Institutional & Family Asset Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$62.31 - $66.73 $0 - $0	0 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$59.87 - $66.15 $0 - $0	0 New	0 $0

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

Ticker DLN
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