Flagship Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Flagship Wealth Advisors, LLC

$170 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$76.77 - $82.22 $2.34 Million - $2.51 Million	30,534 New	30,534 $2.42 Billion

Others Institutions Holding DLN

# of Institutions

458

Shares Held

42.4M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.89M
Shares

$310 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

3.46M
Shares

$275 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.96M
Shares

$236 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$167 Million
4.52% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.43M
Shares

$114 Million
0.03% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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