Q3 2021 13F Holders as of 9/30/2021
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Type / Class
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Equity / Exchange-Traded Fund
-
Shares outstanding
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58.4M
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Number of holders
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258
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Total 13F shares, excl. options
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13.9M
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Shares change
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+209K
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Total reported value, excl. options
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$1.66B
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Value change
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+$24.8M
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Number of buys
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99
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Number of sells
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-79
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Price
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$119.29
Significant Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q3 2021
273 filings reported holding DLN - WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund as of Q3 2021.
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) has 258 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.9M shares
of 58.4M outstanding shares and own 23.81% of the company stock.
Largest 10 shareholders include PNC Financial Services Group, Inc. (2.06M shares), MORGAN STANLEY (1.45M shares), LPL Financial LLC (856K shares), BANK OF AMERICA CORP /DE/ (738K shares), WADE G W & INC (693K shares), AMERIPRISE FINANCIAL INC (577K shares), Creative Planning (539K shares), UBS Group AG (478K shares), Evercore Wealth Management, LLC (447K shares), and ENVESTNET ASSET MANAGEMENT INC (315K shares).
This table shows the top 258 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.