Marquette Asset Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Marquette Asset Management, LLC

$611 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 27, 2020	SELL	$46.22 - $51.04 $10,861 - $11,994	-235 Closed	0 $0
Q1 2019 May 13, 2019	BUY	N/A	235 New	235 $22,000

Others Institutions Holding DLN

# of Institutions

430

Shares Held

37.6M

Call Options Held

3.1K

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.91M
Shares

$316 Million
0.21% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$232 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$219 Million
0.1% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$169 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.42M
Shares

$115 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 Marquette Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marquette Asset Management, LLC with notifications on news.