Kaydan Wealth Management, Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Kaydan Wealth Management, Inc.

$301 Billion
Q4 2024

A detailed history of Kaydan Wealth Management, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Kaydan Wealth Management, Inc. holds 8,977 shares of DLN stock, worth $719,955. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,977

Previous 8,702 3.16%

Holding current value

$719,955

Previous $684 Million 2.15%

% of portfolio

0.23%

Previous 0.2%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$77.23 - $82.11 $21,238 - $22,580	275 Added 3.16%	8,977 $698 Million
Q3 2024 Oct 16, 2024	BUY	$71.86 - $78.56 $16,599 - $18,147	231 Added 2.73%	8,702 $684 Million
Q2 2024 Jul 11, 2024	BUY	$68.68 - $73.31 $51,166 - $54,615	745 Added 9.64%	8,471 $616 Million
Q1 2024 Apr 12, 2024	SELL	$65.84 - $72.19 $1,711 - $1,876	-26 Reduced 0.34%	7,726 $558 Million
Q4 2023 Jan 16, 2024	SELL	$58.89 - $66.53 $12,955 - $14,636	-220 Reduced 2.76%	7,752 $515 Million
Q3 2023 Nov 02, 2023	SELL	$61.47 - $65.66 $7,745 - $8,273	-126 Reduced 1.56%	7,972 $490 Million
Q2 2023 Jul 17, 2023	BUY	$60.35 - $63.6 $905 - $954	15 Added 0.19%	8,098 $515 Million
Q1 2023 Apr 10, 2023	BUY	$59.37 - $64.16 $3,205 - $3,464	54 Added 0.67%	8,083 $500 Million
Q4 2022 Feb 06, 2023	BUY	$55.78 - $64.63 $447,857 - $518,914	8,029 New	8,029 $497 Million
Q3 2022 Feb 24, 2023	BUY	$55.26 - $64.34 $25,585 - $29,789	463 Added 6.16%	7,979 $441 Million
Q2 2022 Feb 24, 2023	SELL	$57.22 - $66.91 $23,574 - $27,566	-412 Reduced 5.2%	7,516 $444 Million
Q1 2022 Feb 24, 2023	BUY	$62.31 - $66.73 $50,159 - $53,717	805 Added 11.3%	7,928 $521 Million
Q4 2021 Feb 24, 2023	SELL	$59.87 - $66.15 $54,242 - $59,931	-906 Reduced 11.28%	7,123 $470 Million

Others Institutions Holding DLN

# of Institutions

438

Shares Held

40M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaydan Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kaydan Wealth Management, Inc. with notifications on news.

Account

Kaydan Wealth Management, Inc. Wisdomtree Tr U.S Largecap Div Transaction History