Wisdomtree US Largecap DividDLNETF
13F holders, Q2 2025 (June 30)433holders +13
28new positions
21sold out
3famous investors
$82.15avg. 13F price*
At the end of Q2 2025, 433 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 13 from Q1 2025. 28 opened new positions and 21 sold out. The largest holders were PNC Financial Services Group, Inc. ($319.2M), LPL Financial LLC ($266.9M) and Morgan Stanley ($242.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Wisdomtree US Largecap Divid
- CUSIP
- 97717W307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $11.3M |
| Exits | 21 | $17.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,847,219 shares bought and 1,244,660 shares sold, net +602,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 433 holders
| PNC Financial Services Group, Inc. | 0.21% | Reduce -0.2% | 3,886,291 | $319.2M |
| LPL Financial LLC | 0.09% | Reduce -6.1% | 3,249,447 | $266.9M |
| Morgan Stanley | 0.02% | Reduce -0.3% | 2,954,379 | $242.7M |
| Focus Partners Wealth | 0.43% | Add +1.7% | 2,411,847 | $198.1M |
| Ameriprise Financial Inc. | 0.04% | Add +47.4% | 2,106,770 | $173.1M |
| Creative Planning | 0.10% | Add +2.0% | 1,412,192 | $116.0M |
| UBS Group AG | 0.02% | Reduce -1.0% | 1,301,779 | $106.9M |
| Great Valley Advisor Group, Inc. | 2.14% | Add +13.4% | 1,174,639 | $96.5M |
| Trilogy Capital Inc. | 4.62% | Reduce -1.7% | 1,157,031 | $95.0M |
| Evercore Wealth Management, LLC | 1.37% | Reduce -1.7% | 1,072,367 | $88.1M |
| Clearstead Advisors, LLC | 1.21% | Add +1.4% | 1,049,861 | $86.2M |
| Bank of America Corp. | 0.01% | Add +5.7% | 1,047,944 | $86.1M |
| Cetera Investment Advisers | 0.10% | Add +12.5% | 723,415 | $59.4M |
| Wells Fargo & Company | 0.01% | Add +2.1% | 684,862 | $56.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.1% | 651,998 | $53.6M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +8.5% | 635,924 | $52.2M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -26.7% | 633,518 | $52.0M |
| Waterway Wealth Management, LLC | 14.92% | Add +11.5% | 600,370 | $49.3M |
| Raymond James Financial Inc. | 0.02% | Add +3.3% | 578,307 | $47.5M |
| Royal Bank of Canada | 0.01% | Add +0.2% | 566,005 | $46.5M |
| Osaic Holdings, Inc. | 0.07% | Add +8.5% | 496,816 | $40.8M |
| IAG Wealth Partners, LLC | 4.33% | Reduce -4.2% | 398,151 | $32.7M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -0.5% | 388,221 | $31.9M |
| Stratos Wealth Partners, LTD. | 0.39% | Reduce -8.3% | 352,065 | $28.9M |
| LRI Investments, LLC | 2.34% | Reduce -0.6% | 335,693 | $27.6M |
| Lee, Kelleher & Klein Wealth Management | 17.92% | Add +3.1% | 328,329 | $27.0M |
| Baird Financial Group, Inc. | 0.05% | Add +2.2% | 326,362 | $26.8M |
| Fox Financial, Inc | 21.87% | Add +0.6% | 314,980 | $25.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.7% | 313,974 | $25.8M |
| CLG LLC | 7.17% | Add +13.7% | 279,875 | $23.0M |
| Fairway Wealth LLC | 6.88% | Add +1.1% | 261,991 | $21.5M |
| Private Advisor Group, LLC | 0.11% | Add +1.4% | 254,421 | $20.9M |
| MAI Capital Management | 0.14% | Add +2.5% | 251,283 | $20.6M |
| FIDELIS iM, LLC | 8.68% | Add +0.5% | 237,434 | $19.5M |
| Bristlecone Advisors, LLC | 1.54% | Add +2.0% | 223,864 | $18.4M |
| Revolve Wealth Partners, LLC | 2.29% | Reduce -2.8% | 213,427 | $17.5M |
| D.A. Davidson & Co. | 0.11% | Add +7.2% | 193,957 | $15.9M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -0.2% | 191,467 | $15.7M |
| Future You Wealth LLC | 8.51% | Add +5.1% | 190,803 | $15.7M |
| Kestra Advisory Services, LLC | 0.07% | Add +13.5% | 186,196 | $15.3M |
| Main Street Financial Solutions, LLC | 1.05% | Reduce -3.1% | 175,498 | $14.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.6% | 167,724 | $13.8M |
| HighTower Advisors, LLC | 0.02% | Add +5.7% | 166,299 | $13.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.5% | 164,580 | $13.5M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -0.7% | 162,532 | $13.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.1% | 133,991 | $11.2M |
| Caliber Wealth Management, LLC / KS | 1.12% | Reduce -5.6% | 126,740 | $10.4M |
| First American Trust, FSB | 0.83% | Add +1.6% | 126,368 | $10.4M |
| Strategic Family Wealth Counselors, L.L.C. | 2.61% | Add +2.9% | 111,545 | $9.2M |
| United Advisor Group, LLC | 1.54% | Reduce -0.4% | 108,544 | $8.9M |
| CX Institutional | 0.30% | Add +2.4% | 105,127 | $8.6M |
| Stratos Wealth Advisors, LLC | 0.45% | Reduce -1.0% | 104,628 | $8.6M |
| Key Financial Inc | 1.65% | Add +3.2% | 99,949 | $8.2M |
| Stifel Financial Corp. | 0.01% | Add +2.4% | 94,284 | $7.7M |
| Moller Wealth Partners | 1.68% | Reduce -0.6% | 92,805 | $7.6M |
| RFG Advisory, LLC | 0.17% | Reduce -25.9% | 89,522 | $7.4M |
| Howard Bailey Securities, LLC | 2.08% | Add +2.6% | 82,266 | $6.8M |
| Redhawk Wealth Advisors, Inc. | 0.77% | Add +530.1% | 74,593 | $6.1M |
| One Wealth Map LLC | 3.34% | Add +8.4% | 73,089 | $6.1M |
| Equitable Holdings, Inc. | 0.05% | Add +4.0% | 68,898 | $5.7M |
| Graves Light Lenhart Wealth, Inc. | 0.67% | Reduce -0.5% | 68,877 | $5.7M |
| Truist Financial Corp. | 0.01% | Add +3.6% | 68,159 | $5.6M |
| Tobias Financial Advisors, Inc. | 0.95% | Reduce -7.3% | 67,872 | $5.6M |
| Aspiriant, LLC | 0.17% | Add +62.1% | 65,224 | $5.4M |
| 1900 Wealth Management LLC | 0.39% | Add +0.0% | 62,487 | $5.1M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +0.0% | 61,946 | $5.1M |
| Lake Street Private Wealth, LLC | 0.73% | Add +0.6% | 61,879 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -1.3% | 59,923 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.10% | Reduce -12.9% | 59,867 | $4.9M |
| Koshinski Asset Management, Inc. | 0.36% | Add +0.2% | 57,810 | $4.7M |
| EP Wealth Advisors, LLC | 0.03% | Add +11.8% | 57,165 | $4.7M |
| Comerica Bank | 0.02% | Reduce -2.8% | 57,127 | $4.7M |
| Geneos Wealth Management Inc. | 0.11% | Add +124.0% | 56,949 | $4.7M |
| Sigma Planning Corp | 0.14% | Add +6.0% | 56,709 | $4.7M |
| CW Advisors, LLC | 0.04% | Reduce -1.7% | 56,332 | $4.6M |
| Woodard & Co. Asset Management Group Inc. | 0.83% | Reduce -0.9% | 55,070 | $4.5M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +6.3% | 54,431 | $4.5M |
| Kingswood Wealth Advisors, LLC | 0.35% | Add +0.3% | 53,763 | $4.4M |
| Clearwater Capital Advisors, LLC | 0.40% | Reduce -2.2% | 53,709 | $4.4M |
| Brown Brothers Harriman & Co. | 0.03% | No change | 51,440 | $4.2M |
| Circle Wealth Management, LLC | 0.09% | No change | 51,237 | $4.2M |
| IFG Advisory, LLC | 0.21% | Add +6.2% | 51,018 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +24.3% | 47,079 | $3.9M |
| Linscomb Wealth, Inc. | 0.18% | Reduce -0.4% | 46,995 | $3.9M |
| Nadler Financial Group, Inc. | 0.39% | Reduce -4.0% | 46,420 | $3.8M |
| True Link Financial Advisors, LLC | 0.26% | No change | 45,623 | $3.7M |
| Assetmark, Inc. | 0.01% | Reduce -1.9% | 45,497 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -15.2% | 44,545 | $3.7M |
| MidAtlantic Capital Management, Inc. | 2.52% | Add +11.7% | 43,271 | $3.6M |
| Allen Capital Group, LLC | 0.34% | Reduce -1.2% | 39,288 | $3.2M |
| Cresset Asset Management, LLC | 0.02% | Reduce -14.1% | 39,211 | $3.2M |
| MML Investors Services, LLC | 0.01% | Reduce -5.0% | 39,096 | $3.2M |
| Meridian Financial Partners LLC | 1.44% | No change | 37,314 | $3.1M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -12.2% | 35,713 | $2.9M |
| Berger Financial Group, Inc | 0.18% | Add +0.3% | 34,627 | $2.8M |
| Avant Capital LLC | 2.17% | Add +6.4% | 34,096 | $2.8M |
| Mission Wealth Management, LP | 0.06% | Reduce -0.8% | 33,686 | $2.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.1% | 33,339 | $2.7M |
| Etesian Wealth Advisors, Inc. | 0.99% | Add +63.3% | 32,367 | $2.7M |
| Mather Group, Llc. | 0.03% | Reduce -0.6% | 32,075 | $2.6M |
| CRA Financial Services, LLC | 0.40% | Add +0.1% | 31,925 | $2.6M |
| FMR LLC | 0.00% | Add +6.9% | 31,783 | $2.6M |
| Keybank National Association | 0.01% | No change | 31,353 | $2.6M |
| Foresight Capital Management Advisors, Inc. | 1.50% | Add +26.6% | 31,319 | $2.6M |
| Coldstream Capital Management Inc. | 0.04% | No change | 31,153 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -6.3% | 30,778 | $2.5M |
| Lido Advisors, LLC | 0.01% | Reduce -35.4% | 30,119 | $2.5M |
| Rollins Financial Advisors, LLC | 0.39% | Reduce -0.5% | 29,700 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.16% | Reduce -1.8% | 28,554 | $2.3M |
| &partners | 0.02% | Add +63.7% | 28,151 | $2.3M |
| Rockport Wealth LLC | 0.53% | Reduce -17.6% | 28,061 | $2.3M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.86% | New | 26,686 | $2.2M |
| Amplius Wealth Advisors, LLC | 0.20% | No change | 26,075 | $2.1M |
| PFG Advisors | 0.10% | Add +70.4% | 25,866 | $2.1M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -1.3% | 25,193 | $2.1M |
| Kondo Wealth Advisors, Inc. | 0.93% | Reduce -2.5% | 25,372 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +42.3% | 23,976 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -0.6% | 23,837 | $2.0M |
| Mariner, LLC | 0.00% | Add +47.6% | 22,863 | $1.9M |
| Culbertson A N & Co. Inc. | 0.28% | Reduce -2.6% | 22,260 | $1.8M |
| Founders Financial Alliance, LLC | 0.41% | Reduce -0.9% | 21,852 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +0.0% | 21,715 | $1.8M |
| Team Financial Group, LLC | 0.88% | Add +0.5% | 21,690 | $1.8M |
| Resurgent Financial Advisors LLC | 0.92% | Reduce -7.6% | 20,336 | $1.7M |
| Inspirion Wealth Advisors, LLC | 0.22% | Add +0.6% | 19,886 | $1.6M |
| Wedmont Private Capital | 0.07% | Reduce -2.1% | 19,616 | $1.6M |
| Flagship Wealth Advisors, LLC | 0.60% | Reduce -36.0% | 19,534 | $1.6M |
| Wilmington Savings Fund Society, FSB | 0.03% | No change | 18,995 | $1.6M |
| CoreCap Advisors, LLC | 0.06% | Add +11.4% | 18,997 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +12.1% | 18,664 | $1.5M |
| WealthBridge Capital Management, LLC | 0.39% | Reduce -0.2% | 18,572 | $1.5M |
| Alta Wealth Advisors LLC | 0.68% | No change | 17,420 | $1.4M |
| Cascade Financial Partners, LLC | 0.17% | Add +1.8% | 17,369 | $1.4M |
| HB Wealth Management, LLC | 0.01% | No change | 17,352 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Add +0.6% | 17,027 | $1.4M |
| Centennial Wealth Advisory LLC | 0.44% | Add +108.1% | 17,022 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | No change | 16,699 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.7% | 16,629 | $1.4M |
| Tranquility Partners, LLC | 0.48% | Add +0.9% | 16,445 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +21.2% | 16,472 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -0.1% | 16,340 | $1.3M |
| Flynn Zito Capital Management, LLC | 0.56% | Add +0.5% | 16,168 | $1.3M |
| WealthCare Investment Partners, LLC | 0.48% | Add +11.4% | 15,910 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +269.0% | 16,074 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.16% | Add +14.8% | 16,049 | $1.3M |
| St. Clair Advisors, LLC | 0.34% | No change | 15,714 | $1.3M |
| KPP Advisory Services LLC | 0.21% | Add +8.9% | 15,426 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -1.1% | 15,378 | $1.3M |
| Private Trust Co. NA | 0.12% | Reduce -21.9% | 15,300 | $1.3M |
| Northern Trust Corp. | 0.00% | No change | 14,902 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +1.1% | 14,566 | $1.2M |
| High Net Worth Advisory Group LLC | 0.31% | No change | 14,180 | $1.2M |
| Platform Technology Partners | 0.29% | No change | 13,597 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 13,385 | $1.1M |
| Blair William & Co. | 0.00% | No change | 13,156 | $1.1M |
| Beacon Financial Group | 0.11% | No change | 13,075 | $1.1M |
| Rodgers Brothers Inc. | 0.13% | No change | 12,733 | $1.0M |
| Hilltop Holdings Inc. | 0.07% | New | 12,695 | $1.0M |
| Vise Technologies, Inc. | 0.04% | — | 12,692 | $1.0M |
| Choreo, LLC | 0.01% | Reduce -40.0% | 12,623 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +14.2% | 12,558 | $1.0M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -50.0% | 11,811 | $970K |
| Merit Financial Group, LLC | 0.01% | Add +0.8% | 11,770 | $967K |
| Operose Advisors LLC | 0.27% | No change | 11,700 | $961K |
| TigerOak Management, L.L.C. | 0.33% | No change | 11,673 | $959K |
| Wedbush Securities Inc. | 0.03% | Add +4.7% | 11,617 | $954K |
| Brown Advisory Inc. | 0.00% | Add +75.6% | 11,613 | $954K |
| Uhlmann Price Securities, LLC | 0.67% | Reduce -46.3% | 11,503 | $945K |
| Hilltop Partners LLC | 0.27% | No change | 10,686 | $878K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -18.2% | 10,480 | $861K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -0.2% | 10,150 | $834K |
| Well Done, LLC | 0.16% | No change | 10,114 | $831K |
| Citadel Advisors | 0.00% | New | 10,057 | $826K |
| NFSG Corp | 0.13% | Add +1.5% | 10,032 | $824K |
| Noesis Capital Mangement Corp. | 0.14% | No change | 10,000 | $821K |
| ShoreHaven Wealth Partners, LLC | 0.33% | Reduce -1.2% | 9,880 | $812K |
| Moneco Advisors, LLC | 0.07% | Add +1.1% | 9,710 | $798K |
| NorthCoast Asset Management LLC | 0.00% | Add +11.5% | 9,397 | $772K |
| Principal Securities, Inc. | 0.01% | Add +5.0% | 9,315 | $765K |
| PFG Investments, LLC | 0.04% | Add +0.4% | 9,269 | $761K |
| AQR Capital Management | 0.00% | Add +17.5% | 9,242 | $759K |
| Almanack Investment Partners, LLC. | 0.12% | Reduce -92.5% | 9,241 | $759K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 9,218 | $757K |
| 626 Financial, LLC | 0.35% | Reduce -1.4% | 9,195 | $755K |
| Summit Financial, LLC | 0.02% | New | 9,130 | $750K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | — | 9,083 | $746K |
| Bantamac Capital, LLC | 0.26% | No change | 9,000 | $739K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -17.2% | 8,757 | $719K |
| IHT Wealth Management, LLC | 0.02% | Add +0.5% | 8,725 | $717K |
| Global Retirement Partners, LLC | 0.02% | — | 8,677 | $713K |
| Northwest Financial Advisors | 0.99% | Add +0.5% | 8,672 | $712K |
| Capital Advisors Wealth Management, LLC | 0.11% | Add +0.3% | 8,636 | $709K |
| Cwm, LLC | 0.00% | Reduce -13.2% | 8,617 | $708K |
| Kaydan Wealth Management, Inc. | 0.23% | Reduce -5.4% | 8,589 | $706K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +7.8% | 8,434 | $693K |
| Cozad Asset Management Inc. | 0.06% | No change | 8,373 | $688K |
| HBK Sorce Advisory LLC | 0.02% | No change | 8,212 | $675K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.6% | 8,050 | $672K |
| Bank of New York Mellon Corp | 0.00% | Reduce -84.8% | 8,105 | $666K |
| Benedict Financial Advisors Inc. | 0.15% | Add +0.0% | 8,059 | $662K |
| Element Wealth, LLC | 0.30% | Reduce -0.7% | 7,967 | $654K |
| International Assets Investment Management, LLC | 0.05% | Add +0.7% | 7,929 | $651K |
| Adamsbrown Wealth Consultants LLC | 0.19% | Add +0.1% | 7,858 | $645K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -12.6% | 7,829 | $643K |
| Haverford Trust Co | 0.01% | No change | 7,802 | $641K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -14.9% | 7,782 | $639K |
| Live Oak Investment Partners | 0.49% | No change | 7,707 | $633K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -0.4% | 7,683 | $631K |
| Summit Wealth Group LLC / Co. | 0.16% | — | 7,635 | $627K |
| M&T Bank Corp | 0.00% | Reduce -3.2% | 7,622 | $626K |
| Western Wealth Management, LLC | 0.04% | Reduce -1.3% | 7,540 | $619K |
| Post Resch Tallon Group Inc. | 0.59% | Reduce -2.6% | 7,475 | $614K |
| Lutz Financial Services LLC | 0.05% | No change | 7,456 | $612K |
| Glen Eagle Advisors, LLC | 0.09% | Add +2.9% | 7,420 | $609K |
| Synovus Financial Corp. | 0.01% | Reduce -0.1% | 7,370 | $606K |
| Brighton Jones LLC | 0.02% | Add +162.8% | 7,379 | $606K |
| Heritage Wealth Management, Inc./Texas | 0.30% | Reduce -35.4% | 7,247 | $595K |
| Corient Private Wealth LP | 0.00% | Reduce -1.4% | 7,221 | $593K |
| Independent Wealth Network Inc. | 0.21% | New | 7,141 | $587K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 6,914 | $568K |
| Collaborative Wealth Managment Inc. | 0.25% | Reduce -13.5% | 6,900 | $567K |
| Team Hewins, LLC | 0.20% | No change | 6,880 | $565K |
| Grandview Asset Management LLC | 0.18% | Add +0.4% | 6,821 | $560K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 6,608 | $543K |
| Fiduciary Group, LLC | 0.05% | No change | 6,606 | $543K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,580 | $540K |
| SpringVest Wealth Management LLC | 0.44% | No change | 6,551 | $538K |
| Redmont Wealth Advisors LLC | 0.78% | No change | 6,461 | $531K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.0% | 6,388 | $525K |
| Staley Capital Advisers Inc. | 0.02% | Add +0.1% | 6,294 | $517K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 6,271 | $515K |
| Frazier Financial Advisors, LLC | 0.36% | No change | 6,231 | $512K |
| Mgo One Seven LLC | 0.02% | Add +5.1% | 6,093 | $501K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,058 | $498K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.8% | 6,057 | $498K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.3% | 6,008 | $494K |
| Berkshire Money Management, Inc. | 0.05% | No change | 6,000 | $493K |
| GM Advisory Group, LLC | 0.02% | No change | 5,950 | $489K |
| Powers Advisory Group, LLC | 0.21% | Add +0.6% | 5,849 | $480K |
| LS Investment Advisors, LLC | 0.07% | No change | 5,800 | $476K |
| Associated Banc-Corp | 0.01% | No change | 5,756 | $473K |
| AE Wealth Management LLC | 0.00% | Add +17.3% | 5,724 | $470K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | No change | 5,664 | $465K |
| Valmark Advisers, Inc. | 0.01% | Add +12.8% | 5,546 | $456K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 5,344 | $451K |
| ARK & TLK Investments, LLC | 0.14% | Reduce -5.3% | 5,461 | $449K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | No change | 5,458 | $448K |
| MCF Advisors LLC | 0.03% | Add +81.8% | 5,453 | $448K |
| Modern Wealth Management, LLC | 0.01% | Add +3.8% | 5,412 | $445K |
| Renaissance Technologies | 0.00% | Reduce -63.5% | 5,400 | $444K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 5,379 | $442K |
| Willow Creek Wealth Management Inc. | 0.04% | No change | 5,329 | $438K |
| Fifth Third Securities, Inc. | 0.03% | New | 5,302 | $436K |
| Absolute Capital Management, LLC | 0.21% | Reduce -11.5% | 5,186 | $426K |
| Equitable Trust Co. | 0.02% | No change | 5,149 | $423K |
| Heritage Oak Wealth Advisors LLC | 0.17% | Reduce -15.1% | 5,109 | $420K |
| Wesbanco Bank Inc. | 0.01% | New | 5,085 | $418K |
| Nicolet Bankshares Inc. | 0.07% | No change | 5,084 | $418K |
| Hazlett, Burt & Watson, Inc. | 0.17% | Add +0.2% | 5,054 | $416K |
| Flow Traders U.S. LLC | 0.02% | New | 5,008 | $411K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 4,999 | $411K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,990 | $410K |
| Spinnaker Trust | 0.02% | No change | 4,980 | $409K |
| Cora Capital Advisors LLC | 0.18% | Reduce -53.6% | 4,964 | $408K |
| Marion Wealth Management | 0.10% | No change | 4,924 | $404K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.8% | 4,922 | $404K |
| TruNorth Capital Management, LLC | 0.09% | No change | 4,853 | $399K |
| OneAscent Financial Services LLC | 0.03% | No change | 4,807 | $398K |
| Courier Capital LLC | 0.02% | Add +0.4% | 4,798 | $394K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 4,800 | $394K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -16.6% | 4,777 | $392K |
| Salomon & Ludwin, LLC | 0.04% | No change | 4,725 | $392K |
| Robinson Smith Wealth Advisors LLC | 0.31% | No change | 4,763 | $391K |
| Performance Wealth Partners, LLC | 0.01% | Add +68.1% | 4,750 | $390K |
| Choate Investment Advisors | 0.01% | No change | 4,710 | $387K |
| Rathbones Group PLC | 0.00% | No change | 4,700 | $386K |
| Garrett Wealth Advisory Group, LLC | 0.08% | Reduce -2.4% | 4,681 | $385K |
| Certuity, LLC | 0.03% | Add +1.3% | 4,269 | $351K |
| Harbour Investments, Inc. | 0.01% | No change | 4,082 | $335K |
| Wolfstich Capital, LLC | 0.73% | No change | 4,024 | $331K |
| Code Waechter LLC | 0.23% | No change | 4,000 | $329K |
| Midwest Trust Co | 0.00% | — | 3,982 | $327K |
| Rockland Trust Co. | 0.02% | No change | 3,980 | $327K |
| Larson Financial Group LLC | 0.01% | Add +0.5% | 3,972 | $326K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +43.4% | 3,971 | $326K |
| Kelman-Lazarov, Inc. | 0.05% | Reduce -1.6% | 3,968 | $326K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -0.3% | 3,956 | $325K |
| Eagle Strategies LLC | 0.05% | New | 3,955 | $325K |
| Sax Wealth Advisors, LLC | 0.02% | New | 3,890 | $320K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 3,820 | $314K |
| Carnegie Investment Counsel | 0.01% | New | 3,811 | $313K |
| Founders Financial Securities LLC | 0.02% | Add +4.3% | 3,758 | $309K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,750 | $308K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 3,738 | $307K |
| Quantinno Capital Management LP | 0.00% | New | 3,688 | $303K |
| Novus Advisors, LLC | 0.46% | Reduce -23.7% | 3,670 | $301K |
| Seven Springs Wealth Group, LLC | 0.07% | No change | 3,600 | $296K |
| Citizens Financial Group Inc. | 0.00% | Add +0.1% | 3,597 | $295K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -1.1% | 3,595 | $295K |
| Sheets Smith Wealth Management | 0.03% | Add +0.1% | 3,587 | $295K |
| Moors & Cabot, Inc. | 0.01% | Reduce -1.0% | 3,517 | $289K |
| Rodgers & Associates, LTD | 0.03% | No change | 3,510 | $288K |
| Prospera Financial Services Inc | 0.01% | No change | 3,506 | $288K |
| Guidance Capital, Inc. | 0.08% | Add +3.4% | 3,476 | $287K |
| Level Four Advisory Services, LLC | 0.01% | No change | 3,487 | $286K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -0.7% | 3,453 | $284K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 3,394 | $279K |
| Kovack Advisors, Inc. | 0.03% | No change | 3,375 | $277K |
| Wick Capital Partners, LLC | 0.07% | Reduce -58.5% | 1,361 | $270K |
| Empirical Asset Management, LLC | 0.08% | No change | 3,280 | $269K |
| Johnson Financial Group, Inc. | 0.01% | Add +17.0% | 3,275 | $269K |
| Vicus Capital | 0.02% | Add +0.1% | 3,264 | $268K |
| Capital Analysts, LLC | 0.01% | Add +0.6% | 3,250 | $267K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 3,200 | $263K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +46.9% | 3,191 | $262K |
| Ancora Advisors LLC | 0.01% | No change | 3,159 | $259K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.1% | 3,157 | $259K |
| Weaver Consulting Group | 0.07% | Reduce -1.6% | 3,152 | $259K |
| MTM Investment Management, LLC | 0.09% | No change | 3,122 | $256K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -10.8% | 3,112 | $255K |
| Stonebrook Private Inc. | 0.06% | Reduce -3.0% | 3,109 | $255K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -2.9% | 3,104 | $255K |
| Marino, Stram & Associates LLC | 0.05% | No change | 3,076 | $253K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | No change | 3,079 | $252K |
| Fusion Capital, LLC | 0.09% | No change | 3,062 | $252K |
| FSA Advisors, Inc. | 0.20% | Reduce -61.5% | 3,058 | $251K |
| Arrowroot Family Office, LLC | 0.11% | — | 3,013 | $247K |
| PMG Wealth Management, Inc. | 0.20% | No change | 3,000 | $246K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | No change | 3,000 | $246K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -7.7% | 2,911 | $245K |
| Obermeyer Wealth Partners | 0.01% | New | 2,964 | $243K |
| Dixon Fnancial Services, Inc. | 0.12% | Add +0.6% | 2,862 | $235K |
| Arkadios Wealth Advisors | 0.01% | Add +0.6% | 2,842 | $233K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 2,824 | $232K |
| Focus Financial Network, Inc. | 0.01% | No change | 2,807 | $231K |
| Csenge Advisory Group | 0.01% | No change | 2,880 | $229K |
| USAdvisors Wealth Management, LLC | 0.08% | Add +0.4% | 2,735 | $224K |
| Kuhn & Co Investment Counsel | 0.17% | No change | 2,725 | $224K |
| Pullen Investment Management, LLC | 0.13% | No change | 2,722 | $224K |
| Northern Capital Management, Inc. | 0.13% | No change | 2,714 | $223K |
| Garde Capital, Inc. | 0.01% | No change | 2,700 | $222K |
| Financial Advocates Investment Management | 0.02% | Reduce -54.7% | 2,675 | $220K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -10.8% | 2,646 | $217K |
| Vanguard Group Inc. | 0.00% | No change | 2,635 | $216K |
| Smith, Moore & Co. | 0.02% | No change | 2,630 | $216K |
| Brady Family Wealth, LLC | 0.07% | No change | 2,617 | $215K |
| Nova Wealth Management, Inc. | 0.16% | Add +603.5% | 2,610 | $214K |
| Studio Investment Management LLC | 0.04% | New | 2,602 | $214K |
| B.O.S.S. Retirement Advisors, LLC | 0.05% | Reduce -16.0% | 2,557 | $210K |
| Vertex Planning Partners, LLC | 0.04% | Add +0.1% | 2,533 | $208K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 2,527 | $208K |
| Fiera Capital Corp | 0.00% | New | 2,493 | $205K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,480 | $204K |
| Astoria Portfolio Advisors LLC. | 0.06% | New | 2,408 | $203K |
| PCG Wealth Advisors, LLC | 0.10% | New | 2,451 | $201K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 2,440 | $200K |
| Lanark Financial, Inc. | 0.02% | Reduce -7.6% | 2,425 | $199K |
| Spire Wealth Management | 0.01% | No change | 2,168 | $178K |
| Roble, Belko & Company, Inc | 0.02% | No change | 2,000 | $164K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.05% | Add +122.7% | 1,960 | $161K |
| Bessemer Group Inc. | 0.00% | New | 1,799 | $148K |
| Bank of Montreal | 0.00% | Reduce -5.3% | 1,800 | $148K |
| Clearstead Trust, LLC | 0.03% | New | 1,742 | $143K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -63.8% | 1,700 | $140K |
| Franklin Resources Inc. | 0.00% | No change | 1,686 | $138K |
| Howe & Rusling Inc. | 0.01% | New | 1,618 | $133K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 1,552 | $127K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,550 | $127K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +441.4% | 1,516 | $125K |
| ORG Partners LLC | 0.03% | No change | 1,500 | $124K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.6% | 1,494 | $123K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,465 | $120K |
| Qube Research & Technologies Ltd | 0.00% | Add +623.2% | 1,432 | $118K |
| CVA Family Office, LLC | 0.02% | No change | 1,426 | $117K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,200 | $99K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -8.5% | 1,075 | $88K |
| Cheviot Value Management, LLC | 0.01% | No change | 974 | $82K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 996 | $82K |
| GAMMA Investing LLC | 0.00% | No change | 944 | $78K |
| Optimum Investment Advisors | 0.03% | No change | 930 | $76K |
| Costello Asset Management, INC | 0.03% | Add +0.4% | 915 | $75K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.1% | 903 | $74K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 900 | $74K |
| Inlight Wealth Management, LLC | 0.04% | No change | 851 | $70K |
| Ryan Investment Management, Inc. | 0.04% | — | 814 | $67K |
| Bank of New Hampshire | 0.02% | No change | 810 | $67K |
| Transce3nd, LLC | 0.03% | Reduce -0.8% | 785 | $64K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 748 | $61K |
| Creative Financial Designs Inc. | 0.00% | Add +5.1% | 723 | $59K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -84.4% | 705 | $58K |
| First Horizon Advisors, Inc. | 0.00% | No change | 670 | $55K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 636 | $52K |
| Coastline Trust Co | 0.01% | No change | 600 | $49K |
| Allworth Financial LP | 0.00% | Add +138.2% | 586 | $48K |
| Tsfg, LLC | 0.01% | Add +0.3% | 582 | $48K |
| Vestor Capital, LLC | 0.00% | Reduce -98.1% | 253 | $43K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $41K |
| Harbor Asset Planning, Inc. | 0.04% | — | 495 | $41K |
| Ridgewood Investments LLC | 0.02% | No change | 440 | $36K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.7% | 436 | $36K |
| Valley National Advisers Inc. | 0.01% | No change | 410 | $33K |
| Longview Financial Advisors LLC | 0.02% | No change | 400 | $33K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -40.9% | 400 | $33K |
| National Bank of Canada | 0.00% | No change | 336 | $28K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 320 | $26K |
| Cornerstone Planning Group LLC | 0.01% | No change | 297 | $25K |
| Toth Financial Advisory Corp. | 0.00% | No change | 268 | $22K |
| Centricity Wealth Management, LLC | 0.02% | No change | 250 | $21K |
| Trust Co. of Vermont | 0.00% | No change | 246 | $20K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +0.5% | 215 | $18K |
| JNBA Financial Advisors | 0.00% | No change | 193 | $16K |
| Sunbelt Securities, Inc. | 0.00% | No change | 194 | $15K |
| SJS Investment Consulting Inc. | 0.00% | No change | 182 | $15K |
| IMA Advisory Services, Inc. | 0.00% | No change | 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% | No change | 138 | $11K |
| Sound Income Strategies, LLC | 0.00% | Add +2.8% | 109 | $9K |
| Legend Financial Advisors, Inc. | 0.01% | New | 104 | $9K |
| BNP Paribas Financial Markets | 0.00% | New | 103 | $8K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 100 | $8K |
| American Capital Advisory, LLC | 0.00% | No change | 86 | $7K |
| Signaturefd, LLC | 0.00% | Reduce -94.2% | 84 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 44 | $4K |
| Arax Advisory Partners | 0.00% | No change | 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 | $986 |
| TD Private Client Wealth LLC | 0.00% | New | 10 | $821 |
| Bogart Wealth, LLC | 0.00% | Add +50.0% | 9 | $746 |
| Raleigh Capital Management Inc. | 0.00% | New | 1 | $76 |
| Simplex Trading, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.