WisdomTree Trust - DLN
Sector:
Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$3.801B
QoQ value delta ($000)
-$228.7M
(-5.67%)
Implied price effect (QoQ)
-5.9%
Shares
Total shares
42,643,464
QoQ shares delta
+99,693
(+0.23%)
Total shares held by funds (by quarter)
Market chart (DLN)
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Top holders (Q1 2026)
Top 25 only
Full list
Partial Q1 2026 data: 465 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 | 347,195 | 3,886,664 | 0.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | 327,689 | 3,668,298 | 0.19% |
| MORGAN STANLEY | 256,392 | 2,870,177 | 0.02% |
| Focus Partners Wealth | 231,207 | 2,588,235 | 0.26% |
| AMERIPRISE FINANCIAL INC | 171,490 | 1,919,734 | 0.04% |
| Creative Planning | 122,180 | 1,367,740 | 0.08% |
| GREAT VALLEY ADVISOR GROUP, INC. | 120,262 | 1,346,277 | 2.19% |
| UBS Group AG | 117,548 | 1,315,889 | 0.02% |
| BANK OF AMERICA CORP /DE/ | 108,206 | 1,211,307 | 0.01% |
| Trilogy Capital Inc. | 104,074 | 1,165,060 | 4.59% |
| Evercore Wealth Management, LLC | 93,477 | 1,046,430 | 1.47% |
| Cetera Investment Advisers | 89,955 | 1,006,997 | 0.1% |
| Clearstead Advisors, LLC | 87,211 | 976,282 | 0.8% |
| WELLS FARGO & COMPANY/MN | 71,862 | 804,461 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 67,317 | 753,581 | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 65,636 | 734,768 | 0.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 53,180 | 595,329 | 0.07% |
| RAYMOND JAMES FINANCIAL INC | 53,163 | 595,138 | 0.02% |
| Waterway Wealth Management, LLC | 52,920 | 675,342 | 11.7% |
| OSAIC HOLDINGS, INC. | 45,732 | 511,879 | 0.07% |
| ROYAL BANK OF CANADA | 41,675 | 466,523 | 0.01% |
| CLG LLC | 38,498 | 430,968 | 9.56% |
| IAG Wealth Partners, LLC | 35,659 | 399,184 | 3.98% |
| Lee-Kelleher Wealth Management | 34,319 | 384,193 | 20.42% |
| GOLDMAN SACHS GROUP INC | 32,223 | 360,723 | 0.0% |