A detailed history of Baystate Wealth Management LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Baystate Wealth Management LLC holds 82 shares of DLN stock, worth $6,445. This represents 0.0% of its overall portfolio holdings.

Number of Shares
82
Previous 81 1.23%
Holding current value
$6,445
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$58.89 - $66.53 $58 - $66
1 Added 1.23%
82 $5,000
Q2 2023

Sep 21, 2023

BUY
$60.35 - $63.6 $4,888 - $5,151
81 New
81 $5,000
Q4 2022

Jan 12, 2023

BUY
$55.78 - $64.63 $4,350 - $5,041
78 Added 3900.0%
80 $5,000
Q4 2021

Jan 21, 2022

BUY
$59.87 - $66.15 $59 - $66
1 Added 100.0%
2 $0
Q2 2018

Jul 17, 2018

SELL
N/A
-1 Reduced 50.0%
1 $1,000
Q3 2017

Oct 10, 2017

BUY
N/A
2
2 $1,000

Others Institutions Holding DLN

About WISDOMTREE TR U.S LARGECAP DIV


  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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