Avantax Advisory Services, Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 29,243 shares of DLN stock, worth $2.32 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

29,243

Previous 30,220 3.23%

Holding current value

$2.32 Million

Previous $2.2 Million 4.5%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$71.86 - $78.56 $70,207 - $76,753	-977 Reduced 3.23%	29,243 $2.3 Million
Q2 2024 Aug 09, 2024	SELL	$68.68 - $73.31 $315,447 - $336,712	-4,593 Reduced 13.19%	30,220 $2.2 Million
Q1 2024 May 08, 2024	SELL	$65.84 - $72.19 $272,248 - $298,505	-4,135 Reduced 10.62%	34,813 $2.51 Million
Q4 2023 Feb 07, 2024	SELL	$58.89 - $66.53 $32,271 - $36,458	-548 Reduced 1.39%	38,948 $2.59 Million
Q3 2023 Nov 07, 2023	SELL	$61.47 - $65.66 $3,196 - $3,414	-52 Reduced 0.13%	39,496 $2.43 Million
Q2 2023 Aug 11, 2023	SELL	$60.35 - $63.6 $1.17 Million - $1.23 Million	-19,369 Reduced 32.88%	39,548 $2.52 Million
Q1 2023 Apr 28, 2023	BUY	$59.37 - $64.16 $592,037 - $639,803	9,972 Added 20.37%	58,917 $3.64 Million
Q4 2022 Feb 13, 2023	BUY	$55.78 - $64.63 $1.16 Million - $1.35 Million	20,874 Added 74.36%	48,945 $3.03 Million
Q3 2022 Nov 01, 2022	SELL	$55.26 - $64.34 $47,192 - $54,946	-854 Reduced 2.95%	28,071 $1.55 Million
Q2 2022 Aug 02, 2022	BUY	$57.22 - $66.91 $5,607 - $6,557	98 Added 0.34%	28,925 $1.71 Million
Q1 2022 Apr 27, 2022	SELL	$62.31 - $66.73 $34,021 - $36,434	-546 Reduced 1.86%	28,827 $1.9 Million
Q4 2021 Jan 24, 2022	BUY	$59.87 - $66.15 $895,595 - $989,537	14,959 Added 103.78%	29,373 $1.94 Million
Q3 2021 Oct 21, 2021	SELL	$59.65 - $63.08 $60,067 - $63,521	-1,007 Reduced 6.53%	14,414 $1.72 Million
Q2 2021 Jul 29, 2021	SELL	$57.63 - $60.69 $51,290 - $54,014	-890 Reduced 5.46%	15,421 $1.85 Million
Q1 2021 May 13, 2021	SELL	$53.02 - $57.62 $2.36 Million - $2.57 Million	-44,597 Reduced 73.22%	16,311 $1.87 Million
Q4 2020 Jan 22, 2021	SELL	$46.78 - $53.75 $1.51 Million - $1.74 Million	-32,349 Reduced 34.69%	60,908 $6.55 Million
Q3 2020 Oct 14, 2020	BUY	$46.22 - $51.04 $1.64 Million - $1.81 Million	35,490 Added 61.44%	93,257 $9.05 Million
Q2 2020 Aug 06, 2020	SELL	$38.73 - $49.8 $683,700 - $879,119	-17,653 Reduced 23.41%	57,767 $5.36 Million
Q1 2020 Apr 30, 2020	BUY	$34.67 - $54.17 $232,705 - $363,589	6,712 Added 9.77%	75,420 $6.1 Million
Q4 2019 Feb 14, 2020	BUY	$47.98 - $53.05 $474,378 - $524,505	9,887 Added 16.81%	68,708 $7.28 Million
Q3 2019 Nov 08, 2019	BUY	$49.16 - $49.83 $2.15 Million - $2.18 Million	43,697 Added 288.92%	58,821 $5.82 Million
Q2 2019 Aug 06, 2019	BUY	N/A	986 Added 6.97%	15,124 $1.47 Million
Q1 2019 May 13, 2019	SELL	N/A	-279 Reduced 1.94%	14,138 $1.33 Million
Q4 2018 Feb 13, 2019	BUY	N/A	14,417 New	14,417 $1.22 Million

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Avantax Advisory Services, Inc. Wisdomtree Tr U.S Largecap Div Transaction History