Who Owns MFC Wisdomtree Trust (DLN)? -- Institutional Holders (2026-06-30)

497 institutions reported holding $4.18B of MFC Wisdomtree Trust (DLN) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($395.5M), PNC Financial Services Group, Inc. ($335.7M), MORGAN STANLEY ($283.0M), Focus Partners Wealth ($251.7M), AMERIPRISE FINANCIAL INC ($235.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$395.5M4.1MAdded
2PNC Financial Services Group, Inc.$335.7M3.5MTrimmed
3MORGAN STANLEY$283.0M2.9MAdded
4Focus Partners Wealth$251.7M2.6MAdded
5AMERIPRISE FINANCIAL INC$235.0M2.4MAdded
6GREAT VALLEY ADVISOR GROUP, INC.$142.2M1.5MAdded
7Creative Planning$129.0M1.3MTrimmed
8UBS Group AG$126.7M1.3MTrimmed
9Trilogy Capital Inc.$115.3M1.2MAdded
10Cetera Investment Advisers$105.4M1.1MAdded
11Evercore Wealth Management, LLC$99.7M1.0MTrimmed
12BANK OF AMERICA CORP /DE/$99.7M1.0MTrimmed
13Clearstead Advisors, LLC$90.8M942,613Trimmed
14WELLS FARGO & COMPANY/MN$77.6M805,255Added
15ENVESTNET ASSET MANAGEMENT INC$75.5M784,125Added
16RAYMOND JAMES FINANCIAL INC$61.7M640,994Added
17COMMONWEALTH EQUITY SERVICES, LLC$57.0M591,837Trimmed
18Waterway Wealth Management, LLC$56.8M655,697Trimmed
19OSAIC HOLDINGS, INC.$49.8M517,478Added
20CLG LLC$44.4M460,674Added
21Royal Bank of Canada$44.3M460,179Trimmed
22IAG Wealth Partners, LLC$38.8M402,998Added
23Lee-Kelleher Wealth Management$36.7M381,301Trimmed
24Cambridge Investment Research Advisors, Inc.$35.4M367,998Trimmed
25Rockefeller Capital Management L.P.$34.0M352,850Trimmed

Source: SEC Form 13F filings · as of 2026-06-30