WisdomTree Trust - DLN

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$4.187B
QoQ value delta ($000)
+$5.267M (+0.13%)
Implied price effect (QoQ)
+0.07%
Shares
Total shares
43,437,413
QoQ shares delta
+25,110 (+0.06%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 239 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
LPL Financial LLC 395,489 4,105,997 0.09%
PNC FINANCIAL SERVICES GROUP, INC. 335,697 3,485,235 0.17%
MORGAN STANLEY 283,012 2,938,251 0.01%
Focus Partners Wealth 251,660 2,612,755 0.26%
AMERIPRISE FINANCIAL INC 235,016 2,439,830 0.05%
GREAT VALLEY ADVISOR GROUP, INC. 142,237 1,476,721 2.25%
Creative Planning 128,642 1,323,478 0.07%
UBS Group AG 126,698 1,315,387 0.02%
Trilogy Capital Inc. 116,853 1,202,198 4.49%
Cetera Investment Advisers 105,435 1,094,640 0.1%
Evercore Wealth Management, LLC 99,735 1,035,464 1.41%
BANK OF AMERICA CORP /DE/ 99,684 1,034,935 0.01%
Clearstead Advisors, LLC 90,792 942,613 0.86%
WELLS FARGO & COMPANY/MN 77,562 805,255 0.01%
ENVESTNET ASSET MANAGEMENT INC 75,526 784,125 0.02%
RAYMOND JAMES FINANCIAL INC 61,740 640,994 0.02%
Waterway Wealth Management, LLC 58,031 663,444 10.99%
OSAIC HOLDINGS, INC. 49,845 517,478 0.06%
ROYAL BANK OF CANADA 44,324 460,179 0.01%
CLG LLC 43,024 442,636 8.95%
COMMONWEALTH EQUITY SERVICES, LLC 40,711 418,845 0.05%
IAG Wealth Partners, LLC 38,816 402,998 3.84%
Lee, Kelleher & Klein Wealth Management 38,024 391,195 19.56%
Cambridge Investment Research Advisors, Inc. 35,483 365,052 0.08%
Rockefeller Capital Management L.P. 33,986 352,850 0.05%