Legend Financial Advisors, Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Legend Financial Advisors, Inc.

  • $151 Billion
  • Q2 2025

A detailed history of Legend Financial Advisors, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 104 shares of DLN stock, worth $9,085. This represents 0.01% of its overall portfolio holdings.

Number of Shares
104
Holding current value
$9,085
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$70.7 - $82.14 $7,352 - $8,542
104 New
104 $8.54 Million
Q2 2024

Jul 26, 2024
SELL
$68.68 - $73.31 $1,442 - $1,539
-21 Reduced 16.8%
104 $7.57 Million
Q1 2024

Apr 17, 2024
BUY
$65.84 - $72.19 $5,464 - $5,991
83 Added 197.62%
125 $9.02 Million
Q4 2023

Jan 31, 2024
BUY
$58.89 - $66.53 $2,473 - $2,794
42 New
42 $2.79 Million
Q1 2023

Apr 26, 2023
SELL
$59.37 - $64.16 $3,680 - $3,977
-62 Reduced 33.33%
124 $7.67 Million
Q4 2022

Jan 30, 2023
BUY
$55.78 - $64.63 $10,375 - $12,021
186 New
186 $11.5 Million

Others Institutions Holding DLN

# of Institutions
473
Shares Held
42.4M
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
  • Industry ETFs
More about DLN
Track This Portfolio

Track Legend Financial Advisors, Inc. Portfolio

Follow Legend Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legend Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legend Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email