Caliber Wealth Management, LLC / Ks Wisdomtree Tr U.S Largecap Div Transaction History

Caliber Wealth Management, LLC / Ks

  • $733 Billion
  • Q1 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 134,297 shares of DLN stock, worth $10.8 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
134,297
Holding current value
$10.8 Million
% of portfolio
1.45%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$76.77 - $82.22 $10.3 Million - $11 Million
134,297 New
134,297 $10.7 Billion

Others Institutions Holding DLN

# of Institutions
458
Shares Held
41.8M
Call Options Held
0
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
Track This Portfolio

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email