Glassman Wealth Services Wisdomtree Tr U.S Largecap Div Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$60.35 - $63.6 $11,044 - $11,638	183 Added 32.8%	741 $47,000
Q4 2021 Feb 14, 2022	BUY	$59.87 - $66.15 $33,407 - $36,911	558 New	558 $37,000

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.9M
Shares

$309 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$226 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$214 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

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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