Belpointe Asset Management LLC Wisdomtree Tr U.S Largecap Div Transaction History

Belpointe Asset Management LLC

  • $1.24 Billion
  • Q1 2024

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
SELL
$59.37 - $64.16 $2,256 - $2,438
-38 Reduced 0.4%
9,563 $591,000
Q4 2022

Feb 08, 2023
SELL
$59.96 - $64.63 $6,535 - $7,044
-109 Reduced 1.12%
9,601 $594,000
Q3 2022

Nov 14, 2022
BUY
N/A
176 Added 1.85%
9,710 $537,000
Q2 2022

Aug 02, 2022
SELL
N/A
-406 Reduced 4.08%
9,534 $563,000
Q1 2022

Apr 28, 2022
SELL
N/A
-2,676 Reduced 21.21%
9,940 $654,000
Q4 2021

Feb 15, 2022
BUY
N/A
6,336 Added 100.89%
12,616 $833,000
Q3 2021

Nov 15, 2021
BUY
N/A
51 Added 0.82%
6,280 $749,000
Q2 2021

Aug 09, 2021
SELL
N/A
-185 Reduced 2.88%
6,229 $749,000
Q1 2021

May 14, 2021
BUY
N/A
142 Added 2.26%
6,414 $736,000
Q4 2020

Feb 16, 2021
SELL
N/A
-354 Reduced 5.34%
6,272 $674,000
Q3 2020

Nov 13, 2020
SELL
N/A
-1,932 Reduced 34.37%
3,689 $299,000
Q3 2020

Nov 13, 2020
BUY
N/A
2,937 Added 79.62%
6,626 $643,000
Q2 2020

Jul 20, 2020
BUY
N/A
1,932 Added 52.37%
5,621 $522,000
Q4 2019

Feb 18, 2020
BUY
N/A
3,689 New
3,689 $391,000

Others Institutions Holding DLN

# of Institutions
389
Shares Held
36.3M
Call Options Held
4.3K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
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