Domani Wealth, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Domani Wealth, LLC

$431 Million
Q1 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$57.63 - $60.69 $143,902 - $151,542	-2,497 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$53.02 - $57.62 $20,147 - $21,895	-380 Reduced 13.21%	2,497 $286,000
Q1 2020 Apr 10, 2020	SELL	$34.67 - $54.17 $13,868 - $21,668	-400 Reduced 12.21%	2,877 $233,000
Q3 2019 Oct 11, 2019	SELL	$49.16 - $49.83 $61,449 - $62,287	-1,250 Reduced 27.61%	3,277 $325,000
Q4 2018 Jan 25, 2019	SELL	N/A	-650 Reduced 12.56%	4,527 $382,000
Q3 2018 Nov 09, 2018	SELL	N/A	-200 Reduced 3.72%	5,177 $494,000
Q2 2018 Aug 03, 2018	SELL	N/A	-200 Reduced 3.59%	5,377 $483,000
Q4 2017 Feb 12, 2018	SELL	N/A	-200 Reduced 3.46%	5,577 $514,000
Q3 2017 Nov 02, 2017	SELL	N/A	-300 Reduced 4.94%	5,777 $502,000
Q2 2017 Aug 11, 2017	BUY	N/A	6,077	6,077 $511,000

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.9M
Shares

$308 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$226 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$214 Million
0.1% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

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

1.42M
Shares

$112 Million
0.11% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

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