Ima Wealth, Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Ima Wealth, Inc.

$989 Million
Q3 2025

A detailed history of Ima Wealth, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Ima Wealth, Inc. holds 171 shares of DLN stock, worth $14,902. This represents 0.0% of its overall portfolio holdings.

Number of Shares

171

Previous 171 -0.0%

Holding current value

$14,902

Previous $14,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$76.77 - $82.22 $13,127 - $14,059	171 New	171 $13,000

Others Institutions Holding DLN

# of Institutions

480

Shares Held

43.6M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.9M
Shares

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

3.48M
Shares

$303 Million
0.09% of portfolio
Morgan Stanley New York, NY

2.87M
Shares

$250 Million
0.02% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$183 Million
4.52% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.06M
Shares

$179 Million
0.04% of portfolio

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
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