Q1 2014 13F Holders as of 3/31/2014
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Type / Class
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Equity / Exchange-Traded Fund
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Shares outstanding
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58.4M
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Number of holders
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97
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Total 13F shares, excl. options
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14.9M
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Shares change
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+535K
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Total reported value, excl. options
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$1.01B
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Value change
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+$36.3M
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Number of buys
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40
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Number of sells
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-45
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Price
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$67.65
Significant Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q1 2014
104 filings reported holding DLN - WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund as of Q1 2014.
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) has 97 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.9M shares
of 58.4M outstanding shares and own 25.56% of the company stock.
Largest 10 shareholders include RiverFront Investment Group, LLC (5.3M shares), PNC FINANCIAL SERVICES GROUP, INC. (2.57M shares), MORGAN STANLEY (1.07M shares), UBS AG (695K shares), WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (613K shares), WELLS FARGO & COMPANY/MN (561K shares), WADE G W & INC (430K shares), Live Your Vision, LLC (425K shares), BANK OF AMERICA CORP /DE/ (320K shares), and ENVESTNET ASSET MANAGEMENT INC (286K shares).
This table shows the top 97 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.