Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Exchange-Traded Fund
-
Shares outstanding
-
58,405,767
-
Total 13F shares
-
40,168,459
-
Share change
-
+620,397
-
Total reported value
-
$3,299,834,111
-
Price per share
-
$82.14
-
Number of holders
-
427
-
Value change
-
+$51,650,522
-
Number of buys
-
165
-
Number of sells
-
141
Institutional Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q2 2025
As of 30 Jun 2025,
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) was held by
427 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
40,168,459 shares.
The largest 10 holders included
PNC Financial Services Group, Inc., LPL Financial LLC, MORGAN STANLEY, Focus Partners Wealth, AMERIPRISE FINANCIAL INC, Creative Planning, UBS Group AG, GREAT VALLEY ADVISOR GROUP, INC., Trilogy Capital Inc., and Evercore Wealth Management, LLC.
This page lists
428
institutional shareholders reporting positions in this security
for the Q2 2025 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.