Pfg Advisors Wisdomtree Tr U.S Largecap Div Transaction History

Pfg Advisors

$1.55 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	SELL	$60.35 - $63.6 $13,820 - $14,564	-229 Reduced 4.89%	4,456 $283,000
Q1 2023 Apr 20, 2023	BUY	$59.37 - $64.16 $1,365 - $1,475	23 Added 0.49%	4,685 $289,000
Q1 2022 Apr 19, 2022	SELL	$62.31 - $66.73 $3,115 - $3,336	-50 Reduced 1.06%	4,662 $306,000
Q4 2021 Jan 21, 2022	BUY	$59.87 - $66.15 $140,514 - $155,254	2,347 Added 99.24%	4,712 $311,000
Q3 2021 Nov 05, 2021	SELL	$59.65 - $63.08 $715 - $756	-12 Reduced 0.5%	2,365 $282,000
Q3 2020 Oct 13, 2020	SELL	$46.22 - $51.04 $11,924 - $13,168	-258 Reduced 9.79%	2,377 $235,000
Q2 2020 Jul 16, 2020	BUY	$38.73 - $49.8 $10,650 - $13,695	275 Added 11.65%	2,635 $247,000
Q1 2020 Apr 29, 2020	BUY	$34.67 - $54.17 $81,821 - $127,841	2,360 New	2,360 $207,000

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

$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

$112 Million
0.11% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

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