A detailed history of Etesian Wealth Advisors, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 32,367 shares of DLN stock, worth $2.72 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
32,367
Previous 19,822 63.29%
Holding current value
$2.72 Million
Previous $1.57 Billion 68.99%
% of portfolio
0.99%
Previous 0.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

BUY
$70.7 - $82.14 $886,931 - $1.03 Million
12,545 Added 63.29%
32,367 $2.66 Billion
Q1 2025

Apr 24, 2025

BUY
$76.77 - $82.22 $363,505 - $389,311
4,735 Added 31.38%
19,822 $1.57 Billion
Q4 2024

Jan 27, 2025

BUY
$77.23 - $82.11 $893,396 - $949,848
11,568 Added 328.73%
15,087 $1.17 Billion
Q3 2024

Oct 18, 2024

BUY
$71.86 - $78.56 $252,875 - $276,452
3,519 New
3,519 $276 Million

Others Institutions Holding DLN

About WISDOMTREE TR U.S LARGECAP DIV


  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Etesian Wealth Advisors, Inc. Portfolio

Follow Etesian Wealth Advisors, Inc. 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 Etesian Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Etesian Wealth Advisors, Inc. with notifications on news.