Cascade Financial Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 16,223 shares of DLN stock, worth $1.42 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

16,223

Previous 17,369 6.6%

Holding current value

$1.42 Million

Previous $1.43 Billion 1.04%

% of portfolio

0.16%

Previous 0.17%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$82.42 - $87.03 $94,453 - $99,736	-1,146 Reduced 6.6%	16,223 $1.41 Billion
Q2 2025 Aug 07, 2025	BUY	$70.7 - $82.14 $21,210 - $24,642	300 Added 1.76%	17,369 $1.43 Billion
Q1 2025 May 13, 2025	SELL	$76.77 - $82.22 $38,999 - $41,767	-508 Reduced 2.89%	17,069 $1.35 Billion
Q1 2024 May 14, 2024	BUY	$65.84 - $72.19 $1.16 Million - $1.27 Million	17,577 New	17,577 $1.22 Billion

Others Institutions Holding DLN

# of Institutions

473

Shares Held

42.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Cascade Financial Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History