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

Kelman Lazarov, Inc.

$517 Million
Q1 2025

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 4,033 shares of DLN stock, worth $333,771. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,033

Previous 4,028 0.12%

Holding current value

$333,771

Previous $313,000 2.24%

% of portfolio

0.06%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$76.77 - $82.22 $383 - $411	5 Added 0.12%	4,033 $320,000
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

460

Shares Held

41.8M

Call Options Held

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 Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.

Account

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