Q2 2025 13F Holders as of 6/30/2025
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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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425
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Total 13F shares, excl. options
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40.2M
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Shares change
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+620K
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Total reported value, excl. options
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$3.3B
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Value change
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+$51.7M
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Number of buys
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165
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Number of sells
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-141
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Price
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$82.14
Significant Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q2 2025
446 filings reported holding DLN - WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund as of Q2 2025.
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) has 425 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 40.2M shares
of 58.4M outstanding shares and own 68.76% of the company stock.
Largest 10 shareholders include PNC Financial Services Group, Inc. (3.89M shares), LPL Financial LLC (3.25M shares), MORGAN STANLEY (2.95M shares), Focus Partners Wealth (2.41M shares), AMERIPRISE FINANCIAL INC (2.11M shares), Creative Planning (1.41M shares), UBS Group AG (1.3M shares), GREAT VALLEY ADVISOR GROUP, INC. (1.17M shares), Trilogy Capital Inc. (1.16M shares), and Evercore Wealth Management, LLC (1.07M shares).
This table shows the top 425 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.