Capital Analysts, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

A detailed history of Capital Analysts, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Capital Analysts, LLC holds 3,201 shares of DLN stock, worth $253,039. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,201

Previous 3,185 0.5%

Holding current value

$253,039

Previous $232,000 8.19%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$71.86 - $78.56 $1,149 - $1,256	16 Added 0.5%	3,201 $251,000
Q2 2024 Aug 14, 2024	BUY	$68.68 - $73.31 $1,304 - $1,392	19 Added 0.6%	3,185 $232,000
Q1 2024 May 14, 2024	BUY	$65.84 - $72.19 $921 - $1,010	14 Added 0.44%	3,166 $229,000
Q4 2023 Jan 30, 2024	BUY	$58.89 - $66.53 $1,354 - $1,530	23 Added 0.74%	3,152 $209,000
Q3 2023 Nov 13, 2023	SELL	$61.47 - $65.66 $44,750 - $47,800	-728 Reduced 18.87%	3,129 $192,000
Q2 2023 Aug 11, 2023	SELL	$60.35 - $63.6 $8,086 - $8,522	-134 Reduced 3.36%	3,857 $240,000
Q1 2023 May 05, 2023	SELL	$59.37 - $64.16 $7,599 - $8,212	-128 Reduced 3.11%	3,991 $247,000
Q4 2022 Feb 08, 2023	SELL	$55.78 - $64.63 $4,016 - $4,653	-72 Reduced 1.72%	4,119 $256,000
Q3 2022 Nov 14, 2022	BUY	$55.26 - $64.34 $1,436 - $1,672	26 Added 0.62%	4,191 $232,000
Q2 2022 Aug 12, 2022	SELL	$57.22 - $66.91 $4,234 - $4,951	-74 Reduced 1.75%	4,165 $246,000
Q1 2022 May 12, 2022	BUY	$62.31 - $66.73 $996 - $1,067	16 Added 0.38%	4,239 $279,000
Q4 2021 Feb 10, 2022	BUY	$59.87 - $66.15 $127,104 - $140,436	2,123 Added 101.1%	4,223 $279,000
Q3 2021 Nov 04, 2021	BUY	$59.65 - $63.08 $596 - $630	10 Added 0.48%	2,100 $251,000
Q2 2021 Aug 05, 2021	BUY	$57.63 - $60.69 $576 - $606	10 Added 0.48%	2,090 $251,000
Q1 2021 May 17, 2021	BUY	$53.02 - $57.62 $97,026 - $105,444	1,830 Added 732.0%	2,080 $239,000
Q4 2018 Feb 13, 2019	BUY	N/A	250 New	250 $21,000

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Capital Analysts, LLC Wisdomtree Tr U.S Largecap Div Transaction History