Tufton Capital Management Wisdomtree Tr U.S Largecap Div Transaction History

Tufton Capital Management

$513 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 26, 2018	SELL	N/A	-4,720 Closed	0 $0
Q4 2017 Jan 26, 2018	SELL	N/A	-380 Reduced 7.45%	4,720 $435,000
Q3 2017 Oct 20, 2017	BUY	N/A	5,100	5,100 $443,000

Others Institutions Holding DLN

# of Institutions

389

Shares Held

36.6M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.94M
Shares

$308 Million
0.19% of portfolio
Lpl Financial LLC Fort Mill, SC

2.92M
Shares

$229 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.8M
Shares

$219 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$164 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.43M
Shares

$112 Million
0.11% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

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