Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree U.S. Largecap Fund Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 17, 2023	SELL	$45.54 - $48.62 $6,011 - $6,417	-132 Reduced 6.02%	2,059 $94,000
Q2 2023 Jul 19, 2023	SELL	$43.03 - $46.8 $197,550 - $214,858	-4,591 Reduced 67.69%	2,191 $102,000
Q1 2023 May 10, 2023	BUY	$41.41 - $45.19 $280,842 - $306,478	6,782 New	6,782 $296,000

Others Institutions Holding EPS

# of Institutions

123

Shares Held

11.5M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.13M
Shares

$136 Million
1.84% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$80.7 Million
14.73% of portfolio
Lpl Financial LLC Fort Mill, SC

1.07M
Shares

$68.2 Million
0.03% of portfolio
Private Advisor Group, LLC

1.02M
Shares

$64.6 Million
0.39% of portfolio
Morgan Stanley New York, NY

992K
Shares

$63 Million
0.0% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

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