Family Asset Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Family Asset Management, LLC

$166 Billion
Q3 2024

A detailed history of Family Asset Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Family Asset Management, LLC holds 6,857 shares of DLN stock, worth $539,165. This represents 0.32% of its overall portfolio holdings.

Number of Shares

6,857

Previous 6,879 0.32%

Holding current value

$539,165

Previous $500 Million 7.64%

% of portfolio

0.32%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$71.86 - $78.56 $1,580 - $1,728	-22 Reduced 0.32%	6,857 $539 Million
Q2 2024 Aug 01, 2024	SELL	$68.68 - $73.31 $30,699 - $32,769	-447 Reduced 6.1%	6,879 $500 Million
Q4 2023 Feb 06, 2024	SELL	$58.89 - $66.53 $311,999 - $352,475	-5,298 Reduced 41.97%	7,326 $486 Million
Q3 2023 Nov 02, 2023	SELL	$61.47 - $65.66 $65,527 - $69,993	-1,066 Reduced 7.79%	12,624 $776 Million
Q2 2023 Jul 27, 2023	SELL	$60.35 - $63.6 $22,088 - $23,277	-366 Reduced 2.6%	13,690 $871 Million
Q1 2023 May 03, 2023	SELL	$59.37 - $64.16 $119,096 - $128,704	-2,006 Reduced 12.49%	14,056 $870 Million
Q4 2022 Jan 18, 2023	BUY	$55.78 - $64.63 $895,938 - $1.04 Million	16,062 New	16,062 $995 Million

Others Institutions Holding DLN

# of Institutions

410

Shares Held

36.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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Family Asset Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History