Wisdomtree US Largecap DividDLNETF
13F holders, Q1 2026 (March 31)468holders +9
35new positions
25sold out
4famous investors
$89.15avg. 13F price*
At the end of Q1 2026, 468 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 9 from Q4 2025. 35 opened new positions and 25 sold out. The largest holders were LPL Financial LLC ($347.2M), PNC Financial Services Group, Inc. ($327.7M) and Morgan Stanley ($256.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $21.0M |
| Exits | 25 | $19.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,770,340 shares bought and 1,728,439 shares sold, net +41,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 468 holders
| LPL Financial LLC | 0.09% | Add +8.7% | 3,886,664 | $347.2M |
| PNC Financial Services Group, Inc. | 0.19% | Reduce -4.8% | 3,668,298 | $327.7M |
| Morgan Stanley | 0.02% | Add +0.3% | 2,870,177 | $256.4M |
| Focus Partners Wealth | 0.26% | Add +0.3% | 2,588,235 | $231.2M |
| Ameriprise Financial Inc. | 0.04% | Add +8.1% | 1,919,734 | $171.5M |
| Creative Planning | 0.08% | Reduce -1.3% | 1,367,740 | $122.2M |
| Great Valley Advisor Group, Inc. | 2.19% | Add +4.4% | 1,346,277 | $120.3M |
| UBS Group AG | 0.02% | Reduce -3.2% | 1,315,889 | $117.5M |
| Bank of America Corp. | 0.01% | Add +6.0% | 1,211,307 | $108.2M |
| Trilogy Capital Inc. | 4.64% | Add +4.2% | 1,165,060 | $104.1M |
| Evercore Wealth Management, LLC | 1.47% | Add +1.2% | 1,046,430 | $93.5M |
| Cetera Investment Advisers | 0.10% | Add +5.9% | 1,006,997 | $90.0M |
| Clearstead Advisors, LLC | 0.80% | Reduce -7.2% | 976,282 | $87.2M |
| Wells Fargo & Company | 0.01% | Add +15.1% | 804,461 | $71.9M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +4.4% | 753,581 | $67.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.0% | 734,768 | $65.6M |
| Commonwealth Equity Services, LLC | 0.07% | Add +0.3% | 595,329 | $53.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.5% | 595,138 | $53.2M |
| Waterway Wealth Management, LLC | 11.70% | Reduce -3.6% | 675,342 | $52.9M |
| Osaic Holdings, Inc. | 0.07% | Add +1.5% | 511,879 | $45.7M |
| Royal Bank of Canada | 0.01% | Reduce -8.8% | 466,523 | $41.7M |
| CLG LLC | 9.56% | Reduce -0.6% | 430,968 | $38.5M |
| IAG Wealth Partners, LLC | 3.98% | Add +2.2% | 399,184 | $35.7M |
| Lee, Kelleher & Klein Wealth Management | 20.42% | Add +3.3% | 384,193 | $34.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.1% | 360,723 | $32.2M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.6% | 360,310 | $32.2M |
| LRI Investments, LLC | 2.63% | Reduce -0.4% | 332,836 | $29.7M |
| Stratos Wealth Partners, LTD. | 0.34% | Reduce -10.3% | 329,663 | $29.4M |
| Fox Financial, Inc | 22.85% | Add +0.7% | 313,429 | $28.0M |
| Private Advisor Group, LLC | 0.12% | Add +9.4% | 285,986 | $25.5M |
| Baird Financial Group, Inc. | 0.04% | Reduce -21.0% | 276,256 | $24.7M |
| FIDELIS iM, LLC | 8.99% | Reduce -0.7% | 265,790 | $23.7M |
| Fairway Wealth LLC | 6.20% | Reduce -5.8% | 262,860 | $23.5M |
| MAI Capital Management | 0.13% | Add +3.6% | 258,248 | $23.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.9% | 243,855 | $21.8M |
| Kestra Advisory Services, LLC | 0.08% | Add +21.7% | 242,960 | $21.7M |
| Corient Private Wealth LP | 0.03% | Reduce -0.7% | 238,925 | $21.3M |
| NerdWallet Wealth Partners, LLC | 9.16% | Add +5.8% | 235,046 | $21.0M |
| D.A. Davidson & Co. | 0.12% | Add +1.1% | 213,330 | $19.1M |
| Sanctuary Advisors, LLC | 0.10% | Add +3.4% | 209,764 | $18.7M |
| Revolve Wealth Partners, LLC | 2.29% | Reduce -7.0% | 197,288 | $17.6M |
| HighTower Advisors, LLC | 0.02% | Add +4.9% | 194,476 | $17.4M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +0.4% | 191,208 | $17.1M |
| Main Street Financial Solutions, LLC | 1.24% | Reduce -1.2% | 190,166 | $17.0M |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 187,412 | $16.4M |
| truNorth Financial Services, Inc. | 13.34% | Add +4.0% | 144,372 | $12.9M |
| Blair William & Co. | 0.03% | Add +11.1% | 131,267 | $11.7M |
| Arkadios Wealth Advisors | 0.19% | Add +566.5% | 126,091 | $11.3M |
| Advisors Preferred, LLC | 1.61% | Add +84.0% | 122,349 | $10.9M |
| United Advisor Group, LLC | 1.35% | Add +0.7% | 122,029 | $10.9M |
| Strategic Family Wealth Counselors, L.L.C. | 2.81% | Add +0.4% | 119,735 | $10.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -25.7% | 116,729 | $10.5M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +59.8% | 110,950 | $9.9M |
| Stratos Wealth Advisors, LLC | 0.60% | Reduce -0.5% | 108,242 | $9.7M |
| TopTier Wealth Management, LLC | 5.81% | Add +6.0% | 105,737 | $9.4M |
| Equitable Holdings, Inc. | 0.06% | Add +14.8% | 106,068 | $9.3M |
| CX Institutional | 0.28% | Reduce -0.7% | 103,142 | $9.2M |
| Key Financial Inc | 1.52% | Add +1.0% | 95,537 | $8.5M |
| Aspiriant, LLC | 0.24% | Add +5.4% | 93,715 | $8.4M |
| Moller Wealth Partners | 1.62% | Add +3.5% | 92,054 | $8.2M |
| Stifel Financial Corp. | 0.01% | Reduce -1.3% | 91,072 | $8.1M |
| One Wealth Map LLC | 3.39% | Reduce -2.1% | 73,930 | $7.0M |
| First American Trust, FSB | 0.43% | Reduce -40.9% | 72,183 | $6.4M |
| Truist Financial Corp. | 0.01% | Reduce -2.4% | 68,064 | $6.1M |
| Mosaic Family Wealth Partners, LLC | 0.61% | Add +22.3% | 66,825 | $6.0M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +0.8% | 66,202 | $5.9M |
| Brown Brothers Harriman & Co. | 0.03% | Reduce -0.4% | 64,578 | $5.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.2% | 64,216 | $5.7M |
| 1900 Wealth Management LLC | 0.36% | Add +0.0% | 62,528 | $5.6M |
| Centennial Wealth Advisory LLC | 1.35% | Add +118.7% | 62,274 | $5.6M |
| Graves Light Lenhart Wealth, Inc. | 0.57% | Reduce -0.7% | 61,513 | $5.5M |
| Tobias Financial Advisors, Inc. | 0.76% | Reduce -8.2% | 61,414 | $5.5M |
| Koshinski Asset Management, Inc. | 0.33% | Add +0.4% | 59,786 | $5.3M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +5.0% | 58,791 | $5.3M |
| Geneos Wealth Management Inc. | 0.12% | Add +1.8% | 58,720 | $5.2M |
| Captrust Financial Advisors | 0.01% | Reduce -2.2% | 57,351 | $5.1M |
| Etesian Wealth Advisors, Inc. | 1.61% | Add +16.0% | 56,416 | $5.0M |
| Sigma Planning Corp | 0.13% | Reduce -1.2% | 54,303 | $4.9M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 53,770 | $4.8M |
| Fifth Third Bancorp | 0.01% | New | 53,126 | $4.7M |
| Clearwater Capital Advisors, LLC | 0.38% | Reduce -0.4% | 52,474 | $4.7M |
| Stenger Family Office, LLC | 0.80% | New | 50,569 | $4.5M |
| Kingswood Wealth Advisors, LLC | 0.21% | Reduce -0.8% | 50,550 | $4.5M |
| Circle Wealth Management, LLC | 0.06% | No change | 49,376 | $4.4M |
| MidAtlantic Capital Management, Inc. | 2.87% | Add +4.3% | 46,626 | $4.2M |
| Cerity Partners LLC | 0.01% | Reduce -1.2% | 46,508 | $4.2M |
| Cresset Asset Management, LLC | 0.02% | Add +0.4% | 46,129 | $4.1M |
| Nadler Financial Group, Inc. | 0.37% | Reduce -6.5% | 43,432 | $3.9M |
| Assetmark, Inc. | 0.01% | Reduce -2.4% | 43,028 | $3.8M |
| Linscomb Wealth, Inc. | 0.17% | Reduce -8.6% | 42,308 | $3.8M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -0.0% | 41,159 | $3.7M |
| True Link Financial Advisors, LLC | 0.21% | No change | 38,623 | $3.5M |
| &partners | 0.02% | Add +35.1% | 38,252 | $3.4M |
| MML Investors Services, LLC | 0.01% | Reduce -10.8% | 38,019 | $3.4M |
| Avant Capital LLC | 2.37% | Reduce -5.3% | 37,766 | $3.4M |
| FMR LLC | 0.00% | Add +3.3% | 37,713 | $3.4M |
| Meridian Financial Partners LLC | 1.27% | Reduce -0.3% | 37,213 | $3.3M |
| Mather Group, Llc. | 0.03% | No change | 32,075 | $2.9M |
| Coldstream Capital Management Inc. | 0.03% | Add +4.5% | 31,359 | $2.8M |
| Keybank National Association | 0.01% | No change | 31,345 | $2.8M |
| CRA Financial Services, LLC | 0.36% | Reduce -0.3% | 31,134 | $2.8M |
| Lido Advisors, LLC | 0.01% | Add +0.1% | 30,850 | $2.8M |
| Mission Wealth Management, LP | 0.06% | Reduce -2.7% | 30,823 | $2.8M |
| Dickmeyer Boyce Financial Management, Inc. | 1.59% | — | 30,328 | $2.7M |
| Allen Capital Group, LLC | 0.24% | Reduce -12.7% | 29,406 | $2.6M |
| Rollins Financial Advisors, LLC | 0.40% | Reduce -2.4% | 28,535 | $2.5M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +3.2% | 28,093 | $2.5M |
| PFG Advisors | 0.12% | Reduce -15.7% | 27,825 | $2.5M |
| Mariner, LLC | 0.00% | Reduce -0.2% | 27,799 | $2.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +1778.0% | 27,757 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -0.0% | 27,256 | $2.4M |
| CoreCap Advisors, LLC | 0.08% | Add +5.3% | 26,936 | $2.4M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.2% | 25,308 | $2.4M |
| Citigroup Inc. | 0.00% | Add +8.2% | 26,004 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -4.5% | 25,950 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +4.7% | 25,125 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -47.5% | 24,471 | $2.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +25.7% | 23,615 | $2.1M |
| Uhlmann Price Securities, LLC | 0.14% | Add +0.3% | 23,294 | $2.1M |
| Team Financial Group, LLC | 0.91% | Add +0.7% | 22,547 | $2.0M |
| Kondo Wealth Advisors, Inc. | 0.75% | Reduce -7.7% | 22,431 | $2.0M |
| Flow Traders U.S. LLC | 0.06% | Add +194.7% | 21,946 | $2.0M |
| Culbertson A N & Co. Inc. | 0.25% | Reduce -3.1% | 21,560 | $1.9M |
| Amplius Wealth Advisors, LLC | 0.16% | Add +4.0% | 21,019 | $1.9M |
| Inspirion Wealth Advisors, LLC | 0.22% | Add +0.4% | 20,172 | $1.8M |
| Wedmont Private Capital | 0.06% | No change | 19,616 | $1.8M |
| Berger Financial Group, Inc | 0.10% | Reduce -0.8% | 19,836 | $1.8M |
| Resurgent Financial Advisors LLC | 0.64% | Add +0.1% | 19,713 | $1.8M |
| GSG Advisors LLC | 0.45% | New | 19,303 | $1.7M |
| Founders Financial Alliance, LLC | 0.31% | Reduce -4.0% | 19,245 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +3.1% | 18,828 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.1% | 18,294 | $1.6M |
| Rothschild Wealth LLC | 0.15% | Reduce -17.5% | 18,230 | $1.6M |
| WealthBridge Capital Management, LLC | 0.37% | Reduce -0.5% | 18,187 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.12% | Reduce -6.0% | 17,890 | $1.6M |
| Independent Wealth Network Inc. | 0.48% | Add +14.6% | 17,873 | $1.6M |
| HB Wealth Management, LLC | 0.01% | No change | 17,679 | $1.6M |
| KPP Advisory Services LLC | 0.23% | Reduce -2.3% | 17,673 | $1.6M |
| Alta Wealth Advisors LLC | 0.51% | No change | 17,420 | $1.6M |
| KCM Investment Advisors LLC | 0.05% | Add +0.4% | 17,273 | $1.5M |
| BlackRock, Inc. | 0.00% | Add +8882.8% | 17,247 | $1.5M |
| WealthCare Investment Partners, LLC | 0.42% | Add +2.9% | 16,844 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.4% | 16,756 | $1.5M |
| Valeo Financial Advisors, LLC | 0.04% | No change | 16,623 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.16% | Reduce -55.2% | 16,563 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -9.7% | 16,421 | $1.5M |
| Flynn Zito Capital Management, LLC | 0.46% | Add +5.3% | 16,235 | $1.5M |
| Cascade Financial Partners, LLC | 0.15% | No change | 16,223 | $1.4M |
| Tranquility Partners, LLC | 0.54% | Add +6.7% | 16,034 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -3.9% | 15,745 | $1.4M |
| St. Clair Advisors, LLC | 0.37% | Reduce -0.3% | 15,664 | $1.4M |
| Savvy Advisors, Inc. | 0.04% | New | 15,490 | $1.4M |
| Three Bearings Fiduciary Advisors, Inc. | 1.31% | Add +2.4% | 15,184 | $1.4M |
| WealthPlan Investment Management, LLC | 0.08% | Add +102.2% | 15,092 | $1.3M |
| Northern Trust Corp. | 0.00% | No change | 15,020 | $1.3M |
| AQR Capital Management | 0.00% | Add +25.3% | 14,823 | $1.3M |
| Garrison Point Advisors, LLC | 0.60% | No change | 14,700 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 14,404 | $1.3M |
| Parallel Advisors, LLC | 0.02% | Reduce -7.2% | 14,165 | $1.3M |
| Private Trust Co. NA | 0.11% | Reduce -9.3% | 13,974 | $1.2M |
| Woodard & Co. Asset Management Group Inc. | 0.20% | Add +2.6% | 13,952 | $1.2M |
| Vise Technologies, Inc. | 0.02% | No change | 13,996 | $1.2M |
| Perryman Financial Advisory Inc. | 0.18% | Add +2.2% | 13,642 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +173.0% | 13,640 | $1.2M |
| Platform Technology Partners | 0.23% | No change | 13,597 | $1.2M |
| Flagship Wealth Advisors, LLC | 0.51% | Reduce -49.1% | 14,534 | $1.2M |
| TigerOak Management, L.L.C. | 0.37% | No change | 13,325 | $1.2M |
| Beacon Financial Group | 0.12% | Add +0.4% | 13,131 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Add +6.3% | 12,980 | $1.2M |
| Rodgers Brothers Inc. | 0.13% | No change | 12,733 | $1.1M |
| Vestor Capital, LLC | 0.08% | Add +1056.5% | 12,710 | $1.1M |
| Choreo, LLC | 0.01% | Add +0.0% | 12,634 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -13.7% | 12,466 | $1.1M |
| Asset One Wealth Management LLC | 0.12% | Reduce -2.0% | 11,881 | $1.1M |
| Hilltop Holdings Inc. | 0.10% | Reduce -40.8% | 12,264 | $1.1M |
| Operose Advisors LLC | 0.24% | No change | 11,700 | $1.0M |
| Cwm, LLC | 0.00% | Reduce -3.3% | 11,630 | $1.0M |
| Henderson Brothers Financial Partners, LLC | 0.26% | — | 11,590 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +310.4% | 11,499 | $1.0M |
| MCF Advisors LLC | 0.04% | Add +110.0% | 11,453 | $1.0M |
| Rhumbline Advisers | 0.00% | Reduce -60.1% | 11,352 | $1.0M |
| Zevin Asset Management LLC | 0.14% | No change | 11,300 | $1.0M |
| Moneco Advisors, LLC | 0.08% | Add +5.0% | 11,300 | $1.0M |
| High Net Worth Advisory Group LLC | 0.23% | Reduce -13.8% | 10,840 | $968K |
| Gateway Wealth Partners, LLC | 0.04% | Add +157.6% | 10,836 | $968K |
| Burk Holdings LLC | 0.41% | No change | 10,800 | $965K |
| Hilltop Partners LLC | 0.24% | No change | 10,686 | $955K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -6.5% | 10,529 | $941K |
| Bantamac Capital, LLC | 0.68% | Add +0.1% | 10,494 | $937K |
| Well Done, LLC | 0.13% | No change | 10,114 | $903K |
| Bank of New York Mellon Corp | 0.00% | Reduce -85.0% | 10,051 | $898K |
| Harpswell Capital Advisors, LLC | 0.67% | No change | 10,000 | $893K |
| Kovack Advisors, Inc. | 0.05% | Reduce -0.6% | 9,714 | $868K |
| Western Wealth Management, LLC | 0.03% | Reduce -2.5% | 9,655 | $862K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.7% | 9,548 | $853K |
| HighPoint Advisor Group LLC | 0.04% | Add +12.3% | 9,545 | $853K |
| Principal Securities, Inc. | 0.01% | Add +1.9% | 9,436 | $843K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.2% | 9,421 | $842K |
| PFG Investments, LLC | 0.04% | Add +1.0% | 9,247 | $826K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 9,218 | $823K |
| NFSG Corp | 0.13% | Reduce -0.7% | 9,136 | $816K |
| 626 Financial, LLC | 0.36% | Reduce -7.2% | 8,982 | $802K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +139.1% | 8,923 | $797K |
| Summit Financial, LLC | 0.01% | Reduce -0.0% | 8,703 | $777K |
| Thoroughbred Financial Services, LLC | 0.05% | No change | 8,696 | $776K |
| M&T Bank Corp | 0.00% | Reduce -5.5% | 8,665 | $774K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Reduce -2.9% | 8,558 | $764K |
| Kaydan Wealth Management, Inc. | 0.25% | Add +0.3% | 8,529 | $762K |
| Capital Advisors Wealth Management, LLC | 0.10% | Reduce -1.0% | 8,509 | $760K |
| National Bank of Canada | 0.00% | Reduce -2.8% | 8,460 | $756K |
| Compass Capital Management, Inc. | 0.05% | New | 8,360 | $747K |
| Cozad Asset Management Inc. | 0.06% | Reduce -0.3% | 8,336 | $745K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1185.8% | 8,332 | $744K |
| RFG Advisory, LLC | 0.01% | Reduce -93.1% | 8,267 | $738K |
| Fifth Third Securities, Inc. | 0.05% | Add +2.2% | 8,239 | $736K |
| Lanark Financial, Inc. | 0.05% | Add +209.9% | 8,032 | $717K |
| Noesis Capital Mangement Corp. | 0.11% | No change | 8,000 | $715K |
| Brown Advisory Inc. | 0.00% | Reduce -12.5% | 7,897 | $705K |
| Imprint Wealth LLC | 3.20% | Add +66.4% | 7,833 | $700K |
| Haverford Trust Co | 0.01% | No change | 7,802 | $697K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.2% | 7,766 | $694K |
| NewEdge Wealth, LLC | 0.01% | Reduce -3.7% | 7,750 | $692K |
| Summit Wealth Group LLC / Co. | 0.07% | Add +0.3% | 7,700 | $688K |
| IHT Wealth Management, LLC | 0.02% | Add +0.4% | 7,697 | $688K |
| Fisher Asset Management | 0.00% | New | 7,641 | $683K |
| HBK Sorce Advisory LLC | 0.01% | No change | 7,212 | $678K |
| Glen Eagle Advisors, LLC | 0.09% | Add +0.1% | 7,581 | $677K |
| Brighton Jones LLC | 0.01% | New | 7,486 | $669K |
| Adamsbrown Wealth Consultants LLC | 0.18% | Reduce -4.7% | 7,467 | $667K |
| Lutz Financial Services LLC | 0.04% | No change | 7,456 | $666K |
| Live Oak Investment Partners | 0.39% | Add +11.2% | 7,364 | $658K |
| International Assets Investment Management, LLC | 0.05% | Reduce -9.5% | 7,355 | $658K |
| Post Resch Tallon Group Inc. | 0.53% | Add +1.4% | 7,265 | $651K |
| Renaissance Technologies | 0.00% | Add +46.9% | 7,200 | $643K |
| Benedict Financial Advisors Inc. | 0.13% | Reduce -10.9% | 7,183 | $642K |
| Team Hewins, LLC | 0.19% | No change | 7,128 | $637K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.7% | 7,030 | $628K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -9.5% | 7,019 | $627K |
| SHP Wealth Management | 0.05% | Add +1.0% | 6,789 | $606K |
| Valmark Advisers, Inc. | 0.01% | Add +15.9% | 6,707 | $599K |
| AE Wealth Management LLC | 0.00% | Add +2.0% | 6,660 | $595K |
| Grandview Asset Management LLC | 0.17% | Reduce -2.0% | 6,656 | $595K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,580 | $592K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 6,608 | $590K |
| Fiduciary Group, LLC | 0.05% | No change | 6,606 | $590K |
| Quantinno Capital Management LP | 0.00% | Add +6.2% | 6,465 | $578K |
| Perigon Wealth Management, LLC | 0.01% | No change | 6,388 | $571K |
| Howard Bailey Securities, LLC | 0.23% | Reduce -0.5% | 6,384 | $570K |
| Frazier Financial Advisors, LLC | 0.31% | Add +0.4% | 6,255 | $559K |
| Element Wealth, LLC | 0.23% | Reduce -0.2% | 6,219 | $556K |
| Orographic Financial Advisors, LLC | 0.39% | — | 6,145 | $548K |
| Heritage Oak Wealth Advisors LLC | 0.17% | Add +13.3% | 6,075 | $543K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.2% | 6,065 | $542K |
| Modera Wealth Management, LLC | 0.01% | No change | 6,057 | $541K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 6,040 | $540K |
| Powers Advisory Group, LLC | 0.19% | Add +0.4% | 5,933 | $530K |
| Impact Capital Partners LLC | 0.16% | New | 5,834 | $521K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,808 | $519K |
| LS Investment Advisors, LLC | 0.08% | No change | 5,800 | $518K |
| Associated Banc-Corp | 0.01% | No change | 5,756 | $514K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | No change | 5,664 | $506K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -5.7% | 5,573 | $498K |
| Staley Capital Advisers Inc. | 0.02% | Reduce -14.3% | 5,540 | $495K |
| Empirical Asset Management, LLC | 0.13% | No change | 5,506 | $492K |
| Summit Trail Advisors, LLC | 0.01% | New | 5,500 | $491K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | No change | 5,458 | $488K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 5,379 | $481K |
| Heritage Wealth Management, Inc./Texas | 0.20% | Reduce -9.3% | 5,348 | $478K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +15.9% | 5,255 | $469K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 5,245 | $469K |
| ARK & TLK Investments, LLC | 0.13% | Reduce -4.6% | 5,210 | $465K |
| Equitable Trust Co. | 0.02% | No change | 5,149 | $460K |
| Modern Wealth Management, LLC | 0.01% | No change | 5,100 | $456K |
| Hazlett, Burt & Watson, Inc. | 0.14% | Add +0.2% | 5,081 | $455K |
| Mgo One Seven LLC | 0.01% | Reduce -12.8% | 5,089 | $455K |
| Nicolet Bankshares Inc. | 0.02% | No change | 5,084 | $454K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.4% | 5,079 | $454K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,990 | $446K |
| Spinnaker Trust | 0.02% | No change | 4,980 | $445K |
| Marion Wealth Management | 0.10% | Add +0.9% | 4,967 | $444K |
| Cora Capital Advisors LLC | 0.15% | No change | 4,964 | $443K |
| Courier Capital LLC | 0.02% | Reduce -29.1% | 4,867 | $435K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.1% | 4,846 | $433K |
| Midwest Trust Co | 0.01% | Reduce -0.8% | 4,809 | $430K |
| OneAscent Financial Services LLC | 0.02% | New | 4,807 | $429K |
| ShoreHaven Wealth Partners, LLC | 0.15% | Reduce -34.8% | 4,771 | $426K |
| Robinson Smith Wealth Advisors LLC | 0.29% | No change | 4,763 | $425K |
| Meeder Advisory Services, Inc. | 0.02% | No change | 4,710 | $421K |
| Choate Investment Advisors | 0.01% | No change | 4,710 | $421K |
| Salomon & Ludwin, LLC | 0.04% | Reduce -0.5% | 4,695 | $421K |
| Rathbones Group PLC | 0.00% | No change | 4,700 | $420K |
| NorthCoast Asset Management LLC | 0.01% | Add +0.4% | 4,592 | $410K |
| Rockport Wealth LLC | 0.07% | Reduce -68.0% | 4,590 | $410K |
| Waverly Advisors, LLC | 0.00% | Add +14.6% | 4,535 | $405K |
| GM Advisory Group, LLC | 0.02% | No change | 4,481 | $400K |
| Eagle Strategies LLC | 0.05% | Add +15.2% | 4,479 | $400K |
| UMB Bank, n.a. | 0.01% | New | 4,446 | $397K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -7.4% | 4,400 | $393K |
| Facet Wealth, Inc. | 0.01% | No change | 4,158 | $371K |
| SpringVest Wealth Management LLC | 0.25% | Reduce -1.6% | 4,125 | $368K |
| HUB Investment Partners, LLC | 0.01% | New | 4,047 | $362K |
| Larson Financial Group LLC | 0.01% | Add +0.3% | 4,020 | $359K |
| Code Waechter LLC | 0.21% | No change | 4,000 | $357K |
| Kintra Wealth, LLC | 0.03% | New | 3,989 | $356K |
| Rockland Trust Co. | 0.01% | No change | 3,980 | $356K |
| Garrett Wealth Advisory Group, LLC | 0.06% | Reduce -11.7% | 3,968 | $354K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,902 | $349K |
| Kelman-Lazarov, Inc. | 0.05% | Add +0.1% | 3,857 | $345K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 3,871 | $341K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,750 | $335K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 3,738 | $334K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -1.5% | 3,690 | $330K |
| Wolfstich Capital, LLC | 0.29% | Reduce -12.0% | 3,744 | $328K |
| Citizens Financial Group Inc. | 0.00% | Add +0.1% | 3,608 | $322K |
| Seven Springs Wealth Group, LLC | 0.08% | No change | 3,600 | $322K |
| Align Financial, LLC | 0.18% | Reduce -98.9% | 3,595 | $321K |
| Sheets Smith Wealth Management | 0.04% | Add +0.1% | 3,593 | $321K |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.8% | 3,592 | $321K |
| Rodgers & Associates, LTD | 0.03% | No change | 3,585 | $320K |
| Studio Investment Management LLC | 0.06% | Add +8.4% | 3,549 | $317K |
| Clarity Wealth Advisors, LLC | 0.06% | Reduce -12.8% | 3,523 | $315K |
| Ancora Advisors LLC | 0.01% | No change | 3,398 | $304K |
| Savant Capital, LLC | 0.00% | New | 3,396 | $303K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.7% | 3,362 | $300K |
| SMI Advisory Services, LLC | 0.05% | Add +0.3% | 3,329 | $299K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 3,350 | $299K |
| United Capital Financial Advisors, LLC | 0.00% | Add +19.1% | 3,324 | $297K |
| Obermeyer Wealth Partners | 0.01% | No change | 3,286 | $294K |
| Wick Capital Partners, LLC | 0.05% | No change | 3,281 | $293K |
| Johnson Financial Group, Inc. | 0.01% | No change | 3,275 | $293K |
| SBI Securities Co., Ltd. | 0.01% | Add +4.5% | 3,241 | $290K |
| Lake Street Private Wealth, LLC | 0.04% | Reduce -94.9% | 3,256 | $289K |
| Cherry Tree Wealth Management, LLC | 0.06% | Reduce -4.7% | 3,233 | $289K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 3,200 | $286K |
| Csenge Advisory Group | 0.01% | Add +10.6% | 3,184 | $284K |
| Stonebrook Private Inc. | 0.06% | Add +3.1% | 3,184 | $284K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -17.7% | 3,130 | $280K |
| MTM Investment Management, LLC | 0.09% | No change | 3,122 | $279K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | No change | 3,079 | $275K |
| Marino, Stram & Associates LLC | 0.05% | No change | 3,076 | $275K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -15.0% | 3,063 | $274K |
| Fusion Capital, LLC | 0.07% | No change | 3,062 | $274K |
| MLP3, LLC | 0.30% | Add +0.4% | 3,023 | $270K |
| Arrowroot Family Office, LLC | 0.09% | Reduce -0.2% | 3,013 | $269K |
| Vicus Capital | 0.02% | Add +5.5% | 3,005 | $268K |
| PMG Wealth Management, Inc. | 0.19% | No change | 3,000 | $268K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | No change | 3,000 | $268K |
| Prospera Financial Services Inc | 0.00% | Reduce -13.0% | 3,000 | $268K |
| Aviance Capital Partners, LLC | 0.03% | No change | 2,972 | $265K |
| Dixon Fnancial Services, Inc. | 0.12% | Add +0.4% | 2,903 | $259K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.1% | 2,893 | $258K |
| JGP Wealth Management, LLC | 0.03% | No change | 2,882 | $257K |
| LVM Capital Management Ltd. | 0.02% | New | 2,874 | $257K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 2,824 | $252K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,750 | $246K |
| Kuhn & Co Investment Counsel | 0.16% | No change | 2,725 | $243K |
| Pullen Investment Management, LLC | 0.12% | No change | 2,722 | $243K |
| TFO Wealth Partners, LLC | 0.03% | New | 2,716 | $243K |
| Northern Capital Management, Inc. | 0.12% | No change | 2,714 | $242K |
| PCG Wealth Advisors, LLC | 0.06% | Add +10.6% | 2,709 | $242K |
| Garde Capital, Inc. | 0.01% | No change | 2,700 | $241K |
| Nova Wealth Management, Inc. | 0.16% | Add +0.3% | 2,666 | $238K |
| Costello Asset Management, INC | 0.08% | Add +187.0% | 2,646 | $236K |
| Foster & Motley Inc. | 0.01% | New | 2,647 | $236K |
| World Investment Advisors | 0.00% | Reduce -80.4% | 2,633 | $235K |
| Smith, Moore & Co. | 0.02% | No change | 2,630 | $235K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.4% | 2,628 | $235K |
| Abound Wealth Management | 0.05% | New | 2,625 | $234K |
| Weaver Consulting Group | 0.06% | Reduce -16.0% | 2,624 | $234K |
| Brady Family Wealth, LLC | 0.07% | No change | 2,617 | $234K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 2,603 | $233K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -36.6% | 2,594 | $232K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 2,576 | $230K |
| USAdvisors Wealth Management, LLC | 0.08% | Add +0.3% | 2,629 | $230K |
| Stone House Investment Management, LLC | 0.04% | No change | 2,540 | $227K |
| Vertex Planning Partners, LLC | 0.04% | Add +0.1% | 2,531 | $226K |
| Astoria Portfolio Advisors LLC. | 0.05% | No change | 2,408 | $224K |
| Fiera Capital Corp | 0.00% | No change | 2,493 | $223K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,480 | $222K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 2,440 | $218K |
| Advisors Capital Management, LLC | 0.00% | Reduce -97.1% | 2,424 | $217K |
| Old National Bancorp | 0.00% | No change | 2,366 | $211K |
| St. Louis Trust Co | 0.02% | No change | 2,360 | $211K |
| DAVENPORT & Co LLC | 0.00% | New | 2,308 | $206K |
| Independent Financial Group, LLC | 0.00% | No change | 2,298 | $205K |
| GEM Asset Management, LLC | 0.09% | New | 2,285 | $204K |
| Two Sigma Securities, LLC | 0.02% | New | 2,280 | $204K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 2,275 | $203K |
| Philadelphia Trust Co. | 0.01% | New | 2,248 | $201K |
| COFG Advisors, LLC | 0.05% | New | 2,249 | $201K |
| Bridgewater Advisors Inc. | 0.01% | New | 2,112 | $200K |
| Spire Wealth Management | 0.01% | No change | 2,168 | $194K |
| IFP Advisors, Inc | 0.00% | Add +52.4% | 2,137 | $191K |
| Roble, Belko & Company, Inc | 0.02% | No change | 2,000 | $179K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,878 | $168K |
| Bank of Montreal | 0.00% | Add +0.1% | 1,805 | $161K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 1,789 | $160K |
| Vanguard National Trust Co | 0.01% | — | 1,721 | $154K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 1,700 | $152K |
| Franklin Resources Inc. | 0.00% | No change | 1,686 | $151K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,550 | $138K |
| GAMMA Investing LLC | 0.01% | No change | 1,544 | $138K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,465 | $131K |
| Noble Wealth Management PBC | 0.07% | No change | 1,437 | $128K |
| CVA Family Office, LLC | 0.01% | No change | 1,426 | $127K |
| AlphaCore Capital LLC | 0.00% | No change | 1,330 | $119K |
| Frankly Finances, LLC | 0.10% | No change | 1,290 | $115K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | Reduce -20.2% | 1,245 | $111K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,200 | $107K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 1,161 | $104K |
| City State Bank | 0.03% | No change | 1,110 | $99K |
| Clearstead Trust, LLC | 0.02% | Add +0.4% | 1,103 | $99K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 996 | $89K |
| Cheviot Value Management, LLC | 0.01% | No change | 974 | $87K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -16.3% | 900 | $80K |
| Allworth Financial LP | 0.00% | Add +0.2% | 857 | $77K |
| Bank of New Hampshire | 0.02% | No change | 810 | $72K |
| Vanguard Advisers Inc. | 0.00% | — | 801 | $72K |
| Lodestone Wealth Management LLC | 0.03% | No change | 772 | $69K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 763 | $68K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -2.7% | 728 | $65K |
| Creative Financial Designs Inc. | 0.00% | No change | 681 | $61K |
| First Horizon Corp. | 0.00% | No change | 670 | $60K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 636 | $57K |
| Coastline Trust Co | 0.01% | No change | 600 | $54K |
| Russell Investments Group, Ltd. | 0.00% | Add +179.7% | 593 | $53K |
| Harbor Asset Planning, Inc. | 0.04% | Add +0.4% | 503 | $45K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $45K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.5% | 442 | $40K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -47.7% | 440 | $39K |
| Tsfg, LLC | 0.01% | Add +0.5% | 416 | $37K |
| Valley National Advisers Inc. | 0.00% | No change | 410 | $36K |
| Golden State Wealth Management, LLC | 0.00% | No change | 400 | $36K |
| Longview Financial Advisors LLC | 0.02% | Reduce -13.0% | 348 | $31K |
| GGM Financial LLC | 0.01% | Add +0.3% | 339 | $30K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 320 | $29K |
| Cornerstone Planning Group LLC | 0.00% | No change | 297 | $28K |
| Private Wealth Asset Management, LLC | 0.00% | New | 294 | $26K |
| Dunhill Financial, LLC | 0.01% | No change | 293 | $26K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 280 | $25K |
| Toth Financial Advisory Corp. | 0.00% | No change | 268 | $24K |
| PlanVest Financial, Inc | 0.02% | — | 266 | $24K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +0.5% | 218 | $19K |
| MidFirst Bank | 0.00% | Reduce -73.0% | 200 | $18K |
| Sunbelt Securities, Inc. | 0.00% | No change | 198 | $18K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 190 | $17K |
| SJS Investment Consulting Inc. | 0.00% | No change | 182 | $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 | $14K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 130 | $12K |
| 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% | Add +1.2% | 86 | $8K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 80 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -72.7% | 75 | $7K |
| Arax Advisory Partners | 0.00% | No change | 61 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $4K |
| Mosley Wealth Management | 0.00% | New | 51 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 44 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 32 | $3K |
| 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 | 17 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 10 | $893 |
| TD Private Client Wealth LLC | 0.00% | Reduce -50.0% | 10 | $893 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 3 | $268 |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.