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

Bristlecone Advisors, LLC

$1.17 Billion
Q3 2025

A detailed history of Bristlecone Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 227,025 shares of DLN stock, worth $19.8 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

227,025

Previous 223,864 1.41%

Holding current value

$19.8 Million

Previous $18.4 Million 7.45%

% of portfolio

1.69%

Previous 1.56%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$82.42 - $87.03 $260,529 - $275,101	3,161 Added 1.41%	227,025 $19.8 Million
Q2 2025 Aug 04, 2025	BUY	$70.7 - $82.14 $311,080 - $361,416	4,400 Added 2.0%	223,864 $18.4 Million
Q1 2025 May 12, 2025	SELL	$76.77 - $82.22 $790,040 - $846,126	-10,291 Reduced 4.48%	219,464 $17.4 Million
Q4 2024 Jan 29, 2025	BUY	$77.23 - $82.11 $61,397 - $65,277	795 Added 0.35%	229,755 $17.9 Million
Q3 2024 Oct 24, 2024	BUY	$71.86 - $78.56 $476,216 - $520,617	6,627 Added 2.98%	228,960 $18 Million
Q2 2024 Jul 25, 2024	SELL	$68.68 - $73.31 $138,596 - $147,939	-2,018 Reduced 0.9%	222,333 $16.2 Million
Q1 2024 Apr 22, 2024	BUY	$65.84 - $72.19 $1.02 Million - $1.12 Million	15,510 Added 7.43%	224,351 $16.2 Million
Q4 2023 Jan 25, 2024	BUY	$58.89 - $66.53 $1.03 Million - $1.16 Million	17,503 Added 9.15%	208,841 $13.9 Million
Q3 2023 Oct 16, 2023	SELL	$61.47 - $65.66 $237,950 - $254,169	-3,871 Reduced 1.98%	191,338 $11.8 Million
Q2 2023 Aug 03, 2023	SELL	$60.35 - $63.6 $2.1 Million - $2.21 Million	-34,785 Reduced 15.12%	195,209 $12.4 Million
Q1 2023 May 11, 2023	SELL	$59.37 - $64.16 $555,168 - $599,960	-9,351 Reduced 3.91%	229,994 $14.2 Million
Q4 2022 Feb 14, 2023	BUY	$55.78 - $64.63 $1.23 Million - $1.43 Million	22,052 Added 10.15%	239,345 $14.8 Million
Q3 2022 Oct 27, 2022	BUY	$55.26 - $64.34 $775,132 - $902,497	14,027 Added 6.9%	217,293 $12 Million
Q2 2022 Jul 25, 2022	BUY	$57.22 - $66.91 $1.71 Million - $1.99 Million	29,803 Added 17.18%	203,266 $12 Million
Q1 2022 Apr 22, 2022	BUY	$62.31 - $66.73 $1.5 Million - $1.61 Million	24,109 Added 16.14%	173,463 $11.4 Million
Q4 2021 Jan 19, 2022	BUY	$59.87 - $66.15 $4.12 Million - $4.55 Million	68,829 Added 85.48%	149,354 $9.86 Million
Q3 2021 Oct 19, 2021	SELL	$59.65 - $63.08 $57,383 - $60,682	-962 Reduced 1.18%	80,525 $9.61 Million
Q2 2021 Jul 21, 2021	BUY	$57.63 - $60.69 $292,990 - $308,547	5,084 Added 6.65%	81,487 $9.81 Million
Q1 2021 Apr 30, 2021	BUY	$53.02 - $57.62 $126,346 - $137,308	2,383 Added 3.22%	76,403 $8.76 Million
Q4 2020 Jan 25, 2021	BUY	$46.78 - $53.75 $218,041 - $250,528	4,661 Added 6.72%	74,020 $7.96 Million
Q3 2020 Oct 20, 2020	BUY	$46.22 - $51.04 $351,179 - $387,801	7,598 Added 12.3%	69,359 $6.73 Million
Q2 2020 Jul 16, 2020	BUY	$38.73 - $49.8 $402,404 - $517,421	10,390 Added 20.23%	61,761 $5.74 Million
Q1 2020 Apr 16, 2020	BUY	$34.67 - $54.17 $162,706 - $254,219	4,693 Added 10.05%	51,371 $4.16 Million
Q4 2019 Jan 21, 2020	BUY	$47.98 - $53.05 $613,568 - $678,403	12,788 Added 37.73%	46,678 $4.95 Million
Q3 2019 Oct 28, 2019	BUY	$49.16 - $49.83 $1.67 Million - $1.69 Million	33,890 New	33,890 $3.36 Million

Others Institutions Holding DLN

# of Institutions

480

Shares Held

43.6M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

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

News

Stay updated on Bristlecone Advisors, LLC with notifications on news.

Account

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