Q4 2023 13F Holders as of 12/31/2023
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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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3
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Total 13F shares, excl. options
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29.9K
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Shares change
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+23
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Total reported value, excl. options
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$1.99M
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Value change
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+$1.53K
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Number of buys
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1
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Price
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$66.38
Significant Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q4 2023
3 filings reported holding DLN - WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund as of Q4 2023.
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29.9K shares
of 58.4M outstanding shares and own 0.05% of the company stock.
Largest 10 shareholders include PNC FINANCIAL SERVICES GROUP, INC. (4.05M shares), LPL Financial LLC (3.27M shares), MORGAN STANLEY (2.77M shares), WADE G W & INC (2.09M shares), BANK OF AMERICA CORP /DE/ (1.52M shares), Creative Planning (1.48M shares), AMERIPRISE FINANCIAL INC (1.42M shares), UBS Group AG (1.33M shares), Evercore Wealth Management, LLC (1.07M shares), and COMMONWEALTH EQUITY SERVICES, LLC (811K shares).
This table shows the top 3 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.