Institutional Ownership
Wisdomtree Tr
CUSIP 97717W307US LARGECAP DIVDDLNQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
8.4%
Max % of class reported
Institutional Holders
463
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Feb 7, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 7, 2025 | The Pnc Financial Services Group, Inc. | 13G/A | 5.9% | 3.46M | SEC |
| 2 | Nov 14, 2024 | Pnc Financial Services Group, Inc. | 13G/A | 6.3% | 3.45M | SEC |
| 3 | Feb 9, 2024 | Pnc Financial Services Group, Inc. | 13G/A | 6.5% | 3.59M | SEC |
| 4 | Feb 10, 2023 | Pnc Financial Services Group, Inc. | 13G/A | 6.3% | 3.80M | SEC |
| 5 | Feb 11, 2022 | Pnc Financial Services Group, Inc. | 13G/A | 7.0% | 3.56M | SEC |
| 6 | Feb 12, 2021 | Pnc Financial Services Group, Inc. | 13G/A | 7.8% | 1.90M | SEC |
| 7 | Feb 7, 2020 | Pnc Financial Services Group, Inc. | 13G/A | 8.4% | 1.90M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 3.89M | $347.20M |
| 2 | Pnc Financial Services Group, Inc. | 3.67M | $327.69M |
| 3 | Morgan Stanley | 2.87M | $256.39M |
| 4 | Focus Partners Wealth | 2.59M | $231.21M |
| 5 | Ameriprise Financial Inc | 1.92M | $171.49M |
| 6 | Creative Planning | 1.37M | $122.18M |
| 7 | Great Valley Advisor Group, Inc. | 1.35M | $120.26M |
| 8 | Ubs Group AG | 1.32M | $117.55M |
| 9 | Bank Of America Corp /De/ | 1.21M | $108.21M |
| 10 | Trilogy Capital Inc. | 1.17M | $104.07M |