Financial Advocates Investment Management Wisdomtree Tr U.S Largecap Div Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Financial Advocates Investment Management holds 7,289 shares of DLN stock, worth $573,134. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,289
Previous 7,276 0.18%
Holding current value
$573,134
Previous $529,000 8.13%
% of portfolio
0.03%
Previous 0.03%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$71.86 - $78.56 $934 - $1,021
13 Added 0.18%
7,289 $572,000
Q2 2024

Jul 26, 2024
SELL
$68.68 - $73.31 $23,625 - $25,218
-344 Reduced 4.51%
7,276 $529,000
Q1 2024

May 01, 2024
BUY
$65.84 - $72.19 $26,731 - $29,309
406 Added 5.63%
7,620 $550,000
Q4 2023

Feb 08, 2024
SELL
$58.89 - $66.53 $1,707 - $1,929
-29 Reduced 0.4%
7,214 $478,000
Q3 2023

Oct 27, 2023
SELL
$61.47 - $65.66 $16,535 - $17,662
-269 Reduced 3.58%
7,243 $445,000
Q2 2023

Aug 07, 2023
SELL
$60.35 - $63.6 $292,456 - $308,205
-4,846 Reduced 39.21%
7,512 $477,000
Q1 2023

May 11, 2023
BUY
$59.37 - $64.16 $230,118 - $248,684
3,876 Added 45.7%
12,358 $764,000
Q4 2022

Feb 14, 2023
SELL
$55.78 - $64.63 $32,631 - $37,808
-585 Reduced 6.45%
8,482 $525,000
Q3 2022

Nov 14, 2022
BUY
$55.26 - $64.34 $145,444 - $169,342
2,632 Added 40.9%
9,067 $501,000
Q2 2022

Aug 12, 2022
BUY
$57.22 - $66.91 $28,953 - $33,856
506 Added 8.53%
6,435 $380,000
Q1 2022

May 11, 2022
SELL
$62.31 - $66.73 $38,382 - $41,105
-616 Reduced 9.41%
5,929 $390,000
Q4 2021

Feb 14, 2022
BUY
$59.87 - $66.15 $174,042 - $192,298
2,907 Added 79.91%
6,545 $422,000
Q3 2021

Nov 04, 2021
BUY
$59.65 - $63.08 $6,561 - $6,938
110 Added 3.12%
3,638 $434,000
Q2 2021

Aug 03, 2021
SELL
$57.63 - $60.69 $939,253 - $989,125
-16,298 Reduced 82.21%
3,528 $424,000
Q1 2021

May 10, 2021
BUY
$53.02 - $57.62 $12,141 - $13,194
229 Added 1.17%
19,826 $2.27 Million
Q4 2020

Feb 12, 2021
SELL
$46.78 - $53.75 $47,575 - $54,663
-1,017 Reduced 4.93%
19,597 $2.09 Million
Q3 2020

Nov 04, 2020
SELL
$46.22 - $51.04 $73,212 - $80,847
-1,584 Reduced 7.14%
20,614 $2 Million
Q2 2020

Aug 14, 2020
SELL
$38.73 - $49.8 $9,411 - $12,101
-243 Reduced 1.08%
22,198 $2.04 Million
Q1 2020

Apr 29, 2020
BUY
$34.67 - $54.17 $31,133 - $48,644
898 Added 4.17%
22,441 $1.82 Million
Q4 2019

Feb 13, 2020
SELL
$47.98 - $53.05 $215,814 - $238,618
-4,498 Reduced 17.27%
21,543 $2.28 Million
Q3 2019

Nov 13, 2019
SELL
$49.16 - $49.83 $21,974 - $22,274
-447 Reduced 1.69%
26,041 $2.58 Million
Q2 2019

Aug 08, 2019
BUY
N/A
1,098 Added 4.32%
26,488 $2.57 Million
Q1 2019

May 16, 2019
SELL
N/A
-15 Reduced 0.06%
25,390 $2.39 Million
Q4 2018

Feb 14, 2019
BUY
N/A
244 Added 0.97%
25,405 $0
Q3 2018

Nov 14, 2018
BUY
N/A
1,303 Added 5.46%
25,161 $0
Q2 2018

Aug 09, 2018
SELL
N/A
-71 Reduced 0.3%
23,858 $2.14 Million
Q1 2018

May 11, 2018
BUY
N/A
199 Added 0.84%
23,929 $2.12 Million
Q4 2017

Feb 15, 2018
BUY
N/A
23,730
23,730 $2.19 Million

Others Institutions Holding DLN

# of Institutions
409
Shares Held
36.5M
Call Options Held
0
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
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email