Institute For Wealth Management, Llc. Wisdomtree Tr U.S Largecap Div Transaction History

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,956 shares of DLN stock, worth $332,580. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,956
Previous 3,969 0.33%
Holding current value
$332,580
Previous $315,000 2.86%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$70.7 - $82.14 $919 - $1,067
-13 Reduced 0.33%
3,956 $324,000
Q1 2025

Apr 21, 2025
SELL
$76.77 - $82.22 $8,828 - $9,455
-115 Reduced 2.82%
3,969 $315,000
Q4 2024

Jan 23, 2025
SELL
$77.23 - $82.11 $4,942 - $5,255
-64 Reduced 1.54%
4,084 $317,000
Q1 2024

Apr 30, 2024
SELL
$65.84 - $72.19 $1,843 - $2,021
-28 Reduced 0.67%
4,148 $299,000
Q1 2023

Apr 20, 2023
SELL
$59.37 - $64.16 $13,655 - $14,756
-230 Reduced 5.22%
4,176 $258,000
Q2 2022

Jul 25, 2022
BUY
$57.22 - $66.91 $13,160 - $15,389
230 Added 5.51%
4,406 $260,000
Q4 2021

Jan 21, 2022
BUY
$59.87 - $66.15 $125,008 - $138,121
2,088 Added 100.0%
4,176 $276,000
Q3 2020

Nov 03, 2020
BUY
$46.22 - $51.04 $96,507 - $106,571
2,088 New
2,088 $203,000
Q1 2020

Apr 29, 2020
SELL
$34.67 - $54.17 $55,992 - $87,484
-1,615 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$47.98 - $53.05 $77,487 - $85,675
1,615 New
1,615 $171,000

Others Institutions Holding DLN

# of Institutions
470
Shares Held
41.7M
Call Options Held
0
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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