Form 13-F position report

WISDOMTREE TR U.S LARGECAP DIV

Reported by Revolve Wealth Partners LLC

ETF profile Manager portfolio Source filing
DLN CUSIP 97717W307 Manager CIK 0001808992
Latest reported change

Reported 236,999 shares, down 122,929 (34.2%) from the prior quarter.

Reported value -32.3%; share count -34.2% vs. the prior quarter.

Reduced
% of reported 13F value 3.53% This manager · Q2 2023
Shares 236,999 Quarter-end amount reported
Reported value $15,073,116 Fair value at quarter end
Consecutive quarters held 7 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 198,715 +635 (0.3%) 2.01% $19,315,141 2026-10-23
Q2 2026 Added 198,080 +792 (0.4%) 1.98% $19,079,023 2026-07-09
Q1 2026 Reduced 197,288 -14,975 (-7.1%) 2.29% $17,623,720 2026-04-13
Q4 2025 Added 212,263 +3,434 (1.6%) 2.2% $18,696,129 2026-01-20
Q3 2025 Reduced 208,829 -4,598 (-2.2%) 2.18% $18,174,370 2025-10-14
Q2 2025 Reduced 213,427 -6,171 (-2.8%) 2.28% $17,530,871 2025-07-28
Q1 2025 Added 219,598 +1,100 (0.5%) 2.52% $17,429,514 2025-04-14
Q4 2024 Reduced 218,498 -1,507 (-0.7%) 2.46% $16,996,932 2025-01-22
Q3 2024 Added 220,005 +2,337 (1.1%) 2.63% $17,283,607 2024-10-18
Q2 2024 Reduced 217,668 -632 (-0.3%) 2.6% $15,835,372 2024-07-19
Q1 2024 Reduced 218,300 -919 (-0.4%) 2.68% $15,759,077 2024-04-15
Q4 2023 Reduced 219,219 -6,250 (-2.8%) 2.81% $14,551,773 2024-01-12
Q3 2023 Reduced 225,469 -11,530 (-4.9%) 3.19% $13,864,060 2023-10-10
Q2 2023 Reduced 236,999 -122,929 (-34.2%) 3.53% $15,073,116 2023-07-20
Q1 2023 Reduced 359,928 -165,817 (-31.5%) 5.66% $22,265,127 2023-04-06
Q4 2022 Reduced 525,745 -29,986 (-5.4%) 9.32% $32,569,924 2023-01-17
Q3 2022 Added 555,731 +8,358 (1.5%) 10.26% $30,710,000 2022-10-12
Q2 2022 Added 547,373 +17,704 (3.3%) 10.62% $32,350,000 2022-07-11
Q1 2022 Reduced 529,669 -7,960 (-1.5%) 10.05% $34,810,000 2022-04-19
Q4 2021 New 537,629 +537,629 (0.0%) 10.22% $35,505,000 2022-02-04
Institutional context

Who else reported the position

363 managers reported WISDOMTREE TR U.S LARGECAP DIV for Q2 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
PNC FINANCIAL SERVICES GROUP INC Reduced 4,236,679 -92,306 0.23% $269,452,780 41 qtrs
LPL Financial LLC Added 2,799,854 +268,309 0.13% $178,070,688 41 qtrs
MORGAN STANLEY Reduced 2,790,792 -34,650 0.02% $177,494,403 41 qtrs
WADE G W & INC Reduced 2,073,620 -52,653 4.79% $131,882,000 41 qtrs
Creative Planning Added 1,585,928 +155,291 0.13% $100,865,036 41 qtrs
Bank of America Corporation Reduced 1,486,098 -36,961 < 0.01% $94,515,821 41 qtrs
AMERIPRISE FINANCIAL INC Reduced 1,427,053 -33,806 0.03% $90,747,914 41 qtrs
UBS Group AG Reduced 1,175,538 -20,621 0.03% $74,764,217 35 qtrs
Evercore Wealth Management LLC Added 1,066,985 +17,734 1.24% $67,860,246 41 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 887,184 +243,821 0.03% $56,424,912 41 qtrs
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Filing details and methodology As reported
Report period
June 30, 2023
Filed
July 20, 2023
Filing type
13F-HR
Position type
US LARGECAP DIVD

Voting authority reported

Sole
236,998
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.