Vertex Planning Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Vertex Planning Partners, LLC

$385 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$58.89 - $66.53 $201,344 - $227,466	3,419 New	3,419 $227 Million

Others Institutions Holding DLN

# of Institutions

389

Shares Held

36.6M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.94M
Shares

$309 Million
0.19% of portfolio
Lpl Financial LLC Fort Mill, SC

2.92M
Shares

$229 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.8M
Shares

$219 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$164 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.43M
Shares

$112 Million
0.11% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

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