Q3 2018 13F Holders as of 9/30/2018
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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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183
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Total 13F shares, excl. options
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11M
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Shares change
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-272K
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Total reported value, excl. options
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$1.05B
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Value change
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-$25.7M
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Number of buys
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56
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Number of sells
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-68
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Price
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$95.41
Significant Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q3 2018
197 filings reported holding DLN - WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund as of Q3 2018.
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) has 183 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11M shares
of 58.4M outstanding shares and own 18.91% of the company stock.
Largest 10 shareholders include PNC Financial Services Group, Inc. (2.38M shares), MORGAN STANLEY (1.23M shares), RiverFront Investment Group, LLC (978K shares), BANK OF AMERICA CORP /DE/ (572K shares), WADE G W & INC (367K shares), Evercore Wealth Management, LLC (328K shares), Private Vista, LLC (295K shares), RAYMOND JAMES & ASSOCIATES (269K shares), WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (267K shares), and Raymond James Financial Services Advisors, Inc. (244K shares).
This table shows the top 183 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.