Integrated Wealth Concepts LLC Wisdomtree Tr U.S Largecap Div Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 11,018 shares of DLN stock, worth $971,457. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,018
Previous 7,782 41.58%
Holding current value
$971,457
Previous $639,000 49.92%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$82.42 - $87.03 $266,711 - $281,629
3,236 Added 41.58%
11,018 $958,000
Q2 2025

Aug 14, 2025
SELL
$70.7 - $82.14 $96,152 - $111,710
-1,360 Reduced 14.88%
7,782 $639,000
Q1 2025

May 15, 2025
SELL
$76.77 - $82.22 $28,328 - $30,339
-369 Reduced 3.88%
9,142 $725,000
Q4 2024

Feb 14, 2025
BUY
$77.23 - $82.11 $168,052 - $178,671
2,176 Added 29.67%
9,511 $739,000
Q3 2024

Nov 14, 2024
BUY
$71.86 - $78.56 $32,121 - $35,116
447 Added 6.49%
7,335 $576,000
Q2 2024

Aug 14, 2024
BUY
$68.68 - $73.31 $245,874 - $262,449
3,580 Added 108.22%
6,888 $501,000
Q1 2024

May 15, 2024
SELL
$65.84 - $72.19 $20,739 - $22,739
-315 Reduced 8.69%
3,308 $238,000
Q4 2023

Feb 13, 2024
BUY
$58.89 - $66.53 $213,358 - $241,038
3,623 New
3,623 $240,000
Q1 2023

May 03, 2023
BUY
$59.37 - $64.16 $238,251 - $257,474
4,013 New
4,013 $248,000

Others Institutions Holding DLN

# of Institutions
480
Shares Held
43.3M
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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