Iag Wealth Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Iag Wealth Partners, LLC

$494 Million
Q2 2024

A detailed history of Iag Wealth Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 409,415 shares of DLN stock, worth $32 Million. This represents 6.03% of its overall portfolio holdings.

Number of Shares

409,415

Previous 389,773 5.04%

Holding current value

$32 Million

Previous $28.1 Million 5.85%

% of portfolio

6.03%

Previous 6.09%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$68.68 - $73.31 $1.35 Million - $1.44 Million	19,642 Added 5.04%	409,415 $29.8 Million
Q1 2024 Apr 24, 2024	BUY	$65.84 - $72.19 $428,750 - $470,101	6,512 Added 1.7%	389,773 $28.1 Million
Q4 2023 Feb 02, 2024	BUY	$58.89 - $66.53 $26,971 - $30,470	458 Added 0.12%	383,261 $25.4 Million
Q3 2023 Oct 24, 2023	BUY	$61.47 - $65.66 $209,182 - $223,440	3,403 Added 0.9%	382,803 $23.5 Million
Q2 2023 Aug 10, 2023	BUY	$60.35 - $63.6 $351,478 - $370,406	5,824 Added 1.56%	379,400 $24.1 Million
Q1 2023 Apr 25, 2023	BUY	$59.37 - $64.16 $1.06 Million - $1.15 Million	17,899 Added 5.03%	373,576 $23.1 Million
Q4 2022 Feb 08, 2023	SELL	$55.78 - $64.63 $89,917 - $104,183	-1,612 Reduced 0.45%	355,677 $22 Million
Q3 2022 Oct 26, 2022	BUY	$55.26 - $64.34 $987,275 - $1.15 Million	17,866 Added 5.26%	357,289 $19.7 Million
Q2 2022 Aug 03, 2022	BUY	$57.22 - $66.91 $800,565 - $936,137	13,991 Added 4.3%	339,423 $20.1 Million
Q1 2022 May 04, 2022	BUY	$62.31 - $66.73 $1.21 Million - $1.29 Million	19,390 Added 6.34%	325,432 $21.4 Million
Q4 2021 Feb 14, 2022	BUY	$59.87 - $66.15 $9.82 Million - $10.8 Million	164,013 Added 115.48%	306,042 $20.2 Million
Q3 2021 Nov 04, 2021	BUY	$59.65 - $63.08 $497,779 - $526,402	8,345 Added 6.24%	142,029 $16.9 Million
Q2 2021 Aug 04, 2021	BUY	$57.63 - $60.69 $159,865 - $168,354	2,774 Added 2.12%	133,684 $16.1 Million
Q1 2021 Apr 29, 2021	BUY	$53.02 - $57.62 $344,205 - $374,069	6,492 Added 5.22%	130,910 $15 Million
Q4 2020 Feb 11, 2021	BUY	$46.78 - $53.75 $431,171 - $495,413	9,217 Added 8.0%	124,418 $13.4 Million
Q3 2020 Feb 11, 2021	BUY	$46.22 - $51.04 $704,808 - $778,308	15,249 Added 15.26%	115,201 $11.2 Million
Q2 2020 Feb 11, 2021	BUY	$38.73 - $49.8 $1.36 Million - $1.75 Million	35,178 Added 54.31%	99,952 $9.28 Million
Q1 2020 Feb 11, 2021	BUY	$34.67 - $54.17 $1.86 Million - $2.91 Million	53,642 Added 481.87%	64,774 $5.24 Million
Q4 2019 Feb 11, 2021	BUY	$47.98 - $53.05 $534,113 - $590,552	11,132 New	11,132 $1.18 Million

Others Institutions Holding DLN

# of Institutions

389

Shares Held

36.6M

Call Options Held

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 Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Account

Iag Wealth Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History