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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 56,966 shares of DLN stock, worth $4.98 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
56,966
Previous 59,867 4.85%
Holding current value
$4.98 Million
Previous $4.92 Billion 0.82%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$82.42 - $87.03 $239,100 - $252,474
-2,901 Reduced 4.85%
56,966 $4.96 Billion
Q2 2025

Jul 25, 2025
SELL
$70.7 - $82.14 $625,624 - $726,856
-8,849 Reduced 12.88%
59,867 $4.92 Billion
Q1 2025

Apr 29, 2025
BUY
$76.77 - $82.22 $4.98 Million - $5.33 Million
64,805 Added 1656.99%
68,716 $5.45 Billion
Q4 2024

Feb 03, 2025
BUY
$77.23 - $82.11 $302,046 - $321,132
3,911 New
3,911 $304 Million

Others Institutions Holding DLN

# of Institutions
476
Shares Held
42.5M
Call Options Held
0
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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email