Convergence Financial, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Convergence Financial, LLC

$509 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$71.86 - $78.56 $447,544 - $489,271	6,228 New	6,228 $489 Million

Others Institutions Holding DLN

# of Institutions

458

Shares Held

42.4M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.89M
Shares

$305 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

3.46M
Shares

$271 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.96M
Shares

$233 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$164 Million
4.52% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.43M
Shares

$112 Million
0.03% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

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