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%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE TR U.S LARGECAP DIV


  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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