Q2 2025 13F Holders as of 30 Jun 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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58,405,767
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Number of holders
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427
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Total 13F shares, excl. options
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40,168,459
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Shares change
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+620,397
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Total reported value, excl. options
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$3,299,834,111
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Value change
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+$51,650,523
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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
-
$82.14
Significant Holders of WisdomTree U.S. LargeCap Dividend Fund - Exchange-Traded Fund (DLN) as of Q2 2025
448 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 427 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 40,168,459 shares
of 58,405,767 outstanding shares and own 69% of the company stock.
Largest 10 shareholders include PNC Financial Services Group, Inc. (3,886,291 shares), LPL Financial LLC (3,249,447 shares), MORGAN STANLEY (2,954,379 shares), Focus Partners Wealth (2,411,847 shares), AMERIPRISE FINANCIAL INC (2,106,770 shares), Creative Planning (1,412,192 shares), UBS Group AG (1,301,779 shares), GREAT VALLEY ADVISOR GROUP, INC. (1,174,639 shares), Trilogy Capital Inc. (1,157,031 shares), and Evercore Wealth Management, LLC (1,072,367 shares).
This table shows the top 427 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.