Heritage Oak Wealth Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 28, 2024	BUY	$68.68 - $73.31 $694,835 - $741,677	10,117 New	10,117 $736 Million

Others Institutions Holding DLN

# of Institutions

399

Shares Held

36.3M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.9M
Shares

$317 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.8M
Shares

$228 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$220 Million
0.1% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$170 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.42M
Shares

$115 Million
0.11% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

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