Collaborative Wealth Managment Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Collaborative Wealth Managment Inc.

$222 Million
Q2 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 6,900 shares of DLN stock, worth $602,784. This represents 0.25% of its overall portfolio holdings.

Number of Shares

6,900

Previous 7,973 13.46%

Holding current value

$602,784

Previous $632,000 10.44%

% of portfolio

0.25%

Previous 0.3%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$70.7 - $82.14 $75,861 - $88,136	-1,073 Reduced 13.46%	6,900 $566,000
Q1 2025 May 08, 2025	SELL	$76.77 - $82.22 $44,296 - $47,440	-577 Reduced 6.75%	7,973 $632,000
Q4 2024 Feb 10, 2025	SELL	$77.23 - $82.11 $67,499 - $71,764	-874 Reduced 9.27%	8,550 $665,000
Q3 2024 Nov 12, 2024	SELL	$71.86 - $78.56 $2,586 - $2,828	-36 Reduced 0.38%	9,424 $740,000
Q2 2024 Aug 09, 2024	SELL	$68.68 - $73.31 $124,036 - $132,397	-1,806 Reduced 16.03%	9,460 $688,000
Q1 2024 May 10, 2024	SELL	$65.84 - $72.19 $96,258 - $105,541	-1,462 Reduced 11.49%	11,266 $813,000
Q4 2023 Feb 07, 2024	BUY	$58.89 - $66.53 $10,129 - $11,443	172 Added 1.37%	12,728 $844,000
Q3 2023 Nov 09, 2023	BUY	$61.47 - $65.66 $29,321 - $31,319	477 Added 3.95%	12,556 $772,000
Q2 2023 Aug 07, 2023	BUY	$60.35 - $63.6 $309,716 - $326,395	5,132 Added 73.87%	12,079 $768,000
Q1 2023 May 08, 2023	BUY	$59.37 - $64.16 $412,443 - $445,719	6,947 New	6,947 $429,000

Others Institutions Holding DLN

# of Institutions

471

Shares Held

42.4M

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 Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Account

Collaborative Wealth Managment Inc. Wisdomtree Tr U.S Largecap Div Transaction History