Simon Quick Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Simon Quick Advisors, LLC

$1.57 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 10, 2018	SELL	N/A	-75 Closed	0 $0
Q1 2018 May 07, 2018	BUY	N/A	75 New	75 $7,000
Q4 2017 Feb 13, 2018	SELL	N/A	-75 Closed	0 $0
Q3 2017 Nov 06, 2017	BUY	N/A	75	75 $7,000

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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