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

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 2,788 shares of DLN stock, worth $204,137. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,788
Holding current value
$204,137
% of portfolio
0.01%

Shares

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

May 10, 2024
BUY
$65.84 - $72.19 $183,561 - $201,265
2,788 New
2,788 $201,000
Q2 2023

Aug 10, 2023
SELL
$60.35 - $63.6 $41,943 - $44,202
-695 Reduced 17.9%
3,187 $202,000
Q1 2023

May 02, 2023
SELL
$59.37 - $64.16 $22,263 - $24,060
-375 Reduced 8.81%
3,882 $240,000
Q4 2022

Feb 14, 2023
BUY
$59.96 - $64.63 $12,111 - $13,055
202 Added 4.98%
4,257 $263,000
Q3 2022

Nov 08, 2022
BUY
N/A
2 Added 0.05%
4,055 $224,000
Q2 2022

Aug 11, 2022
BUY
N/A
1 Added 0.02%
4,053 $240,000
Q1 2022

May 12, 2022
BUY
N/A
1 Added 0.02%
4,052 $266,000
Q4 2021

Feb 10, 2022
BUY
N/A
4,051 New
4,051 $267,000
Q3 2021

Nov 04, 2021
SELL
N/A
-2,775 Closed
0 $0
Q2 2021

Aug 16, 2021
SELL
N/A
-162 Reduced 5.52%
2,775 $334,000
Q1 2021

May 06, 2021
SELL
N/A
-427 Reduced 12.69%
2,937 $337,000
Q4 2020

Feb 11, 2021
SELL
N/A
-143 Reduced 4.08%
3,364 $362,000
Q3 2020

Nov 13, 2020
BUY
N/A
148 Added 4.41%
3,507 $340,000
Q2 2020

Aug 17, 2020
SELL
N/A
-1,017 Reduced 23.24%
3,359 $312,000
Q1 2020

May 15, 2020
BUY
N/A
612 Added 16.26%
4,376 $354,000
Q2 2019

Aug 14, 2019
SELL
N/A
-376 Reduced 9.08%
3,764 $365,000
Q3 2018

Nov 05, 2018
SELL
N/A
-513 Reduced 11.03%
4,140 $395,000
Q2 2018

Aug 01, 2018
SELL
N/A
-992 Reduced 17.57%
4,653 $418,000
Q4 2017

Feb 09, 2018
SELL
N/A
-2,472 Reduced 30.45%
5,645 $520,000
Q3 2017

Nov 08, 2017
BUY
N/A
8,117
8,117 $705,000

Others Institutions Holding DLN

# of Institutions
389
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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