Q3 2023 13F Holders as of 9/30/2023
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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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333
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Total 13F shares, excl. options
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34.8M
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Shares change
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-362K
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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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-$22.4M
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Number of buys
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105
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Number of sells
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-134
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Price
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$61.49
Significant Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q3 2023
357 filings reported holding DLN - WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund as of Q3 2023.
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) has 333 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 34.8M shares
of 58.4M outstanding shares and own 59.62% of the company stock.
Largest 10 shareholders include PNC Financial Services Group, Inc. (4.15M shares), LPL Financial LLC (3M shares), MORGAN STANLEY (2.69M shares), WADE G W & INC (2.08M shares), Creative Planning (1.57M shares), BANK OF AMERICA CORP /DE/ (1.53M shares), AMERIPRISE FINANCIAL INC (1.45M shares), UBS Group AG (1.35M shares), Evercore Wealth Management, LLC (1.09M shares), and COMMONWEALTH EQUITY SERVICES, LLC (818K shares).
This table shows the top 333 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.