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

Kmg Fiduciary Partners, LLC

  • $1.14 Billion
  • Q3 2024

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 16,108 shares of DLN stock, worth $1.26 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
16,108
Previous 14,768 9.07%
Holding current value
$1.26 Million
Previous $1.07 Million 17.78%
% of portfolio
0.11%
Previous 0.11%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
405
Shares Held
36.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
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