Jnba Financial Advisors Wisdomtree Tr U.S Largecap Div Transaction History

Jnba Financial Advisors

  • $980 Million
  • Q3 2024

A detailed history of Jnba Financial Advisors transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Jnba Financial Advisors holds 229 shares of DLN stock, worth $18,636. This represents 0.0% of its overall portfolio holdings.

Number of Shares
229
Previous 484 52.69%
Holding current value
$18,636
Previous $35,000 51.43%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$71.86 - $78.56 $18,324 - $20,032
-255 Reduced 52.69%
229 $17,000
Q2 2024

Jul 22, 2024
SELL
$68.68 - $73.31 $5,219 - $5,571
-76 Reduced 13.57%
484 $35,000
Q1 2024

Apr 26, 2024
BUY
$65.84 - $72.19 $5,003 - $5,486
76 Added 15.7%
560 $40,000
Q4 2023

Feb 07, 2024
SELL
$58.89 - $66.53 $34,332 - $38,786
-583 Reduced 54.64%
484 $32,000
Q3 2023

Nov 02, 2023
BUY
$61.47 - $65.66 $9,466 - $10,111
154 Added 16.87%
1,067 $65,000
Q2 2023

Aug 03, 2023
BUY
$60.35 - $63.6 $48,159 - $50,752
798 Added 693.91%
913 $58,000
Q4 2022

Feb 06, 2023
SELL
$55.78 - $64.63 $1,450 - $1,680
-26 Reduced 18.44%
115 $7,000
Q1 2022

Apr 29, 2022
SELL
$62.31 - $66.73 $2,928 - $3,136
-47 Reduced 25.0%
141 $9,000
Q4 2021

Feb 03, 2022
BUY
$59.87 - $66.15 $5,627 - $6,218
94 Added 100.0%
188 $12,000
Q1 2021

May 03, 2021
SELL
$53.02 - $57.62 $32,766 - $35,609
-618 Reduced 86.8%
94 $11,000
Q2 2020

Jul 24, 2020
SELL
$38.73 - $49.8 $2,711 - $3,486
-70 Reduced 8.95%
712 $66,000
Q4 2019

Feb 10, 2020
BUY
$47.98 - $53.05 $2,446 - $2,705
51 Added 6.98%
782 $83,000
Q3 2019

Nov 01, 2019
BUY
$49.16 - $49.83 $5,063 - $5,132
103 Added 16.4%
731 $72,000
Q2 2019

Jul 26, 2019
BUY
N/A
39 Added 6.62%
628 $61,000
Q1 2019

May 01, 2019
SELL
N/A
-101 Reduced 14.64%
589 $55,000
Q4 2018

Feb 07, 2019
BUY
N/A
690 New
690 $58,000
Q3 2018

Nov 01, 2018
SELL
N/A
-1,005 Closed
0 $0
Q3 2017

Nov 13, 2017
SELL
N/A
-118 Reduced 10.51%
1,005 $87,000
Q2 2017

Aug 14, 2017
BUY
N/A
1,123
1,123 $94,000

Others Institutions Holding DLN

# of Institutions
403
Shares Held
36.2M
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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