Global Retirement Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Global Retirement Partners, LLC

  • $2.65 Billion
  • Q1 2024

A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Global Retirement Partners, LLC holds 6,009 shares of DLN stock, worth $439,978. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,009
Previous 6,989 14.02%
Holding current value
$439,978
Previous $463,000 6.48%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 23, 2024
SELL
$65.84 - $72.19 $64,523 - $70,746
-980 Reduced 14.02%
6,009 $433,000
Q4 2023

Jan 18, 2024
BUY
$58.89 - $66.53 $46,581 - $52,625
791 Added 12.76%
6,989 $463,000
Q3 2023

Oct 13, 2023
BUY
$61.47 - $65.66 $9,958 - $10,636
162 Added 2.68%
6,198 $381,000
Q2 2023

Jul 20, 2023
BUY
$60.35 - $63.6 $7,242 - $7,632
120 Added 2.03%
6,036 $383,000
Q1 2023

May 05, 2023
SELL
$59.37 - $64.16 $18,167 - $19,632
-306 Reduced 4.92%
5,916 $365,000
Q4 2022

Feb 13, 2023
BUY
$59.96 - $64.63 $899 - $969
15 Added 0.24%
6,222 $385,000
Q4 2022

Feb 13, 2023
BUY
$59.96 - $64.63 $899 - $969
15 Added 0.24%
6,222 $385,000
Q3 2022

Nov 03, 2022
SELL
N/A
-64 Reduced 1.02%
6,207 $380,000
Q1 2022

Jul 14, 2022
BUY
N/A
6,271 New
6,271 $391,000
Q4 2021

Jan 21, 2022
SELL
N/A
-1,317 Closed
0 $0
Q2 2021

Jul 15, 2021
BUY
N/A
32 Added 2.49%
1,317 $158,000
Q4 2020

Jan 13, 2021
BUY
N/A
950 Added 283.58%
1,285 $138,000
Q2 2020

Jul 13, 2020
SELL
N/A
-1,470 Reduced 81.44%
335 $31,000
Q1 2020

Apr 28, 2020
BUY
N/A
1,470 Added 438.81%
1,805 $146,000
Q3 2017

Aug 10, 2018
BUY
N/A
335
335 $29,000

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

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  • Ticker DLN
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