Corient Private Wealth LLC
Position in DLN — WisdomTree U.S. LargeCap Dividend Fund
CIK 1948780
MIAMI, FL
All Filings in DLN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DLN | $22,049,092 | 228,915 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 DLN | $21,343,170 | 238,925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 DLN | $21,201,032 | 240,702 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 DLN | $655,509 | 7,532 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 DLN | $593,132 | 7,221 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 DLN | $581,385 | 7,325 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DLN | $552,231 | 7,099 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DLN | $651,105 | 8,288 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DLN | $530,129 | 7,287 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DLN | $511,177 | 7,081 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DLN | $433,063 | 6,524 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 DLN | $409,277 | 6,656 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DLN | $317,300 | 4,989 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DLN | $390,336 | 6,310 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DLN | $395,117 | 6,378 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||