Capital Group Private Client Services, Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Capital Group Private Client Services, Inc.

$9.6 Billion
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$55.26 - $64.34 $3,094 - $3,603	56 Added 0.7%	8,049 $445,000
Q2 2022 Aug 15, 2022	BUY	$57.22 - $66.91 $226,419 - $264,762	3,957 Added 98.04%	7,993 $472,000
Q1 2022 May 16, 2022	SELL	$62.31 - $66.73 $122,314 - $130,990	-1,963 Reduced 32.72%	4,036 $265,000
Q4 2021 Feb 14, 2022	BUY	$59.87 - $66.15 $239,599 - $264,732	4,002 Added 200.4%	5,999 $396,000
Q3 2021 Nov 15, 2021	BUY	$59.65 - $63.08 $119,121 - $125,970	1,997 New	1,997 $238,000

Others Institutions Holding DLN

# of Institutions

389

Shares Held

36.6M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.94M
Shares

$310 Million
0.19% of portfolio
Lpl Financial LLC Fort Mill, SC

2.92M
Shares

$230 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.8M
Shares

$220 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$165 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.43M
Shares

$112 Million
0.11% of portfolio

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About WISDOMTREE TR U.S LARGECAP DIV

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