Clear Point Advisors Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Clear Point Advisors Inc.

$111 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 May 15, 2024	BUY	$58.89 - $66.53 $34,509 - $38,986	586 New	586 $38.9 Million

Others Institutions Holding DLN

# of Institutions

457

Shares Held

42.7M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.89M
Shares

$299 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

3.46M
Shares

$266 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.91M
Shares

$224 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$161 Million
4.52% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.77M
Shares

$136 Million
0.04% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.