Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,394 shares of DLN stock, worth $266,564. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,394
Previous 3,394 -0.0%
Holding current value
$266,564
Previous $267 Million 0.98%
% of portfolio
0.07%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$61.47 - $65.66 $22,252 - $23,768
-362 Reduced 9.64%
3,394 $209 Million
Q2 2023

Aug 09, 2023
BUY
$60.35 - $63.6 $226,674 - $238,881
3,756 New
3,756 $239 Million

Others Institutions Holding DLN

# of Institutions
440
Shares Held
40.2M
Call Options Held
3.1K
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 Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email