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

Ci Private Wealth, LLC

  • $63.6 Billion
  • Q1 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 7,081 shares of DLN stock, worth $516,771. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,081
Previous 6,524 8.54%
Holding current value
$516,771
Previous $433,000 18.01%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$59.96 - $64.63 $382,424 - $412,210
6,378 New
6,378 $395,000

Others Institutions Holding DLN

# of Institutions
388
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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