Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q1 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,394 shares of DLN stock, worth $248,508. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,394
Previous 3,394 -0.0%
Holding current value
$248,508
Previous $225 Million 8.75%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$61.47 - $65.66 $22,252 - $23,768
-362 Reduced 9.64%
3,394 $209 Million
Q2 2023

Aug 09, 2023
BUY
$60.35 - $63.6 $226,674 - $238,881
3,756 New
3,756 $239 Million

Others Institutions Holding DLN

# of Institutions
389
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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