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

Ifg Advisory, LLC

$1.75 Billion
Q1 2025

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 48,062 shares of DLN stock, worth $3.98 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

48,062

Previous 48,405 0.71%

Holding current value

$3.98 Million

Previous $3.77 Million 1.3%

% of portfolio

0.22%

Previous 0.21%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$76.77 - $82.22 $26,332 - $28,201	-343 Reduced 0.71%	48,062 $3.81 Million
Q4 2024 Feb 14, 2025	SELL	$77.23 - $82.11 $170,987 - $181,791	-2,214 Reduced 4.37%	48,405 $3.77 Million
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

461

Shares Held

41.8M

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 Ifg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ifg Advisory, LLC with notifications on news.

Account