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

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 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 61,006 shares of DLN stock, worth $5.01 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
61,006
Previous 57,133 6.78%
Holding current value
$5.01 Million
Previous $4.49 Million 5.73%
% of portfolio
0.08%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$77.23 - $82.11 $299,111 - $318,012
3,873 Added 6.78%
61,006 $4.75 Million
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
437
Shares Held
39.9M
Call Options Held
3.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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