Ever Source Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,796 shares of DLN stock, worth $802,096. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,796

Previous 8,465 15.72%

Holding current value

$802,096

Previous $615,000 25.04%

% of portfolio

0.05%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$71.86 - $78.56 $95,645 - $104,563	1,331 Added 15.72%	9,796 $769,000
Q1 2024 Jun 11, 2024	BUY	$65.84 - $72.19 $4,082 - $4,475	62 Added 0.74%	8,465 $611,000
Q4 2023 Feb 09, 2024	SELL	$58.89 - $66.53 $23,556 - $26,612	-400 Reduced 4.54%	8,403 $557,000
Q1 2023 May 11, 2023	BUY	$59.37 - $64.16 $10,686 - $11,548	180 Added 2.09%	8,803 $544,000
Q4 2022 Feb 09, 2023	BUY	$55.78 - $64.63 $480,990 - $557,304	8,623 New	8,623 $534,000

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Ever Source Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History