Almanack Investment Partners, Llc. Wisdomtree Tr U.S Largecap Div Transaction History

Almanack Investment Partners, Llc.

$570 Million
Q1 2024

A detailed history of Almanack Investment Partners, Llc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Almanack Investment Partners, Llc. holds 142,113 shares of DLN stock, worth $10.4 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

142,113

Previous 110,676 28.4%

Holding current value

$10.4 Million

Previous $7.35 Million 39.65%

% of portfolio

1.8%

Previous 1.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$65.84 - $72.19 $2.07 Million - $2.27 Million	31,437 Added 28.4%	142,113 $10.3 Million
Q4 2023 Feb 07, 2024	SELL	$58.89 - $66.53 $357,108 - $403,437	-6,064 Reduced 5.19%	110,676 $7.35 Million
Q3 2023 Oct 05, 2023	SELL	$61.47 - $65.66 $5.9 Million - $6.3 Million	-95,912 Reduced 45.1%	116,740 $7.18 Million
Q2 2023 Aug 07, 2023	SELL	$60.35 - $63.6 $1.47 Million - $1.55 Million	-24,365 Reduced 10.28%	212,652 $13.5 Million
Q1 2023 May 08, 2023	SELL	$59.37 - $64.16 $216,463 - $233,927	-3,646 Reduced 1.51%	237,017 $14.7 Million

Q4 2022 Feb 08, 2023	BUY	$59.96 - $64.63 $166,089 - $179,025	2,770 Added 1.16%	240,663 $14.9 Million
Q3 2022 Nov 14, 2022	BUY	N/A	237,893 New	237,893 $13.1 Million

Others Institutions Holding DLN

# of Institutions

388

Shares Held

36.3M

Call Options Held

4.3K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Almanack Investment Partners, Llc. Wisdomtree Tr U.S Largecap Div Transaction History