WisdomTree Trust - DLN

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$4.181B

QoQ value delta ($000)

+$385.1M (+10.15%)

Implied price effect (QoQ)

+8.03%

Total shares

43,407,555

QoQ shares delta

+832,280 (+1.95%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 481 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	128,981	1,339,092	0.08%
UBS Group AG	126,698	1,315,387	0.02%
Trilogy Capital Inc.	115,260	1,196,646	4.47%
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%
COMMONWEALTH EQUITY SERVICES, LLC	57,005	591,837	0.07%
Waterway Wealth Management, LLC	56,768	655,697	11.59%
OSAIC HOLDINGS, INC.	49,845	517,478	0.06%
CLG LLC	44,372	460,674	9.74%
ROYAL BANK OF CANADA	44,324	460,179	0.01%
IAG Wealth Partners, LLC	38,816	402,998	3.84%
Lee, Kelleher & Klein Wealth Management	36,726	381,301	19.21%
Cambridge Investment Research Advisors, Inc.	35,446	367,998	0.08%
Rockefeller Capital Management L.P.	33,986	352,850	0.05%