Q1 2023 13F Holders as of 3/31/2023
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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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329
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Total 13F shares, excl. options
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34.7M
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Shares change
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-2.18M
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Total reported value, excl. options
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$2.14B
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Value change
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-$135M
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Number of buys
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110
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Number of sells
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-123
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Price
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$61.86
Significant Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q1 2023
353 filings reported holding DLN - WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund as of Q1 2023.
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) has 329 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 34.7M shares
of 58.4M outstanding shares and own 59.35% of the company stock.
Largest 10 shareholders include PNC Financial Services Group, Inc. (4.33M shares), MORGAN STANLEY (2.83M shares), LPL Financial LLC (2.53M shares), WADE G W & INC (2.13M shares), BANK OF AMERICA CORP /DE/ (1.52M shares), AMERIPRISE FINANCIAL INC (1.46M shares), Creative Planning (1.43M shares), UBS Group AG (1.2M shares), Evercore Wealth Management, LLC (1.05M shares), and COMMONWEALTH EQUITY SERVICES, LLC (774K shares).
This table shows the top 329 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.