Lake Street Advisors Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Lake Street Advisors Group, LLC

  • $2.05 Billion
  • Q2 2024

A detailed history of Lake Street Advisors Group, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 11,020 shares of DLN stock, worth $861,984. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,020
Previous 11,018 0.02%
Holding current value
$861,984
Previous $795,000 0.75%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$68.68 - $73.31 $137 - $146
2 Added 0.02%
11,020 $801,000
Q1 2024

May 13, 2024
BUY
$65.84 - $72.19 $725,425 - $795,389
11,018 New
11,018 $795,000
Q4 2023

May 30, 2024
SELL
$58.89 - $66.53 $117 - $133
-2 Reduced 0.02%
11,016 $731,000
Q3 2023

Nov 14, 2023
SELL
$61.47 - $65.66 $99,642 - $106,434
-1,621 Reduced 12.73%
11,113 $683,000
Q2 2023

Aug 10, 2023
BUY
$60.35 - $63.6 $768,496 - $809,882
12,734 New
12,734 $810,000
Q4 2022

Feb 13, 2023
BUY
$55.78 - $64.63 $619,827 - $718,168
11,112 New
11,112 $688,000

Others Institutions Holding DLN

# of Institutions
389
Shares Held
36.6M
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
  • Industry ETFs
More about DLN
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