Kelman Lazarov, Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Kelman Lazarov, Inc.

$525 Million
Q3 2024

A detailed history of Kelman Lazarov, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 4,028 shares of DLN stock, worth $321,434. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,028

Previous 4,028 -0.0%

Holding current value

$321,434

Previous $293,000 7.85%

% of portfolio

0.06%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$68.68 - $73.31 $3,296 - $3,518	-48 Reduced 1.18%	4,028 $293,000
Q1 2024 May 09, 2024	SELL	$65.84 - $72.19 $138,395 - $151,743	-2,102 Reduced 34.02%	4,076 $294,000
Q3 2023 Oct 30, 2023	SELL	$61.47 - $65.66 $1,967 - $2,101	-32 Reduced 0.52%	6,178 $379,000
Q2 2023 Aug 04, 2023	SELL	$60.35 - $63.6 $2,112 - $2,226	-35 Reduced 0.56%	6,210 $394,000
Q2 2022 Aug 08, 2022	SELL	$57.22 - $66.91 $26,492 - $30,979	-463 Reduced 6.9%	6,245 $369,000
Q4 2021 Feb 09, 2022	BUY	$59.87 - $66.15 $200,803 - $221,867	3,354 Added 100.0%	6,708 $443,000
Q2 2021 Aug 10, 2021	SELL	$57.63 - $60.69 $6,339 - $6,675	-110 Reduced 3.18%	3,354 $404,000
Q3 2020 Nov 12, 2020	SELL	$46.22 - $51.04 $1,063 - $1,173	-23 Reduced 0.66%	3,464 $336,000
Q2 2020 Jul 29, 2020	SELL	$38.73 - $49.8 $2,246 - $2,888	-58 Reduced 1.64%	3,487 $324,000
Q1 2020 Apr 27, 2020	SELL	$34.67 - $54.17 $25,863 - $40,410	-746 Reduced 17.39%	3,545 $287,000
Q4 2019 Jan 29, 2020	SELL	$47.98 - $53.05 $5,997 - $6,631	-125 Reduced 2.83%	4,291 $455,000
Q3 2019 Oct 15, 2019	SELL	$49.16 - $49.83 $1,425 - $1,445	-29 Reduced 0.65%	4,416 $437,000
Q2 2019 Jul 22, 2019	SELL	N/A	-709 Reduced 13.76%	4,445 $431,000
Q4 2018 Feb 11, 2019	SELL	N/A	-500 Reduced 8.84%	5,154 $435,000
Q2 2018 Aug 03, 2018	SELL	N/A	-200 Reduced 3.42%	5,654 $507,000
Q4 2017 Jan 23, 2018	SELL	N/A	-116 Reduced 1.94%	5,854 $539,000
Q3 2017 Oct 05, 2017	BUY	N/A	5,970	5,970 $518,000

Others Institutions Holding DLN

# of Institutions

403

Shares Held

36.2M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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Kelman Lazarov, Inc. Wisdomtree Tr U.S Largecap Div Transaction History