Live Oak Investment Partners Wisdomtree Tr U.S Largecap Div Transaction History

Live Oak Investment Partners

  • $123 Million
  • Q3 2024

A detailed history of Live Oak Investment Partners transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Live Oak Investment Partners holds 7,520 shares of DLN stock, worth $615,211. This represents 0.48% of its overall portfolio holdings.

Number of Shares
7,520
Previous 11,650 35.45%
Holding current value
$615,211
Previous $847,000 30.34%
% of portfolio
0.48%
Previous 0.73%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$71.86 - $78.56 $296,781 - $324,452
-4,130 Reduced 35.45%
7,520 $590,000
Q2 2024

Jul 16, 2024
SELL
$68.68 - $73.31 $120,876 - $129,025
-1,760 Reduced 13.12%
11,650 $847,000
Q4 2023

Feb 14, 2024
SELL
$58.89 - $66.53 $8,067 - $9,114
-137 Reduced 1.01%
13,410 $890,000
Q3 2023

Oct 31, 2023
SELL
$61.47 - $65.66 $34,423 - $36,769
-560 Reduced 3.97%
13,547 $833,000
Q1 2023

May 03, 2023
BUY
$59.37 - $64.16 $39,718 - $42,923
669 Added 4.98%
14,107 $872,000
Q4 2022

Feb 15, 2023
BUY
$55.78 - $64.63 $749,571 - $868,497
13,438 New
13,438 $832,000

Others Institutions Holding DLN

# of Institutions
405
Shares Held
36.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Live Oak Investment Partners Portfolio

Follow Live Oak Investment Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Investment Partners, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Investment Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email