Summit Financial, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Summit Financial, LLC

$4.38 Billion
Q2 2025

A detailed history of Summit Financial, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Summit Financial, LLC holds 9,130 shares of DLN stock, worth $797,596. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,130

Holding current value

$797,596

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$70.7 - $82.14 $645,491 - $749,938	9,130 New	9,130 $749,000

Others Institutions Holding DLN

# of Institutions

471

Shares Held

42.4M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.89M
Shares

$340 Million
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

3.25M
Shares

$284 Million
0.09% of portfolio
Morgan Stanley New York, NY

2.95M
Shares

$258 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.11M
Shares

$184 Million
0.04% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$183 Million
4.52% of portfolio

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Summit Financial, LLC Wisdomtree Tr U.S Largecap Div Transaction History