Gm Advisory Group, Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Gm Advisory Group, Inc.

$1.42 Billion
Q1 2024

A detailed history of Gm Advisory Group, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Gm Advisory Group, Inc. holds 10,809 shares of DLN stock, worth $788,840. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,809

Previous 10,356 4.37%

Holding current value

$788,840

Previous $687,000 13.54%

% of portfolio

0.05%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$65.84 - $72.19 $29,825 - $32,702	453 Added 4.37%	10,809 $780,000
Q4 2023 Feb 12, 2024	SELL	$58.89 - $66.53 $188,448 - $212,896	-3,200 Reduced 23.61%	10,356 $687,000
Q3 2023 Nov 13, 2023	BUY	$61.47 - $65.66 $1,044 - $1,116	17 Added 0.13%	13,556 $833,000
Q2 2023 Aug 14, 2023	BUY	$60.35 - $63.6 $1,025 - $1,081	17 Added 0.13%	13,539 $861,000
Q1 2023 May 12, 2023	BUY	$59.37 - $64.16 $949 - $1,026	16 Added 0.12%	13,522 $836,000

Q4 2022 Feb 13, 2023	SELL	$59.96 - $64.63 $295,123 - $318,108	-4,922 Reduced 26.71%	13,506 $836,000
Q3 2022 Nov 14, 2022	BUY	N/A	20 Added 0.11%	18,428 $1.02 Million
Q2 2022 Aug 15, 2022	BUY	N/A	344 Added 1.9%	18,408 $1.09 Million
Q1 2022 May 13, 2022	BUY	N/A	165 Added 0.92%	18,064 $1.19 Million
Q4 2021 Feb 10, 2022	BUY	N/A	8,867 Added 98.17%	17,899 $1.18 Million
Q3 2021 Nov 12, 2021	SELL	N/A	-3 Reduced 0.03%	9,032 $1.08 Million
Q2 2021 Aug 16, 2021	SELL	N/A	-316 Reduced 3.38%	9,035 $1.09 Million
Q1 2021 May 13, 2021	SELL	N/A	-1,286 Reduced 12.09%	9,351 $1.07 Million
Q4 2020 Feb 12, 2021	BUY	N/A	200 Added 1.92%	10,637 $1.14 Million
Q3 2020 Nov 12, 2020	SELL	N/A	-425 Reduced 3.91%	10,437 $1.01 Million
Q2 2020 Aug 13, 2020	BUY	N/A	178 Added 1.67%	10,862 $1.01 Million
Q1 2020 May 13, 2020	BUY	N/A	85 Added 0.8%	10,684 $865,000
Q4 2019 Feb 14, 2020	SELL	N/A	-1,030 Reduced 8.86%	10,599 $1.12 Million
Q3 2019 Nov 14, 2019	SELL	N/A	-100 Reduced 0.85%	11,629 $1.15 Million
Q2 2019 Aug 09, 2019	SELL	N/A	-40 Reduced 0.34%	11,729 $1.14 Million
Q1 2019 May 14, 2019	BUY	N/A	442 Added 3.9%	11,769 $1.11 Million
Q4 2018 Feb 13, 2019	BUY	N/A	1,539 Added 15.72%	11,327 $957,000
Q3 2018 Nov 13, 2018	BUY	N/A	2,430 Added 33.03%	9,788 $934,000
Q2 2018 Aug 14, 2018	BUY	N/A	2,251 Added 44.08%	7,358 $660,000
Q1 2018 May 14, 2018	SELL	N/A	-1,094 Reduced 17.64%	5,107 $452,000
Q3 2017 Nov 13, 2017	BUY	N/A	6,201	6,201 $538,000

Others Institutions Holding DLN

# of Institutions

388

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 Gm Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gm Advisory Group, Inc. with notifications on news.

Account

Gm Advisory Group, Inc. Wisdomtree Tr U.S Largecap Div Transaction History