Wisdomtree US Largecap DividDLNETF
13F holders, Q4 2025 (December 31)459holders +23
35new positions
21sold out
4famous investors
$87.30avg. 13F price*
At the end of Q4 2025, 459 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 23 from Q3 2025. 35 opened new positions and 21 sold out. The largest holders were PNC Financial Services Group, Inc. ($339.2M), LPL Financial LLC ($314.9M) and Morgan Stanley ($252.0M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $16.0M |
| Exits | 21 | $9.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,862,995 shares bought and 917,909 shares sold, net +945,086 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 459 holders
| PNC Financial Services Group, Inc. | 0.19% | Reduce -1.2% | 3,851,287 | $339.2M |
| LPL Financial LLC | 0.09% | Add +2.9% | 3,575,342 | $314.9M |
| Morgan Stanley | 0.02% | Reduce -0.2% | 2,861,252 | $252.0M |
| Focus Partners Wealth | 0.26% | Add +4.7% | 2,579,158 | $227.2M |
| Ameriprise Financial Inc. | 0.04% | Reduce -13.6% | 1,776,404 | $156.5M |
| Creative Planning | 0.09% | Reduce -1.3% | 1,385,944 | $122.1M |
| UBS Group AG | 0.02% | Reduce -0.0% | 1,359,443 | $119.7M |
| Great Valley Advisor Group, Inc. | 2.18% | Add +7.9% | 1,289,748 | $113.6M |
| Bank of America Corp. | 0.01% | Reduce -1.5% | 1,142,263 | $100.6M |
| Trilogy Capital Inc. | 4.40% | Reduce -0.0% | 1,117,743 | $98.5M |
| Clearstead Advisors, LLC | 1.17% | Reduce -0.2% | 1,052,408 | $92.7M |
| Evercore Wealth Management, LLC | 1.33% | Reduce -1.6% | 1,033,859 | $91.1M |
| Cetera Investment Advisers | 0.09% | Add +10.8% | 951,130 | $83.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.7% | 749,533 | $66.0M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +2.8% | 722,080 | $63.6M |
| Wells Fargo & Company | 0.01% | Add +2.0% | 698,821 | $61.6M |
| Waterway Wealth Management, LLC | 12.33% | Reduce -4.3% | 700,381 | $54.5M |
| Raymond James Financial Inc. | 0.02% | Add +3.2% | 598,386 | $52.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -3.6% | 593,418 | $52.3M |
| Royal Bank of Canada | 0.01% | Reduce -0.5% | 511,623 | $45.1M |
| Osaic Holdings, Inc. | 0.07% | Reduce -11.3% | 504,439 | $44.4M |
| CLG LLC | 9.51% | Add +14.6% | 433,585 | $38.2M |
| IAG Wealth Partners, LLC | 3.98% | Reduce -0.8% | 390,561 | $34.4M |
| Lee, Kelleher & Klein Wealth Management | 19.54% | Add +6.5% | 371,903 | $32.8M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -1.6% | 369,865 | $32.6M |
| Stratos Wealth Partners, LTD. | 0.37% | Add +0.3% | 367,569 | $32.4M |
| Baird Financial Group, Inc. | 0.05% | Add +5.9% | 349,806 | $30.8M |
| LRI Investments, LLC | 2.37% | Reduce -0.2% | 334,036 | $29.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.6% | 324,576 | $28.6M |
| Fox Financial, Inc | 21.87% | Reduce -0.8% | 311,384 | $27.4M |
| Fairway Wealth LLC | 6.63% | Add +2.3% | 278,951 | $24.6M |
| FIDELIS iM, LLC | 9.16% | Add +305.9% | 267,722 | $23.6M |
| Private Advisor Group, LLC | 0.11% | Add +1.5% | 261,312 | $23.0M |
| MAI Capital Management | 0.13% | Add +0.3% | 249,276 | $22.0M |
| Corient Private Wealth LP | 0.03% | Add +3095.7% | 240,702 | $21.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.8% | 228,083 | $20.1M |
| NerdWallet Wealth Partners, LLC | 8.76% | Add +10.0% | 222,243 | $19.5M |
| Revolve Wealth Partners, LLC | 2.20% | Add +1.6% | 212,263 | $18.7M |
| D.A. Davidson & Co. | 0.11% | Add +0.8% | 210,973 | $18.6M |
| Sanctuary Advisors, LLC | 0.10% | Add +13.1% | 202,912 | $17.9M |
| Kestra Advisory Services, LLC | 0.07% | Add +22.5% | 199,664 | $17.6M |
| Main Street Financial Solutions, LLC | 1.27% | Add +2.0% | 192,406 | $16.9M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -0.2% | 190,522 | $16.8M |
| JPMorgan Chase & Co. | 0.00% | Add +13.1% | 186,200 | $16.4M |
| HighTower Advisors, LLC | 0.02% | Add +9.5% | 185,448 | $16.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +7.8% | 157,066 | $14.1M |
| truNorth Financial Services, Inc. | 13.26% | — | 138,796 | $12.2M |
| First American Trust, FSB | 0.74% | Reduce -0.5% | 122,084 | $10.8M |
| United Advisor Group, LLC | 1.37% | Add +3.4% | 121,175 | $10.7M |
| Strategic Family Wealth Counselors, L.L.C. | 2.38% | Add +5.2% | 119,283 | $10.6M |
| RFG Advisory, LLC | 0.20% | Add +13.9% | 120,056 | $10.6M |
| Blair William & Co. | 0.03% | Add +10.8% | 118,203 | $10.4M |
| Stratos Wealth Advisors, LLC | 0.46% | Add +1.5% | 108,808 | $9.6M |
| CX Institutional | 0.27% | Add +1.2% | 103,879 | $9.2M |
| TopTier Wealth Management, LLC | 5.97% | — | 99,748 | $8.8M |
| Key Financial Inc | 1.52% | Reduce -4.0% | 94,629 | $8.3M |
| Equitable Holdings, Inc. | 0.06% | Add +11.1% | 92,428 | $8.1M |
| Stifel Financial Corp. | 0.01% | Add +1.8% | 92,221 | $8.1M |
| Moller Wealth Partners | 1.64% | Reduce -0.2% | 88,895 | $7.8M |
| Aspiriant, LLC | 0.23% | Reduce -1.4% | 88,889 | $7.8M |
| Advisors Capital Management, LLC | 0.09% | Add +251.0% | 84,570 | $7.4M |
| One Wealth Map LLC | 3.52% | Add +4.8% | 75,523 | $6.9M |
| Redhawk Wealth Advisors, Inc. | 0.77% | Add +2.9% | 77,947 | $6.9M |
| Truist Financial Corp. | 0.01% | Reduce -1.3% | 69,723 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +21.9% | 69,424 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | Add +545.5% | 67,147 | $5.9M |
| Tobias Financial Advisors, Inc. | 0.83% | Add +0.0% | 66,885 | $5.9M |
| Advisors Preferred, LLC | 0.96% | Add +141.9% | 66,502 | $5.9M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +1.3% | 65,703 | $5.8M |
| Brown Brothers Harriman & Co. | 0.03% | Add +26.1% | 64,859 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.3% | 64,339 | $5.7M |
| Lake Street Private Wealth, LLC | 0.69% | Add +1.3% | 63,323 | $5.6M |
| 1900 Wealth Management LLC | 0.35% | Add +0.0% | 62,516 | $5.5M |
| Graves Light Lenhart Wealth, Inc. | 0.58% | Reduce -1.1% | 61,933 | $5.5M |
| Koshinski Asset Management, Inc. | 0.34% | Add +3.0% | 59,533 | $5.2M |
| Captrust Financial Advisors | 0.01% | Reduce -1.6% | 58,619 | $5.2M |
| Geneos Wealth Management Inc. | 0.12% | Add +0.9% | 57,684 | $5.1M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +3.7% | 55,974 | $4.9M |
| Sigma Planning Corp | 0.13% | Add +0.2% | 54,956 | $4.8M |
| Mosaic Family Wealth Partners, LLC | 0.53% | Add +1862.4% | 54,653 | $4.8M |
| EP Wealth Advisors, LLC | 0.02% | — | 54,176 | $4.8M |
| Comerica Bank | 0.02% | Reduce -4.7% | 53,167 | $4.7M |
| Clearwater Capital Advisors, LLC | 0.39% | Reduce -1.3% | 52,706 | $4.6M |
| Kingswood Wealth Advisors, LLC | 0.22% | Reduce -1.1% | 50,932 | $4.5M |
| Circle Wealth Management, LLC | 0.07% | No change | 49,376 | $4.3M |
| Etesian Wealth Advisors, Inc. | 1.34% | Add +17.1% | 48,622 | $4.3M |
| IFG Advisory, LLC | 0.18% | Reduce -0.6% | 47,108 | $4.1M |
| Cerity Partners LLC | 0.01% | Add +2.2% | 47,053 | $4.1M |
| Citadel Advisors | 0.00% | Add +510.5% | 46,574 | $4.1M |
| Nadler Financial Group, Inc. | 0.38% | Add +0.3% | 46,473 | $4.1M |
| Linscomb Wealth, Inc. | 0.17% | Reduce -1.4% | 46,301 | $4.1M |
| Cresset Asset Management, LLC | 0.02% | Add +0.0% | 45,927 | $4.0M |
| MidAtlantic Capital Management, Inc. | 2.52% | Add +3.1% | 44,689 | $3.9M |
| Assetmark, Inc. | 0.01% | Reduce -1.8% | 44,074 | $3.9M |
| MML Investors Services, LLC | 0.01% | Add +42.9% | 42,634 | $3.8M |
| Wealthspire Advisors, LLC | 0.03% | Add +16.7% | 41,173 | $3.6M |
| Avant Capital LLC | 2.41% | Add +7.3% | 39,861 | $3.5M |
| True Link Financial Advisors, LLC | 0.21% | Reduce -11.5% | 38,623 | $3.4M |
| Meridian Financial Partners LLC | 1.33% | No change | 37,314 | $3.4M |
| Caliber Wealth Management, LLC / KS | 0.35% | Reduce -55.5% | 36,968 | $3.3M |
| FMR LLC | 0.00% | Reduce -0.3% | 36,499 | $3.2M |
| Allen Capital Group, LLC | 0.27% | Reduce -10.4% | 33,693 | $3.0M |
| PFG Advisors | 0.14% | Add +8.7% | 33,022 | $2.9M |
| Mather Group, Llc. | 0.03% | No change | 32,075 | $2.8M |
| Mission Wealth Management, LP | 0.06% | Reduce -1.4% | 31,678 | $2.8M |
| Keybank National Association | 0.01% | No change | 31,345 | $2.8M |
| CRA Financial Services, LLC | 0.36% | Reduce -0.2% | 31,226 | $2.8M |
| Lido Advisors, LLC | 0.01% | No change | 30,814 | $2.7M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -2.9% | 30,003 | $2.6M |
| Rollins Financial Advisors, LLC | 0.38% | Add +0.0% | 29,232 | $2.6M |
| Flagship Wealth Advisors, LLC | 0.73% | Add +51.4% | 28,578 | $2.5M |
| Rhumbline Advisers | 0.00% | New | 28,478 | $2.5M |
| Centennial Wealth Advisory LLC | 0.66% | Add +10.8% | 28,477 | $2.5M |
| &partners | 0.01% | Add +10.4% | 28,322 | $2.5M |
| Foresight Capital Management Advisors, Inc. | 1.35% | Reduce -7.1% | 28,202 | $2.5M |
| Mariner, LLC | 0.00% | Add +3.4% | 27,850 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +11.3% | 27,268 | $2.4M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 27,229 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -5.4% | 27,164 | $2.4M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.3% | 25,254 | $2.3M |
| CoreCap Advisors, LLC | 0.08% | Add +11.4% | 25,567 | $2.3M |
| Kondo Wealth Advisors, Inc. | 0.82% | Reduce -4.2% | 24,289 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -16.2% | 24,026 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +29.3% | 24,000 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +6.9% | 23,684 | $2.1M |
| Uhlmann Price Securities, LLC | 1.21% | Add +4.1% | 23,216 | $2.0M |
| Team Financial Group, LLC | 0.90% | Add +2.8% | 22,398 | $2.0M |
| Culbertson A N & Co. Inc. | 0.27% | No change | 22,240 | $2.0M |
| Rothschild Wealth LLC | 0.19% | New | 22,107 | $1.9M |
| Hilltop Holdings Inc. | 0.11% | Add +58.0% | 20,719 | $1.8M |
| Amplius Wealth Advisors, LLC | 0.15% | Add +11.6% | 20,213 | $1.8M |
| Inspirion Wealth Advisors, LLC | 0.22% | Add +2.2% | 20,089 | $1.8M |
| Founders Financial Alliance, LLC | 0.33% | Reduce -2.2% | 20,047 | $1.8M |
| Berger Financial Group, Inc | 0.10% | Add +0.1% | 19,996 | $1.8M |
| Wedmont Private Capital | 0.06% | No change | 19,616 | $1.7M |
| Resurgent Financial Advisors LLC | 0.87% | Reduce -0.4% | 19,698 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.12% | Add +1.0% | 19,031 | $1.7M |
| Arkadios Wealth Advisors | 0.03% | Add +562.4% | 18,918 | $1.7M |
| Farther Finance Advisors, LLC | 0.02% | Add +4.1% | 18,784 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +22.6% | 18,693 | $1.6M |
| WealthBridge Capital Management, LLC | 0.37% | Reduce -0.3% | 18,282 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.0% | 18,099 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +65.3% | 18,180 | $1.6M |
| KPP Advisory Services LLC | 0.23% | Reduce -1.3% | 18,094 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +230.8% | 17,928 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +1.9% | 17,679 | $1.6M |
| Alta Wealth Advisors LLC | 0.51% | No change | 17,420 | $1.5M |
| KCM Investment Advisors LLC | 0.05% | Add +0.5% | 17,202 | $1.5M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.5% | 16,623 | $1.5M |
| WealthCare Investment Partners, LLC | 0.42% | Add +1.5% | 16,369 | $1.4M |
| US Bancorp \de | 0.00% | Add +0.3% | 16,391 | $1.4M |
| Cascade Financial Partners, LLC | 0.14% | No change | 16,223 | $1.4M |
| St. Clair Advisors, LLC | 0.36% | No change | 15,714 | $1.4M |
| Independent Wealth Network Inc. | 0.42% | Add +0.1% | 15,601 | $1.4M |
| Flynn Zito Capital Management, LLC | 0.49% | Add +0.5% | 15,420 | $1.4M |
| Private Trust Co. NA | 0.12% | No change | 15,399 | $1.4M |
| Three Bearings Fiduciary Advisors, Inc. | 1.26% | — | 14,829 | $1.4M |
| Parallel Advisors, LLC | 0.02% | Add +0.1% | 15,270 | $1.3M |
| Tranquility Partners, LLC | 0.48% | Reduce -1.2% | 15,029 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +2.4% | 15,020 | $1.3M |
| Garrison Point Advisors, LLC | 0.57% | New | 14,700 | $1.3M |
| Atria Investments, Inc | 0.01% | Reduce -35.8% | 14,445 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 14,404 | $1.3M |
| Rockport Wealth LLC | 0.25% | Reduce -43.1% | 14,361 | $1.3M |
| Vise Technologies, Inc. | 0.02% | Add +16.8% | 13,996 | $1.2M |
| Platform Technology Partners | 0.26% | No change | 13,597 | $1.2M |
| Woodard & Co. Asset Management Group Inc. | 0.19% | Add +0.6% | 13,592 | $1.2M |
| Vestor Capital, LLC | 0.10% | Reduce -91.3% | 1,099 | $1.2M |
| World Investment Advisors | 0.02% | Add +29.3% | 13,423 | $1.2M |
| Perryman Financial Advisory Inc. | 0.17% | — | 13,346 | $1.2M |
| TigerOak Management, L.L.C. | 0.36% | No change | 13,325 | $1.2M |
| Beacon Financial Group | 0.11% | No change | 13,075 | $1.2M |
| Rodgers Brothers Inc. | 0.13% | No change | 12,733 | $1.1M |
| Choreo, LLC | 0.01% | Add +0.0% | 12,631 | $1.1M |
| Asset One Wealth Management LLC | 0.15% | — | 12,121 | $1.1M |
| High Net Worth Advisory Group LLC | 0.26% | Reduce -11.3% | 12,580 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Add +5.8% | 12,208 | $1.1M |
| Cwm, LLC | 0.00% | Add +8.6% | 12,024 | $1.1M |
| AQR Capital Management | 0.00% | Add +13.3% | 11,832 | $1.0M |
| Operose Advisors LLC | 0.24% | No change | 11,700 | $1.0M |
| Courier Capital LLC | 0.06% | Add +0.4% | 6,866 | $1.0M |
| Zevin Asset Management LLC | 0.13% | New | 11,300 | $995K |
| Global Retirement Partners, LLC | 0.02% | Add +13.1% | 11,275 | $993K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +9.0% | 11,255 | $991K |
| Burk Holdings LLC | 0.45% | No change | 10,800 | $951K |
| Moneco Advisors, LLC | 0.08% | Add +10.7% | 10,758 | $948K |
| Hilltop Partners LLC | 0.24% | No change | 10,686 | $941K |
| Bantamac Capital, LLC | 0.65% | Add +16.5% | 10,488 | $924K |
| Well Done, LLC | 0.13% | No change | 10,114 | $891K |
| Harpswell Capital Advisors, LLC | 0.70% | No change | 10,000 | $881K |
| Western Wealth Management, LLC | 0.04% | Add +23.1% | 9,906 | $872K |
| Kovack Advisors, Inc. | 0.04% | Add +171.5% | 9,773 | $861K |
| Merit Financial Group, LLC | 0.01% | Add +1.3% | 9,710 | $855K |
| 626 Financial, LLC | 0.37% | Reduce -0.4% | 9,680 | $853K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -20.5% | 9,402 | $828K |
| Principal Securities, Inc. | 0.01% | Add +2.4% | 9,256 | $815K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 9,218 | $812K |
| NFSG Corp | 0.13% | Reduce -7.5% | 9,202 | $811K |
| M&T Bank Corp | 0.00% | Add +20.3% | 9,167 | $807K |
| PFG Investments, LLC | 0.04% | Reduce -1.5% | 9,155 | $806K |
| Brown Advisory Inc. | 0.00% | Reduce -21.7% | 9,026 | $795K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | New | 8,812 | $776K |
| Summit Financial, LLC | 0.01% | Add +0.0% | 8,705 | $767K |
| National Bank of Canada | 0.00% | Add +2489.3% | 8,700 | $766K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -2.2% | 8,696 | $765K |
| Capital Advisors Wealth Management, LLC | 0.10% | Add +0.3% | 8,593 | $757K |
| Kaydan Wealth Management, Inc. | 0.22% | Reduce -0.7% | 8,502 | $749K |
| HighPoint Advisor Group LLC | 0.02% | New | 8,500 | $749K |
| Cozad Asset Management Inc. | 0.06% | No change | 8,359 | $736K |
| International Assets Investment Management, LLC | 0.05% | Add +2.5% | 8,130 | $716K |
| Benedict Financial Advisors Inc. | 0.15% | Add +0.0% | 8,063 | $710K |
| Fifth Third Securities, Inc. | 0.05% | Add +0.0% | 8,059 | $710K |
| NewEdge Wealth, LLC | 0.01% | No change | 8,050 | $709K |
| Noesis Capital Mangement Corp. | 0.10% | Reduce -20.0% | 8,000 | $705K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -5.9% | 7,940 | $699K |
| Adamsbrown Wealth Consultants LLC | 0.19% | Reduce -0.4% | 7,834 | $690K |
| Haverford Trust Co | 0.01% | No change | 7,802 | $687K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -0.8% | 7,759 | $683K |
| Summit Wealth Group LLC / Co. | 0.09% | Reduce -18.8% | 7,677 | $676K |
| IHT Wealth Management, LLC | 0.02% | Add +0.5% | 7,665 | $675K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -12.2% | 7,212 | $673K |
| Glen Eagle Advisors, LLC | 0.09% | Add +0.2% | 7,570 | $667K |
| WealthPlan Investment Management, LLC | 0.04% | Add +99.9% | 7,465 | $658K |
| Lutz Financial Services LLC | 0.04% | No change | 7,456 | $657K |
| Flow Traders U.S. LLC | 0.02% | New | 7,446 | $656K |
| ShoreHaven Wealth Partners, LLC | 0.23% | No change | 7,316 | $644K |
| Post Resch Tallon Group Inc. | 0.53% | Reduce -0.8% | 7,165 | $631K |
| Team Hewins, LLC | 0.20% | Reduce -0.4% | 7,128 | $628K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -19.7% | 7,076 | $623K |
| Grandview Asset Management LLC | 0.16% | Reduce -0.6% | 6,791 | $598K |
| SHP Wealth Management | 0.05% | — | 6,719 | $592K |
| Engineers Gate Manager LP | 0.01% | New | 6,692 | $589K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,580 | $589K |
| Oak Barrel Wealth Advisory LLC | 0.35% | — | 6,684 | $589K |
| Live Oak Investment Partners | 0.36% | Reduce -16.1% | 6,622 | $583K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 6,608 | $582K |
| Fiduciary Group, LLC | 0.05% | No change | 6,606 | $582K |
| AE Wealth Management LLC | 0.00% | Add +14.4% | 6,531 | $575K |
| Staley Capital Advisers Inc. | 0.02% | Add +0.1% | 6,462 | $569K |
| Redmont Wealth Advisors LLC | 0.86% | No change | 6,461 | $569K |
| Howard Bailey Securities, LLC | 0.22% | Reduce -92.5% | 6,416 | $565K |
| Perigon Wealth Management, LLC | 0.01% | No change | 6,388 | $563K |
| Element Wealth, LLC | 0.23% | Reduce -1.6% | 6,232 | $549K |
| Frazier Financial Advisors, LLC | 0.33% | No change | 6,231 | $549K |
| Quantinno Capital Management LP | 0.00% | Add +39.1% | 6,090 | $536K |
| American Trust | 0.04% | New | 1,114 | $535K |
| Collaborative Wealth Managment Inc. | 0.19% | Reduce -1.7% | 6,057 | $534K |
| Modera Wealth Management, LLC | 0.01% | No change | 6,057 | $534K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.6% | 6,054 | $533K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -15.6% | 5,912 | $521K |
| Powers Advisory Group, LLC | 0.20% | Add +0.5% | 5,909 | $520K |
| Heritage Wealth Management, Inc./Texas | 0.23% | Reduce -8.9% | 5,898 | $520K |
| Mgo One Seven LLC | 0.01% | Reduce -1.4% | 5,834 | $514K |
| CIBC Private Wealth Group LLC | 0.00% | New | 5,808 | $512K |
| LS Investment Advisors, LLC | 0.07% | No change | 5,800 | $511K |
| Valmark Advisers, Inc. | 0.01% | Add +1.7% | 5,785 | $510K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | No change | 5,458 | $509K |
| Associated Banc-Corp | 0.01% | Reduce -3.2% | 5,756 | $507K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | No change | 5,664 | $499K |
| Empirical Asset Management, LLC | 0.14% | Reduce -1.8% | 5,506 | $485K |
| ARK & TLK Investments, LLC | 0.13% | No change | 5,461 | $481K |
| MCF Advisors LLC | 0.03% | No change | 5,453 | $480K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 5,379 | $474K |
| Heritage Oak Wealth Advisors LLC | 0.17% | Add +10.1% | 5,360 | $472K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 5,245 | $462K |
| Equitable Trust Co. | 0.02% | No change | 5,149 | $454K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.1% | 5,100 | $449K |
| Nicolet Bankshares Inc. | 0.07% | No change | 5,084 | $448K |
| Hazlett, Burt & Watson, Inc. | 0.14% | Add +0.2% | 5,073 | $447K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.6% | 5,061 | $446K |
| Marion Wealth Management | 0.10% | No change | 4,924 | $442K |
| Harbour Investments, Inc. | 0.01% | No change | 4,996 | $440K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,990 | $440K |
| Spinnaker Trust | 0.02% | No change | 4,980 | $439K |
| Cora Capital Advisors LLC | 0.17% | No change | 4,964 | $437K |
| Wesbanco Bank Inc. | 0.01% | Reduce -2.9% | 4,938 | $435K |
| Renaissance Technologies | 0.00% | Reduce -72.6% | 4,900 | $432K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +33.9% | 4,855 | $428K |
| TruNorth Capital Management, LLC | 0.08% | No change | 4,853 | $427K |
| Midwest Trust Co | 0.01% | Reduce -0.3% | 4,847 | $427K |
| Salomon & Ludwin, LLC | 0.04% | No change | 4,718 | $421K |
| Robinson Smith Wealth Advisors LLC | 0.29% | No change | 4,763 | $420K |
| Performance Wealth Partners, LLC | 0.01% | No change | 4,750 | $418K |
| Aptus Capital Advisors, LLC | 0.00% | Add +282.4% | 4,746 | $418K |
| Meeder Advisory Services, Inc. | 0.02% | New | 4,710 | $415K |
| Choate Investment Advisors | 0.01% | No change | 4,710 | $415K |
| Imprint Wealth LLC | 1.94% | Reduce -48.4% | 4,708 | $415K |
| Rathbones Group PLC | 0.00% | No change | 4,700 | $414K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.9% | 18,264 | $408K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -75.7% | 4,573 | $403K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 4,532 | $399K |
| Garrett Wealth Advisory Group, LLC | 0.07% | Reduce -4.0% | 4,491 | $396K |
| GM Advisory Group, LLC | 0.02% | No change | 4,481 | $395K |
| Facet Wealth, Inc. | 0.01% | New | 4,158 | $376K |
| Wolfstich Capital, LLC | 0.35% | Add +5.7% | 4,253 | $375K |
| Founders Financial Securities LLC | 0.02% | New | 4,223 | $372K |
| Gateway Wealth Partners, LLC | 0.04% | New | 4,206 | $370K |
| SpringVest Wealth Management LLC | 0.26% | Reduce -36.0% | 4,191 | $369K |
| Millennium Management | 0.00% | New | 4,105 | $362K |
| Mercer Global Advisors Inc. | 0.00% | Add +13.9% | 4,089 | $360K |
| Clarity Wealth Advisors, LLC | 0.07% | New | 4,039 | $356K |
| Larson Financial Group LLC | 0.01% | Add +0.5% | 4,006 | $353K |
| Code Waechter LLC | 0.23% | No change | 4,000 | $352K |
| Rockland Trust Co. | 0.01% | No change | 3,980 | $351K |
| Waverly Advisors, LLC | 0.00% | New | 3,959 | $349K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,902 | $344K |
| Carnegie Investment Counsel | 0.01% | Add +2.1% | 3,891 | $343K |
| Eagle Strategies LLC | 0.04% | Add +0.5% | 3,887 | $342K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -18.8% | 3,871 | $341K |
| Kelman-Lazarov, Inc. | 0.05% | Reduce -1.3% | 3,852 | $339K |
| Parkside Financial Bank & Trust | 0.03% | New | 3,805 | $335K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,750 | $330K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -1.5% | 3,746 | $330K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 3,738 | $329K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,732 | $329K |
| Citizens Financial Group Inc. | 0.00% | Add +0.1% | 3,605 | $318K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.5% | 3,602 | $317K |
| Seven Springs Wealth Group, LLC | 0.09% | No change | 3,600 | $317K |
| Align Financial, LLC | 0.18% | — | 316,648 | $317K |
| Sheets Smith Wealth Management | 0.03% | Add +0.1% | 3,591 | $316K |
| Rodgers & Associates, LTD | 0.03% | No change | 3,585 | $316K |
| Novus Advisors, LLC | 0.70% | Reduce -1.7% | 3,536 | $311K |
| Certuity, LLC | 0.02% | Reduce -17.6% | 3,518 | $310K |
| Berkshire Money Management, Inc. | 0.03% | New | 3,500 | $308K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.6% | 3,448 | $304K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 3,406 | $300K |
| Ancora Advisors LLC | 0.01% | Add +1.9% | 3,398 | $299K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 3,394 | $299K |
| SMI Advisory Services, LLC | 0.05% | New | 3,319 | $298K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -2.9% | 3,387 | $298K |
| Mutual Advisors, LLC | 0.01% | Reduce -37.4% | 3,347 | $295K |
| Obermeyer Wealth Partners | 0.01% | No change | 3,286 | $289K |
| Wick Capital Partners, LLC | 0.05% | No change | 3,281 | $289K |
| Johnson Financial Group, Inc. | 0.01% | No change | 3,275 | $288K |
| Studio Investment Management LLC | 0.05% | Add +10.9% | 3,274 | $288K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 3,200 | $282K |
| Weaver Consulting Group | 0.07% | No change | 3,124 | $275K |
| MTM Investment Management, LLC | 0.09% | No change | 3,122 | $275K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -0.0% | 3,101 | $273K |
| Stonebrook Private Inc. | 0.06% | Add +0.1% | 3,088 | $272K |
| Investor's Fiduciary Advisor Network, LLC | 0.06% | No change | 3,079 | $271K |
| Marino, Stram & Associates LLC | 0.05% | No change | 3,076 | $271K |
| Fusion Capital, LLC | 0.08% | No change | 3,062 | $270K |
| Arrowroot Family Office, LLC | 0.10% | Reduce -0.2% | 3,019 | $266K |
| MLP3, LLC | 0.29% | — | 3,011 | $265K |
| PMG Wealth Management, Inc. | 0.19% | No change | 3,000 | $264K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | New | 3,000 | $264K |
| Aviance Capital Partners, LLC | 0.03% | No change | 2,972 | $262K |
| Dixon Fnancial Services, Inc. | 0.11% | Add +0.5% | 2,891 | $255K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -41.2% | 2,889 | $255K |
| JGP Wealth Management, LLC | 0.03% | No change | 2,882 | $254K |
| Csenge Advisory Group | 0.01% | No change | 2,880 | $254K |
| Vicus Capital | 0.02% | Reduce -12.4% | 2,849 | $251K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 2,824 | $249K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -74.6% | 2,802 | $247K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,791 | $246K |
| Kuhn & Co Investment Counsel | 0.16% | No change | 2,725 | $240K |
| Pullen Investment Management, LLC | 0.13% | No change | 2,722 | $240K |
| Northern Capital Management, Inc. | 0.13% | No change | 2,714 | $239K |
| Garde Capital, Inc. | 0.01% | No change | 2,700 | $238K |
| Nova Wealth Management, Inc. | 0.16% | Reduce -0.5% | 2,657 | $234K |
| Smith, Moore & Co. | 0.02% | No change | 2,630 | $232K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -23.7% | 2,618 | $231K |
| Brady Family Wealth, LLC | 0.07% | No change | 2,617 | $231K |
| USAdvisors Wealth Management, LLC | 0.08% | Add +0.4% | 2,621 | $230K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 2,603 | $229K |
| Lanark Financial, Inc. | 0.02% | Add +6.9% | 2,592 | $228K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -23.2% | 2,576 | $227K |
| Astoria Portfolio Advisors LLC. | 0.05% | No change | 2,408 | $224K |
| Stone House Investment Management, LLC | 0.03% | New | 2,540 | $224K |
| Vertex Planning Partners, LLC | 0.05% | Reduce -0.3% | 2,529 | $223K |
| Prosperity Wealth Management, Inc. | 0.07% | Reduce -0.7% | 2,525 | $222K |
| Vanguard Group Inc. | 0.00% | Reduce -0.0% | 2,503 | $220K |
| Fiera Capital Corp | 0.00% | No change | 2,493 | $220K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,480 | $218K |
| Dana Investment Advisors, Inc. | 0.01% | Add +4.8% | 2,450 | $216K |
| PCG Wealth Advisors, LLC | 0.06% | Add +0.4% | 2,449 | $216K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 2,440 | $215K |
| Old National Bancorp | 0.00% | No change | 2,366 | $208K |
| St. Louis Trust Co | 0.02% | No change | 2,360 | $208K |
| Independent Financial Group, LLC | 0.00% | No change | 2,298 | $202K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,286 | $201K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 2,275 | $200K |
| Spire Wealth Management | 0.01% | No change | 2,168 | $191K |
| Roble, Belko & Company, Inc | 0.02% | No change | 2,000 | $176K |
| Bank of Montreal | 0.00% | Add +0.1% | 1,803 | $159K |
| Franklin Resources Inc. | 0.00% | No change | 1,686 | $149K |
| Howe & Rusling Inc. | 0.01% | No change | 1,618 | $143K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | Reduce -20.4% | 1,560 | $137K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,550 | $137K |
| GAMMA Investing LLC | 0.01% | No change | 1,544 | $136K |
| ORG Partners LLC | 0.02% | No change | 1,500 | $132K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -24.4% | 1,478 | $130K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,465 | $129K |
| Noble Wealth Management PBC | 0.06% | No change | 1,437 | $127K |
| CVA Family Office, LLC | 0.01% | No change | 1,426 | $126K |
| IFP Advisors, Inc | 0.00% | Reduce -9.7% | 1,402 | $123K |
| AlphaCore Capital LLC | 0.00% | New | 1,330 | $117K |
| Frankly Finances, LLC | 0.11% | — | 1,290 | $114K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,200 | $106K |
| City State Bank | 0.03% | New | 1,110 | $98K |
| Clearstead Trust, LLC | 0.02% | Add +8.1% | 1,099 | $97K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,075 | $95K |
| Cheviot Value Management, LLC | 0.01% | No change | 974 | $88K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 996 | $88K |
| Costello Asset Management, INC | 0.03% | Add +0.4% | 922 | $81K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 900 | $79K |
| Allworth Financial LP | 0.00% | Add +0.1% | 855 | $75K |
| Inlight Wealth Management, LLC | 0.03% | No change | 851 | $75K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +190.3% | 842 | $74K |
| Bank of New Hampshire | 0.02% | No change | 810 | $71K |
| Lodestone Wealth Management LLC | 0.03% | New | 772 | $68K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 748 | $66K |
| MidFirst Bank | 0.01% | — | 740 | $65K |
| Creative Financial Designs Inc. | 0.00% | Reduce -5.8% | 681 | $60K |
| First Horizon Corp. | 0.00% | No change | 670 | $59K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -95.6% | 648 | $57K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 636 | $56K |
| Coastline Trust Co | 0.01% | No change | 600 | $53K |
| Harbor Asset Planning, Inc. | 0.04% | Add +0.6% | 501 | $44K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $44K |
| Quattro Advisors LLC | 0.03% | — | 451 | $40K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.5% | 440 | $39K |
| Tsfg, LLC | 0.01% | Add +0.5% | 414 | $36K |
| Valley National Advisers Inc. | 0.01% | New | 410 | $36K |
| Longview Financial Advisors LLC | 0.02% | No change | 400 | $35K |
| Golden State Wealth Management, LLC | 0.00% | No change | 400 | $35K |
| GGM Financial LLC | 0.01% | New | 338 | $30K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 320 | $28K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -40.8% | 297 | $27K |
| Dunhill Financial, LLC | 0.01% | No change | 293 | $26K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 280 | $25K |
| Smartleaf Asset Management LLC | 0.00% | New | 275 | $24K |
| Toth Financial Advisory Corp. | 0.00% | No change | 268 | $24K |
| Trust Co. of Vermont | 0.00% | No change | 246 | $22K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +0.5% | 217 | $19K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.5% | 212 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.0% | 198 | $17K |
| BlackRock, Inc. | 0.00% | New | 192 | $17K |
| SJS Investment Consulting Inc. | 0.00% | No change | 182 | $16K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 185 | $16K |
| JNBA Financial Advisors | 0.00% | No change | 173 | $15K |
| IMA Advisory Services, Inc. | 0.00% | No change | 171 | $15K |
| Colonial Trust Co / SC | 0.00% | No change | 164 | $15K |
| Bessemer Group Inc. | 0.00% | No change | 153 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 129 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 109 | $10K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 100 | $9K |
| American Capital Advisory, LLC | 0.00% | No change | 86 | $8K |
| Signaturefd, LLC | 0.00% | No change | 85 | $8K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 80 | $7K |
| Private Wealth Management Group, LLC | 0.00% | New | 70 | $6K |
| Arax Advisory Partners | 0.00% | New | 61 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 44 | $4K |
| TD Private Client Wealth LLC | 0.00% | No change | 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% | Add +6.3% | 17 | $1K |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.