Q2 2020 13F Holders as of 6/30/2020
-
Type / Class
-
Equity / Exchange-Traded Fund
-
Shares outstanding
-
58.4M
-
Number of holders
-
215
-
Total 13F shares, excl. options
-
13.4M
-
Shares change
-
-35.2K
-
Total reported value, excl. options
-
$1.25B
-
Value change
-
+$3.26K
-
Number of buys
-
80
-
Number of sells
-
-93
-
Price
-
$92.88
Significant Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q2 2020
246 filings reported holding DLN - WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund as of Q2 2020.
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) has 215 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.4M shares
of 58.4M outstanding shares and own 23.02% of the company stock.
Largest 10 shareholders include PNC Financial Services Group, Inc. (2.3M shares), MORGAN STANLEY (1.4M shares), BANK OF AMERICA CORP /DE/ (1.06M shares), WADE G W & INC (712K shares), Creative Planning (533K shares), Evercore Wealth Management, LLC (457K shares), Raymond James Financial Services Advisors, Inc. (435K shares), UBS Group AG (416K shares), LPL Financial LLC (385K shares), and Stratos Wealth Partners, LTD. (361K shares).
This table shows the top 215 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.