Ifg Advisory, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Ifg Advisory, LLC

$1.54 Billion
Q3 2024

A detailed history of Ifg Advisory, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Ifg Advisory, LLC holds 50,619 shares of DLN stock, worth $4 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

50,619

Previous 50,017 1.2%

Holding current value

$4 Million

Previous $3.64 Million 9.29%

% of portfolio

0.26%

Previous 0.24%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$71.86 - $78.56 $43,259 - $47,293	602 Added 1.2%	50,619 $3.98 Million
Q2 2024 Jul 30, 2024	SELL	$68.68 - $73.31 $281,862 - $300,864	-4,104 Reduced 7.58%	50,017 $3.64 Million
Q1 2024 May 06, 2024	SELL	$65.84 - $72.19 $7.11 Million - $7.79 Million	-107,955 Reduced 66.61%	54,121 $3.91 Million
Q4 2023 Jan 17, 2024	BUY	$58.89 - $66.53 $103,293 - $116,693	1,754 Added 1.09%	162,076 $10.8 Million
Q3 2023 Nov 13, 2023	SELL	$61.47 - $65.66 $232,172 - $247,997	-3,777 Reduced 2.3%	160,322 $9.86 Million
Q2 2023 Jul 21, 2023	BUY	$60.35 - $63.6 $237,115 - $249,884	3,929 Added 2.45%	164,099 $10.4 Million
Q1 2023 Apr 26, 2023	BUY	$59.37 - $64.16 $1.56 Million - $1.69 Million	26,299 Added 19.65%	160,170 $9.91 Million
Q4 2022 Jan 31, 2023	BUY	$55.78 - $64.63 $6.6 Million - $7.65 Million	118,309 Added 760.24%	133,871 $8.29 Million
Q3 2022 Oct 28, 2022	BUY	$55.26 - $64.34 $74,877 - $87,180	1,355 Added 9.54%	15,562 $859,000
Q2 2022 Aug 04, 2022	BUY	$57.22 - $66.91 $77,876 - $91,064	1,361 Added 10.59%	14,207 $839,000
Q1 2022 May 04, 2022	BUY	$62.31 - $66.73 $145,431 - $155,747	2,334 Added 22.2%	12,846 $844,000
Q4 2021 Feb 14, 2022	BUY	$59.87 - $66.15 $318,927 - $352,381	5,327 Added 102.74%	10,512 $694,000
Q3 2021 Oct 12, 2021	SELL	$59.65 - $63.08 $596 - $630	-10 Reduced 0.19%	5,185 $618,000
Q2 2021 Jul 21, 2021	SELL	$57.63 - $60.69 $87,021 - $91,641	-1,510 Reduced 22.52%	5,195 $625,000
Q1 2021 Apr 19, 2021	BUY	$53.02 - $57.62 $6,627 - $7,202	125 Added 1.9%	6,705 $768,000
Q4 2020 Feb 08, 2021	BUY	$46.78 - $53.75 $91,408 - $105,027	1,954 Added 42.24%	6,580 $707,000
Q3 2020 Nov 02, 2020	BUY	$46.22 - $51.04 $51,073 - $56,399	1,105 Added 31.38%	4,626 $448,000
Q2 2020 Aug 10, 2020	BUY	$38.73 - $49.8 $136,368 - $175,345	3,521 New	3,521 $327,000
Q3 2019 Nov 06, 2019	SELL	$49.16 - $49.83 $1.28 Million - $1.3 Million	-25,996 Closed	0 $0
Q2 2019 Aug 06, 2019	SELL	N/A	-2,307 Reduced 8.15%	25,996 $877,000
Q1 2019 May 08, 2019	SELL	N/A	-6,502 Reduced 18.68%	28,303 $956,000
Q4 2018 Feb 07, 2019	BUY	N/A	1,832 Added 5.56%	34,805 $1.1 Million
Q3 2018 Nov 05, 2018	SELL	N/A	-2,165 Reduced 6.16%	32,973 $1.26 Million
Q2 2018 Aug 02, 2018	SELL	N/A	-667 Reduced 1.86%	35,138 $1.35 Million
Q1 2018 Apr 26, 2018	BUY	N/A	35,805 New	35,805 $0

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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