DLN

Wisdomtree Us Largecap Divid

Latest period2024 - Q4Total superinvestors61

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 61 superinvestors own shares of Wisdomtree Us Largecap Divid (DLN), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wisdomtree Us Largecap Divid (DLN), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wisdomtree Us Largecap Divid (DLN) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wisdomtree Us Largecap Divid (DLN) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 3.32%
0.03%
$11.114M
141,473 shares@ 78.56 avg price
JOSEPH STOCK@Lake Street Private Wealth, Llc
Recent Activity
New Position
1.72%
$10.755M
138,258 shares@ 77.8 avg price
Faith Charles@Moller Wealth Partners
Recent Activity
Decreased -1.39%
1.94%
$7.359M
94,606 shares@ 77.8 avg price
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
Recent Activity
Decreased -2.98%
0.68%
$5.433M
69,843 shares@ 77.8 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -1.13%
0.39%
$4.486M
57,669 shares@ 77.8 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -5.42%
0.02%
$4.085M
52,508 shares@ 77.8 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Decreased -2.29%
0.12%
$3.218M
41,366 shares@ 77.8 avg price
Ashleigh Swayze@Meridian Financial Partners Llc
Recent Activity
Increased 0.46%
1.57%
$2.971M
38,197 shares@ 77.79 avg price
Matthew Liebman@Amplius Wealth Advisors, Llc
Recent Activity
Decreased -0.38%
0.21%
$2.028M
26,075 shares@ 77.79 avg price
Matthew Borland@Culbertson A N & Co Inc
Recent Activity
0.29%
$1.778M
22,860 shares@ 77.79 avg price