Wisdomtree US Largecap DividDLNETF
13F holders, Q2 2026 (June 30)480holders +12
29new positions
17sold out
2famous investors
$96.32avg. 13F price*
At the end of Q2 2026, 480 institutions reported holding Wisdomtree US Largecap Divid (DLN) in their 13F filings, up 12 from Q1 2026. 29 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($395.5M), PNC Financial Services Group, Inc. ($335.7M) and Morgan Stanley ($283.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $13.8M |
| Exits | 17 | $5.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,890,792 shares bought and 1,318,680 shares sold, net +572,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 480 holders
| LPL Financial LLC | 0.09% | Add +5.6% | 4,105,997 | $395.5M |
| PNC Financial Services Group, Inc. | 0.17% | Reduce -5.0% | 3,485,235 | $335.7M |
| Morgan Stanley | 0.01% | Add +2.4% | 2,938,251 | $283.0M |
| Focus Partners Wealth | 0.26% | Add +0.9% | 2,612,755 | $251.7M |
| Ameriprise Financial Inc. | 0.05% | Add +27.1% | 2,439,830 | $235.0M |
| Great Valley Advisor Group, Inc. | 2.25% | Add +9.7% | 1,476,721 | $142.2M |
| Creative Planning | 0.08% | Reduce -2.1% | 1,339,092 | $129.0M |
| UBS Group AG | 0.02% | Reduce -0.0% | 1,315,387 | $126.7M |
| Trilogy Capital Inc. | 4.50% | Add +2.7% | 1,196,646 | $115.3M |
| Cetera Investment Advisers | 0.10% | Add +8.7% | 1,094,640 | $105.4M |
| Evercore Wealth Management, LLC | 1.41% | Reduce -1.1% | 1,035,464 | $99.7M |
| Bank of America Corp. | 0.01% | Reduce -14.6% | 1,034,935 | $99.7M |
| Clearstead Advisors, LLC | 0.86% | Reduce -3.5% | 942,613 | $90.8M |
| Wells Fargo & Company | 0.01% | Add +0.1% | 805,255 | $77.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.7% | 784,125 | $75.5M |
| Raymond James Financial Inc. | 0.02% | Add +7.7% | 640,994 | $61.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -0.6% | 591,837 | $57.0M |
| Waterway Wealth Management, LLC | 11.59% | Reduce -2.9% | 655,697 | $56.8M |
| Osaic Holdings, Inc. | 0.06% | Add +1.1% | 517,478 | $49.8M |
| CLG LLC | 9.74% | Add +6.9% | 460,674 | $44.4M |
| Royal Bank of Canada | 0.01% | Reduce -1.4% | 460,179 | $44.3M |
| IAG Wealth Partners, LLC | 3.84% | Add +1.0% | 402,998 | $38.8M |
| Lee, Kelleher & Klein Wealth Management | 19.21% | Reduce -0.8% | 381,301 | $36.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -51.2% | 367,998 | $35.4M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -2.1% | 352,850 | $34.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.5% | 340,936 | $32.8M |
| Private Advisor Group, LLC | 0.15% | Add +16.3% | 332,651 | $32.0M |
| LRI Investments, LLC | 2.55% | Reduce -0.7% | 330,573 | $31.8M |
| Fox Financial, Inc | 20.92% | Reduce -0.5% | 311,911 | $30.0M |
| Stratos Wealth Partners, LTD. | 0.30% | Reduce -6.4% | 308,583 | $29.7M |
| Baird Financial Group, Inc. | 0.04% | Add +3.4% | 285,646 | $27.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.2% | 273,554 | $26.3M |
| NerdWallet Wealth Partners, LLC | 8.76% | Add +12.3% | 263,948 | $25.4M |
| Fairway Wealth LLC | 5.78% | Reduce -0.2% | 262,387 | $25.3M |
| FIDELIS iM, LLC | 8.62% | Reduce -1.3% | 262,348 | $25.3M |
| Odyssey Group, LLC | 6.46% | — | 247,638 | $23.9M |
| Corient Private Wealth LP | 0.03% | Reduce -4.2% | 228,915 | $22.0M |
| MAI Capital Management | 0.08% | Reduce -12.0% | 227,252 | $21.9M |
| Sanctuary Advisors, LLC | 0.10% | Add +2.5% | 214,976 | $20.7M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -11.5% | 214,927 | $20.7M |
| D.A. Davidson & Co. | 0.11% | Reduce -1.8% | 209,571 | $20.2M |
| HighTower Advisors, LLC | 0.02% | Add +3.5% | 201,344 | $19.4M |
| Revolve Wealth Partners, LLC | 1.99% | Add +0.4% | 198,080 | $19.1M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +1.1% | 193,388 | $18.6M |
| Main Street Financial Solutions, LLC | 1.19% | Add +1.4% | 192,864 | $18.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 177,046 | $17.1M |
| truNorth Financial Services, Inc. | 12.96% | Add +4.1% | 150,248 | $14.5M |
| Blair William & Co. | 0.03% | Add +3.5% | 135,878 | $13.1M |
| Aspiriant, LLC | 0.30% | Add +34.6% | 126,165 | $12.2M |
| United Advisor Group, LLC | 1.28% | Add +2.3% | 124,840 | $12.0M |
| Strategic Family Wealth Counselors, L.L.C. | 2.76% | Add +2.7% | 123,010 | $11.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.9% | 118,930 | $11.7M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +6.1% | 117,671 | $11.3M |
| Arkadios Wealth Advisors | 0.17% | Reduce -9.4% | 114,201 | $11.0M |
| Mosaic Family Wealth Partners, LLC | 0.72% | Add +65.3% | 110,430 | $10.6M |
| TopTier Wealth Management, LLC | 6.40% | Add +4.0% | 109,947 | $10.6M |
| Equitable Holdings, Inc. | 0.06% | Add +2.1% | 108,318 | $10.4M |
| Stratos Wealth Advisors, LLC | 0.57% | Reduce -1.1% | 107,012 | $10.3M |
| CX Institutional | 0.29% | Add +2.6% | 105,870 | $10.2M |
| Key Financial Inc | 1.51% | Add +0.5% | 96,015 | $9.2M |
| Moller Wealth Partners | 1.60% | Reduce -0.3% | 91,793 | $8.8M |
| Stifel Financial Corp. | 0.01% | Reduce -2.1% | 89,149 | $8.6M |
| One Wealth Map LLC | 3.50% | Add +3.8% | 76,725 | $7.5M |
| Truist Financial Corp. | 0.01% | Add +4.4% | 71,029 | $6.8M |
| First American Trust, FSB | 0.40% | Reduce -3.7% | 69,532 | $6.7M |
| Centennial Wealth Advisory LLC | 1.42% | Add +9.9% | 68,419 | $6.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.8% | 67,931 | $6.5M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -1.3% | 65,325 | $6.3M |
| Brown Brothers Harriman & Co. | 0.03% | No change | 64,578 | $6.2M |
| Graves Light Lenhart Wealth, Inc. | 0.56% | Add +1.9% | 62,709 | $6.0M |
| 1900 Wealth Management LLC | 0.34% | Add +0.0% | 62,541 | $6.0M |
| St. Louis Trust Co | 0.68% | No change | 2,360 | $6.0M |
| Tobias Financial Advisors, Inc. | 0.76% | Add +0.5% | 61,735 | $5.9M |
| Koshinski Asset Management, Inc. | 0.30% | Reduce -1.3% | 59,017 | $5.7M |
| Advisors Preferred, LLC | 0.88% | Reduce -52.3% | 58,381 | $5.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +110.1% | 58,306 | $5.6M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -0.8% | 58,298 | $5.6M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -1.6% | 57,760 | $5.6M |
| Captrust Financial Advisors | 0.01% | Reduce -0.8% | 56,893 | $5.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +4.8% | 56,326 | $5.4M |
| Sigma Planning Corp | 0.13% | Reduce -0.1% | 54,264 | $5.2M |
| Fifth Third Bancorp | 0.01% | Reduce -0.8% | 52,714 | $5.1M |
| Etesian Wealth Advisors, Inc. | 1.49% | Reduce -7.5% | 52,179 | $5.0M |
| Flagship Wealth Advisors, LLC | 1.12% | Add +256.6% | 51,822 | $5.0M |
| Clearwater Capital Advisors, LLC | 0.36% | Reduce -1.6% | 51,655 | $5.0M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +1.8% | 51,463 | $5.0M |
| Stenger Family Office, LLC | 0.77% | Reduce -1.1% | 50,010 | $4.8M |
| Circle Wealth Management, LLC | 0.06% | No change | 49,376 | $4.8M |
| MidAtlantic Capital Management, Inc. | 2.87% | Add +2.9% | 47,969 | $4.6M |
| Cerity Partners LLC | 0.01% | Reduce -0.7% | 46,204 | $4.5M |
| Cresset Asset Management, LLC | 0.02% | Reduce -1.4% | 45,507 | $4.4M |
| IFG Advisory, LLC | 0.15% | New | 43,412 | $4.2M |
| Nadler Financial Group, Inc. | 0.35% | Reduce -0.3% | 43,281 | $4.2M |
| MML Investors Services, LLC | 0.01% | Add +13.1% | 43,003 | $4.1M |
| Linscomb Wealth, Inc. | 0.18% | Reduce -0.2% | 42,205 | $4.1M |
| FMR LLC | 0.00% | Add +11.1% | 41,899 | $4.0M |
| Assetmark, Inc. | 0.01% | Reduce -3.6% | 41,466 | $4.0M |
| &partners | 0.02% | Add +8.0% | 41,294 | $4.0M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.1% | 41,137 | $4.0M |
| Avant Capital LLC | 2.32% | Add +1.9% | 38,502 | $3.7M |
| True Link Financial Advisors, LLC | 0.21% | Reduce -1.3% | 38,123 | $3.7M |
| Waverly Advisors, LLC | 0.02% | Add +724.3% | 37,381 | $3.6M |
| Meridian Financial Partners LLC | 1.20% | Reduce -3.1% | 36,050 | $3.5M |
| Mission Wealth Management, LP | 0.04% | Add +12.7% | 34,742 | $3.3M |
| Dickmeyer Boyce Financial Management, Inc. | 1.72% | Add +13.3% | 34,363 | $3.3M |
| Mariner, LLC | 0.00% | Add +15.4% | 32,088 | $3.1M |
| Mather Group, Llc. | 0.03% | No change | 32,075 | $3.1M |
| Coldstream Capital Management Inc. | 0.04% | No change | 31,359 | $3.0M |
| Keybank National Association | 0.01% | No change | 31,345 | $3.0M |
| CRA Financial Services, LLC | 0.35% | Add +0.0% | 31,141 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +23.4% | 30,996 | $3.0M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +1.6% | 28,552 | $2.8M |
| Rollins Financial Advisors, LLC | 0.36% | Reduce -0.1% | 28,492 | $2.7M |
| CoreCap Advisors, LLC | 0.08% | Add +2.6% | 27,648 | $2.7M |
| PFG Advisors | 0.13% | Reduce -1.6% | 27,391 | $2.6M |
| Allen Capital Group, LLC | 0.21% | Reduce -8.9% | 26,800 | $2.6M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.2% | 25,369 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -0.8% | 25,753 | $2.5M |
| Citigroup Inc. | 0.00% | Reduce -1.2% | 25,700 | $2.5M |
| Uhlmann Price Securities, LLC | 0.08% | Add +1.2% | 23,566 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -1.1% | 23,352 | $2.2M |
| Team Financial Group, LLC | 0.93% | Add +0.4% | 22,647 | $2.2M |
| Waterloo Capital, L.P. | 0.12% | New | 22,288 | $2.1M |
| Culbertson A N & Co. Inc. | 0.25% | Add +2.7% | 22,133 | $2.1M |
| Hilltop Holdings Inc. | 0.17% | Add +80.2% | 22,101 | $2.1M |
| Kondo Wealth Advisors, Inc. | 0.71% | Reduce -1.8% | 22,030 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -11.1% | 21,767 | $2.1M |
| Amplius Wealth Advisors, LLC | 0.15% | No change | 21,019 | $2.0M |
| WealthPlan Investment Management, LLC | 0.10% | Add +39.2% | 21,014 | $2.0M |
| US Bancorp \de | 0.00% | Add +30.2% | 20,499 | $2.0M |
| Inspirion Wealth Advisors, LLC | 0.22% | Add +0.5% | 20,268 | $2.0M |
| AQR Capital Management | 0.00% | Add +35.6% | 20,100 | $1.9M |
| Wedmont Private Capital | 0.05% | No change | 19,616 | $1.9M |
| Berger Financial Group, Inc | 0.10% | Add +0.1% | 19,857 | $1.9M |
| Resurgent Financial Advisors LLC | 0.53% | Reduce -0.7% | 19,569 | $1.9M |
| GSG Advisors LLC | 0.41% | Add +0.0% | 19,307 | $1.9M |
| Independent Wealth Network Inc. | 0.47% | Add +6.6% | 19,055 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -0.8% | 18,683 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Add +12.0% | 18,390 | $1.8M |
| Rothschild Wealth LLC | 0.14% | No change | 18,230 | $1.8M |
| WealthBridge Capital Management, LLC | 0.35% | No change | 18,187 | $1.8M |
| KPP Advisory Services LLC | 0.22% | Add +1.1% | 17,873 | $1.7M |
| WealthCare Investment Partners, LLC | 0.41% | Add +3.6% | 17,457 | $1.7M |
| Alta Wealth Advisors LLC | 0.45% | No change | 17,420 | $1.7M |
| KCM Investment Advisors LLC | 0.05% | Add +0.5% | 17,356 | $1.7M |
| BlackRock, Inc. | 0.00% | Add +0.4% | 17,319 | $1.7M |
| Arax Advisory Partners | 0.01% | Add +27555.7% | 16,870 | $1.6M |
| Flynn Zito Capital Management, LLC | 0.44% | Add +3.9% | 16,864 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Add +23.3% | 16,818 | $1.6M |
| Northern Trust Corp. | 0.00% | Add +11.5% | 16,748 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Reduce -5.8% | 16,653 | $1.6M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.5% | 16,544 | $1.6M |
| G&S Capital LLC | 0.46% | New | 16,276 | $1.6M |
| Cascade Financial Partners, LLC | 0.14% | No change | 16,223 | $1.6M |
| Tranquility Partners, LLC | 0.53% | Reduce -0.1% | 16,020 | $1.5M |
| Savvy Advisors, Inc. | 0.03% | Add +2.1% | 15,809 | $1.5M |
| Garrison Point Advisors, LLC | 0.57% | No change | 14,700 | $1.4M |
| St. Clair Advisors, LLC | 0.36% | Reduce -6.8% | 14,602 | $1.4M |
| Vise Technologies, Inc. | 0.02% | Add +4.0% | 14,554 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -13.3% | 14,529 | $1.4M |
| Three Bearings Fiduciary Advisors, Inc. | 1.25% | Reduce -4.5% | 14,495 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 14,404 | $1.4M |
| Parallel Advisors, LLC | 0.02% | Add +0.1% | 14,178 | $1.4M |
| Woodard & Co. Asset Management Group Inc. | 0.19% | Add +0.3% | 13,992 | $1.3M |
| Private Trust Co. NA | 0.11% | No change | 13,974 | $1.3M |
| SMI Advisory Services, LLC | 0.21% | Add +307.7% | 13,571 | $1.3M |
| Platform Technology Partners | 0.21% | No change | 13,597 | $1.3M |
| Caliber Wealth Management, LLC / KS | 0.13% | Reduce -18.2% | 13,553 | $1.3M |
| Perryman Financial Advisory Inc. | 0.17% | Reduce -2.1% | 13,358 | $1.3M |
| TigerOak Management, L.L.C. | 0.36% | No change | 13,325 | $1.3M |
| Beacon Financial Group | 0.11% | No change | 13,131 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -52.0% | 13,070 | $1.3M |
| Wedbush Securities Inc. | 0.03% | Add +0.2% | 13,002 | $1.3M |
| Imprint Wealth LLC | 5.03% | Add +64.1% | 12,855 | $1.2M |
| Rodgers Brothers Inc. | 0.12% | No change | 12,733 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +0.4% | 12,512 | $1.2M |
| Daymark Wealth Partners, LLC | 0.03% | Add +229.3% | 12,150 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.5% | 12,127 | $1.2M |
| Operose Advisors LLC | 0.22% | No change | 11,700 | $1.1M |
| Moneco Advisors, LLC | 0.07% | Add +1.8% | 11,503 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +382233.3% | 11,470 | $1.1M |
| MCF Advisors LLC | 0.04% | No change | 11,453 | $1.1M |
| Zevin Asset Management LLC | 0.15% | No change | 11,300 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +7.3% | 11,293 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +9.7% | 11,021 | $1.1M |
| Principal Securities, Inc. | 0.01% | Add +15.6% | 10,911 | $1.1M |
| HighPoint Advisor Group LLC | 0.04% | Add +14.2% | 10,899 | $1.0M |
| Bantamac Capital, LLC | 0.73% | Add +1.9% | 10,688 | $1.0M |
| Hilltop Partners LLC | 0.25% | No change | 10,686 | $1.0M |
| Asset One Wealth Management LLC | 0.10% | Reduce -15.3% | 10,063 | $986K |
| NewEdge Advisors, LLC | 0.00% | Reduce -44.9% | 10,078 | $971K |
| Harpswell Capital Advisors, LLC | 0.62% | No change | 10,000 | $963K |
| Well Done, LLC | 0.13% | Reduce -1.6% | 9,954 | $959K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -8.3% | 9,931 | $957K |
| Eagle Strategies LLC | 0.09% | Add +119.5% | 9,831 | $947K |
| Lanark Financial, Inc. | 0.06% | Add +22.4% | 9,829 | $947K |
| Western Wealth Management, LLC | 0.03% | Reduce -1.0% | 9,562 | $921K |
| Merit Financial Group, LLC | 0.01% | Add +0.1% | 9,558 | $921K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.2% | 9,402 | $906K |
| Kovack Advisors, Inc. | 0.04% | Reduce -4.1% | 9,319 | $898K |
| AE Wealth Management LLC | 0.00% | Add +39.4% | 9,284 | $894K |
| PFG Investments, LLC | 0.03% | Add +0.3% | 9,276 | $893K |
| Quantinno Capital Management LP | 0.00% | Add +43.2% | 9,256 | $892K |
| High Net Worth Advisory Group LLC | 0.19% | Reduce -14.8% | 9,240 | $890K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 9,218 | $888K |
| 626 Financial, LLC | 0.34% | Add +0.3% | 9,005 | $867K |
| Brown Advisory Inc. | 0.00% | Add +13.9% | 8,993 | $866K |
| Citizens Financial Group Inc. | 0.01% | Add +148.5% | 8,965 | $864K |
| Thoroughbred Financial Services, LLC | 0.04% | No change | 8,696 | $837K |
| M&T Bank Corp | 0.00% | No change | 8,665 | $835K |
| Kaydan Wealth Management, Inc. | 0.25% | Add +0.7% | 8,592 | $828K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | No change | 8,558 | $824K |
| Capital Advisors Wealth Management, LLC | 0.10% | Add +0.2% | 8,527 | $821K |
| NFSG Corp | 0.10% | Reduce -7.0% | 8,495 | $818K |
| National Bank of Canada | 0.00% | No change | 8,460 | $815K |
| Compass Capital Management, Inc. | 0.05% | No change | 8,360 | $805K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -0.1% | 8,234 | $793K |
| Noesis Capital Mangement Corp. | 0.09% | No change | 8,000 | $771K |
| RFG Advisory, LLC | 0.01% | Reduce -4.0% | 7,938 | $765K |
| Haverford Trust Co | 0.01% | No change | 7,802 | $751K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 7,766 | $748K |
| IHT Wealth Management, LLC | 0.02% | Add +0.5% | 7,733 | $745K |
| Summit Wealth Group LLC / Co. | 0.06% | Add +0.1% | 7,709 | $743K |
| Live Oak Investment Partners | 0.40% | Add +4.4% | 7,685 | $740K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.0% | 7,670 | $739K |
| Glen Eagle Advisors, LLC | 0.09% | Add +1.1% | 7,668 | $739K |
| Brighton Jones LLC | 0.01% | Add +0.5% | 7,522 | $724K |
| HBK Sorce Advisory LLC | 0.01% | No change | 7,212 | $724K |
| Adamsbrown Wealth Consultants LLC | 0.14% | Add +0.2% | 7,481 | $721K |
| Lutz Financial Services LLC | 0.04% | No change | 7,456 | $718K |
| NewEdge Wealth, LLC | 0.01% | Reduce -5.2% | 7,350 | $708K |
| Summit Financial, LLC | 0.01% | Reduce -17.0% | 7,226 | $696K |
| Benedict Financial Advisors Inc. | 0.13% | Add +0.0% | 7,186 | $692K |
| International Assets Investment Management, LLC | 0.04% | Reduce -2.6% | 7,161 | $690K |
| Team Hewins, LLC | 0.19% | No change | 7,128 | $687K |
| Post Resch Tallon Group Inc. | 0.47% | Reduce -2.5% | 7,085 | $682K |
| Lyell Wealth Management, LP | 0.04% | New | 6,885 | $663K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -2.1% | 6,882 | $663K |
| Modern Wealth Management, LLC | 0.01% | Add +34.0% | 6,836 | $658K |
| Oak Barrel Wealth Advisory LLC | 0.29% | — | 6,744 | $650K |
| SHP Wealth Management | 0.04% | Reduce -1.0% | 6,719 | $647K |
| Valmark Advisers, Inc. | 0.01% | No change | 6,707 | $646K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,580 | $643K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 6,608 | $636K |
| Fiduciary Group, LLC | 0.05% | No change | 6,606 | $636K |
| Grandview Asset Management LLC | 0.16% | Reduce -1.2% | 6,574 | $633K |
| Orographic Financial Advisors, LLC | 0.41% | Add +0.3% | 6,165 | $623K |
| Savant Capital, LLC | 0.00% | Add +91.8% | 6,513 | $617K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 6,393 | $616K |
| XTX Topco Ltd | 0.01% | New | 6,317 | $608K |
| Choreo, LLC | 0.01% | Reduce -50.5% | 6,259 | $603K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.9% | 6,178 | $595K |
| Element Wealth, LLC | 0.22% | Reduce -0.7% | 6,176 | $595K |
| Heritage Oak Wealth Advisors LLC | 0.17% | Add +0.9% | 6,131 | $591K |
| Cozad Asset Management Inc. | 0.04% | Reduce -27.2% | 6,066 | $584K |
| Powers Advisory Group, LLC | 0.18% | Add +0.5% | 5,962 | $574K |
| Aptus Capital Advisors, LLC | 0.00% | Add +22.3% | 5,926 | $571K |
| Impact Capital Partners LLC | 0.15% | No change | 5,834 | $562K |
| Henderson Brothers Financial Partners, LLC | 0.27% | Reduce -49.8% | 5,822 | $561K |
| LS Investment Advisors, LLC | 0.08% | No change | 5,800 | $559K |
| Associated Banc-Corp | 0.01% | No change | 5,756 | $554K |
| Frazier Financial Advisors, LLC | 0.28% | Reduce -8.0% | 5,754 | $554K |
| Howard Bailey Securities, LLC | 0.21% | Reduce -10.9% | 5,685 | $548K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | No change | 5,664 | $546K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -70.8% | 5,621 | $541K |
| Empirical Asset Management, LLC | 0.12% | No change | 5,506 | $530K |
| Summit Trail Advisors, LLC | 0.01% | No change | 5,500 | $530K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 5,458 | $526K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 5,379 | $518K |
| Heritage Wealth Management, Inc./Texas | 0.20% | Add +0.0% | 5,349 | $515K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 5,245 | $505K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -10.7% | 5,185 | $499K |
| Ameritas Advisory Services, LLC | 0.01% | Add +79.1% | 5,182 | $499K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -7.3% | 5,165 | $497K |
| Equitable Trust Co. | 0.02% | No change | 5,149 | $496K |
| Hazlett, Burt & Watson, Inc. | 0.13% | Add +0.2% | 5,090 | $490K |
| Nicolet Bankshares Inc. | 0.02% | No change | 5,084 | $490K |
| Mgo One Seven LLC | 0.01% | Reduce -0.1% | 5,083 | $490K |
| Spinnaker Trust | 0.02% | No change | 4,980 | $480K |
| Marion Wealth Management | 0.10% | No change | 4,967 | $478K |
| Cora Capital Advisors LLC | 0.13% | No change | 4,964 | $478K |
| Mercer Global Advisors Inc. | 0.00% | Add +88.7% | 4,895 | $472K |
| Courier Capital LLC | 0.02% | Add +0.5% | 4,891 | $471K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -19.4% | 4,867 | $469K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -30.8% | 4,859 | $468K |
| ARK & TLK Investments, LLC | 0.12% | Reduce -6.8% | 4,856 | $468K |
| Midwest Trust Co | 0.01% | No change | 4,809 | $463K |
| Lido Advisors, LLC | 0.00% | Reduce -84.4% | 4,807 | $463K |
| OneAscent Financial Services LLC | 0.02% | No change | 4,807 | $463K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -5.5% | 4,802 | $462K |
| Robinson Smith Wealth Advisors LLC | 0.27% | No change | 4,763 | $459K |
| Meeder Advisory Services, Inc. | 0.02% | No change | 4,710 | $454K |
| Choate Investment Advisors | 0.01% | No change | 4,710 | $454K |
| Rathbones Group PLC | 0.00% | No change | 4,700 | $453K |
| Salomon & Ludwin, LLC | 0.04% | Reduce -0.7% | 4,661 | $449K |
| Flow Traders U.S. LLC | 0.02% | Reduce -78.9% | 4,629 | $446K |
| NorthCoast Asset Management LLC | 0.01% | Add +0.5% | 4,614 | $445K |
| Rockport Wealth LLC | 0.07% | No change | 4,590 | $442K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -8.5% | 4,565 | $440K |
| UMB Bank, n.a. | 0.01% | No change | 4,446 | $428K |
| Performance Wealth Partners, LLC | 0.01% | No change | 4,400 | $424K |
| Kintra Wealth, LLC | 0.02% | Add +0.6% | 4,012 | $408K |
| Facet Wealth, Inc. | 0.01% | No change | 4,158 | $400K |
| Level Four Advisory Services, LLC | 0.01% | Add +23.2% | 4,141 | $399K |
| Mutual Advisors, LLC | 0.01% | Add +23.3% | 4,132 | $398K |
| SpringVest Wealth Management LLC | 0.25% | No change | 4,125 | $397K |
| HUB Investment Partners, LLC | 0.01% | No change | 4,047 | $390K |
| Larson Financial Group LLC | 0.01% | Add +0.4% | 4,036 | $389K |
| Code Waechter LLC | 0.20% | No change | 4,000 | $385K |
| ShoreHaven Wealth Partners, LLC | 0.12% | Reduce -16.6% | 3,981 | $383K |
| Rockland Trust Co. | 0.01% | No change | 3,980 | $383K |
| Modera Wealth Management, LLC | 0.00% | Reduce -35.2% | 3,927 | $378K |
| Studio Investment Management LLC | 0.06% | Add +10.1% | 3,907 | $376K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,902 | $376K |
| Garrett Wealth Advisory Group, LLC | 0.06% | Reduce -2.4% | 3,873 | $373K |
| Kelman-Lazarov, Inc. | 0.05% | Add +0.1% | 3,862 | $372K |
| QRG Capital Management, Inc. | 0.00% | New | 3,778 | $364K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,750 | $361K |
| Staley Capital Advisers Inc. | 0.01% | Reduce -32.4% | 3,744 | $361K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 3,738 | $360K |
| Certuity, LLC | 0.02% | New | 3,717 | $358K |
| Sax Wealth Advisors, LLC | 0.01% | Add +0.3% | 3,883 | $347K |
| Seven Springs Wealth Group, LLC | 0.08% | No change | 3,600 | $347K |
| Sheets Smith Wealth Management | 0.03% | Add +0.1% | 3,595 | $346K |
| Align Financial, LLC | 0.17% | No change | 3,595 | $346K |
| Boyer Financial Services, Inc. | 0.29% | New | 3,555 | $345K |
| Rodgers & Associates, LTD | 0.03% | No change | 3,585 | $345K |
| First Trust Advisors LP | 0.00% | New | 3,558 | $343K |
| Wolfstich Capital, LLC | 0.26% | Reduce -6.5% | 3,501 | $340K |
| Clarity Wealth Advisors, LLC | 0.06% | Reduce -2.7% | 3,429 | $330K |
| Global Retirement Partners, LLC | 0.01% | — | 3,418 | $329K |
| Ancora Advisors LLC | 0.01% | No change | 3,398 | $327K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 3,309 | $319K |
| Obermeyer Wealth Partners | 0.01% | No change | 3,286 | $317K |
| Wick Capital Partners, LLC | 0.05% | No change | 3,281 | $316K |
| Johnson Financial Group, Inc. | 0.01% | No change | 3,275 | $315K |
| Foster & Motley Inc. | 0.01% | Add +23.7% | 3,274 | $315K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 3,233 | $311K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -0.5% | 3,224 | $311K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 3,200 | $308K |
| Stonebrook Private Inc. | 0.06% | Add +0.1% | 3,186 | $307K |
| Csenge Advisory Group | 0.01% | No change | 3,184 | $307K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -4.1% | 3,122 | $301K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.5% | 3,078 | $296K |
| Marino, Stram & Associates LLC | 0.05% | No change | 3,076 | $296K |
| Investor's Fiduciary Advisor Network, LLC | 0.10% | No change | 3,079 | $296K |
| Fusion Capital, LLC | 0.07% | No change | 3,062 | $295K |
| PMG Wealth Management, Inc. | 0.18% | No change | 3,000 | $289K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | No change | 3,000 | $289K |
| Prospera Financial Services Inc | 0.00% | No change | 3,000 | $289K |
| Aviance Capital Partners, LLC | 0.03% | No change | 2,972 | $286K |
| Arrowroot Family Office, LLC | 0.08% | Reduce -3.0% | 2,924 | $282K |
| Dixon Fnancial Services, Inc. | 0.11% | Add +0.5% | 2,917 | $281K |
| JGP Wealth Management, LLC | 0.02% | No change | 2,882 | $278K |
| MTM Investment Management, LLC | 0.08% | Reduce -7.9% | 2,876 | $277K |
| LVM Capital Management Ltd. | 0.02% | No change | 2,874 | $277K |
| Two Sigma Securities, LLC | 0.02% | Add +25.8% | 2,869 | $276K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 2,824 | $272K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -15.2% | 2,820 | $272K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +7.6% | 2,801 | $270K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 2,750 | $265K |
| Benjamin Edwards Inc. | 0.00% | New | 2,749 | $265K |
| PCG Wealth Advisors, LLC | 0.06% | Add +1.5% | 2,749 | $265K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -69.4% | 2,732 | $263K |
| Kuhn & Co Investment Counsel | 0.15% | No change | 2,725 | $262K |
| Pullen Investment Management, LLC | 0.12% | No change | 2,722 | $262K |
| Northern Capital Management, Inc. | 0.11% | No change | 2,714 | $261K |
| Garde Capital, Inc. | 0.01% | No change | 2,700 | $260K |
| IFP Advisors, Inc | 0.00% | Add +25.5% | 2,681 | $258K |
| Nova Wealth Management, Inc. | 0.14% | Reduce -0.5% | 2,654 | $256K |
| Smith, Moore & Co. | 0.02% | No change | 2,630 | $253K |
| Brady Family Wealth, LLC | 0.07% | No change | 2,617 | $252K |
| Diversify Advisory Services, LLC | 0.00% | New | 2,552 | $251K |
| Diversify Wealth Management, LLC | 0.00% | New | 2,552 | $251K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 2,576 | $248K |
| USAdvisors Wealth Management, LLC | 0.07% | Reduce -2.6% | 2,561 | $246K |
| Stone House Investment Management, LLC | 0.03% | No change | 2,540 | $245K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -3.5% | 2,535 | $244K |
| Vertex Planning Partners, LLC | 0.04% | Add +0.1% | 2,534 | $244K |
| Fiera Capital Corp | 0.00% | No change | 2,493 | $240K |
| Weaver Consulting Group | 0.05% | Reduce -5.7% | 2,474 | $238K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 2,440 | $235K |
| KMG Fiduciary Partners, LLC | 0.02% | Reduce -86.4% | 2,439 | $235K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +450.9% | 2,424 | $233K |
| Astoria Portfolio Advisors LLC. | 0.04% | No change | 2,408 | $232K |
| DAVENPORT & Co LLC | 0.00% | Add +0.9% | 2,329 | $224K |
| Mayflower Financial Advisors, LLC | 0.02% | New | 2,309 | $222K |
| GEM Asset Management, LLC | 0.09% | No change | 2,285 | $220K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,277 | $220K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 2,275 | $219K |
| COFG Advisors, LLC | 0.04% | Add +0.5% | 2,260 | $218K |
| Vicus Capital | 0.01% | Reduce -24.9% | 2,256 | $217K |
| Philadelphia Trust Co. | 0.01% | No change | 2,248 | $217K |
| Krane Financial Solutions LLC | 0.13% | New | 2,227 | $215K |
| Old National Bancorp | 0.00% | Reduce -6.5% | 2,211 | $213K |
| Bill Few Associates, Inc. | 0.05% | New | 2,190 | $211K |
| Precedent Wealth Partners, LLC | 0.04% | New | 2,182 | $210K |
| Dana Investment Advisors, Inc. | 0.01% | New | 2,181 | $210K |
| Spire Wealth Management | 0.01% | No change | 2,168 | $209K |
| Roble, Belko & Company, Inc | 0.02% | No change | 2,000 | $193K |
| BKM Wealth Management, LLC | 0.07% | New | 2,000 | $193K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1,878 | $181K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 1,789 | $172K |
| Vanguard National Trust Co | 0.01% | No change | 1,721 | $166K |
| Franklin Resources Inc. | 0.00% | No change | 1,686 | $162K |
| Bank of Montreal | 0.00% | Reduce -11.8% | 1,592 | $153K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,550 | $149K |
| Versant Capital Management, Inc | 0.01% | New | 1,549 | $149K |
| GAMMA Investing LLC | 0.01% | No change | 1,544 | $149K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,465 | $141K |
| Allworth Financial LP | 0.00% | Add +63.5% | 1,401 | $135K |
| Noble Wealth Management PBC | 0.06% | Reduce -4.9% | 1,367 | $132K |
| CVA Family Office, LLC | 0.01% | Reduce -8.1% | 1,311 | $126K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +71.7% | 1,310 | $126K |
| Frankly Finances, LLC | 0.10% | No change | 1,290 | $124K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | No change | 1,245 | $120K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,200 | $116K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,161 | $112K |
| City State Bank | 0.02% | No change | 1,110 | $107K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 996 | $96K |
| Cheviot Value Management, LLC | 0.01% | No change | 974 | $94K |
| Clearstead Trust, LLC | 0.01% | Reduce -13.7% | 952 | $92K |
| Costello Asset Management, INC | 0.03% | Reduce -64.9% | 928 | $89K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 900 | $87K |
| Vestor Capital, LLC | 0.01% | Reduce -97.1% | 370 | $82K |
| AlphaCore Capital LLC | 0.00% | Reduce -37.6% | 830 | $80K |
| Bank of New Hampshire | 0.02% | No change | 810 | $78K |
| Vanguard Advisers Inc. | 0.00% | No change | 801 | $77K |
| Lodestone Wealth Management LLC | 0.03% | No change | 772 | $74K |
| Glassman Wealth Services | 0.01% | New | 741 | $71K |
| Tounjian Advisory Partners, LLC | 0.03% | New | 739 | $71K |
| Hantz Financial Services, Inc. | 0.00% | New | 741 | $71K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 728 | $70K |
| TD Waterhouse Canada Inc. | 0.00% | New | 700 | $67K |
| RMG Wealth Management LLC | 0.01% | New | 659 | $67K |
| Creative Financial Designs Inc. | 0.00% | No change | 681 | $66K |
| Blue Trust, Inc. | 0.00% | New | 680 | $65K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 636 | $61K |
| Coastline Trust Co | 0.01% | No change | 600 | $58K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -82.3% | 553 | $53K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.8% | 517 | $50K |
| Harbor Asset Planning, Inc. | 0.04% | Add +0.4% | 505 | $49K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $48K |
| Eastern Bank | 0.00% | New | 458 | $44K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.7% | 445 | $43K |
| Tsfg, LLC | 0.01% | Add +0.5% | 418 | $40K |
| Valley National Advisers Inc. | 0.00% | No change | 410 | $39K |
| Golden State Wealth Management, LLC | 0.00% | No change | 400 | $39K |
| Regatta Research & Money Management | 0.03% | — | 378 | $36K |
| Longview Financial Advisors LLC | 0.02% | No change | 348 | $34K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 320 | $31K |
| First Horizon Corp. | 0.00% | Reduce -54.2% | 307 | $30K |
| Cornerstone Planning Group LLC | 0.00% | No change | 297 | $29K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 294 | $28K |
| Dunhill Financial, LLC | 0.01% | No change | 293 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 280 | $27K |
| Toth Financial Advisory Corp. | 0.00% | No change | 268 | $26K |
| PlanVest Financial, Inc | 0.02% | No change | 266 | $26K |
| Trust Co. of Vermont | 0.00% | — | 246 | $24K |
| GGM Financial LLC | 0.01% | Reduce -30.7% | 235 | $23K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +0.5% | 219 | $21K |
| MidFirst Bank | 0.00% | No change | 200 | $19K |
| Owl Creek Wealth Partners LLC | 0.01% | No change | 190 | $18K |
| SJS Investment Consulting Inc. | 0.00% | No change | 182 | $18K |
| IMA Advisory Services, Inc. | 0.00% | No change | 171 | $16K |
| Colonial Trust Co / SC | 0.00% | No change | 164 | $16K |
| JNBA Financial Advisors | 0.00% | Reduce -13.3% | 150 | $14K |
| Bessemer Group Inc. | 0.00% | New | 133 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 130 | $13K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 100 | $10K |
| Signaturefd, LLC | 0.00% | No change | 86 | $8K |
| American Capital Advisory, LLC | 0.00% | No change | 86 | $8K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 80 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 75 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 44 | $4K |
| Financial Perspectives, Inc | 0.00% | No change | 16 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 17 | $1K |
| TD Private Client Wealth LLC | 0.00% | No change | 10 | $963 |
"% of holder's portfolio" is DLN's weight in each manager's 13F, not the share of Wisdomtree US Largecap Divid the manager owns.