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

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 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 83,068 shares of DLN stock, worth $7.24 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
83,068
Previous 126,740 34.46%
Holding current value
$7.24 Million
Previous $10.4 Billion 30.56%
% of portfolio
0.81%
Previous 1.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$82.42 - $87.03 $3.6 Million - $3.8 Million
-43,672 Reduced 34.46%
83,068 $7.23 Billion
Q2 2025

Jul 30, 2025
SELL
$70.7 - $82.14 $534,279 - $620,731
-7,557 Reduced 5.63%
126,740 $10.4 Billion
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
480
Shares Held
43.6M
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
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