Founders Financial Alliance, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 19,772 shares of DLN stock, worth $1.55 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

19,772

Previous 22,191 10.9%

Holding current value

$1.55 Million

Previous $1.61 Million 3.78%

% of portfolio

0.44%

Previous 0.49%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$71.86 - $78.56 $173,829 - $190,036	-2,419 Reduced 10.9%	19,772 $1.55 Million
Q2 2024 Aug 23, 2024	BUY	$68.68 - $73.31 $350,954 - $374,614	5,110 Added 29.92%	22,191 $1.61 Million
Q1 2024 May 14, 2024	BUY	$65.84 - $72.19 $628,179 - $688,764	9,541 Added 126.54%	17,081 $1.23 Million
Q4 2023 Feb 09, 2024	BUY	$58.89 - $66.53 $235 - $266	4 Added 0.05%	7,540 $500,000
Q3 2023 Nov 13, 2023	BUY	$61.47 - $65.66 $245 - $262	4 Added 0.05%	7,536 $463,000
Q2 2023 Aug 11, 2023	BUY	$60.35 - $63.6 $181 - $190	3 Added 0.04%	7,532 $479,000
Q1 2023 May 15, 2023	BUY	$59.37 - $64.16 $237 - $256	4 Added 0.05%	7,529 $465,000
Q4 2022 Feb 15, 2023	BUY	$55.78 - $64.63 $223 - $258	4 Added 0.05%	7,525 $466,000
Q3 2022 Nov 14, 2022	BUY	$55.26 - $64.34 $221 - $257	4 Added 0.05%	7,521 $416,000
Q2 2022 Aug 15, 2022	BUY	$57.22 - $66.91 $228 - $267	4 Added 0.05%	7,517 $444,000
Q1 2022 May 12, 2022	BUY	$62.31 - $66.73 $20,375 - $21,820	327 Added 4.55%	7,513 $494,000
Q4 2021 Feb 14, 2022	BUY	$59.87 - $66.15 $223,674 - $247,136	3,736 Added 108.29%	7,186 $475,000
Q3 2021 Nov 15, 2021	BUY	$59.65 - $63.08 $58,218 - $61,566	976 Added 39.45%	3,450 $411,000
Q2 2021 Aug 02, 2021	BUY	$57.63 - $60.69 $1,786 - $1,881	31 Added 1.27%	2,474 $298,000
Q1 2021 May 14, 2021	BUY	$53.02 - $57.62 $32,183 - $34,975	607 Added 33.06%	2,443 $290,000
Q3 2020 Nov 13, 2020	BUY	$46.22 - $51.04 $84,859 - $93,709	1,836 New	1,836 $179,000

Others Institutions Holding DLN

# of Institutions

410

Shares Held

36.5M

Call Options Held

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 Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Account

Founders Financial Alliance, LLC Wisdomtree Tr U.S Largecap Div Transaction History