Ci Private Wealth, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Ci Private Wealth, LLC

$56.4 Billion
Q2 2024

A detailed history of Ci Private Wealth, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Ci Private Wealth, LLC holds 7,287 shares of DLN stock, worth $587,696. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,287

Previous 7,081 2.91%

Holding current value

$587,696

Previous $511,000 3.72%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$68.68 - $73.31 $14,148 - $15,101	206 Added 2.91%	7,287 $530,000
Q1 2024 May 09, 2024	BUY	$65.84 - $72.19 $36,672 - $40,209	557 Added 8.54%	7,081 $511,000
Q4 2023 Feb 09, 2024	SELL	$58.89 - $66.53 $7,773 - $8,781	-132 Reduced 1.98%	6,524 $433,000
Q3 2023 Nov 03, 2023	BUY	$61.47 - $65.66 $102,470 - $109,455	1,667 Added 33.41%	6,656 $409,000
Q2 2023 Aug 10, 2023	SELL	$60.35 - $63.6 $79,722 - $84,015	-1,321 Reduced 20.94%	4,989 $317,000
Q1 2023 May 15, 2023	SELL	$59.37 - $64.16 $4,037 - $4,362	-68 Reduced 1.07%	6,310 $390,000
Q4 2022 Feb 15, 2023	BUY	$55.78 - $64.63 $355,764 - $412,210	6,378 New	6,378 $395,000

Others Institutions Holding DLN

# of Institutions

396

Shares Held

36.6M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Account

Ci Private Wealth, LLC Wisdomtree Tr U.S Largecap Div Transaction History