Eagle Ridge Investment Management Wisdomtree Tr U.S Largecap Div Transaction History

Eagle Ridge Investment Management

$1.14 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 26, 2018	SELL	N/A	-4,218 Closed	0 $0
Q1 2018 Apr 25, 2018	BUY	N/A	4,218 New	4,218 $373,000

Others Institutions Holding DLN

# of Institutions

403

Shares Held

36.2M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.9M
Shares

$312 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$229 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$216 Million
0.1% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$167 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.42M
Shares

$113 Million
0.11% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

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