WISDOMTREE TR (DLN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
454
Reporting holders
$4.1B
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $395.5M | 4,105,997 | 0.09% | 31q | +5.6%+$21.1M |
| PNC Financial Services Group, Inc. | $335.7M | 3,485,235 | 0.17% | 31q | -5.0%-$17.6M |
| MORGAN STANLEY | $283.0M | 2,938,251 | 0.01% | 35q | +2.4%+$6.6M |
| Focus Partners Wealth | $251.7M | 2,612,755 | 0.26% | 11q | +0.9%+$2.4M |
| AMERIPRISE FINANCIAL INC | $235.0M | 2,439,830 | 0.05% | 31q | -36.5%-$134.8M |
| GREAT VALLEY ADVISOR GROUP, INC. | $142.2M | 1,476,721 | 2.25% | 25q | +9.7%+$12.6M |
| Creative Planning | $129.0M | 1,339,092 | 0.08% | 31q | -2.1%-$2.8M |
| UBS Group AG | $126.7M | 1,315,387 | 0.02% | 31q | HELD |
| Trilogy Capital Inc. | $115.3M | 1,196,646 | 4.47% | 6q | +2.7%+$3.0M |
| Cetera Investment Advisers | $105.4M | 1,094,640 | 0.10% | 23q | +8.7%+$8.4M |
| Evercore Wealth Management, LLC | $99.7M | 1,035,464 | 1.41% | 31q | -1.0%-$1.1M |
| BANK OF AMERICA CORP /DE/ | $99.7M | 1,034,935 | 0.01% | 31q | -14.6%-$17.0M |
| Clearstead Advisors, LLC | $90.8M | 942,613 | 0.86% | 22q | -3.4%-$3.2M |
| WELLS FARGO & COMPANY/MN | $77.6M | 805,255 | 0.01% | 31q | -50.0%-$77.4M |
| ENVESTNET ASSET MANAGEMENT INC | $75.5M | 784,125 | 0.02% | 31q | +6.7%+$4.8M |
| RAYMOND JAMES FINANCIAL INC | $61.7M | 640,994 | 0.02% | 7q | +7.7%+$4.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $57.0M | 591,837 | 0.07% | 31q | -0.6%-$336.3K |
| Waterway Wealth Management, LLC | $56.8M | 655,697 | 11.59% | 11q | -2.9%-$1.7M |
| OSAIC HOLDINGS, INC. | $49.8M | 517,478 | 0.06% | 26q | +1.1%+$539.3K |
| Corient Private Wealth LP | $44.7M | 464,488 | 0.03% | 15q | +94.4%+$21.7M |
| CLG LLC | $44.4M | 460,674 | 9.74% | 7q | +6.9%+$2.9M |
| ROYAL BANK OF CANADA | $44.3M | 460,179 | 0.01% | 31q | -1.4%-$611.0K |
| IAG Wealth Partners, LLC | $38.8M | 402,998 | 3.84% | 27q | +1.0%+$367.4K |
| Lee, Kelleher & Klein Wealth Management | $36.7M | 381,301 | 19.21% | 7q | -0.8%-$278.6K |
| Rockefeller Capital Management L.P. | $34.0M | 352,850 | 0.05% | 27q | -2.1%-$718.5K |
| GOLDMAN SACHS GROUP INC | $32.8M | 340,936 | 0.00% | 31q | -5.5%-$1.9M |
| Private Advisor Group, LLC | $32.0M | 332,651 | 0.15% | 31q | +16.3%+$4.5M |
| LRI Investments, LLC | $31.8M | 330,573 | 2.56% | 10q | -0.7%-$218.0K |
| Fox Financial, Inc | $30.0M | 311,911 | 20.92% | 11q | HELD |
| Stratos Wealth Partners, LTD. | $29.7M | 308,583 | 0.30% | 31q | -6.4%-$2.0M |
| Baird Financial Group, Inc. | $27.5M | 285,646 | 0.04% | 31q | +3.4%+$904.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $26.3M | 273,554 | 0.01% | 31q | +12.2%+$2.9M |
| NerdWallet Wealth Partners, LLC | $25.4M | 263,948 | 8.76% | 4q | +12.3%+$2.8M |
| Fairway Wealth LLC | $25.3M | 262,387 | 5.78% | 11q | HELD |
| FIDELIS iM, LLC | $25.3M | 262,348 | 8.62% | 20q | -1.3%-$331.5K |
| Odyssey Group, LLC | $23.9M | 247,638 | 6.46% | new | FIRST |
| MAI Capital Management | $21.9M | 227,252 | 0.08% | 22q | -12.0%-$3.0M |
| Sanctuary Advisors, LLC | $20.7M | 214,976 | 0.10% | 9q | +2.5%+$502.0K |
| Kestra Advisory Services, LLC | $20.7M | 214,927 | 0.07% | 24q | -11.5%-$2.7M |
| D.A. DAVIDSON & CO. | $20.2M | 209,571 | 0.11% | 31q | -1.8%-$362.1K |
| HighTower Advisors, LLC | $19.4M | 201,344 | 0.02% | 22q | +3.5%+$661.5K |
| Revolve Wealth Partners, LLC | $19.1M | 198,080 | 1.98% | 19q | HELD |
| Steward Partners Investment Advisory, LLC | $18.6M | 193,388 | 0.10% | 31q | +1.1%+$210.0K |
| Main Street Financial Solutions, LLC | $18.6M | 192,864 | 1.19% | 17q | +1.4%+$259.9K |
| JPMORGAN CHASE & CO | $17.1M | 177,046 | 0.00% | 31q | -5.5%-$1.0M |
| truNorth Financial Services, Inc. | $14.5M | 150,248 | 12.96% | 3q | +4.1%+$566.0K |
| BLAIR WILLIAM & CO/IL | $13.1M | 135,878 | 0.03% | 31q | +3.5%+$444.1K |
| ASPIRIANT, LLC | $12.2M | 126,165 | 0.30% | 17q | +34.6%+$3.1M |
| United Advisor Group, LLC | $12.0M | 124,840 | 1.27% | 10q | +2.3%+$270.8K |
| Strategic Family Wealth Counselors, L.L.C. | $11.8M | 123,010 | 2.76% | 31q | +2.7%+$315.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.7M | 118,930 | 0.02% | 22q | +1.9%+$215.7K |
| Concurrent Investment Advisors, LLC | $11.3M | 117,671 | 0.10% | 7q | +6.1%+$647.4K |
| Arkadios Wealth Advisors | $11.0M | 114,201 | 0.17% | 9q | -9.4%-$1.1M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $10.6M | 110,430 | 0.71% | 4q | +65.3%+$4.2M |
| TopTier Wealth Management, LLC | $10.6M | 109,947 | 6.40% | 3q | +4.0%+$405.5K |
| Equitable Holdings, Inc. | $10.4M | 108,318 | 0.06% | 27q | +2.1%+$216.7K |
| Stratos Wealth Advisors, LLC | $10.3M | 107,012 | 0.57% | 27q | -1.1%-$118.5K |
| Key Financial Inc | $9.2M | 96,015 | 1.51% | 27q | +0.5%+$46.0K |
| MOLLER WEALTH PARTNERS | $8.8M | 91,793 | 1.60% | 31q | HELD |
| STIFEL FINANCIAL CORP | $8.6M | 89,149 | 0.01% | 31q | -2.1%-$185.2K |
| One Wealth Map LLC | $7.5M | 76,725 | 3.41% | 14q | +3.8%+$273.5K |
| TRUIST FINANCIAL CORP | $6.8M | 71,029 | 0.01% | 31q | +4.4%+$285.6K |
| FIRST AMERICAN TRUST, FSB | $6.7M | 69,532 | 0.40% | 7q | -3.7%-$255.3K |
| Centennial Wealth Advisory LLC | $6.6M | 68,419 | 1.42% | 7q | +9.9%+$591.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $6.3M | 65,325 | 0.07% | 14q | -1.3%-$84.5K |
| BROWN BROTHERS HARRIMAN & CO | $6.2M | 64,578 | 0.03% | 8q | HELD |
| Graves Light Lenhart Wealth, Inc. | $6.0M | 62,709 | 0.56% | 31q | +1.9%+$115.2K |
| 1900 WEALTH MANAGEMENT LLC | $6.0M | 62,541 | 0.34% | 23q | HELD |
| St. Louis Trust Co | $6.0M | 2,360 | 0.68% | 4q | HELD |
| TOBIAS FINANCIAL ADVISORS, INC. | $5.9M | 61,735 | 0.76% | 18q | +0.5%+$30.9K |
| Koshinski Asset Management, Inc. | $5.7M | 59,017 | 0.30% | 27q | -1.3%-$74.1K |
| Advisors Preferred, LLC | $5.7M | 58,381 | 0.88% | 4q | -52.3%-$6.2M |
| Qube Research & Technologies Ltd | $5.6M | 58,306 | 0.01% | 6q | +110.1%+$2.9M |
| Gladstone Institutional Advisory LLC | $5.6M | 58,298 | 0.18% | 22q | -0.8%-$47.5K |
| Geneos Wealth Management Inc. | $5.6M | 57,760 | 0.11% | 42q | -1.6%-$92.5K |
| CAPTRUST FINANCIAL ADVISORS | $5.5M | 56,893 | 0.01% | 31q | -0.8%-$44.1K |
| EP Wealth Advisors, LLC | $5.4M | 56,326 | 0.02% | 30q | +4.8%+$246.2K |
| Sigma Planning Corp | $5.2M | 54,264 | 0.13% | 28q | HELD |
| FIFTH THIRD BANCORP | $5.1M | 52,714 | 0.01% | 2q | -0.8%-$39.7K |
| Etesian Wealth Advisors, Inc. | $5.0M | 52,179 | 1.49% | 8q | -7.5%-$408.1K |
| FLAGSHIP WEALTH ADVISORS, LLC | $5.0M | 51,822 | 1.12% | 5q | +81.3%+$2.2M |
| Clearwater Capital Advisors, LLC | $5.0M | 51,655 | 0.36% | 31q | -1.6%-$78.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | $5.0M | 51,463 | 0.20% | 13q | +1.8%+$87.9K |
| Stenger Family Office, LLC | $4.8M | 50,010 | 0.77% | 2q | -1.1%-$53.8K |
| Circle Wealth Management, LLC | $4.8M | 49,376 | 0.06% | 31q | HELD |
| MidAtlantic Capital Management, Inc. | $4.6M | 47,969 | 2.87% | 11q | +2.9%+$129.4K |
| Cerity Partners LLC | $4.5M | 46,204 | 0.01% | 11q | -0.7%-$29.3K |
| Cresset Asset Management, LLC | $4.4M | 45,507 | 0.02% | 25q | -1.3%-$59.9K |
| IFG Advisory, LLC | $4.2M | 43,412 | 0.15% | new | NEW |
| Nadler Financial Group, Inc. | $4.2M | 43,281 | 0.35% | 31q | HELD |
| MML INVESTORS SERVICES, LLC | $4.1M | 43,003 | 0.01% | 31q | +13.1%+$480.1K |
| Linscomb Wealth, Inc. | $4.1M | 42,205 | 0.18% | 31q | HELD |
| FMR LLC | $4.0M | 41,899 | 0.00% | 31q | +11.1%+$403.2K |
| ASSETMARK, INC | $4.0M | 41,466 | 0.01% | 26q | -3.6%-$150.5K |
| &PARTNERS | $4.0M | 41,294 | 0.02% | 9q | +8.0%+$293.0K |
| Wealthspire Advisors, LLC | $4.0M | 41,137 | 0.02% | 8q | HELD |
| True Link Financial Advisors, LLC | $3.7M | 76,246 | 0.21% | 6q | +97.4%+$1.8M |
| Avant Capital LLC | $3.7M | 38,502 | 2.32% | 15q | +1.9%+$70.9K |
| Waverly Advisors, LLC | $3.6M | 37,381 | 0.02% | 3q | +724.3%+$3.2M |
| Meridian Financial Partners LLC | $3.5M | 36,050 | 1.20% | 31q | -3.1%-$114.0K |
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 →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G/A | The 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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 454 | $4.1B | 43,056,073 | 27 | 114 | 113 | 0.0% |
| Q1 2026 | 445 | $3.9B | 44,244,170 | 33 | 101 | 117 | 0.0% |
| Q4 2025 | 437 | $3.6B | 41,510,708 | 33 | 113 | 90 | 0.0% |
| Q3 2025 | 415 | $3.5B | 40,070,239 | 30 | 112 | 94 | 0.0% |
| Q2 2025 | 406 | $3.3B | 39,728,273 | 26 | 103 | 105 | 0.0% |
| Q1 2025 | 392 | $3.0B | 37,730,443 | 34 | 87 | 113 | 0.0% |
| Q4 2024 | 381 | $3.0B | 38,829,506 | 28 | 91 | 83 | 0.0% |
| Q3 2024 | 349 | $2.4B | 30,905,090 | 30 | 74 | 85 | 0.0% |
| Q2 2024 | 335 | $2.3B | 31,506,425 | 16 | 82 | 92 | 0.0% |
| Q1 2024 | 337 | $2.7B | 37,280,552 | 28 | 65 | 103 | 0.0% |
| Q4 2023 | 328 | $2.3B | 34,772,340 | 24 | 66 | 104 | 0.0% |
| Q3 2023 | 306 | $1.9B | 30,637,309 | 13 | 70 | 102 | 0.0% |
| Q2 2023 | 308 | $2.0B | 31,188,879 | 15 | 80 | 87 | 0.0% |
| Q1 2023 | 295 | $1.9B | 30,450,284 | 22 | 65 | 86 | 0.1% |
| Q4 2022 | 276 | $2.0B | 31,749,688 | 27 | 87 | 58 | 0.1% |
| Q3 2022 | 308 | $2.0B | 35,443,221 | 14 | 105 | 68 | 0.0% |
| Q2 2022 | 322 | $2.0B | 33,250,575 | 36 | 85 | 68 | 0.0% |
| Q1 2022 | 302 | $2.0B | 30,105,768 | 26 | 80 | 69 | 0.0% |
| Q4 2021 | 288 | $1.9B | 28,540,662 | 20 | 230 | 9 | 0.0% |
| Q3 2021 | 264 | $1.7B | 13,928,450 | 22 | 72 | 58 | 0.0% |
| Q2 2021 | 254 | $1.7B | 13,819,398 | 20 | 66 | 66 | 0.0% |
| Q1 2021 | 245 | $1.6B | 14,239,056 | 23 | 66 | 68 | 0.7% |
| Q4 2020 | 240 | $1.5B | 13,947,862 | 24 | 57 | 55 | 1.6% |
| Q3 2020 | 218 | $1.3B | 13,282,527 | 16 | 64 | 63 | 0.1% |
| Q2 2020 | 220 | $1.3B | 13,454,934 | 23 | 55 | 68 | 0.0% |
| Q1 2020 | 226 | $1.1B | 13,731,010 | 23 | 66 | 65 | 0.1% |
| Q4 2019 | 238 | $1.4B | 13,033,514 | 24 | 66 | 44 | 0.0% |
| Q3 2019 | 211 | $1.2B | 12,378,558 | 19 | 49 | 55 | 0.0% |
| Q2 2019 | 198 | $1.2B | 12,181,202 | 6 | 49 | 59 | 0.1% |
| Q1 2019 | 208 | $1.2B | 12,324,679 | 18 | 36 | 64 | 0.0% |
| Q4 2018 | 203 | $1.1B | 12,638,287 | 2 | 4 | 1 | 0.0% |