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

Almanack Investment Partners, Llc.

$563 Million
Q3 2025

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 7,610 shares of DLN stock, worth $663,211. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,610

Previous 9,241 17.65%

Holding current value

$663,211

Previous $759,000 12.78%

% of portfolio

0.12%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$82.42 - $87.03 $134,427 - $141,945	-1,631 Reduced 17.65%	7,610 $662,000
Q2 2025 Jul 25, 2025	SELL	$70.7 - $82.14 $8.11 Million - $9.42 Million	-114,675 Reduced 92.54%	9,241 $759,000
Q1 2025 Apr 24, 2025	SELL	$76.77 - $82.22 $905,195 - $969,456	-11,791 Reduced 8.69%	123,916 $9.84 Million
Q4 2024 Jan 28, 2025	SELL	$77.23 - $82.11 $233,852 - $248,629	-3,028 Reduced 2.18%	135,707 $10.6 Million
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

480

Shares Held

43.7M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Almanack Investment Partners, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Almanack Investment Partners, Llc. with notifications on news.

Account

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