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

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 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 8,652 shares of DLN stock, worth $694,755. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,652
Previous 9,924 12.82%
Holding current value
$694,755
Previous $779,000 13.61%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
437
Shares Held
40M
Call Options Held
3.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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