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

Jnba Financial Advisors

  • $951 Million
  • Q1 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 560 shares of DLN stock, worth $40,868. This represents 0.0% of its overall portfolio holdings.

Number of Shares
560
Previous 484 15.7%
Holding current value
$40,868
Previous $32,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$59.96 - $64.63 $1,558 - $1,680
-26 Reduced 18.44%
115 $7,000
Q1 2022

Apr 29, 2022
SELL
N/A
-47 Reduced 25.0%
141 $9,000
Q4 2021

Feb 03, 2022
BUY
N/A
94 Added 100.0%
188 $12,000
Q1 2021

May 03, 2021
SELL
N/A
-618 Reduced 86.8%
94 $11,000
Q2 2020

Jul 24, 2020
SELL
N/A
-70 Reduced 8.95%
712 $66,000
Q4 2019

Feb 10, 2020
BUY
N/A
51 Added 6.98%
782 $83,000
Q3 2019

Nov 01, 2019
BUY
N/A
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
388
Shares Held
36.3M
Call Options Held
4.3K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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