors, LLC | 0.01% | New | 4,961 | $393K |
| Marion Wealth Management | 0.10% | Add +0.6% | 4,924 | $391K |
| Valmark Advisers, Inc. | 0.01% | Add +21.4% | 4,915 | $390K |
| AE Wealth Management LLC | 0.00% | Reduce -7.6% | 4,881 | $387K |
| TruNorth Capital Management, LLC | 0.10% | New | 4,853 | $385K |
| Novus Advisors, LLC | 0.39% | New | 4,810 | $382K |
| OneAscent Financial Services LLC | 0.02% | Add +2.4% | 4,807 | $381K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 4,800 | $381K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Reduce -2.5% | 4,794 | $380K |
| Courier Capital LLC | 0.02% | No change | 4,780 | $379K |
| Robinson Smith Wealth Advisors LLC | 0.32% | No change | 4,763 | $378K |
| Salomon & Ludwin, LLC | 0.04% | No change | 4,725 | $375K |
| Choate Investment Advisors | 0.01% | No change | 4,710 | $374K |
| Rathbones Group PLC | 0.00% | No change | 4,700 | $373K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 4,700 | $369K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 4,512 | $351K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -83.5% | 4,356 | $346K |
| Certuity, LLC | 0.04% | No change | 4,214 | $334K |
| Harbour Investments, Inc. | 0.01% | Add +38.7% | 4,082 | $324K |
| Kelman-Lazarov, Inc. | 0.06% | Add +0.1% | 4,033 | $320K |
| Wolfstich Capital, LLC | 0.29% | No change | 4,024 | $319K |
| Code Waechter LLC | 0.26% | No change | 4,000 | $317K |
| Financial Counselors Inc. | 0.00% | Reduce -4.5% | 3,982 | $316K |
| Rockland Trust Co. | 0.02% | No change | 3,980 | $316K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -2.8% | 3,969 | $315K |
| Larson Financial Group LLC | 0.01% | Add +0.4% | 3,954 | $314K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 3,820 | $303K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,750 | $298K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 3,738 | $297K |
| Strategic Financial Concepts, LLC | 0.05% | No change | 3,636 | $289K |
| Seven Springs Wealth Group, LLC | 0.10% | No change | 3,600 | $286K |
| Citizens Financial Group Inc. | 0.01% | Reduce -6.2% | 3,592 | $285K |
| Sheets Smith Wealth Management | 0.04% | Add +0.3% | 3,584 | $284K |
| Moors & Cabot, Inc. | 0.01% | Reduce -2.0% | 3,552 | $282K |
| Rodgers & Associates, LTD | 0.03% | Add +4.5% | 3,510 | $279K |
| Prospera Financial Services Inc | 0.01% | No change | 3,506 | $278K |
| Cary Street Partners Financial LLC | 0.01% | Add +12.8% | 3,490 | $277K |
| Level Four Advisory Services, LLC | 0.01% | No change | 3,487 | $277K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -7.5% | 3,477 | $276K |
| Founders Financial Securities LLC | 0.02% | New | 3,604 | $275K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 3,394 | $269K |
| Kovack Advisors, Inc. | 0.03% | Reduce -43.6% | 3,375 | $268K |
| Guidance Capital, Inc. | 0.08% | Reduce -1.4% | 3,363 | $262K |
| Wick Capital Partners, LLC | 0.08% | New | 3,281 | $260K |
| Empirical Asset Management, LLC | 0.09% | Reduce -68.8% | 3,280 | $260K |
| Vicus Capital | 0.02% | Add +0.2% | 3,261 | $259K |
| Capital Analysts, LLC | 0.01% | Add +0.4% | 3,232 | $257K |
| Stonebrook Private Inc. | 0.07% | Reduce -0.9% | 3,205 | $254K |
| Weaver Consulting Group | 0.08% | No change | 3,202 | $254K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 3,200 | $254K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -7.8% | 3,198 | $254K |
| Ancora Advisors LLC | 0.01% | No change | 3,159 | $251K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.1% | 3,154 | $250K |
| MTM Investment Management, LLC | 0.10% | No change | 3,122 | $247K |
| Marino, Stram & Associates LLC | 0.05% | No change | 3,076 | $244K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | No change | 3,079 | $244K |
| Fusion Capital, LLC | 0.09% | No change | 3,062 | $243K |
| Bridgewater Advisors Inc. | 0.02% | New | 3,152 | $242K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | Reduce -8.9% | 3,045 | $242K |
| PMG Wealth Management, Inc. | 0.25% | No change | 3,000 | $238K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 3,000 | $238K |
| MCF Advisors LLC | 0.02% | No change | 3,000 | $238K |
| Brookwood Investment Group LLC | 0.04% | — | 2,998 | $238K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -31.2% | 2,965 | $235K |
| Armstrong, Fleming & Moore, Inc | 0.28% | New | 2,963 | $235K |
| Dixon Fnancial Services, Inc. | 0.12% | Add +0.5% | 2,846 | $226K |
| Arkadios Wealth Advisors | 0.01% | Add +0.4% | 2,826 | $224K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,825 | $224K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 2,824 | $224K |
| Brighton Jones LLC | 0.01% | Add +0.4% | 2,808 | $223K |
| Focus Financial Network, Inc. | 0.01% | No change | 2,807 | $223K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,800 | $222K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -76.6% | 2,769 | $220K |
| Kuhn & Co Investment Counsel | 0.18% | New | 2,725 | $216K |
| Pullen Investment Management, LLC | 0.14% | No change | 2,722 | $216K |
| USAdvisors Wealth Management, LLC | 0.08% | Reduce -9.3% | 2,724 | $216K |
| Northern Capital Management, Inc. | 0.14% | No change | 2,714 | $215K |
| Csenge Advisory Group | 0.01% | No change | 2,880 | $215K |
| Garde Capital, Inc. | 0.01% | No change | 2,700 | $214K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 2,639 | $209K |
| Vanguard Group Inc. | 0.00% | Reduce -10.1% | 2,635 | $209K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 2,633 | $209K |
| Smith, Moore & Co. | 0.02% | Reduce -32.2% | 2,630 | $209K |
| Lanark Financial, Inc. | 0.02% | — | 2,625 | $208K |
| Brady Family Wealth, LLC | 0.07% | Reduce -1.4% | 2,617 | $208K |
| Capital Investment Advisors, LLC | 0.00% | New | 2,601 | $206K |
| Precedent Wealth Partners, LLC | 0.06% | Reduce -24.3% | 2,561 | $203K |
| Vertex Planning Partners, LLC | 0.04% | New | 2,530 | $201K |
| Dana Investment Advisors, Inc. | 0.01% | New | 2,527 | $201K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,480 | $197K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +77.5% | 2,173 | $172K |
| Spire Wealth Management | 0.01% | No change | 2,168 | $172K |
| Roble, Belko & Company, Inc | 0.03% | No change | 2,000 | $159K |
| Bank of Montreal | 0.00% | Add +0.1% | 1,901 | $151K |
| Franklin Resources Inc. | 0.00% | No change | 1,686 | $134K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,634 | $130K |
| Aptus Capital Advisors, LLC | 0.00% | Add +342.4% | 1,566 | $124K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | No change | 1,550 | $123K |
| IFP Advisors, Inc | 0.00% | Add +3.1% | 1,548 | $123K |
| ORG Partners LLC | 0.03% | No change | 1,500 | $119K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,465 | $116K |
| Signaturefd, LLC | 0.00% | No change | 1,448 | $115K |
| Noble Wealth Management PBC | 0.08% | Reduce -16.0% | 1,437 | $114K |
| CVA Family Office, LLC | 0.02% | No change | 1,426 | $113K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,200 | $95K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -11.3% | 1,175 | $93K |
| PSI Advisors, LLC | 0.03% | No change | 1,166 | $93K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 996 | $79K |
| Cheviot Value Management, LLC | 0.01% | New | 974 | $76K |
| GAMMA Investing LLC | 0.01% | No change | 944 | $75K |
| Optimum Investment Advisors | 0.03% | No change | 930 | $74K |
| Costello Asset Management, INC | 0.03% | New | 911 | $72K |
| AdvisorNet Financial, Inc | 0.01% | No change | 902 | $72K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 900 | $71K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 880 | $70K |
| Inlight Wealth Management, LLC | 0.04% | New | 851 | $68K |
| Bank of New Hampshire | 0.02% | No change | 810 | $64K |
| Transce3nd, LLC | 0.03% | Reduce -20.3% | 791 | $63K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 748 | $59K |
| Creative Financial Designs Inc. | 0.00% | Add +61.9% | 688 | $55K |
| Golden State Wealth Management, LLC | 0.01% | No change | 677 | $54K |
| First Horizon Advisors, Inc. | 0.00% | No change | 670 | $53K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 636 | $49K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 600 | $48K |
| Coastline Trust Co | 0.01% | No change | 600 | $48K |
| Tsfg, LLC | 0.01% | Add +0.3% | 580 | $46K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $40K |
| Ridgewood Investments LLC | 0.02% | No change | 440 | $35K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.2% | 433 | $34K |
| Valley National Advisers Inc. | 0.01% | No change | 410 | $32K |
| Longview Financial Advisors LLC | 0.02% | Reduce -10.7% | 400 | $32K |
| Nova Wealth Management, Inc. | 0.03% | New | 371 | $29K |
| National Bank of Canada | 0.00% | No change | 336 | $27K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 320 | $25K |
| Cornerstone Planning Group LLC | 0.01% | New | 297 | $22K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 280 | $22K |
| Toth Financial Advisory Corp. | 0.00% | No change | 268 | $21K |
| Centricity Wealth Management, LLC | 0.02% | No change | 250 | $20K |
| Trust Co. of Vermont | 0.00% | No change | 246 | $20K |
| Allworth Financial LP | 0.00% | No change | 246 | $19K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +0.5% | 214 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -63.2% | 212 | $17K |
| Qube Research & Technologies Ltd | 0.00% | New | 198 | $16K |
| Sunbelt Securities, Inc. | 0.00% | No change | 194 | $15K |
| JNBA Financial Advisors | 0.00% | Reduce -6.3% | 193 | $15K |
| SJS Investment Consulting Inc. | 0.00% | No change | 182 | $14K |
| IMA Advisory Services, Inc. | 0.00% | New | 171 | $14K |
| Colonial Trust Co / SC | 0.00% | No change | 164 | $13K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 160 | $13K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -9.8% | 138 | $11K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 128 | $10K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 120 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 106 | $8K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 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% | No change | 44 | $3K |
| Arax Advisory Partners | 0.00% | New | 27 | $2K |
| 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 | $953 |
| Bogart Wealth, LLC | 0.00% | Add +200.0% | 6 | $478 |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.