Kmg Fiduciary Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Kmg Fiduciary Partners, LLC

$1.45 Billion
Q3 2025

A detailed history of Kmg Fiduciary Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 18,846 shares of DLN stock, worth $1.65 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

18,846

Previous 18,664 0.98%

Holding current value

$1.65 Million

Previous $1.53 Million 6.98%

% of portfolio

0.11%

Previous 0.12%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$82.42 - $87.03 $15,000 - $15,839	182 Added 0.98%	18,846 $1.64 Million
Q2 2025 Jul 09, 2025	BUY	$70.7 - $82.14 $142,107 - $165,101	2,010 Added 12.07%	18,664 $1.53 Million
Q1 2025 Apr 14, 2025	BUY	$76.77 - $82.22 $17,196 - $18,417	224 Added 1.36%	16,654 $1.31 Million
Q4 2024 Jan 14, 2025	BUY	$77.23 - $82.11 $24,868 - $26,439	322 Added 2.0%	16,430 $1.28 Million
Q3 2024 Oct 17, 2024	BUY	$71.86 - $78.56 $96,292 - $105,270	1,340 Added 9.07%	16,108 $1.27 Million
Q2 2024 Jul 17, 2024	BUY	$68.68 - $73.31 $5,631 - $6,011	82 Added 0.56%	14,768 $1.07 Million
Q1 2024 Apr 10, 2024	BUY	$65.84 - $72.19 $4,016 - $4,403	61 Added 0.42%	14,686 $1.06 Million
Q4 2023 Jan 10, 2024	BUY	$58.89 - $66.53 $5,947 - $6,719	101 Added 0.7%	14,625 $970,000
Q3 2023 Oct 25, 2023	BUY	$61.47 - $65.66 $5,224 - $5,581	85 Added 0.59%	14,524 $893,000
Q2 2023 Jul 14, 2023	BUY	$60.35 - $63.6 $15,389 - $16,218	255 Added 1.8%	14,439 $918,000
Q1 2023 Apr 13, 2023	BUY	$59.37 - $64.16 $15,317 - $16,553	258 Added 1.85%	14,184 $877,000
Q4 2022 Jan 12, 2023	BUY	$55.78 - $64.63 $4,797 - $5,558	86 Added 0.62%	13,926 $0
Q3 2022 Oct 27, 2022	BUY	$55.26 - $64.34 $22,877 - $26,636	414 Added 3.08%	13,840 $765,000
Q2 2022 Jul 13, 2022	BUY	$57.22 - $66.91 $4,577 - $5,352	80 Added 0.6%	13,426 $793,000
Q1 2022 Apr 19, 2022	BUY	$62.31 - $66.73 $3,115 - $3,336	50 Added 0.38%	13,346 $877,000
Q4 2021 Jan 12, 2022	BUY	$59.87 - $66.15 $405,020 - $447,504	6,765 Added 103.58%	13,296 $878,000
Q3 2021 Oct 12, 2021	BUY	$59.65 - $63.08 $11,154 - $11,795	187 Added 2.95%	6,531 $779,000
Q2 2021 Jul 20, 2021	SELL	$57.63 - $60.69 $2,881 - $3,034	-50 Reduced 0.78%	6,344 $763,000
Q1 2021 Apr 08, 2021	BUY	$53.02 - $57.62 $7,157 - $7,778	135 Added 2.16%	6,394 $733,000
Q4 2020 Jan 13, 2021	BUY	$46.78 - $53.75 $14,174 - $16,286	303 Added 5.09%	6,259 $667,000
Q3 2020 Oct 13, 2020	BUY	$46.22 - $51.04 $1,479 - $1,633	32 Added 0.54%	5,956 $578,000
Q2 2020 Jul 22, 2020	BUY	$38.73 - $49.8 $1,084 - $1,394	28 Added 0.47%	5,924 $550,000
Q1 2020 Apr 29, 2020	BUY	$34.67 - $54.17 $204,414 - $319,386	5,896 New	5,896 $477,000

Others Institutions Holding DLN

# of Institutions

471

Shares Held

42.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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Kmg Fiduciary Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History