S.A. Mason LLC Wisdomtree Tr U.S Largecap Div Transaction History

S.A. Mason LLC

$200 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$34.67 - $54.17 $693 - $1,083	-20 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$47.98 - $53.05 $959 - $1,061	20 New	20 $2,000

Others Institutions Holding DLN

# of Institutions

464

Shares Held

41.8M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.89M
Shares

$325 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

3.46M
Shares

$289 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.96M
Shares

$248 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$175 Million
4.52% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.43M
Shares

$120 Million
0.03% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

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