Lake Street Financial LLC Wisdomtree Tr U.S Largecap Div Transaction History

Lake Street Financial LLC

  • $600 Million
  • Q3 2024

Shares

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

Jul 12, 2024
BUY
$68.68 - $73.31 $333,647 - $356,139
4,858 Added 3.57%
141,082 $10.3 Million
Q1 2024

Apr 19, 2024
SELL
$65.84 - $72.19 $3.33 Million - $3.65 Million
-50,606 Reduced 27.09%
136,224 $9.83 Million
Q4 2023

Jan 10, 2024
BUY
$58.89 - $66.53 $102,586 - $115,895
1,742 Added 0.94%
186,830 $12.4 Million
Q3 2023

Oct 20, 2023
SELL
$61.47 - $65.66 $614,085 - $655,943
-9,990 Reduced 5.12%
185,088 $11.4 Million
Q2 2023

Jul 18, 2023
BUY
$60.35 - $63.6 $672,962 - $709,203
11,151 Added 6.06%
195,078 $12.4 Million
Q1 2023

Apr 17, 2023
BUY
$59.37 - $64.16 $416,539 - $450,146
7,016 Added 3.97%
183,927 $11.4 Million
Q4 2022

Jan 25, 2023
SELL
$55.78 - $64.63 $223,231 - $258,649
-4,002 Reduced 2.21%
176,911 $0
Q3 2022

Oct 21, 2022
BUY
$55.26 - $64.34 $83,608 - $97,346
1,513 Added 0.84%
180,913 $10 Million
Q2 2022

Jul 12, 2022
BUY
$57.22 - $66.91 $215,604 - $252,116
3,768 Added 2.15%
179,400 $10.6 Million
Q1 2022

May 09, 2022
BUY
$62.31 - $66.73 $10.9 Million - $11.7 Million
175,632 New
175,632 $11.5 Million
Q1 2022

Apr 29, 2022
SELL
$62.31 - $66.73 $10.5 Million - $11.3 Million
-168,812 Closed
0 $0
Q4 2021

Jan 24, 2022
BUY
$59.87 - $66.15 $5.12 Million - $5.66 Million
85,582 Added 102.83%
168,812 $11.1 Million
Q3 2021

Oct 07, 2021
BUY
$59.65 - $63.08 $726,238 - $767,999
12,175 Added 17.13%
83,230 $9.93 Million
Q2 2021

Jul 14, 2021
BUY
$57.63 - $60.69 $897,010 - $944,639
15,565 Added 28.05%
71,055 $8.59 Million
Q1 2021

Apr 16, 2021
BUY
$53.02 - $57.62 $197,870 - $215,037
3,732 Added 7.21%
55,490 $6.36 Million
Q4 2020

Jan 19, 2021
SELL
$46.78 - $53.75 $130,562 - $150,016
-2,791 Reduced 5.12%
51,758 $5.56 Million
Q3 2020

Oct 09, 2020
BUY
$46.22 - $51.04 $72,657 - $80,234
1,572 Added 2.97%
54,549 $5.29 Million
Q2 2020

Jul 14, 2020
SELL
$38.73 - $49.8 $20,604 - $26,493
-532 Reduced 0.99%
52,977 $4.92 Million
Q1 2020

Apr 07, 2020
BUY
$34.67 - $54.17 $250,941 - $392,082
7,238 Added 15.64%
53,509 $4.33 Million
Q4 2019

Jan 13, 2020
BUY
$47.98 - $53.05 $58,391 - $64,561
1,217 Added 2.7%
46,271 $4.9 Million
Q3 2019

Oct 18, 2019
BUY
$49.16 - $49.83 $2.21 Million - $2.25 Million
45,054 New
45,054 $4.46 Million

Others Institutions Holding DLN

# of Institutions
403
Shares Held
36.2M
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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More about DLN
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