Ae Wealth Management LLC Wisdomtree Tr U.S Largecap Div Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Ae Wealth Management LLC holds 5,279 shares of DLN stock, worth $413,768. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,279
Previous 4,237 24.59%
Holding current value
$413,768
Previous $308,000 34.42%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$71.86 - $78.56 $74,878 - $81,859
1,042 Added 24.59%
5,279 $414,000
Q2 2024

Aug 12, 2024
BUY
$68.68 - $73.31 $10,920 - $11,656
159 Added 3.9%
4,237 $308,000
Q1 2024

May 15, 2024
SELL
$65.84 - $72.19 $6.42 Million - $7.04 Million
-97,481 Reduced 95.98%
4,078 $294,000
Q4 2023

Feb 14, 2024
BUY
$58.89 - $66.53 $5.98 Million - $6.76 Million
101,559 New
101,559 $6.74 Million
Q2 2023

Jul 10, 2023
SELL
$60.35 - $63.6 $181 - $190
-3 Reduced 0.09%
3,310 $210,000
Q1 2023

Apr 14, 2023
BUY
$59.37 - $64.16 $196,692 - $212,562
3,313 New
3,313 $204,000
Q1 2021

Apr 27, 2021
SELL
$53.02 - $57.62 $2.94 Million - $3.19 Million
-55,398 Closed
0 $0
Q4 2020

Feb 01, 2021
BUY
$46.78 - $53.75 $2.59 Million - $2.98 Million
55,398 New
55,398 $5.96 Million
Q1 2020

May 07, 2020
SELL
$34.67 - $54.17 $244,388 - $381,844
-7,049 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$47.98 - $53.05 $338,211 - $373,949
7,049 New
7,049 $747,000

Others Institutions Holding DLN

# of Institutions
405
Shares Held
36.4M
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
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