Capstone Triton Financial Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Capstone Triton Financial Group, LLC

$155 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 09, 2024	BUY	$58.89 - $66.53 $353 - $399	6 Added 0.15%	4,040 $268,000
Q3 2023 Oct 11, 2023	BUY	$61.47 - $65.66 $14,445 - $15,430	235 Added 6.19%	4,034 $248,000
Q2 2023 Jul 17, 2023	BUY	$60.35 - $63.6 $2,293 - $2,416	38 Added 1.01%	3,799 $241,000
Q1 2023 Apr 06, 2023	BUY	$59.37 - $64.16 $296 - $320	5 Added 0.13%	3,761 $232,000
Q4 2022 Jan 17, 2023	BUY	$55.78 - $64.63 $5,354 - $6,204	96 Added 2.62%	3,756 $0
Q3 2022 Oct 28, 2022	BUY	$55.26 - $64.34 $11,328 - $13,189	205 Added 5.93%	3,660 $202,000
Q1 2022 May 12, 2022	SELL	$62.31 - $66.73 $311 - $333	-5 Reduced 0.14%	3,455 $220,000
Q4 2021 Feb 11, 2022	BUY	$59.87 - $66.15 $104,473 - $115,431	1,745 Added 101.75%	3,460 $228,000
Q3 2021 Nov 12, 2021	BUY	$59.65 - $63.08 $1,431 - $1,513	24 Added 1.42%	1,715 $215,000
Q2 2021 Aug 09, 2021	BUY	$57.63 - $60.69 $97,452 - $102,626	1,691 New	1,691 $203,000

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

$309 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$226 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$214 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

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