White Lighthouse Investment Management Inc. Wisdomtree Tr U.S Largecap Div Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Jul 31, 2019	SELL	N/A	-3,525 Closed	0 $0
Q1 2019 May 08, 2019	SELL	N/A	-1,185 Reduced 25.16%	3,525 $332,000
Q4 2018 Jan 23, 2019	SELL	N/A	-3,150 Reduced 40.08%	4,710 $398,000
Q3 2018 Oct 24, 2018	SELL	N/A	-740 Reduced 8.6%	7,860 $750,000
Q2 2018 Aug 09, 2018	SELL	N/A	-1,300 Reduced 13.13%	8,600 $772,000
Q1 2018 Apr 12, 2018	SELL	N/A	-325 Reduced 3.18%	9,900 $876,000
Q4 2017 Jan 10, 2018	BUY	N/A	10,225	10,225 $942,000

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

Put Options Held

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

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Account