Ifp Advisors, Inc Wisdomtree Tr U.S Largecap Div Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,548 shares of DLN stock, worth $123,189. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,548

Previous 1,502 3.06%

Holding current value

$123,189

Previous $116,000 5.17%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$76.77 - $82.22 $3,531 - $3,782	46 Added 3.06%	1,548 $122,000
Q4 2024 Feb 04, 2025	BUY	$77.23 - $82.11 $38,615 - $41,055	500 Added 49.9%	1,502 $116,000
Q1 2023 Apr 18, 2023	SELL	$59.37 - $64.16 $52,067 - $56,268	-877 Reduced 46.67%	1,002 $61,000
Q4 2022 Feb 07, 2023	SELL	$55.78 - $64.63 $4,239 - $4,911	-76 Reduced 3.89%	1,879 $170,000
Q3 2022 Nov 08, 2022	BUY	$55.26 - $64.34 $165 - $193	3 Added 0.15%	1,955 $176,000
Q2 2022 Sep 06, 2022	BUY	$57.22 - $66.91 $111,693 - $130,608	1,952 New	1,952 $176,000
Q2 2022 Aug 12, 2022	SELL	$57.22 - $66.91 $111,693 - $130,608	-1,952 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$62.31 - $66.73 $76,142 - $81,544	1,222 Added 167.4%	1,952 $0
Q4 2021 Jan 12, 2022	BUY	$59.87 - $66.15 $21,852 - $24,144	365 Added 100.0%	730 $48,000
Q2 2021 Jul 13, 2021	SELL	$57.63 - $60.69 $34,578 - $36,414	-600 Reduced 62.18%	365 $44,000
Q1 2020 May 12, 2020	SELL	$34.67 - $54.17 $1,698 - $2,654	-49 Reduced 4.83%	965 $79,000
Q4 2019 Jan 17, 2020	SELL	$47.98 - $53.05 $14,106 - $15,596	-294 Reduced 22.48%	1,014 $108,000
Q3 2019 Nov 07, 2019	BUY	$49.16 - $49.83 $64,301 - $65,177	1,308 New	1,308 $129,000
Q1 2019 May 15, 2019	SELL	N/A	-15,013 Closed	0 $0
Q4 2018 Jan 23, 2019	BUY	N/A	14,136 Added 1611.86%	15,013 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-4 Reduced 0.45%	877 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-74 Reduced 7.75%	881 $0
Q1 2018 Jun 03, 2019	BUY	N/A	78 Added 8.89%	955 $88,000
Q1 2018 May 09, 2018	SELL	N/A	-78 Reduced 8.17%	877 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-158 Reduced 14.2%	955 $0
Q3 2017 Oct 30, 2017	BUY	N/A	6 Added 0.54%	1,113 $97,000
Q2 2017 Jun 03, 2019	SELL	N/A	-200 Reduced 15.3%	1,107 $93,000
Q1 2017 Jun 03, 2019	SELL	N/A	-17 Reduced 1.28%	1,307 $108,000
Q4 2016 Jun 03, 2019	BUY	N/A	56 Added 4.42%	1,324 $106,000
Q2 2016 Jun 03, 2019	BUY	N/A	1,268	1,268 $96,000

Others Institutions Holding DLN

# of Institutions

457

Shares Held

41.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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