Kestra Private Wealth Services, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Kestra Private Wealth Services, LLC

$5.3 Billion
Q3 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 57,133 shares of DLN stock, worth $4.53 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

57,133

Previous 68,375 16.44%

Holding current value

$4.53 Million

Previous $4.97 Million 9.77%

% of portfolio

0.08%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$71.86 - $78.56 $807,850 - $883,171	-11,242 Reduced 16.44%	57,133 $4.49 Million
Q2 2024 Aug 12, 2024	BUY	$68.68 - $73.31 $202,674 - $216,337	2,951 Added 4.51%	68,375 $4.97 Million
Q1 2024 May 02, 2024	BUY	$65.84 - $72.19 $326,368 - $357,845	4,957 Added 8.2%	65,424 $4.72 Million
Q4 2023 Feb 05, 2024	BUY	$58.89 - $66.53 $252,049 - $284,748	4,280 Added 7.62%	60,467 $4.01 Million
Q3 2023 Nov 07, 2023	BUY	$61.47 - $65.66 $388,060 - $414,511	6,313 Added 12.66%	56,187 $3.45 Million
Q2 2023 Aug 08, 2023	BUY	$60.35 - $63.6 $2.68 Million - $2.83 Million	44,449 Added 819.34%	49,874 $3.17 Million
Q1 2023 May 12, 2023	BUY	$59.37 - $64.16 $322,082 - $348,068	5,425 New	5,425 $335,000

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Account

Kestra Private Wealth Services, LLC Wisdomtree Tr U.S Largecap Div Transaction History