Heritage Wealth Management, Inc./Texas Wisdomtree Tr U.S Largecap Div Transaction History

Heritage Wealth Management, Inc./Texas

$170 Billion
Q4 2024

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 8,393 shares of DLN stock, worth $674,797. This represents 0.38% of its overall portfolio holdings.

Number of Shares

8,393

Previous 9,544 12.06%

Holding current value

$674,797

Previous $750 Million 12.93%

% of portfolio

0.38%

Previous 0.43%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$77.23 - $82.11 $88,891 - $94,508	-1,151 Reduced 12.06%	8,393 $653 Million
Q3 2024 Oct 30, 2024	SELL	$71.86 - $78.56 $92,268 - $100,871	-1,284 Reduced 11.86%	9,544 $750 Million
Q2 2024 Jul 30, 2024	SELL	$68.68 - $73.31 $879,584 - $938,881	-12,807 Reduced 54.19%	10,828 $788 Million
Q1 2024 Apr 25, 2024	BUY	$65.84 - $72.19 $28,245 - $30,969	429 Added 1.85%	23,635 $1.71 Billion
Q4 2023 Jan 24, 2024	BUY	$58.89 - $66.53 $1.37 Million - $1.54 Million	23,206 New	23,206 $1.54 Billion

Others Institutions Holding DLN

# of Institutions

413

Shares Held

36.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Heritage Wealth Management, Inc./Texas Wisdomtree Tr U.S Largecap Div Transaction History