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

White Lighthouse Investment Management Inc.

$518 Million
Q2 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

389

Shares Held

36.6M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.94M
Shares

$310 Million
0.19% of portfolio
Lpl Financial LLC Fort Mill, SC

2.92M
Shares

$230 Million
0.11% of portfolio
Morgan Stanley New York, NY

2.8M
Shares

$220 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$165 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.43M
Shares

$112 Million
0.11% of portfolio

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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