WisdomTree Trust - DLN

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$4.029B

QoQ value delta ($000)

+$509.7M (+14.48%)

Implied price effect (QoQ)

+9.08%

Total shares

42,534,689

QoQ shares delta

+2,007,415 (+4.95%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 4 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
PNC FINANCIAL SERVICES GROUP, INC.	339,221	3,851,287	0.19%
Align Financial, LLC	316,648	316,648	0.18%
LPL Financial LLC	314,916	3,575,342	0.09%
MORGAN STANLEY	252,019	2,861,252	0.02%
Focus Partners Wealth	227,172	2,579,158	0.26%
AMERIPRISE FINANCIAL INC	156,458	1,776,404	0.04%
Creative Planning	122,073	1,385,944	0.09%
UBS Group AG	119,739	1,359,443	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	113,600	1,289,748	2.18%
BANK OF AMERICA CORP /DE/	100,610	1,142,263	0.01%
Trilogy Capital Inc.	98,450	1,117,743	4.4%
Clearstead Advisors, LLC	92,696	1,052,408	1.17%
Evercore Wealth Management, LLC	91,062	1,033,859	1.33%
Cetera Investment Advisers	83,775	951,130	0.09%
ENVESTNET ASSET MANAGEMENT INC	66,018	749,533	0.02%
Cambridge Investment Research Advisors, Inc.	63,601	722,080	0.17%
WELLS FARGO & COMPANY/MN	61,552	698,821	0.01%
Waterway Wealth Management, LLC	54,474	700,381	12.33%
RAYMOND JAMES FINANCIAL INC	52,705	598,386	0.02%
COMMONWEALTH EQUITY SERVICES, LLC	52,268	593,418	0.07%
ROYAL BANK OF CANADA	45,064	511,623	0.01%
OSAIC HOLDINGS, INC.	44,437	504,439	0.06%
CLG LLC	38,190	433,585	9.51%
IAG Wealth Partners, LLC	34,400	390,561	3.98%
Lee-Kelleher Wealth Management	32,757	371,903	19.54%