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

Eagle Ridge Investment Management

$1.08 Billion
Q2 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

389

Shares Held

36.6M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.94M
Shares

$308 Million
0.19% of portfolio
Lpl Financial LLC Fort Mill, SC

2.92M
Shares

$229 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.8M
Shares

$219 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$164 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.43M
Shares

$112 Million
0.11% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

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