Hbk Sorce Advisory LLC Wisdomtree Tr U.S Largecap Div Transaction History

Hbk Sorce Advisory LLC

  • $2.67 Billion
  • Q1 2024

A detailed history of Hbk Sorce Advisory LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 8,212 shares of DLN stock, worth $599,311. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,212
Previous 8,212 -0.0%
Holding current value
$599,311
Previous $545,000 8.62%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 04, 2023
SELL
$60.35 - $63.6 $495,594 - $522,283
-8,212 Reduced 50.0%
8,212 $522,000
Q4 2022

Feb 09, 2023
BUY
$59.96 - $64.63 $487,474 - $525,441
8,130 Added 98.02%
16,424 $1.02 Million
Q3 2022

Nov 14, 2022
BUY
N/A
2,000 Added 31.78%
8,294 $458,000
Q2 2022

Aug 15, 2022
SELL
N/A
-2,000 Reduced 24.11%
6,294 $372,000
Q1 2022

May 13, 2022
SELL
N/A
-36 Reduced 0.43%
8,294 $545,000
Q4 2021

Feb 15, 2022
BUY
N/A
4,143 Added 98.95%
8,330 $550,000
Q1 2021

May 14, 2021
SELL
N/A
-14 Reduced 0.33%
4,187 $480,000
Q3 2020

Nov 13, 2020
SELL
N/A
-256 Reduced 5.74%
4,201 $408,000
Q1 2020

May 15, 2020
SELL
N/A
-246 Reduced 5.23%
4,457 $361,000
Q4 2019

Feb 13, 2020
SELL
N/A
-53 Reduced 1.11%
4,703 $498,000
Q3 2019

Nov 14, 2019
SELL
N/A
-875 Reduced 15.54%
4,756 $471,000
Q2 2019

Aug 15, 2019
BUY
N/A
5,631 New
5,631 $546,000
Q2 2019

Aug 14, 2019
SELL
N/A
-4,756 Closed
0 $0
Q1 2019

May 13, 2019
BUY
N/A
4 Added 0.08%
4,756 $448,000
Q4 2018

Feb 14, 2019
BUY
N/A
376 Added 8.59%
4,752 $401,000
Q3 2018

Nov 15, 2018
SELL
N/A
-376 Reduced 7.91%
4,376 $418,000
Q4 2017

Feb 15, 2018
BUY
N/A
4,752
4,752 $438,000

Others Institutions Holding DLN

# of Institutions
388
Shares Held
36.3M
Call Options Held
4.3K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Hbk Sorce Advisory LLC Portfolio

Follow Hbk Sorce Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbk Sorce Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbk Sorce Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email