Asset Dedication, LLC Wisdomtree U.S. Largecap Fund Transaction History
Asset Dedication, LLC
- $1.34 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding EPS
# of Institutions
114Shares Held
9.63MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.1.25MShares$72.4 Million14.55% of portfolio
-
Private Advisor Group, LLC982KShares$56.7 Million0.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC968KShares$55.9 Million0.03% of portfolio
-
Morgan Stanley New York, NY901KShares$52 Million0.0% of portfolio
-
Fiduciary Trust CO Boston, MA833KShares$48.1 Million0.73% of portfolio