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

Almanack Investment Partners, Llc.

$612 Million
Q3 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 138,735 shares of DLN stock, worth $11.2 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

138,735

Previous 143,315 3.2%

Holding current value

$11.2 Million

Previous $10.4 Million 4.54%

% of portfolio

1.78%

Previous 1.83%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$71.86 - $78.56 $329,118 - $359,804	-4,580 Reduced 3.2%	138,735 $10.9 Million
Q2 2024 Aug 09, 2024	BUY	$68.68 - $73.31 $82,553 - $88,118	1,202 Added 0.85%	143,315 $10.4 Million
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	$55.78 - $64.63 $154,510 - $179,025	2,770 Added 1.16%	240,663 $14.9 Million
Q3 2022 Nov 14, 2022	BUY	$55.26 - $64.34 $13.1 Million - $15.3 Million	237,893 New	237,893 $13.1 Million

Others Institutions Holding DLN

# of Institutions

403

Shares Held

36.2M

Call Options Held

Put Options Held

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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