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

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 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 8,956 shares of DLN stock, worth $708,419. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,956
Previous 9,796 8.57%
Holding current value
$708,419
Previous $769,000 9.49%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
438
Shares Held
40M
Call Options Held
3.1K
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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