Q3 2016 13F Holders as of 9/30/2016
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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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145
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Total 13F shares, excl. options
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12M
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Shares change
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+21.7K
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Total reported value, excl. options
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$921M
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Value change
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+$1.79M
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Put/Call ratio
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0.91
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Number of buys
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54
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Number of sells
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-62
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Price
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$76.98
Significant Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q3 2016
159 filings reported holding DLN - WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund as of Q3 2016.
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) has 145 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12M shares
of 58.4M outstanding shares and own 20.52% of the company stock.
Largest 10 shareholders include PNC Financial Services Group, Inc. (2.8M shares), MORGAN STANLEY (1.52M shares), RiverFront Investment Group, LLC (1.13M shares), BANK OF AMERICA CORP /DE/ (742K shares), Private Vista, LLC (728K shares), WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (414K shares), WELLS FARGO & COMPANY/MN (403K shares), RAYMOND JAMES & ASSOCIATES (295K shares), Stratos Wealth Partners, LTD. (290K shares), and Evercore Wealth Management, LLC (275K shares).
This table shows the top 145 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.