A detailed history of Creative Financial Designs Inc transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Creative Financial Designs Inc holds 723 shares of DLN stock, worth $60,782. This represents 0.0% of its overall portfolio holdings.

Number of Shares
723
Previous 688 5.09%
Holding current value
$60,782
Previous $54,000 9.26%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$70.7 - $82.14 $2,474 - $2,874
35 Added 5.09%
723 $59,000
Q1 2025

Apr 23, 2025

BUY
$76.77 - $82.22 $20,190 - $21,623
263 Added 61.88%
688 $54,000
Q4 2024

Feb 10, 2025

SELL
$77.23 - $82.11 $3,629 - $3,859
-47 Reduced 9.96%
425 $33,000
Q4 2021

Jan 26, 2022

BUY
$59.87 - $66.15 $14,129 - $15,611
236 Added 100.0%
472 $31,000
Q1 2021

Apr 19, 2021

SELL
$53.02 - $57.62 $1,590 - $1,728
-30 Reduced 11.28%
236 $27,000
Q4 2017

May 02, 2018

SELL
N/A
-29 Reduced 9.83%
266 $25,000
Q2 2017

May 02, 2018

SELL
N/A
-149 Reduced 33.56%
295 $25,000
Q4 2016

Mar 14, 2018

BUY
N/A
444
444 $35,000

Others Institutions Holding DLN

About WISDOMTREE TR U.S LARGECAP DIV


  • Ticker DLN
  • Sector ETFs
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