A detailed history of Avant Capital LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Avant Capital LLC holds 24,386 shares of DLN stock, worth $1.95 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
24,386
Previous 22,870 6.63%
Holding current value
$1.95 Million
Previous $1.45 Million 3.09%
% of portfolio
1.72%
Previous 1.61%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023

BUY
$61.47 - $65.66 $93,188 - $99,540
1,516 Added 6.63%
24,386 $1.5 Million
Q2 2023

Aug 11, 2023

BUY
$60.35 - $63.6 $156,849 - $165,296
2,599 Added 12.82%
22,870 $1.45 Million
Q1 2023

May 11, 2023

BUY
$59.37 - $64.16 $215,869 - $233,285
3,636 Added 21.86%
20,271 $1.25 Million
Q4 2022

Feb 14, 2023

SELL
$55.78 - $64.63 $16,455 - $19,065
-295 Reduced 1.74%
16,635 $1.03 Million
Q3 2022

Nov 14, 2022

BUY
$55.26 - $64.34 $4,144 - $4,825
75 Added 0.44%
16,930 $936,000
Q2 2022

Aug 15, 2022

BUY
$57.22 - $66.91 $4,234 - $4,951
74 Added 0.44%
16,855 $996,000
Q1 2022

May 16, 2022

BUY
$62.31 - $66.73 $7,414 - $7,940
119 Added 0.71%
16,781 $1.1 Million
Q4 2021

May 16, 2022

BUY
$59.87 - $66.15 $997,553 - $1.1 Million
16,662 New
16,662 $1.1 Million

Others Institutions Holding DLN

About WISDOMTREE TR U.S LARGECAP DIV


  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Avant Capital LLC Portfolio

Follow Avant Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avant Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avant Capital LLC with notifications on news.