Q1 2024 13F Holders as of 3/31/2024
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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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365
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Total 13F shares, excl. options
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35.5M
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Shares change
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+1.49M
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Total reported value, excl. options
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$2.56B
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Value change
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+$113M
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Number of buys
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125
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Number of sells
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-142
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Price
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$72.19
Significant Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q1 2024
388 filings reported holding DLN - WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund as of Q1 2024.
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) has 365 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 35.5M shares
of 58.4M outstanding shares and own 60.78% of the company stock.
Largest 10 shareholders include PNC Financial Services Group, Inc. (3.99M shares), LPL Financial LLC (2.87M shares), MORGAN STANLEY (2.76M shares), Colony Group, LLC (2.19M shares), AMERIPRISE FINANCIAL INC (1.55M shares), BANK OF AMERICA CORP /DE/ (1.53M shares), Creative Planning (1.46M shares), UBS Group AG (1.27M shares), Evercore Wealth Management, LLC (1.12M shares), and COMMONWEALTH EQUITY SERVICES, LLC (795K shares).
This table shows the top 365 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.