Jacobi Capital Management LLC Wisdomtree Tr U.S Largecap Div Transaction History

Jacobi Capital Management LLC

$1.29 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$59.87 - $66.15 $10,716 - $11,840	-179 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$59.65 - $63.08 $10,677 - $11,291	179 New	179 $21,000

Others Institutions Holding DLN

# of Institutions

403

Shares Held

36.2M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.9M
Shares

$312 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$229 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$216 Million
0.1% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$167 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.42M
Shares

$113 Million
0.11% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jacobi Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jacobi Capital Management LLC with notifications on news.