Ethos Financial Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Ethos Financial Group, LLC

  • $529 Million
  • Q1 2024

A detailed history of Ethos Financial Group, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Ethos Financial Group, LLC holds 4,228 shares of DLN stock, worth $308,559. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,228
Previous 15,709 73.09%
Holding current value
$308,559
Previous $1.04 Million 70.76%
% of portfolio
0.06%
Previous 0.22%

Shares

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

May 08, 2024
SELL
$65.84 - $72.19 $755,909 - $828,813
-11,481 Reduced 73.09%
4,228 $305,000
Q4 2023

Feb 07, 2024
SELL
$58.89 - $66.53 $995,299 - $1.12 Million
-16,901 Reduced 51.83%
15,709 $1.04 Million
Q3 2023

Nov 13, 2023
BUY
$61.47 - $65.66 $2 Million - $2.14 Million
32,610 New
32,610 $2.01 Million

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
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More about DLN
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