Iht Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Iht Wealth Management, LLC holds 8,684 shares of DLN stock, worth $691,159. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,684

Previous 8,652 0.37%

Holding current value

$691,159

Previous $673,000 2.38%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$76.77 - $82.22 $2,456 - $2,631	32 Added 0.37%	8,684 $689,000
Q4 2024 Feb 14, 2025	SELL	$77.23 - $82.11 $98,236 - $104,443	-1,272 Reduced 12.82%	8,652 $673,000
Q3 2024 Nov 14, 2024	BUY	$71.86 - $78.56 $96,939 - $105,977	1,349 Added 15.73%	9,924 $779,000
Q2 2024 Aug 14, 2024	SELL	$68.68 - $73.31 $6,730 - $7,184	-98 Reduced 1.13%	8,575 $623,000
Q1 2024 May 15, 2024	SELL	$65.84 - $72.19 $57,214 - $62,733	-869 Reduced 9.11%	8,673 $626,000
Q4 2023 Feb 14, 2024	SELL	$58.89 - $66.53 $64,307 - $72,650	-1,092 Reduced 10.27%	9,542 $633,000
Q3 2023 Nov 14, 2023	BUY	$61.47 - $65.66 $14,199 - $15,167	231 Added 2.22%	10,634 $653,000
Q2 2023 Aug 14, 2023	BUY	$60.35 - $63.6 $2,595 - $2,734	43 Added 0.42%	10,403 $661,000
Q1 2023 May 15, 2023	BUY	$59.37 - $64.16 $5,877 - $6,351	99 Added 0.96%	10,360 $640,000
Q4 2022 Feb 14, 2023	BUY	$55.78 - $64.63 $30,567 - $35,417	548 Added 5.64%	10,261 $635,000
Q3 2022 Nov 22, 2022	BUY	$55.26 - $64.34 $121,516 - $141,483	2,199 Added 29.27%	9,713 $537,000
Q2 2022 Aug 15, 2022	BUY	$57.22 - $66.91 $2,803 - $3,278	49 Added 0.66%	7,514 $444,000
Q1 2022 May 16, 2022	BUY	$62.31 - $66.73 $1,993 - $2,135	32 Added 0.43%	7,465 $491,000
Q4 2021 Feb 14, 2022	BUY	$59.87 - $66.15 $223,853 - $247,334	3,739 Added 101.22%	7,433 $491,000
Q3 2021 Nov 15, 2021	BUY	$59.65 - $63.08 $220,347 - $233,017	3,694 New	3,694 $441,000

Others Institutions Holding DLN

# of Institutions

458

Shares Held

42.4M

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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History