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

Iht Wealth Management, LLC

$2.59 Billion
Q1 2024

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 8,673 shares of DLN stock, worth $632,955. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,673

Previous 9,542 9.11%

Holding current value

$632,955

Previous $633,000 1.11%

% of portfolio

0.02%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$59.96 - $64.63 $32,858 - $35,417	548 Added 5.64%	10,261 $635,000
Q3 2022 Nov 22, 2022	BUY	N/A	2,199 Added 29.27%	9,713 $537,000
Q2 2022 Aug 15, 2022	BUY	N/A	49 Added 0.66%	7,514 $444,000
Q1 2022 May 16, 2022	BUY	N/A	32 Added 0.43%	7,465 $491,000
Q4 2021 Feb 14, 2022	BUY	N/A	3,739 Added 101.22%	7,433 $491,000
Q3 2021 Nov 15, 2021	BUY	N/A	3,694 New	3,694 $441,000

Others Institutions Holding DLN

# of Institutions

388

Shares Held

36.3M

Call Options Held

4.3K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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