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

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

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 7,829 shares of DLN stock, worth $683,941. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,829

Previous 8,956 12.58%

Holding current value

$683,941

Previous $710,000 9.44%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$70.7 - $82.14 $79,678 - $92,571	-1,127 Reduced 12.58%	7,829 $643,000
Q4 2024 Feb 07, 2025	SELL	$77.23 - $82.11 $64,873 - $68,972	-840 Reduced 8.57%	8,956 $696,000
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

471

Shares Held

42.4M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

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