Rodgers & Associates, LTD Wisdomtree Tr U.S Largecap Div Transaction History

Rodgers & Associates, LTD

$837 Million
Q4 2024

A detailed history of Rodgers & Associates, LTD transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Rodgers & Associates, LTD holds 3,360 shares of DLN stock, worth $270,144. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,360

Holding current value

$270,144

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$77.23 - $82.11 $259,492 - $275,889	3,360 New	3,360 $261,000

Others Institutions Holding DLN

# of Institutions

409

Shares Held

36.6M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.9M
Shares

$314 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$230 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$218 Million
0.1% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$168 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.42M
Shares

$114 Million
0.11% of portfolio

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Rodgers & Associates, LTD Wisdomtree Tr U.S Largecap Div Transaction History