Bison Wealth, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Bison Wealth, LLC

$579 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	N/A	-117 Closed	0 $0
Q2 2020 Aug 03, 2020	SELL	N/A	-30 Reduced 20.41%	117 $11,000
Q4 2019 Feb 05, 2020	BUY	N/A	147 New	147 $16,000

Others Institutions Holding DLN

# of Institutions

389

Shares Held

36.3M

Call Options Held

4.3K

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.99M
Shares

$292 Million
0.2% of portfolio
Lpl Financial LLC Fort Mill, SC

2.87M
Shares

$210 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$202 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$153 Million
4.52% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.55M
Shares

$113 Million
0.03% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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