Adamsbrown Wealth Consultants LLC Wisdomtree Tr U.S Largecap Div Transaction History

Adamsbrown Wealth Consultants LLC

  • $329 Million
  • Q2 2025

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 7,858 shares of DLN stock, worth $660,622. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,858
Previous 7,846 0.15%
Holding current value
$660,622
Previous $616,000 4.71%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Jul 08, 2025
BUY
$70.7 - $82.14 $848 - $985
12 Added 0.15%
7,858 $645,000
Q1 2025

Apr 11, 2025
SELL
$76.77 - $82.22 $80,915 - $86,659
-1,054 Reduced 11.84%
7,846 $616,000
Q4 2024

Jan 24, 2025
BUY
$77.23 - $82.11 $849 - $903
11 Added 0.12%
8,900 $692,000
Q3 2024

Oct 11, 2024
BUY
$71.86 - $78.56 $718 - $785
10 Added 0.11%
8,889 $698,000
Q2 2024

Jul 12, 2024
SELL
$68.68 - $73.31 $43,405 - $46,331
-632 Reduced 6.64%
8,879 $645,000
Q1 2024

Apr 30, 2024
BUY
$65.84 - $72.19 $592 - $649
9 Added 0.09%
9,511 $686,000
Q4 2023

Jan 29, 2024
BUY
$58.89 - $66.53 $824 - $931
14 Added 0.15%
9,502 $630,000
Q3 2023

Oct 24, 2023
SELL
$61.47 - $65.66 $91,774 - $98,030
-1,493 Reduced 13.6%
9,488 $583,000
Q2 2023

Jul 12, 2023
SELL
$60.35 - $63.6 $86,300 - $90,948
-1,430 Reduced 11.52%
10,981 $698,000
Q1 2023

May 10, 2023
BUY
$59.37 - $64.16 $1,187 - $1,283
20 Added 0.16%
12,411 $767,000
Q4 2022

Jan 27, 2023
SELL
$55.78 - $64.63 $323,858 - $375,241
-5,806 Reduced 31.91%
12,391 $0
Q3 2022

Oct 26, 2022
SELL
$55.26 - $64.34 $495,295 - $576,679
-8,963 Reduced 33.0%
18,197 $1.01 Million
Q2 2022

Jul 27, 2022
SELL
$57.22 - $66.91 $805,485 - $941,892
-14,077 Reduced 34.14%
27,160 $1.61 Million
Q1 2022

May 16, 2022
SELL
$62.31 - $66.73 $334,355 - $358,073
-5,366 Reduced 11.51%
41,237 $2.71 Million
Q4 2021

Feb 17, 2022
BUY
$59.87 - $66.15 $2.79 Million - $3.08 Million
46,603 New
46,603 $3.08 Million

Others Institutions Holding DLN

# of Institutions
470
Shares Held
41.7M
Call Options Held
0
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 Adamsbrown Wealth Consultants LLC Portfolio

Follow Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adamsbrown Wealth Consultants LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email