Buckingham Strategic Wealth, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Buckingham Strategic Wealth, LLC

  • $8.81 Billion
  • Q1 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 4,946 shares of DLN stock, worth $360,959. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,946
Previous 7,896 37.36%
Holding current value
$360,959
Previous $524,000 31.87%
% of portfolio
0.0%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$65.84 - $72.19 $194,228 - $212,960
-2,950 Reduced 37.36%
4,946 $357,000
Q4 2023

Feb 14, 2024
BUY
$58.89 - $66.53 $84,507 - $95,470
1,435 Added 22.21%
7,896 $524,000
Q3 2023

Nov 13, 2023
SELL
$61.47 - $65.66 $27,169 - $29,021
-442 Reduced 6.4%
6,461 $397,000
Q2 2023

Aug 11, 2023
BUY
$60.35 - $63.6 $121,062 - $127,581
2,006 Added 40.96%
6,903 $439,000
Q4 2021

Feb 09, 2022
BUY
N/A
1,767 Added 56.45%
4,897 $323,000
Q3 2021

Nov 10, 2021
SELL
N/A
-280 Reduced 8.21%
3,130 $373,000
Q1 2021

Apr 30, 2021
SELL
N/A
-125 Reduced 3.54%
3,410 $391,000
Q4 2020

Feb 16, 2021
BUY
N/A
125 Added 3.67%
3,535 $380,000
Q3 2020

Nov 12, 2020
SELL
N/A
-299 Reduced 8.06%
3,410 $331,000
Q2 2020

Aug 03, 2020
BUY
N/A
182 Added 5.16%
3,709 $344,000
Q3 2019

Nov 12, 2019
SELL
N/A
-250 Reduced 6.62%
3,527 $349,000
Q2 2019

Aug 05, 2019
SELL
N/A
-400 Reduced 9.58%
3,777 $366,000
Q1 2019

May 02, 2019
BUY
N/A
800 Added 23.69%
4,177 $394,000
Q3 2017

Nov 08, 2017
BUY
N/A
3,377
3,377 $293,000

Others Institutions Holding DLN

# of Institutions
388
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
  • Sector ETFs
  • Industry ETFs
More about DLN
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