HolderBook

WISDOMTREE TR (DLN)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

29
Reporting holders
$64.4M
Reported value
0.0%
Calls
0.0%
Puts
-451
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Lee, Kelleher & Klein Wealth Management$38.0M391,19519.56%8q+2.6%+$961.7K
Graves Light Lenhart Wealth, Inc.$5.7M58,9440.54%32q-6.0%-$366.0K
Dickmeyer Boyce Financial Management, Inc.$3.5M36,1831.80%3q+5.3%+$176.9K
CoreCap Advisors, LLC$2.8M29,0090.08%15q+4.9%+$132.3K
INSPIRION WEALTH ADVISORS, LLC$2.0M20,3560.22%20qHELD
Wedmont Private Capital$1.9M19,6160.05%20qHELD
Valeo Financial Advisors, LLC$1.6M16,5440.03%32qHELD
Farther Finance Advisors, LLC$1.5M15,7400.01%7q-32.6%-$739.9K
Harpswell Capital Advisors, LLC$1.1M11,1110.71%5q+11.1%+$108.0K
Kaydan Wealth Management, Inc.$845.1K8,6940.29%20q+1.2%+$9.9K
Capital Advisors Wealth Management, LLC$825.6K8,4930.09%23qHELD
BENEDICT FINANCIAL ADVISORS INC$698.6K7,1880.14%23qHELD
Post Resch Tallon Group Inc.$688.7K7,0850.47%8qHELD
Stonebridge Financial Group, LLC$642.3K6,6080.05%8qHELD
Avidian Wealth Enterprises, LLC$627.2K6,4520.02%3q+32.6%+$154.1K
ROCKLAND TRUST CO$386.9K3,9800.01%15qHELD
Weaver Consulting Group$240.5K2,4740.05%14qHELD
Bill Few Associates, Inc.$212.9K2,1900.04%2qHELD
LifeGoal Investments, LLC$204.5K2,1040.06%newNEW
Versant Capital Management, Inc$150.6K1,5490.01%2qHELD
GAMMA Investing LLC$150.1K1,5440.01%12qHELD
Noble Wealth Management PBC$113.4K1,1670.05%7q-14.6%-$19.4K
VALLEY WEALTH MANAGERS, INC.$81.3K8360.00%newNEW
Bank of New Hampshire$78.7K8100.02%19qHELD
ARMSTRONG ADVISORY GROUP, INC$61.8K6360.00%14qHELD
Coastline Trust Co$58.3K6000.01%9qHELD
Rosenberg Matthew Hamilton$57.7K5930.01%newNEW
EASTERN BANK$44.5K4580.00%2qHELD
TOTH FINANCIAL ADVISORY CORP$26.1K2680.00%18qHELD
CX Institutional$10.9K111,8770.29%32q+5.7%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0713G/AThe PNC Financial Services Group, Inc.4.9%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202629$64.4M662,4273630.0%
Q2 2026480$4.4B44,864,359291181190.0%
Q1 2026466$4.0B45,261,823361061180.0%
Q4 2025457$3.7B42,476,77635119930.0%
Q3 2025437$3.6B41,701,280321171010.0%
Q2 2025433$3.4B41,299,572281091110.0%
Q1 2025421$3.2B39,759,70434941200.0%
Q4 2024409$3.2B40,693,4612997890.0%
Q3 2024379$2.6B32,798,3013282900.0%
Q2 2024367$2.6B35,581,5621790990.0%
Q1 2024370$3.0B41,442,88229741120.0%
Q4 2023366$2.6B39,154,49128731160.0%
Q3 2023341$2.1B34,863,16815801100.0%
Q2 2023343$2.2B35,212,6161984970.0%
Q1 2023338$2.2B34,842,5372773950.0%
Q4 2022334$2.3B36,659,46633100700.0%
Q3 2022308$2.0B35,443,22114105680.0%
Q2 2022322$2.0B33,250,5753685680.0%
Q1 2022302$2.0B30,105,7682680690.0%
Q4 2021288$1.9B28,540,6622023090.0%
Q3 2021264$1.7B13,928,4502272580.0%
Q2 2021254$1.7B13,819,3982066660.0%
Q1 2021245$1.6B14,239,0562366680.7%
Q4 2020240$1.5B13,947,8622457551.6%
Q3 2020218$1.3B13,282,5271664630.1%
Q2 2020220$1.3B13,454,9342355680.0%
Q1 2020226$1.1B13,731,0102366650.1%
Q4 2019238$1.4B13,033,5142466440.0%
Q3 2019211$1.2B12,378,5581949550.0%
Q2 2019198$1.2B12,181,202649590.1%
Q1 2019208$1.2B12,324,6791836640.0%
Q4 2018203$1.1B12,638,2872410.0%