Clearstead Trust, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Clearstead Trust, LLC

$473 Million
Q2 2025

A detailed history of Clearstead Trust, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Clearstead Trust, LLC holds 1,742 shares of DLN stock, worth $152,181. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,742

Holding current value

$152,181

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$70.7 - $82.14 $123,159 - $143,087	1,742 New	1,742 $143,000

Others Institutions Holding DLN

# of Institutions

471

Shares Held

42.4M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.89M
Shares

$340 Million
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

3.25M
Shares

$284 Million
0.09% of portfolio
Morgan Stanley New York, NY

2.95M
Shares

$258 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.11M
Shares

$184 Million
0.04% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$183 Million
4.52% of portfolio

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

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Clearstead Trust, LLC Wisdomtree Tr U.S Largecap Div Transaction History