Financial Counselors Inc Wisdomtree Tr U.S Largecap Div Transaction History

Financial Counselors Inc

$5.89 Billion
Q1 2024

A detailed history of Financial Counselors Inc transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Financial Counselors Inc holds 4,302 shares of DLN stock, worth $314,992. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,302

Previous 4,302 -0.0%

Holding current value

$314,992

Previous $285,000 8.77%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$58.89 - $66.53 $53,059 - $59,943	-901 Reduced 17.32%	4,302 $285,000
Q3 2023 Nov 07, 2023	BUY	$61.47 - $65.66 $55,384 - $59,159	901 Added 20.94%	5,203 $319,000
Q2 2023 Jul 27, 2023	SELL	$60.35 - $63.6 $8,267 - $8,713	-137 Reduced 3.09%	4,302 $274,000
Q1 2023 May 02, 2023	BUY	$59.37 - $64.16 $263,543 - $284,806	4,439 New	4,439 $275,000
Q2 2022 Aug 02, 2022	SELL	N/A	-3,724 Closed	0 $0

Q1 2022 Apr 28, 2022	SELL	N/A	-104 Reduced 2.72%	3,724 $245,000
Q4 2021 Feb 10, 2022	BUY	N/A	914 Added 31.37%	3,828 $253,000
Q1 2021 Apr 29, 2021	SELL	N/A	-123 Reduced 4.05%	2,914 $334,000
Q3 2020 Nov 16, 2020	SELL	N/A	-916 Reduced 23.17%	3,037 $295,000
Q1 2020 Apr 23, 2020	SELL	N/A	-45 Reduced 1.13%	3,953 $320,000
Q4 2018 Feb 01, 2019	BUY	N/A	3,998 New	3,998 $338,000

Others Institutions Holding DLN

# of Institutions

389

Shares Held

36.3M

Call Options Held

4.3K

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 Financial Counselors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Counselors Inc with notifications on news.

Account

Financial Counselors Inc Wisdomtree Tr U.S Largecap Div Transaction History