Waypoint Capital Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Waypoint Capital Advisors, LLC

$407 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 07, 2022	BUY	$59.87 - $66.15 $353,472 - $390,549	5,904 New	5,904 $390,000

Others Institutions Holding DLN

# of Institutions

403

Shares Held

36.2M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.9M
Shares

$312 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$229 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$216 Million
0.1% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$167 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.42M
Shares

$113 Million
0.11% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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