Clearstead Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Clearstead Advisors, LLC holds 690,959 shares of DLN stock, worth $55.1 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

690,959

Previous 689,678 0.19%

Holding current value

$55.1 Million

Previous $50.2 Million 8.19%

% of portfolio

0.86%

Previous 0.87%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$71.86 - $78.56 $92,052 - $100,635	1,281 Added 0.19%	690,959 $54.3 Million
Q2 2024 Aug 09, 2024	BUY	$68.68 - $73.31 $47.3 Million - $50.4 Million	688,113 Added 43968.88%	689,678 $50.2 Million
Q1 2024 May 14, 2024	BUY	$65.84 - $72.19 $76,176 - $83,523	1,157 Added 283.58%	1,565 $112,000
Q4 2023 Feb 12, 2024	BUY	$58.89 - $66.53 $176 - $199	3 Added 0.74%	408 $27,000
Q3 2023 Nov 07, 2023	BUY	$61.47 - $65.66 $184 - $196	3 Added 0.75%	405 $24,000
Q2 2023 Aug 07, 2023	BUY	$60.35 - $63.6 $120 - $127	2 Added 0.5%	402 $25,000
Q1 2023 May 09, 2023	BUY	$59.37 - $64.16 $178 - $192	3 Added 0.76%	400 $24,000
Q4 2022 Feb 14, 2023	BUY	$55.78 - $64.63 $111 - $129	2 Added 0.51%	397 $24,000
Q3 2022 Nov 14, 2022	BUY	$55.26 - $64.34 $165 - $193	3 Added 0.77%	395 $22,000
Q2 2022 Aug 12, 2022	BUY	$57.22 - $66.91 $171 - $200	3 Added 0.77%	392 $23,000
Q1 2022 May 04, 2022	BUY	$62.31 - $66.73 $62 - $66	1 Added 0.26%	389 $26,000
Q4 2021 Feb 14, 2022	BUY	$59.87 - $66.15 $11,674 - $12,899	195 Added 101.04%	388 $26,000
Q3 2021 Nov 12, 2021	BUY	$59.65 - $63.08 $119 - $126	2 Added 1.05%	193 $23,000
Q2 2021 Aug 12, 2021	BUY	$57.63 - $60.69 $57 - $60	1 Added 0.53%	191 $23,000
Q1 2021 May 14, 2021	BUY	$53.02 - $57.62 $10,073 - $10,947	190 New	190 $22,000

Others Institutions Holding DLN

# of Institutions

403

Shares Held

36.2M

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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Account

Clearstead Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History