Ownership: DLN

WISDOMTREE US LARGECAP DIVIDEND FUND

88.29down-1.04 (-1.16%)

 as of 8:00:00pm ET 01/22/2019

Ownership Summary

More information
Institutional ETF/ETP Ownership 52.27%
Institutional Mutual Fund Ownership 0.47%
Mutual Fund Ownership --
Insider Ownership --
Other 47.26%

Total Outstanding Shares: 22,500,000

Institutional Ownership Details

Institutional ETF/ETP &
Mutual Fund Ownership:
52.74%

Current
Quarter
Previous
Quarter
Institutional Share Purchases 574.0K 333.4K
Institutional Shares Sold 703.0K 575.0K
Net Institutional Shares Purchased -129.0K -241.5K
Change in Ownership -1.14% -2.09%
Top 10 Institutional Holdings by Shares Held
Name Reporting Date Total Holdings Sorted in descending order. Position Value Outstanding
Shares Owned
PNC Financial Services Group, Inc. 09/30/2018 2.4M $213.1M 11.21%
Morgan Stanley 09/30/2018 1.2M $109.7M 5.77%
Riverfront Investment Group, LLC 09/30/2018 977.7K $87.5M 4.60%
Bank of America Corporation 09/30/2018 572.3K $51.2M 2.69%
Wade, G W Inc. 09/30/2018 367.2K $32.9M 1.73%
Evercore Wealth Management, LLC 09/30/2018 328.2K $29.4M 1.54%
Private Vista, LLC 09/30/2018 295.0K $26.4M 1.39%
Raymond James & Associates, Inc. 09/30/2018 269.2K $24.1M 1.27%
Wilbanks, Smith & Thomas Asset Management, LLC 09/30/2018 266.8K $23.9M 1.26%
Raymond James Financial Services Advisors, Inc. 09/30/2018 243.8K $21.8M 1.15%

Mutual Fund Ownership Details

Institutional Mutual Fund & Mutual Fund (No 13F Form) Ownership:0.47%

Current
Quarter
Previous
Quarter
Mutual Fund Share Purchases 40.8K 6.4K
Mutual Fund Shares Sold -- 349.0
Net Mutual Fund Shares Purchased 40.8K 6.1K
Change in Ownership -- --
Top 10 Mutual Fund Holdings by Shares Held
Name Reporting Date Total Holdings Sorted in descending order. Position Value Outstanding
Shares Owned
WisdomTree Tr-WisdomTree U. S. Mid Cap Dividend Fd (i) 10/31/2018 92.4K $8.3M 0.43%
Advisors Preferred Tr-Quantified Managed Income Fd (i) 06/30/2018 24.2K $2.2M 0.11%
WisdomTree Tr-WisdomTree Dividend ex-Financials Fd (i) 10/31/2018 4.4K $397,112.94 0.02%
WisdomTree Tr-WisdomTree Balanced Income Fd (i) 10/31/2018 2.7K $243,689.04 0.01%
(i) Institutional Funds
Ownership data provided by Vickers Stock Research Corporation, a subsidiary of the Argus Research Group, Inc. All rights reserved.
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