Fairview Capital Investment Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Fairview Capital Investment Management, LLC

$1.67 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 May 14, 2019	SELL	N/A	-5,052 Closed	0 $0
Q4 2018 Feb 12, 2019	SELL	N/A	-100 Reduced 1.94%	5,052 $426,000
Q3 2018 Nov 09, 2018	SELL	N/A	-75 Reduced 1.43%	5,152 $492,000
Q1 2018 May 15, 2018	SELL	N/A	-1,200 Reduced 18.67%	5,227 $462,000
Q3 2017 Nov 13, 2017	SELL	N/A	-2,446 Reduced 27.57%	6,427 $558,000
Q2 2017 Aug 14, 2017	BUY	N/A	8,873	8,873 $746,000

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.9M
Shares

$310 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$227 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$215 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

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About WISDOMTREE TR U.S LARGECAP DIV

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