Advisory Research Inc Wisdomtree Tr U.S Largecap Div Transaction History

Advisory Research Inc

$512 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$55.26 - $64.34 $10,830 - $12,610	196 Added 3.59%	5,653 $312,000
Q2 2022 Aug 17, 2022	SELL	$57.22 - $66.91 $82,797 - $96,818	-1,447 Reduced 20.96%	5,457 $323,000
Q4 2021 Feb 11, 2022	BUY	$59.87 - $66.15 $14,787 - $16,339	247 Added 3.71%	6,904 $456,000
Q3 2021 Nov 12, 2021	SELL	$59.65 - $63.08 $1,014 - $1,072	-17 Reduced 0.25%	6,657 $794,000
Q2 2021 Aug 16, 2021	SELL	$57.63 - $60.69 $2,305 - $2,427	-40 Reduced 0.6%	6,674 $803,000
Q1 2021 May 12, 2021	SELL	$53.02 - $57.62 $360,960 - $392,276	-6,808 Reduced 50.35%	6,714 $770,000
Q4 2020 Feb 12, 2021	BUY	$46.78 - $53.75 $313,004 - $359,641	6,691 Added 97.95%	13,522 $1.45 Million
Q3 2020 Nov 12, 2020	SELL	$46.22 - $51.04 $9,659 - $10,667	-209 Reduced 2.97%	6,831 $663,000
Q2 2019 Aug 14, 2019	BUY	N/A	100 Added 1.44%	7,040 $682,000
Q3 2017 Nov 14, 2017	BUY	N/A	6,940	6,940 $603,000

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.9M
Shares

$309 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$226 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$214 Million
0.1% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$166 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.42M
Shares

$112 Million
0.11% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

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