Graves Light Lenhart Wealth, Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Graves Light Lenhart Wealth, Inc.

$801 Million
Q4 2024

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 69,843 shares of DLN stock, worth $5.6 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

69,843

Previous 71,990 2.98%

Holding current value

$5.6 Million

Previous $5.66 Million 3.93%

% of portfolio

0.68%

Previous 0.7%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$77.23 - $82.11 $165,812 - $176,290	-2,147 Reduced 2.98%	69,843 $5.43 Million
Q3 2024 Nov 14, 2024	SELL	$71.86 - $78.56 $4.26 Million - $4.66 Million	-59,263 Reduced 45.15%	71,990 $5.66 Million
Q2 2024 Aug 14, 2024	SELL	$68.68 - $73.31 $119,846 - $127,925	-1,745 Reduced 1.31%	131,253 $9.55 Million
Q1 2024 May 13, 2024	SELL	$65.84 - $72.19 $412,092 - $451,837	-6,259 Reduced 4.49%	132,998 $9.6 Million
Q4 2023 Feb 09, 2024	SELL	$58.89 - $66.53 $196,457 - $221,944	-3,336 Reduced 2.34%	139,257 $9.24 Million
Q3 2023 Nov 13, 2023	SELL	$61.47 - $65.66 $915,718 - $978,137	-14,897 Reduced 9.46%	142,593 $8.77 Million
Q2 2023 Aug 14, 2023	SELL	$60.35 - $63.6 $498,672 - $525,526	-8,263 Reduced 4.99%	157,490 $10 Million
Q1 2023 May 15, 2023	SELL	$59.37 - $64.16 $466,529 - $504,169	-7,858 Reduced 4.53%	165,753 $10.3 Million
Q4 2022 Feb 14, 2023	SELL	$55.78 - $64.63 $419,019 - $485,500	-7,512 Reduced 4.15%	173,611 $10.8 Million
Q3 2022 Nov 14, 2022	SELL	$55.26 - $64.34 $314,208 - $365,837	-5,686 Reduced 3.04%	181,123 $10 Million
Q2 2022 Aug 15, 2022	SELL	$57.22 - $66.91 $294,053 - $343,850	-5,139 Reduced 2.68%	186,809 $11 Million
Q1 2022 May 13, 2022	SELL	$62.31 - $66.73 $453,866 - $486,061	-7,284 Reduced 3.66%	191,948 $12.6 Million
Q4 2021 Feb 14, 2022	BUY	$59.87 - $66.15 $5.81 Million - $6.42 Million	97,017 Added 94.91%	199,232 $13.2 Million
Q3 2021 Nov 15, 2021	SELL	$59.65 - $63.08 $52,014 - $55,005	-872 Reduced 0.85%	102,215 $12.2 Million
Q2 2021 Jul 12, 2021	SELL	$57.63 - $60.69 $112,032 - $117,981	-1,944 Reduced 1.85%	103,087 $12.4 Million
Q1 2021 Apr 09, 2021	SELL	$53.02 - $57.62 $91,035 - $98,933	-1,717 Reduced 1.61%	105,031 $12 Million
Q4 2020 Feb 04, 2021	SELL	$46.78 - $53.75 $194,370 - $223,331	-4,155 Reduced 3.75%	106,748 $11.5 Million
Q3 2020 Nov 10, 2020	SELL	$46.22 - $51.04 $205,586 - $227,025	-4,448 Reduced 3.86%	110,903 $10.8 Million
Q2 2020 Jul 31, 2020	SELL	$38.73 - $49.8 $56,933 - $73,206	-1,470 Reduced 1.26%	115,351 $10.7 Million
Q1 2020 Apr 29, 2020	BUY	$34.67 - $54.17 $37,200 - $58,124	1,073 Added 0.93%	116,821 $9.46 Million
Q4 2019 Jan 21, 2020	BUY	$47.98 - $53.05 $18,712 - $20,689	390 Added 0.34%	115,748 $12.3 Million
Q3 2019 Nov 12, 2019	BUY	$49.16 - $49.83 $34,264 - $34,731	697 Added 0.61%	115,358 $11.6 Million
Q2 2019 May 10, 2024	SELL	N/A	-24,596 Reduced 17.66%	114,661 $0
Q2 2019 Jul 24, 2019	BUY	N/A	2,058 Added 1.83%	114,661 $11.1 Million
Q1 2019 May 10, 2024	SELL	N/A	-26,654 Reduced 19.14%	112,603 $0
Q1 2019 Apr 11, 2019	BUY	N/A	4,676 Added 4.33%	112,603 $10.6 Million
Q4 2018 Jan 28, 2019	BUY	N/A	107,927 New	107,927 $9.11 Million

Others Institutions Holding DLN

# of Institutions

437

Shares Held

40M

Call Options Held

3.1K

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 Graves Light Lenhart Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Graves Light Lenhart Wealth, Inc. with notifications on news.

Account

Graves Light Lenhart Wealth, Inc. Wisdomtree Tr U.S Largecap Div Transaction History