Northwest Financial Advisors Wisdomtree Tr U.S Largecap Div Transaction History

Northwest Financial Advisors

$121 Billion
Q1 2025

A detailed history of Northwest Financial Advisors transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Northwest Financial Advisors holds 8,633 shares of DLN stock, worth $664,050. This represents 0.57% of its overall portfolio holdings.

Number of Shares

8,633

Previous 8,603 0.35%

Holding current value

$664,050

Previous $669 Million 2.38%

% of portfolio

0.57%

Previous 0.55%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$76.77 - $82.22 $2,303 - $2,466	30 Added 0.35%	8,633 $685 Million
Q4 2024 Jan 22, 2025	BUY	$77.23 - $82.11 $310,773 - $330,410	4,024 Added 87.88%	8,603 $669 Million
Q3 2024 Nov 13, 2024	SELL	$71.86 - $78.56 $6,108 - $6,677	-85 Reduced 1.82%	4,579 $360 Million
Q2 2024 Jan 27, 2025	BUY	$68.68 - $73.31 $1,167 - $1,246	17 Added 0.37%	4,664 $339 Million
Q2 2024 Aug 12, 2024	BUY	$68.68 - $73.31 $1,098 - $1,172	16 Added 0.34%	4,664 $339 Million
Q1 2024 Jan 27, 2025	SELL	$65.84 - $72.19 $260,463 - $285,583	-3,956 Reduced 45.98%	4,647 $335 Million
Q1 2024 May 09, 2024	BUY	$65.84 - $72.19 $855 - $938	13 Added 0.28%	4,648 $335 Million
Q4 2023 Feb 07, 2024	BUY	$58.89 - $66.53 $272,955 - $308,366	4,635 New	4,635 $308 Million

Others Institutions Holding DLN

# of Institutions

458

Shares Held

42.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
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Northwest Financial Advisors Wisdomtree Tr U.S Largecap Div Transaction History