American Trust Wisdomtree Tr U.S Largecap Div Transaction History

American Trust

$1.16 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Dec 02, 2022	SELL	$55.26 - $64.34 $468,273 - $545,217	-8,474 Closed	0 $0
Q2 2022 Oct 03, 2022	BUY	$57.22 - $66.91 $484,882 - $566,995	8,474 New	8,474 $501,000

Others Institutions Holding DLN

# of Institutions

389

Shares Held

36.6M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.94M
Shares

$309 Million
0.19% of portfolio
Lpl Financial LLC Fort Mill, SC

2.92M
Shares

$229 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.8M
Shares

$219 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$164 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.43M
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 American Trust, based on Form 13F filings with the SEC.

News

Stay updated on American Trust with notifications on news.