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

Bristlecone Advisors, LLC

$1.21 Billion
Q1 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 219,464 shares of DLN stock, worth $18.5 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

219,464

Previous 229,755 4.48%

Holding current value

$18.5 Million

Previous $17.9 Million 2.54%

% of portfolio

1.44%

Previous 1.41%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

466

Shares Held

41.7M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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