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

Clearstead Advisors, LLC

$6.3 Billion
Q1 2025

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 1,034,949 shares of DLN stock, worth $82.4 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

1,034,949

Previous 720,287 43.69%

Holding current value

$82.4 Million

Previous $56 Million 46.6%

% of portfolio

1.3%

Previous 0.87%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$76.77 - $82.22 $24.2 Million - $25.9 Million	314,662 Added 43.69%	1,034,949 $82.1 Million
Q4 2024 Feb 10, 2025	BUY	$77.23 - $82.11 $2.27 Million - $2.41 Million	29,328 Added 4.24%	720,287 $56 Million
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

457

Shares Held

41.8M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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