Wisdomtree US Largecap DividDLNETF
13F holders, Q3 2025 (September 30)436holders +3
29new positions
24sold out
3famous investors
$86.90avg. 13F price*
At the end of Q3 2025, 436 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 3 from Q2 2025. 29 opened new positions and 24 sold out. The largest holders were PNC Financial Services Group, Inc. ($339.4M), LPL Financial LLC ($302.5M) and Morgan Stanley ($249.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $17.7M |
| Exits | 24 | $7.8M |
All 13F filers, Q2 2025 → Q3 2025: 1,820,160 shares bought and 809,002 shares sold, net +1,011,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 436 holders
| PNC Financial Services Group, Inc. | 0.21% | Add +0.3% | 3,899,581 | $339.4M |
| LPL Financial LLC | 0.09% | Add +7.0% | 3,475,573 | $302.5M |
| Morgan Stanley | 0.02% | Reduce -3.0% | 2,865,779 | $249.4M |
| Focus Partners Wealth | 0.35% | Add +2.1% | 2,462,898 | $214.3M |
| Ameriprise Financial Inc. | 0.04% | Reduce -2.5% | 2,055,006 | $178.8M |
| Creative Planning | 0.09% | Reduce -0.6% | 1,404,483 | $122.2M |
| UBS Group AG | 0.02% | Add +4.4% | 1,359,616 | $118.3M |
| Great Valley Advisor Group, Inc. | 2.09% | Add +1.7% | 1,194,827 | $104.0M |
| Bank of America Corp. | 0.01% | Add +10.7% | 1,159,861 | $100.9M |
| Trilogy Capital Inc. | 4.50% | Reduce -3.4% | 1,118,106 | $97.3M |
| Clearstead Advisors, LLC | 1.34% | Add +0.4% | 1,054,394 | $91.8M |
| Evercore Wealth Management, LLC | 1.34% | Reduce -2.0% | 1,050,411 | $91.4M |
| Cetera Investment Advisers | 0.09% | Add +18.7% | 858,767 | $74.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.8% | 715,734 | $62.3M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +10.4% | 702,402 | $61.1M |
| Wells Fargo & Company | 0.01% | Add +0.1% | 685,188 | $59.6M |
| Waterway Wealth Management, LLC | 13.49% | Add +22.0% | 732,261 | $56.6M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -2.8% | 615,872 | $53.6M |
| Raymond James Financial Inc. | 0.02% | Add +0.3% | 580,073 | $50.5M |
| Osaic Holdings, Inc. | 0.07% | Add +14.5% | 568,867 | $49.1M |
| Royal Bank of Canada | 0.01% | Reduce -9.2% | 513,950 | $44.7M |
| IAG Wealth Partners, LLC | 4.12% | Reduce -1.1% | 393,899 | $34.3M |
| CLG LLC | 8.97% | Add +35.2% | 378,460 | $32.9M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -3.1% | 376,029 | $32.7M |
| Stratos Wealth Partners, LTD. | 0.38% | Add +4.1% | 366,568 | $31.9M |
| Lee, Kelleher & Klein Wealth Management | 18.73% | Add +6.4% | 349,340 | $30.4M |
| LRI Investments, LLC | 2.38% | Reduce -0.3% | 334,596 | $29.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.2% | 333,350 | $29.0M |
| Baird Financial Group, Inc. | 0.05% | Add +1.2% | 330,397 | $28.8M |
| Fox Financial, Inc | 21.73% | Reduce -0.4% | 313,726 | $27.3M |
| Fairway Wealth LLC | 6.66% | Add +4.1% | 272,617 | $23.7M |
| Private Advisor Group, LLC | 0.11% | Add +1.2% | 257,459 | $22.4M |
| MAI Capital Management | 0.14% | Reduce -1.1% | 248,438 | $21.6M |
| Bristlecone Advisors, LLC | 1.65% | Add +1.4% | 227,025 | $19.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +27.3% | 213,524 | $18.6M |
| D.A. Davidson & Co. | 0.12% | Add +7.9% | 209,281 | $18.2M |
| Revolve Wealth Partners, LLC | 2.18% | Reduce -2.1% | 208,829 | $18.2M |
| NerdWallet Wealth Partners, LLC | 8.61% | — | 202,113 | $17.6M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -0.3% | 190,886 | $16.6M |
| Main Street Financial Solutions, LLC | 1.05% | Add +7.5% | 188,627 | $16.4M |
| Sanctuary Advisors, LLC | 0.09% | Add +10.4% | 179,491 | $15.6M |
| HighTower Advisors, LLC | 0.02% | Add +1.9% | 169,379 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 164,654 | $14.3M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -12.4% | 163,019 | $14.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +8.7% | 145,698 | $12.7M |
| First American Trust, FSB | 0.78% | Reduce -3.0% | 122,646 | $10.7M |
| United Advisor Group, LLC | 1.37% | Add +8.0% | 117,231 | $10.2M |
| Strategic Family Wealth Counselors, L.L.C. | 2.54% | Add +1.6% | 113,370 | $9.9M |
| Stratos Wealth Advisors, LLC | 0.45% | Add +2.5% | 107,234 | $9.3M |
| Blair William & Co. | 0.02% | Add +711.1% | 106,715 | $9.3M |
| RFG Advisory, LLC | 0.19% | Add +17.7% | 105,370 | $9.2M |
| CX Institutional | 0.27% | Reduce -2.4% | 102,619 | $8.9M |
| Key Financial Inc | 1.59% | Reduce -1.3% | 98,611 | $8.6M |
| Stifel Financial Corp. | 0.01% | Reduce -3.9% | 90,629 | $7.9M |
| FIDELIS iM, LLC | 4.88% | Reduce -72.2% | 65,960 | $7.9M |
| Aspiriant, LLC | 0.24% | Add +38.2% | 90,157 | $7.8M |
| Moller Wealth Partners | 1.62% | Reduce -4.0% | 89,099 | $7.8M |
| Howard Bailey Securities, LLC | 2.11% | Add +3.4% | 85,098 | $7.4M |
| Equitable Holdings, Inc. | 0.05% | Add +20.8% | 83,207 | $7.2M |
| Caliber Wealth Management, LLC / KS | 0.81% | Reduce -34.5% | 83,068 | $7.2M |
| Redhawk Wealth Advisors, Inc. | 0.77% | Add +1.5% | 75,741 | $6.6M |
| One Wealth Map LLC | 3.34% | Reduce -1.4% | 72,095 | $6.3M |
| Truist Financial Corp. | 0.01% | Add +3.6% | 70,640 | $6.1M |
| Tobias Financial Advisors, Inc. | 0.88% | Reduce -1.5% | 66,877 | $5.8M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +4.7% | 64,859 | $5.6M |
| Graves Light Lenhart Wealth, Inc. | 0.60% | Reduce -9.1% | 62,611 | $5.4M |
| Lake Street Private Wealth, LLC | 0.70% | Add +1.0% | 62,506 | $5.4M |
| 1900 Wealth Management LLC | 0.37% | Add +0.0% | 62,501 | $5.4M |
| Captrust Financial Advisors | 0.01% | Reduce -0.6% | 59,582 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +32.1% | 58,853 | $5.1M |
| Koshinski Asset Management, Inc. | 0.36% | Reduce -0.0% | 57,803 | $5.0M |
| Geneos Wealth Management Inc. | 0.13% | Add +0.4% | 57,189 | $5.0M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -4.8% | 56,966 | $5.0M |
| Comerica Bank | 0.02% | Reduce -2.4% | 55,762 | $4.9M |
| Sigma Planning Corp | 0.14% | Reduce -3.3% | 54,837 | $4.8M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -0.9% | 53,957 | $4.7M |
| Clearwater Capital Advisors, LLC | 0.40% | Reduce -0.6% | 53,408 | $4.6M |
| Kingswood Wealth Advisors, LLC | 0.27% | Reduce -4.2% | 51,498 | $4.5M |
| Brown Brothers Harriman & Co. | 0.03% | No change | 51,440 | $4.5M |
| Circle Wealth Management, LLC | 0.08% | Reduce -3.6% | 49,376 | $4.3M |
| IFG Advisory, LLC | 0.19% | Reduce -7.1% | 47,385 | $4.1M |
| Linscomb Wealth, Inc. | 0.18% | Reduce -0.1% | 46,959 | $4.1M |
| Nadler Financial Group, Inc. | 0.38% | Reduce -0.2% | 46,320 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -2.2% | 46,045 | $4.0M |
| Cresset Asset Management, LLC | 0.02% | Add +17.1% | 45,913 | $4.0M |
| Assetmark, Inc. | 0.01% | Reduce -1.4% | 44,871 | $3.9M |
| True Link Financial Advisors, LLC | 0.24% | Reduce -4.4% | 43,623 | $3.8M |
| MidAtlantic Capital Management, Inc. | 2.58% | Add +0.2% | 43,357 | $3.8M |
| Etesian Wealth Advisors, Inc. | 1.19% | Add +28.2% | 41,509 | $3.6M |
| Allen Capital Group, LLC | 0.31% | Reduce -4.3% | 37,600 | $3.3M |
| Meridian Financial Partners LLC | 1.35% | No change | 37,314 | $3.2M |
| Avant Capital LLC | 2.28% | Add +9.0% | 37,168 | $3.2M |
| FMR LLC | 0.00% | Add +15.2% | 36,604 | $3.2M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -1.2% | 35,293 | $3.1M |
| Mission Wealth Management, LP | 0.06% | Reduce -4.7% | 32,110 | $2.8M |
| Mather Group, Llc. | 0.03% | No change | 32,075 | $2.8M |
| Keybank National Association | 0.01% | Reduce -0.0% | 31,345 | $2.7M |
| CRA Financial Services, LLC | 0.37% | Reduce -2.0% | 31,280 | $2.7M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -0.8% | 30,893 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +2.3% | 30,814 | $2.7M |
| PFG Advisors | 0.11% | Add +17.5% | 30,387 | $2.6M |
| Foresight Capital Management Advisors, Inc. | 1.49% | Reduce -3.1% | 30,350 | $2.6M |
| MML Investors Services, LLC | 0.01% | Reduce -23.7% | 29,842 | $2.6M |
| Rollins Financial Advisors, LLC | 0.39% | Reduce -1.6% | 29,229 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +0.5% | 28,707 | $2.5M |
| Citigroup Inc. | 0.00% | Add +20.3% | 28,685 | $2.5M |
| Advisors Preferred, LLC | 0.35% | New | 27,496 | $2.4M |
| Mariner, LLC | 0.00% | Add +17.8% | 26,929 | $2.3M |
| Synovus Financial Corp. | 0.03% | Add +250.8% | 25,854 | $2.3M |
| Centennial Wealth Advisory LLC | 0.62% | Add +51.0% | 25,694 | $2.2M |
| &partners | 0.01% | Reduce -8.9% | 25,646 | $2.2M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -0.0% | 25,186 | $2.2M |
| Kondo Wealth Advisors, Inc. | 0.89% | Reduce -0.1% | 25,347 | $2.2M |
| Rockport Wealth LLC | 0.45% | Reduce -10.0% | 25,257 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +2.2% | 24,500 | $2.1M |
| Advisors Capital Management, LLC | 0.03% | New | 24,096 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 24,010 | $2.1M |
| CoreCap Advisors, LLC | 0.07% | Add +20.8% | 22,956 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +3.7% | 22,515 | $2.0M |
| Uhlmann Price Securities, LLC | 1.19% | Add +94.0% | 22,310 | $1.9M |
| Culbertson A N & Co. Inc. | 0.27% | Reduce -0.1% | 22,240 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +33.2% | 22,147 | $1.9M |
| Team Financial Group, LLC | 0.88% | Add +0.5% | 21,787 | $1.9M |
| Founders Financial Alliance, LLC | 0.34% | Reduce -6.2% | 20,507 | $1.8M |
| Berger Financial Group, Inc | 0.10% | Reduce -42.3% | 19,972 | $1.7M |
| Resurgent Financial Advisors LLC | 0.85% | Reduce -2.7% | 19,778 | $1.7M |
| Wedmont Private Capital | 0.06% | No change | 19,616 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | New | 19,259 | $1.7M |
| Flagship Wealth Advisors, LLC | 0.54% | Reduce -3.4% | 18,874 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +1.0% | 18,846 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +100.3% | 18,827 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +12.7% | 18,556 | $1.6M |
| WealthBridge Capital Management, LLC | 0.37% | Reduce -1.2% | 18,347 | $1.6M |
| KPP Advisory Services LLC | 0.24% | Add +18.8% | 18,327 | $1.6M |
| Amplius Wealth Advisors, LLC | 0.14% | Reduce -30.5% | 18,113 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +266.5% | 18,038 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +11.5% | 17,929 | $1.6M |
| Renaissance Technologies | 0.00% | Add +231.5% | 17,900 | $1.6M |
| Inspirion Wealth Advisors, LLC | 0.22% | Reduce -1.2% | 19,652 | $1.5M |
| Alta Wealth Advisors LLC | 0.54% | No change | 17,420 | $1.5M |
| HB Wealth Management, LLC | 0.01% | No change | 17,352 | $1.5M |
| KCM Investment Advisors LLC | 0.05% | Add +0.5% | 17,109 | $1.5M |
| Valeo Financial Advisors, LLC | 0.03% | No change | 16,699 | $1.5M |
| US Bancorp \de | 0.00% | Add +0.0% | 16,342 | $1.4M |
| Cascade Financial Partners, LLC | 0.16% | Reduce -6.6% | 16,223 | $1.4M |
| WealthCare Investment Partners, LLC | 0.46% | Add +1.4% | 16,131 | $1.4M |
| Moloney Securities Asset Management, LLC | 0.17% | Reduce -0.3% | 15,996 | $1.4M |
| St. Clair Advisors, LLC | 0.36% | No change | 15,714 | $1.4M |
| Independent Wealth Network Inc. | 0.44% | Add +118.3% | 15,589 | $1.4M |
| Private Trust Co. NA | 0.12% | Add +0.7% | 15,399 | $1.3M |
| Cambria Investment Management, L.P. | 0.08% | New | 15,353 | $1.3M |
| Empowered Funds, LLC | 0.01% | New | 15,353 | $1.3M |
| Flynn Zito Capital Management, LLC | 0.49% | Reduce -5.1% | 15,341 | $1.3M |
| Parallel Advisors, LLC | 0.02% | Reduce -0.8% | 15,263 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +21.4% | 15,242 | $1.3M |
| Tranquility Partners, LLC | 0.45% | Reduce -7.5% | 15,218 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 14,767 | $1.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 14,664 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -1.1% | 14,404 | $1.3M |
| High Net Worth Advisory Group LLC | 0.30% | No change | 14,180 | $1.2M |
| Platform Technology Partners | 0.28% | No change | 13,597 | $1.2M |
| Woodard & Co. Asset Management Group Inc. | 0.19% | Reduce -75.5% | 13,510 | $1.2M |
| TigerOak Management, L.L.C. | 0.36% | Add +14.2% | 13,325 | $1.2M |
| Hilltop Holdings Inc. | 0.06% | Add +3.3% | 13,113 | $1.1M |
| Beacon Financial Group | 0.11% | No change | 13,075 | $1.1M |
| Rodgers Brothers Inc. | 0.14% | No change | 12,733 | $1.1M |
| Vestor Capital, LLC | 0.07% | Add +4901.2% | 12,653 | $1.1M |
| Choreo, LLC | 0.01% | Add +0.0% | 12,627 | $1.1M |
| Vise Technologies, Inc. | 0.04% | Reduce -5.6% | 11,981 | $1.0M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.2% | 11,830 | $1.0M |
| Operose Advisors LLC | 0.25% | No change | 11,700 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Reduce -0.7% | 11,541 | $1.0M |
| Brown Advisory Inc. | 0.00% | Reduce -0.8% | 11,522 | $1.0M |
| Courier Capital LLC | 0.06% | Add +42.6% | 6,840 | $983K |
| Cwm, LLC | 0.00% | Add +28.4% | 11,068 | $963K |
| Integrated Wealth Concepts LLC | 0.01% | Add +41.6% | 11,018 | $959K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.9% | 10,995 | $957K |
| Burk Holdings LLC | 0.50% | New | 10,800 | $940K |
| Hilltop Partners LLC | 0.28% | No change | 10,686 | $930K |
| AQR Capital Management | 0.00% | Add +13.0% | 10,442 | $909K |
| Bank of New York Mellon Corp | 0.00% | Add +28.4% | 10,403 | $905K |
| World Investment Advisors | 0.02% | New | 10,385 | $904K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +1.7% | 10,323 | $898K |
| Well Done, LLC | 0.15% | No change | 10,114 | $880K |
| Harpswell Capital Advisors, LLC | 0.83% | — | 10,000 | $870K |
| Noesis Capital Mangement Corp. | 0.14% | No change | 10,000 | $870K |
| Global Retirement Partners, LLC | 0.02% | Add +14.9% | 9,969 | $868K |
| NFSG Corp | 0.13% | Reduce -0.8% | 9,951 | $866K |
| Summit Wealth Group LLC / Co. | 0.09% | Add +23.9% | 9,457 | $847K |
| Moneco Advisors, LLC | 0.07% | Add +0.1% | 9,722 | $846K |
| 626 Financial, LLC | 0.37% | Add +5.7% | 9,720 | $846K |
| Merit Financial Group, LLC | 0.01% | Reduce -18.6% | 9,587 | $834K |
| PFG Investments, LLC | 0.04% | Add +0.3% | 9,298 | $809K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 9,218 | $802K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +0.6% | 9,135 | $795K |
| Imprint Wealth LLC | 2.54% | — | 9,117 | $793K |
| Principal Securities, Inc. | 0.01% | Reduce -3.0% | 9,038 | $787K |
| Bantamac Capital, LLC | 0.59% | No change | 9,000 | $783K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +1.5% | 8,888 | $773K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +27.5% | 8,816 | $767K |
| Northwest Financial Advisors | 0.97% | Add +0.4% | 8,706 | $758K |
| Summit Financial, LLC | 0.01% | Reduce -4.7% | 8,704 | $758K |
| Capital Advisors Wealth Management, LLC | 0.11% | Reduce -0.8% | 8,570 | $746K |
| Kaydan Wealth Management, Inc. | 0.21% | Reduce -0.3% | 8,565 | $745K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 8,434 | $734K |
| Cozad Asset Management Inc. | 0.06% | Reduce -0.2% | 8,359 | $727K |
| HBK Sorce Advisory LLC | 0.02% | No change | 8,212 | $713K |
| Benedict Financial Advisors Inc. | 0.15% | Add +0.0% | 8,061 | $702K |
| Fifth Third Securities, Inc. | 0.05% | Add +52.0% | 8,058 | $701K |
| Western Wealth Management, LLC | 0.04% | Add +6.7% | 8,048 | $700K |
| NewEdge Wealth, LLC | 0.01% | No change | 8,050 | $695K |
| Live Oak Investment Partners | 0.45% | Add +2.4% | 7,888 | $686K |
| Adamsbrown Wealth Consultants LLC | 0.19% | Add +0.1% | 7,868 | $685K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 7,819 | $680K |
| Haverford Trust Co | 0.01% | No change | 7,802 | $679K |
| Citadel Advisors | 0.00% | Reduce -24.1% | 7,629 | $664K |
| IHT Wealth Management, LLC | 0.02% | Reduce -12.6% | 7,625 | $664K |
| M&T Bank Corp | 0.00% | No change | 7,622 | $663K |
| Almanack Investment Partners, LLC. | 0.10% | Reduce -17.6% | 7,610 | $662K |
| Glen Eagle Advisors, LLC | 0.09% | Add +1.8% | 7,556 | $658K |
| International Assets Investment Management, LLC | 0.05% | No change | 7,929 | $656K |
| Corient Private Wealth LP | 0.00% | Add +4.3% | 7,532 | $656K |
| Lutz Financial Services LLC | 0.05% | No change | 7,456 | $649K |
| Brighton Jones LLC | 0.02% | Add +0.5% | 7,415 | $645K |
| ShoreHaven Wealth Partners, LLC | 0.24% | Reduce -25.9% | 7,316 | $637K |
| Post Resch Tallon Group Inc. | 0.56% | Reduce -3.3% | 7,225 | $629K |
| Team Hewins, LLC | 0.21% | Add +4.0% | 7,157 | $623K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -8.8% | 7,008 | $610K |
| Grandview Asset Management LLC | 0.17% | Add +0.1% | 6,830 | $594K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 6,608 | $575K |
| Fiduciary Group, LLC | 0.05% | No change | 6,606 | $575K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,580 | $573K |
| SpringVest Wealth Management LLC | 0.42% | No change | 6,551 | $570K |
| Heritage Wealth Management, Inc./Texas | 0.25% | Reduce -10.7% | 6,474 | $563K |
| Redmont Wealth Advisors LLC | 0.78% | No change | 6,461 | $562K |
| Staley Capital Advisers Inc. | 0.02% | Add +2.6% | 6,458 | $562K |
| Perigon Wealth Management, LLC | 0.01% | No change | 6,388 | $556K |
| Element Wealth, LLC | 0.24% | Reduce -20.5% | 6,331 | $551K |
| Frazier Financial Advisors, LLC | 0.33% | No change | 6,231 | $542K |
| Collaborative Wealth Managment Inc. | 0.22% | Reduce -10.7% | 6,160 | $536K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,058 | $527K |
| Modera Wealth Management, LLC | 0.01% | No change | 6,057 | $527K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.2% | 6,021 | $524K |
| Associated Banc-Corp | 0.01% | Add +3.3% | 5,944 | $517K |
| Mgo One Seven LLC | 0.01% | Reduce -2.9% | 5,918 | $515K |
| Powers Advisory Group, LLC | 0.20% | Add +0.5% | 5,877 | $511K |
| LS Investment Advisors, LLC | 0.07% | No change | 5,800 | $505K |
| AE Wealth Management LLC | 0.00% | Reduce -0.3% | 5,708 | $497K |
| Valmark Advisers, Inc. | 0.01% | Add +2.6% | 5,688 | $495K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | No change | 5,664 | $493K |
| Empirical Asset Management, LLC | 0.14% | Add +70.9% | 5,606 | $488K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | No change | 5,458 | $478K |
| ARK & TLK Investments, LLC | 0.15% | No change | 5,461 | $475K |
| MCF Advisors LLC | 0.03% | No change | 5,453 | $475K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -59.5% | 5,419 | $472K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 5,379 | $468K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 5,347 | $466K |
| Willow Creek Wealth Management Inc. | 0.04% | No change | 5,329 | $464K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +4.9% | 5,245 | $456K |
| Equitable Trust Co. | 0.02% | No change | 5,149 | $448K |
| Modern Wealth Management, LLC | 0.01% | Reduce -5.7% | 5,105 | $444K |
| Kingsview Wealth Management, LLC | 0.01% | Add +6.6% | 5,092 | $443K |
| Wesbanco Bank Inc. | 0.01% | No change | 5,085 | $443K |
| Nicolet Bankshares Inc. | 0.07% | No change | 5,084 | $442K |
| Hazlett, Burt & Watson, Inc. | 0.16% | Add +0.2% | 5,064 | $440K |
| Harbour Investments, Inc. | 0.01% | Add +22.4% | 4,996 | $435K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,990 | $434K |
| Spinnaker Trust | 0.02% | No change | 4,980 | $433K |
| Cora Capital Advisors LLC | 0.18% | No change | 4,964 | $432K |
| Marion Wealth Management | 0.10% | No change | 4,924 | $429K |
| Ameritas Advisory Services, LLC | 0.03% | Add +597.0% | 4,914 | $428K |
| Heritage Oak Wealth Advisors LLC | 0.16% | Reduce -4.7% | 4,868 | $424K |
| Midwest Trust Co | 0.01% | Add +22.1% | 4,864 | $423K |
| TruNorth Capital Management, LLC | 0.08% | No change | 4,853 | $422K |
| OneAscent Financial Services LLC | 0.03% | No change | 4,807 | $418K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 4,800 | $418K |
| Sax Wealth Advisors, LLC | 0.02% | Add +22.6% | 4,769 | $415K |
| Robinson Smith Wealth Advisors LLC | 0.30% | No change | 4,763 | $415K |
| Performance Wealth Partners, LLC | 0.01% | No change | 4,750 | $413K |
| Salomon & Ludwin, LLC | 0.04% | Reduce -0.1% | 4,718 | $411K |
| Choate Investment Advisors | 0.01% | No change | 4,710 | $410K |
| Rathbones Group PLC | 0.00% | No change | 4,700 | $409K |
| Garrett Wealth Advisory Group, LLC | 0.08% | Reduce -0.0% | 4,680 | $407K |
| GM Advisory Group, LLC | 0.02% | Reduce -24.7% | 4,481 | $390K |
| Quantinno Capital Management LP | 0.00% | Add +18.7% | 4,379 | $381K |
| Certuity, LLC | 0.03% | No change | 4,269 | $372K |
| HUB Investment Partners, LLC | 0.01% | New | 4,047 | $352K |
| Wolfstich Capital, LLC | 0.71% | No change | 4,024 | $350K |
| Larson Financial Group LLC | 0.01% | Add +0.4% | 3,988 | $347K |
| Rockland Trust Co. | 0.01% | No change | 3,980 | $346K |
| Code Waechter LLC | 0.23% | No change | 4,000 | $346K |
| Kelman-Lazarov, Inc. | 0.05% | Reduce -1.6% | 3,903 | $340K |
| JMG Financial Group, Ltd. | 0.01% | New | 3,902 | $340K |
| Eagle Strategies LLC | 0.05% | Reduce -2.2% | 3,869 | $337K |
| Carnegie Investment Counsel | 0.01% | No change | 3,811 | $332K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.4% | 3,804 | $331K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,750 | $326K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 3,738 | $325K |
| WealthPlan Investment Management, LLC | 0.02% | New | 3,735 | $325K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +16.9% | 3,732 | $325K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -42.2% | 3,625 | $315K |
| Citizens Financial Group Inc. | 0.00% | Add +0.1% | 3,601 | $313K |
| Seven Springs Wealth Group, LLC | 0.08% | No change | 3,600 | $313K |
| Kovack Advisors, Inc. | 0.03% | Add +6.7% | 3,600 | $313K |
| Novus Advisors, LLC | 0.72% | Reduce -2.0% | 3,598 | $313K |
| Sheets Smith Wealth Management | 0.04% | Add +0.1% | 3,589 | $312K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,589 | $312K |
| Rodgers & Associates, LTD | 0.03% | Add +2.1% | 3,585 | $312K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 3,583 | $312K |
| Prospera Financial Services Inc | 0.01% | No change | 3,506 | $305K |
| Level Four Advisory Services, LLC | 0.01% | No change | 3,487 | $303K |
| Cary Street Partners Financial LLC | 0.01% | Add +10.2% | 3,430 | $299K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -1.4% | 3,406 | $296K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 3,394 | $295K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -15.2% | 3,356 | $292K |
| Ancora Advisors LLC | 0.01% | Add +5.6% | 3,336 | $290K |
| Obermeyer Wealth Partners | 0.01% | Add +10.9% | 3,286 | $286K |
| Wick Capital Partners, LLC | 0.07% | Add +141.1% | 3,281 | $286K |
| Johnson Financial Group, Inc. | 0.01% | No change | 3,275 | $285K |
| Vicus Capital | 0.02% | Reduce -0.4% | 3,251 | $283K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 3,200 | $278K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.1% | 3,160 | $275K |
| Weaver Consulting Group | 0.07% | Reduce -0.9% | 3,124 | $272K |
| MTM Investment Management, LLC | 0.09% | No change | 3,122 | $272K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -0.1% | 3,102 | $270K |
| Stonebrook Private Inc. | 0.06% | Reduce -0.7% | 3,086 | $269K |
| Marino, Stram & Associates LLC | 0.05% | No change | 3,076 | $268K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | No change | 3,079 | $267K |
| Guidance Capital, Inc. | 0.07% | Reduce -12.6% | 3,037 | $266K |
| Fusion Capital, LLC | 0.08% | No change | 3,062 | $266K |
| Arrowroot Family Office, LLC | 0.11% | Add +0.4% | 3,026 | $263K |
| PMG Wealth Management, Inc. | 0.20% | No change | 3,000 | $260K |
| Aviance Capital Partners, LLC | 0.03% | New | 2,972 | $259K |
| Studio Investment Management LLC | 0.05% | Add +13.5% | 2,953 | $257K |
| Csenge Advisory Group | 0.01% | No change | 2,880 | $251K |
| Dixon Fnancial Services, Inc. | 0.11% | Add +0.5% | 2,876 | $250K |
| JGP Wealth Management, LLC | 0.03% | New | 2,882 | $250K |
| Arkadios Wealth Advisors | 0.01% | Add +0.5% | 2,856 | $249K |
| Tiemann Investment Advisors, LLC | 0.09% | No change | 2,824 | $246K |
| Focus Financial Network, Inc. | 0.01% | No change | 2,807 | $244K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 2,785 | $242K |
| Kuhn & Co Investment Counsel | 0.19% | No change | 2,725 | $237K |
| Pullen Investment Management, LLC | 0.13% | No change | 2,722 | $237K |
| Northern Capital Management, Inc. | 0.13% | No change | 2,714 | $236K |
| Garde Capital, Inc. | 0.01% | No change | 2,700 | $235K |
| Nova Wealth Management, Inc. | 0.16% | Add +2.3% | 2,671 | $232K |
| Smith, Moore & Co. | 0.02% | No change | 2,630 | $229K |
| Brady Family Wealth, LLC | 0.07% | No change | 2,617 | $228K |
| USAdvisors Wealth Management, LLC | 0.08% | Reduce -4.5% | 2,611 | $227K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.6% | 2,603 | $227K |
| Prosperity Wealth Management, Inc. | 0.08% | New | 2,543 | $221K |
| Vertex Planning Partners, LLC | 0.04% | Add +0.1% | 2,536 | $221K |
| Vanguard Group Inc. | 0.00% | Reduce -5.0% | 2,504 | $218K |
| Fiera Capital Corp | 0.00% | No change | 2,493 | $217K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,480 | $216K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 2,440 | $212K |
| PCG Wealth Advisors, LLC | 0.06% | Reduce -0.5% | 2,440 | $212K |
| Lanark Financial, Inc. | 0.02% | No change | 2,425 | $211K |
| Moors & Cabot, Inc. | 0.01% | Reduce -31.3% | 2,418 | $210K |
| Astoria Portfolio Advisors LLC. | 0.06% | No change | 2,408 | $209K |
| DAVENPORT & Co LLC | 0.00% | New | 2,373 | $207K |
| Old National Bancorp | 0.00% | New | 2,366 | $206K |
| St. Louis Trust Co | 0.03% | New | 2,360 | $205K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -7.4% | 2,339 | $204K |
| Independent Financial Group, LLC | 0.00% | New | 2,298 | $200K |
| Spire Wealth Management | 0.01% | No change | 2,168 | $189K |
| Roble, Belko & Company, Inc | 0.02% | No change | 2,000 | $174K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.05% | No change | 1,960 | $171K |
| Qube Research & Technologies Ltd | 0.00% | Add +36.5% | 1,954 | $170K |
| Bank of Montreal | 0.00% | Add +0.1% | 1,802 | $157K |
| Franklin Resources Inc. | 0.00% | No change | 1,686 | $147K |
| Howe & Rusling Inc. | 0.01% | No change | 1,618 | $141K |
| IFP Advisors, Inc | 0.00% | No change | 1,552 | $135K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,550 | $135K |
| GAMMA Investing LLC | 0.01% | Add +63.6% | 1,544 | $134K |
| ORG Partners LLC | 0.02% | No change | 1,500 | $131K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,465 | $127K |
| Noble Wealth Management PBC | 0.07% | — | 1,437 | $125K |
| CVA Family Office, LLC | 0.02% | No change | 1,426 | $124K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -16.9% | 1,241 | $108K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,200 | $104K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,075 | $94K |
| Clearstead Trust, LLC | 0.02% | Reduce -41.6% | 1,017 | $89K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 996 | $87K |
| Cheviot Value Management, LLC | 0.01% | No change | 974 | $85K |
| Texas Capital Bancshares Inc | 0.03% | New | 955 | $83K |
| Optimum Investment Advisors | 0.03% | No change | 930 | $81K |
| Costello Asset Management, INC | 0.03% | Add +0.3% | 918 | $80K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 900 | $78K |
| Allworth Financial LP | 0.00% | Add +45.7% | 854 | $74K |
| Inlight Wealth Management, LLC | 0.03% | No change | 851 | $74K |
| Bank of New Hampshire | 0.02% | No change | 810 | $70K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 748 | $65K |
| Creative Financial Designs Inc. | 0.00% | No change | 723 | $63K |
| First Horizon Corp. | 0.00% | — | 670 | $58K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 636 | $55K |
| Coastline Trust Co | 0.01% | No change | 600 | $52K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $44K |
| Harbor Asset Planning, Inc. | 0.04% | Add +0.6% | 498 | $43K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.5% | 438 | $38K |
| Tsfg, LLC | 0.01% | Reduce -29.2% | 412 | $36K |
| BNP Paribas Financial Markets | 0.00% | Add +298.1% | 410 | $36K |
| Longview Financial Advisors LLC | 0.02% | No change | 400 | $35K |
| Golden State Wealth Management, LLC | 0.00% | No change | 400 | $35K |
| National Bank of Canada | 0.00% | No change | 336 | $29K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 320 | $28K |
| Dunhill Financial, LLC | 0.01% | New | 293 | $26K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 290 | $25K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -81.5% | 280 | $24K |
| Toth Financial Advisory Corp. | 0.00% | No change | 268 | $23K |
| Trust Co. of Vermont | 0.00% | No change | 246 | $21K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +0.5% | 216 | $19K |
| Russell Investments Group, Ltd. | 0.00% | New | 211 | $18K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.0% | 196 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Add +69.0% | 502 | $16K |
| SJS Investment Consulting Inc. | 0.00% | No change | 182 | $16K |
| JNBA Financial Advisors | 0.00% | Reduce -10.4% | 173 | $15K |
| IMA Advisory Services, Inc. | 0.00% | No change | 171 | $15K |
| Colonial Trust Co / SC | 0.00% | No change | 164 | $14K |
| Bessemer Group Inc. | 0.00% | Reduce -91.5% | 153 | $13K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +1.4% | 140 | $12K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -85.7% | 129 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 109 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 100 | $9K |
| American Capital Advisory, LLC | 0.00% | No change | 86 | $7K |
| Signaturefd, LLC | 0.00% | Add +1.2% | 85 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $4K |
| Simplex Trading, LLC | 0.00% | Add +4500.0% | 46 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 44 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 21 | $2K |
| TD Private Client Wealth LLC | 0.00% | Add +100.0% | 20 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 16 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 16 | $1K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 10 | $870 |
| Bogart Wealth, LLC | 0.00% | No change | 9 | $794 |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.