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

True Wealth Design, LLC

$405 Billion
Q2 2024

A detailed history of True Wealth Design, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, True Wealth Design, LLC holds 44,631 shares of DLN stock, worth $3.49 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

44,631

Previous 44,681 0.11%

Holding current value

$3.49 Million

Previous $3.23 Billion 0.66%

% of portfolio

0.8%

Previous 0.8%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$68.68 - $73.31 $3,434 - $3,665	-50 Reduced 0.11%	44,631 $3.25 Billion
Q1 2024 May 14, 2024	SELL	$65.84 - $72.19 $40,886 - $44,829	-621 Reduced 1.37%	44,681 $3.23 Billion
Q4 2023 Feb 14, 2024	SELL	$58.89 - $66.53 $10,305 - $11,642	-175 Reduced 0.38%	45,302 $3.01 Billion
Q3 2023 Nov 13, 2023	SELL	$61.47 - $65.66 $180,168 - $192,449	-2,931 Reduced 6.05%	45,477 $2.8 Billion
Q2 2023 Aug 14, 2023	SELL	$60.35 - $63.6 $15,630 - $16,472	-259 Reduced 0.53%	48,408 $3.08 Billion
Q4 2022 Feb 15, 2023	BUY	$55.78 - $64.63 $2.71 Million - $3.15 Million	48,667 New	48,667 $3.01 Billion

Others Institutions Holding DLN

# of Institutions

389

Shares Held

36.6M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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True Wealth Design, LLC Wisdomtree Tr U.S Largecap Div Transaction History