Who Owns WISDOMTREE TR (DLN)? -- Institutional Holders (2026-03-31)
489 institutions reported holding $3.77B of WISDOMTREE TR (DLN) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($347.2M), PNC Financial Services Group, Inc. ($327.7M), MORGAN STANLEY ($256.4M), Focus Partners Wealth ($231.2M), AMERIPRISE FINANCIAL INC ($171.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $347.2M | 3.9M | Added |
| 2 | PNC Financial Services Group, Inc. | $327.7M | 3.7M | Trimmed |
| 3 | MORGAN STANLEY | $256.4M | 2.9M | Added |
| 4 | Focus Partners Wealth | $231.2M | 2.6M | Added |
| 5 | AMERIPRISE FINANCIAL INC | $171.5M | 1.9M | Added |
| 6 | Creative Planning | $122.2M | 1.4M | Trimmed |
| 7 | GREAT VALLEY ADVISOR GROUP, INC. | $120.3M | 1.3M | Added |
| 8 | UBS Group AG | $117.5M | 1.3M | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $108.2M | 1.2M | Added |
| 10 | Trilogy Capital Inc. | $104.1M | 1.2M | Added |
| 11 | Evercore Wealth Management, LLC | $93.5M | 1.0M | Added |
| 12 | Cetera Investment Advisers | $90.0M | 1.0M | Added |
| 13 | Clearstead Advisors, LLC | $87.2M | 976,282 | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $71.9M | 804,461 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $67.3M | 753,581 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $65.6M | 734,768 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $53.2M | 595,329 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $53.2M | 595,138 | Trimmed |
| 19 | Waterway Wealth Management, LLC | $52.9M | 675,342 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $45.7M | 511,879 | Added |
| 21 | Royal Bank of Canada | $41.7M | 466,523 | Trimmed |
| 22 | CLG LLC | $38.5M | 430,968 | Trimmed |
| 23 | IAG Wealth Partners, LLC | $35.7M | 399,184 | Added |
| 24 | Lee-Kelleher Wealth Management | $34.3M | 384,193 | Added |
| 25 | GOLDMAN SACHS GROUP INC | $32.2M | 360,723 | Added |
Source: SEC Form 13F filings · as of 2026-03-31