Element Wealth, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Element Wealth, LLC

  • $170 Million
  • Q1 2024

A detailed history of Element Wealth, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Element Wealth, LLC holds 8,326 shares of DLN stock, worth $607,631. This represents 0.35% of its overall portfolio holdings.

Number of Shares
8,326
Previous 8,303 0.28%
Holding current value
$607,631
Previous $551,000 9.07%
% of portfolio
0.35%
Previous 0.35%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$65.84 - $72.19 $1,514 - $1,660
23 Added 0.28%
8,326 $601,000
Q4 2023

Feb 01, 2024
SELL
$58.89 - $66.53 $46,699 - $52,758
-793 Reduced 8.72%
8,303 $551,000
Q3 2023

Nov 08, 2023
BUY
$61.47 - $65.66 $35,714 - $38,148
581 Added 6.82%
9,096 $559,000
Q2 2023

Aug 07, 2023
BUY
$60.35 - $63.6 $14,846 - $15,645
246 Added 2.97%
8,515 $541,000
Q1 2023

May 03, 2023
SELL
$59.37 - $64.16 $2,374 - $2,566
-40 Reduced 0.48%
8,269 $511,000
Q4 2022

Jan 17, 2023
BUY
$59.96 - $64.63 $2,758 - $2,972
46 Added 0.56%
8,309 $0
Q3 2022

Nov 08, 2022
BUY
N/A
2,077 Added 33.58%
8,263 $457,000
Q2 2022

Jul 22, 2022
SELL
N/A
-81 Reduced 1.29%
6,186 $366,000
Q1 2022

Apr 28, 2022
SELL
N/A
-57 Reduced 0.9%
6,267 $412,000
Q4 2021

Feb 03, 2022
BUY
N/A
3,253 Added 105.93%
6,324 $418,000
Q4 2020

Feb 05, 2021
SELL
N/A
-554 Reduced 15.28%
3,071 $330,000
Q1 2020

May 14, 2020
SELL
N/A
-127 Reduced 3.38%
3,625 $293,000
Q4 2019

Feb 12, 2020
BUY
N/A
3,752 New
3,752 $397,000

Others Institutions Holding DLN

# of Institutions
388
Shares Held
36.3M
Call Options Held
4.3K
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
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