Heritage Wealth Management, Inc./Texas Wisdomtree Tr U.S Largecap Div Transaction History

Heritage Wealth Management, Inc./Texas

  • $173 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 9,544 shares of DLN stock, worth $757,125. This represents 0.43% of its overall portfolio holdings.

Number of Shares
9,544
Previous 10,828 11.86%
Holding current value
$757,125
Previous $788 Million 4.82%
% of portfolio
0.43%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$71.86 - $78.56 $92,268 - $100,871
-1,284 Reduced 11.86%
9,544 $750 Million
Q2 2024

Jul 30, 2024
SELL
$68.68 - $73.31 $879,584 - $938,881
-12,807 Reduced 54.19%
10,828 $788 Million
Q1 2024

Apr 25, 2024
BUY
$65.84 - $72.19 $28,245 - $30,969
429 Added 1.85%
23,635 $1.71 Billion
Q4 2023

Jan 24, 2024
BUY
$58.89 - $66.53 $1.37 Million - $1.54 Million
23,206 New
23,206 $1.54 Billion

Others Institutions Holding DLN

# of Institutions
405
Shares Held
36.4M
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
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More about DLN
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