Alera Investment Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Alera Investment Advisors, LLC

$838 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	N/A	-130 Closed	0 $0
Q1 2019 May 14, 2019	SELL	N/A	-130 Reduced 50.0%	130 $12,000
Q4 2018 Feb 14, 2019	BUY	N/A	260 New	260 $22,000

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

$310 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$227 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$215 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

Ticker DLN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alera Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alera Investment Advisors, LLC with notifications on news.