Mark Sheptoff Financial Planning, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$46.22 - $51.04 $6,933 - $7,656	-150 Closed	0 $0
Q3 2017 Nov 09, 2017	BUY	N/A	150	150 $13,000

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

$302 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$222 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$210 Million
0.1% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$162 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.42M
Shares

$110 Million
0.11% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

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