Heritage Oak Wealth Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 5,109 shares of DLN stock, worth $422,820. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,109
Previous 6,019 15.12%
Holding current value
$422,820
Previous $478 Million 12.16%
% of portfolio
0.16%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$70.7 - $82.14 $64,337 - $74,747
-910 Reduced 15.12%
5,109 $420 Million
Q1 2025

Apr 28, 2025
SELL
$76.77 - $82.22 $123,753 - $132,538
-1,612 Reduced 21.12%
6,019 $478 Million
Q4 2024

Feb 05, 2025
BUY
$77.23 - $82.11 $589,342 - $626,581
7,631 New
7,631 $594 Million
Q2 2024

Aug 28, 2024
BUY
$68.68 - $73.31 $694,835 - $741,677
10,117 New
10,117 $736 Million

Others Institutions Holding DLN

# of Institutions
466
Shares Held
41.8M
Call Options Held
0
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
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