Amplius Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 26,075 shares of DLN stock, worth $2.1 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

26,075

Previous 26,175 0.38%

Holding current value

$2.1 Million

Previous $2.06 Million 1.36%

% of portfolio

0.24%

Previous 0.25%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$77.23 - $82.11 $7,723 - $8,211	-100 Reduced 0.38%	26,075 $2.03 Million
Q3 2024 Oct 16, 2024	SELL	$71.86 - $78.56 $89,321 - $97,650	-1,243 Reduced 4.53%	26,175 $2.06 Million
Q2 2024 Jul 22, 2024	SELL	$68.68 - $73.31 $59,476 - $63,486	-866 Reduced 3.06%	27,418 $1.99 Million
Q1 2024 Apr 16, 2024	SELL	$65.84 - $72.19 $10,336 - $11,333	-157 Reduced 0.55%	28,284 $2.04 Million
Q4 2023 Jan 10, 2024	SELL	$58.89 - $66.53 $27,442 - $31,002	-466 Reduced 1.61%	28,441 $1.89 Million
Q3 2023 Oct 17, 2023	SELL	$61.47 - $65.66 $151,523 - $161,851	-2,465 Reduced 7.86%	28,907 $1.78 Million
Q2 2023 Jul 26, 2023	SELL	$60.35 - $63.6 $400,060 - $421,604	-6,629 Reduced 17.44%	31,372 $2 Million
Q1 2023 Apr 25, 2023	SELL	$59.37 - $64.16 $52,126 - $56,332	-878 Reduced 2.26%	38,001 $2.35 Million
Q4 2022 Jan 19, 2023	SELL	$55.78 - $64.63 $25.7 Million - $29.8 Million	-461,427 Reduced 92.23%	38,879 $0
Q3 2022 Nov 10, 2022	BUY	$55.26 - $64.34 $4.17 Million - $4.85 Million	75,419 Added 17.75%	500,306 $27.6 Million
Q2 2022 Jul 21, 2022	BUY	$57.22 - $66.91 $23.1 Million - $27 Million	403,914 Added 1925.88%	424,887 $25.1 Million
Q1 2022 May 09, 2022	BUY	$62.31 - $66.73 $6,791 - $7,273	109 Added 0.52%	20,973 $1.38 Million
Q4 2021 Jan 28, 2022	BUY	$59.87 - $66.15 $1.25 Million - $1.38 Million	20,864 New	20,864 $1.38 Million

Others Institutions Holding DLN

# of Institutions

413

Shares Held

36.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Amplius Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History