Lloyd Advisory Services, Llc. Wisdomtree Tr U.S Largecap Div Transaction History

Lloyd Advisory Services, Llc.

$311 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 04, 2021	SELL	N/A	-4 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	N/A	4 New	4 $0
Q1 2020 Jun 03, 2020	SELL	N/A	-32 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	N/A	32 New	32 $3,000

Others Institutions Holding DLN

# of Institutions

389

Shares Held

36.3M

Call Options Held

4.3K

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.99M
Shares

$292 Million
0.2% of portfolio
Lpl Financial LLC Fort Mill, SC

2.87M
Shares

$210 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$202 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$153 Million
4.52% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.55M
Shares

$113 Million
0.03% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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