Peninsula Wealth, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Peninsula Wealth, LLC

$558 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 30, 2024	BUY	$65.84 - $72.19 $306,946 - $336,549	4,662 New	4,662 $336,000
Q1 2023 May 11, 2023	SELL	$59.37 - $64.16 $95,645 - $103,361	-1,611 Reduced 25.68%	4,662 $288,000
Q4 2022 Feb 10, 2023	SELL	$55.78 - $64.63 $5,522 - $6,398	-99 Reduced 1.55%	6,273 $388,000
Q4 2021 Feb 04, 2022	BUY	$59.87 - $66.15 $381,491 - $421,507	6,372 New	6,372 $421,000
Q4 2020 Feb 10, 2021	SELL	$46.78 - $53.75 $149,041 - $171,247	-3,186 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$47.98 - $53.05 $8,348 - $9,230	-174 Reduced 5.18%	3,186 $338,000
Q3 2019 Nov 08, 2019	BUY	$49.16 - $49.83 $165,177 - $167,428	3,360 New	3,360 $333,000

Others Institutions Holding DLN

# of Institutions

409

Shares Held

36.5M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.9M
Shares

$310 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$227 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$215 Million
0.1% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$166 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

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