Q2 2023 13F Holders as of 30 Jun 2023
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Type / Class
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Equity / Exchange-Traded Fund
-
Shares outstanding
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58.4M
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Number of holders
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340
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Total 13F shares, excl. options
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35.2M
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Shares change
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+405K
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Total reported value, excl. options
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$2.24B
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Value change
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+$25.9M
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Number of buys
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118
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Number of sells
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-122
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Price
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$63.60
Significant Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q2 2023
357 filings reported holding DLN - WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund as of Q2 2023.
WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) has 340 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 35.2M shares
of 58.4M outstanding shares and own 60.24% of the company stock.
Largest 10 shareholders include PNC Financial Services Group, Inc. (4.24M shares), LPL Financial LLC (2.8M shares), MORGAN STANLEY (2.79M shares), WADE G W & INC (2.07M shares), Creative Planning (1.59M shares), BANK OF AMERICA CORP /DE/ (1.49M shares), AMERIPRISE FINANCIAL INC (1.43M shares), UBS Group AG (1.18M shares), Evercore Wealth Management, LLC (1.07M shares), and ENVESTNET ASSET MANAGEMENT INC (887K shares).
This table shows the top 340 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.