Financial Perspectives, Inc Wisdomtree Tr U.S Largecap Div Transaction History

Financial Perspectives, Inc

$288 Billion
Q3 2024

A detailed history of Financial Perspectives, Inc transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Financial Perspectives, Inc holds 16 shares of DLN stock, worth $1,271. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,271

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 17, 2024	BUY	$71.86 - $78.56 $1,149 - $1,256	16 New	16 $1.26 Million

Others Institutions Holding DLN

# of Institutions

409

Shares Held

36.5M

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

$113 Million
0.11% of portfolio

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Financial Perspectives, Inc Wisdomtree Tr U.S Largecap Div Transaction History