WISDOMTREE TR

Ticker: DLN CUSIP: 97717W307 Class: US LARGECAP DIVD

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
PNC Financial Services Group, Inc.3,851,287$339,221
LPL Financial LLC3,575,342$314,916
MORGAN STANLEY2,861,252$252,019
Focus Partners Wealth2,579,158$227,172
AMERIPRISE FINANCIAL INC1,776,404$156,459
Creative Planning1,385,944$122,074
UBS Group AG1,359,443$119,740
GREAT VALLEY ADVISOR GROUP, INC.1,289,748$113,601
BANK OF AMERICA CORP /DE/1,142,263$100,611
Trilogy Capital Inc.1,117,743$98,451
Clearstead Advisors, LLC1,052,408$92,696
Evercore Wealth Management, LLC1,033,859$91,062
Cetera Investment Advisers951,130$83,776
ENVESTNET ASSET MANAGEMENT INC749,533$66,019
Cambridge Investment Research Advisors, Inc.722,080$64
Waterway Wealth Management, LLC700,381$54,474
WELLS FARGO & COMPANY/MN698,821$61,552
RAYMOND JAMES FINANCIAL INC598,386$52,706
COMMONWEALTH EQUITY SERVICES, LLC593,418$52,268
ROYAL BANK OF CANADA511,623$45,064
OSAIC HOLDINGS, INC.504,439$44,437
CLG LLC433,585$38,190
IAG Wealth Partners, LLC390,561$34,401
Lee-Kelleher Wealth Management371,903$32,757
Rockefeller Capital Management L.P.369,865$32,578
Stratos Wealth Partners, LTD.367,569$32,376
Baird Financial Group, Inc.349,806$30,811
LRI Investments, LLC334,036$29,422
GOLDMAN SACHS GROUP INC324,576$28,589
Align Financial, LLC316,648$317
Fox Financial, Inc311,384$27,427
Fairway Wealth LLC278,951$24,570
FIDELIS iM, LLC267,722$23,581
Private Advisor Group, LLC261,312$23,016
MAI Capital Management249,276$21,956
Corient Private Wealth LLC242,932$21,201
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO228,083$20,090
NerdWallet Wealth Partners, LLC222,243$19,545
Revolve Wealth Partners, LLC212,263$18,696
D.A. DAVIDSON & CO.210,973$18,583
Sanctuary Advisors, LLC202,912$17,872
Kestra Advisory Services, LLC199,664$17,586
Main Street Financial Solutions, LLC192,406$16,947
Steward Partners Investment Advisory, LLC190,522$16,781
JPMORGAN CHASE & CO186,200$16,401
HighTower Advisors, LLC185,448$16,334
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC157,066$14,064
truNorth Financial Services, Inc.138,796$12,225
FIRST AMERICAN TRUST, FSB122,084$10,753
United Advisor Group, LLC121,175$10,673
RFG Advisory, LLC120,056$10,574
Strategic Family Wealth Counselors, L.L.C.119,283$10,608
BLAIR WILLIAM & CO/IL118,203$10,411
Stratos Wealth Advisors, LLC108,808$9,584
CX Institutional103,879$9
TopTier Wealth Management, LLC99,748$8,786
Key Financial Inc94,629$8,335
Equitable Holdings, Inc.92,428$8,141
STIFEL FINANCIAL CORP92,221$8,123
MOLLER FINANCIAL SERVICES88,895$7,830
ASPIRIANT, LLC88,889$7,829
Advisors Capital Management, LLC84,570$7,449
Redhawk Wealth Advisors, Inc.77,947$6,866
H&H Retirement Design & Management INC75,523$6,912
TRUIST FINANCIAL CORP69,723$6,141
Concurrent Investment Advisors, LLC69,424$6,115
Bank of New York Mellon Corp67,147$5,914
TOBIAS FINANCIAL ADVISORS, INC.66,885$5,891
Advisors Preferred, LLC66,502$5,891
KESTRA PRIVATE WEALTH SERVICES, LLC65,703$5,787
BROWN BROTHERS HARRIMAN & CO64,859$5,713
Janney Montgomery Scott LLC64,339$6
LAKE STREET FINANCIAL LLC63,323$5,578
1900 WEALTH MANAGEMENT LLC62,516$5,506
Graves Light Lenhart Wealth, Inc.61,933$5,455
Koshinski Asset Management, Inc.59,533$5,244
CAPTRUST FINANCIAL ADVISORS58,619$5,163
Geneos Wealth Management Inc.57,684$5,081
Gladstone Institutional Advisory LLC55,974$4,930
Sigma Planning Corp54,956$4,841
MOSAIC FAMILY WEALTH PARTNERS, LLC54,653$4,814
EP Wealth Advisors, LLC54,176$4,772
COMERICA BANK53,167$4,683
Clearwater Capital Advisors, LLC52,706$4,642
KINGSWOOD WEALTH ADVISORS, LLC50,932$4,486
Circle Wealth Management, LLC49,376$4,349
Etesian Wealth Advisors, Inc.48,622$4,283
IFG Advisory, LLC47,108$4,149
Cerity Partners LLC47,053$4,145
CITADEL ADVISORS LLC46,574$4,102
Nadler Financial Group, Inc.46,473$4,093
Linscomb & Williams, Inc.46,301$4,078
Cresset Asset Management, LLC45,927$4,045
MidAtlantic Capital Management, Inc.44,689$3,936
ASSETMARK, INC44,074$3,882
MML INVESTORS SERVICES, LLC42,634$3,755
Wealthspire Advisors, LLC41,173$3,627
Avant Capital LLC39,861$3,511
True Link Financial Advisors, LLC38,623$3,402
Meridian Financial Partners LLC37,314$3,351
351 other institutions2,709,095$231,705
Total (451 institutions)42,509,353$3,624,647