Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Exchange-Traded Fund
-
Shares outstanding
-
58,405,767
-
Total 13F shares
-
29,939
-
Share change
-
+23
-
Total reported value
-
$1,987,338
-
Price per share
-
$66.38
-
Number of holders
-
3
-
Value change
-
+$1,527
-
Number of buys
-
1
Institutional Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q4 2023
As of 31 Dec 2023,
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
29,939 shares.
The largest 10 holders included
PNC FINANCIAL SERVICES GROUP, INC., LPL Financial LLC, MORGAN STANLEY, WADE G W & INC, BANK OF AMERICA CORP /DE/, Creative Planning, AMERIPRISE FINANCIAL INC, UBS Group AG, Evercore Wealth Management, LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
364
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.