Phoenix Wealth Advisors Wisdomtree Tr U.S Largecap Div Transaction History

Phoenix Wealth Advisors

$215 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$59.87 - $66.15 $65,857 - $72,765	-1,100 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$46.78 - $53.75 $51,458 - $59,125	1,100 New	1,100 $118,000

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

Ticker DLN
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