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

Phoenix Wealth Advisors

$164 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	N/A	-1,100 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	N/A	1,100 New	1,100 $118,000

Others Institutions Holding DLN

# of Institutions

389

Shares Held

36.3M

Call Options Held

4.3K

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.99M
Shares

$292 Million
0.2% of portfolio
Lpl Financial LLC Fort Mill, SC

2.87M
Shares

$210 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$202 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$153 Million
4.52% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.55M
Shares

$113 Million
0.03% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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