Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / Exchange-Traded Fund
-
Shares outstanding
-
58.4M
-
Number of holders
-
400
-
Total 13F shares, excl. options
-
38.2M
-
Shares change
-
+5.06M
-
Total reported value, excl. options
-
$2.97B
-
Value change
-
+$393M
-
Number of buys
-
162
-
Number of sells
-
-115
-
Price
-
$77.79
Significant Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q4 2024
417 filings reported holding DLN - WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund as of Q4 2024.
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) has 400 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 38.2M shares
of 58.4M outstanding shares and own 65.41% of the company stock.
Largest 10 shareholders include PNC Financial Services Group, Inc. (3.91M shares), LPL Financial LLC (2.96M shares), MORGAN STANLEY (2.91M shares), Focus Partners Wealth (2.35M shares), AMERIPRISE FINANCIAL INC (1.77M shares), BANK OF AMERICA CORP /DE/ (1.66M shares), Creative Planning (1.39M shares), UBS Group AG (1.29M shares), Evercore Wealth Management, LLC (1.13M shares), and GREAT VALLEY ADVISOR GROUP, INC. (951K shares).
This table shows the top 400 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.