Heritage Wealth Management, Inc./Texas Wisdomtree Tr U.S Largecap Div Transaction History
Heritage Wealth Management, Inc./Texas
- $227 Billion
- Q3 2025
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 6,474 shares of DLN stock, worth $564,209. This represents 0.25% of its overall portfolio holdings.
Number of Shares
6,474
Previous 7,247
10.67%
Holding current value
$564,209
Previous $595 Million
5.36%
% of portfolio
0.25%
Previous 0.3%
Shares
8 transactions
Others Institutions Holding DLN
# of Institutions
484Shares Held
43.9MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$340 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.48MShares$303 Million0.09% of portfolio
-
Morgan Stanley New York, NY2.87MShares$250 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$183 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$179 Million0.04% of portfolio