Cra Financial Services, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Cra Financial Services, LLC

$442 Million
Q1 2024

A detailed history of Cra Financial Services, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Cra Financial Services, LLC holds 30,763 shares of DLN stock, worth $2.24 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

30,763

Previous 30,747 0.05%

Holding current value

$2.24 Million

Previous $2.04 Million 8.82%

% of portfolio

0.5%

Previous 0.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$65.84 - $72.19 $1,053 - $1,155	16 Added 0.05%	30,763 $2.22 Million
Q4 2023 Jan 31, 2024	SELL	$58.89 - $66.53 $35,157 - $39,718	-597 Reduced 1.9%	30,747 $2.04 Million
Q3 2023 Oct 13, 2023	SELL	$61.47 - $65.66 $32,947 - $35,193	-536 Reduced 1.68%	31,344 $1.93 Million
Q2 2023 Jul 11, 2023	BUY	$60.35 - $63.6 $6,336 - $6,678	105 Added 0.33%	31,880 $2.03 Million
Q1 2023 Apr 06, 2023	BUY	$59.37 - $64.16 $190,458 - $205,825	3,208 Added 11.23%	31,775 $1.97 Million

Q4 2022 Jan 24, 2023	BUY	$59.96 - $64.63 $386,742 - $416,863	6,450 Added 29.16%	28,567 $0
Q3 2022 Oct 21, 2022	BUY	N/A	4,295 Added 24.1%	22,117 $1.22 Million
Q2 2022 Jul 21, 2022	BUY	N/A	17,822 New	17,822 $1.05 Million

Others Institutions Holding DLN

# of Institutions

387

Shares Held

36.3M

Call Options Held

4.3K

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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Cra Financial Services, LLC Wisdomtree Tr U.S Largecap Div Transaction History