A detailed history of Lido Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Lido Advisors, LLC holds 46,644 shares of DLN stock, worth $3.77 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
46,644
Previous 47,174 1.12%
Holding current value
$3.77 Million
Previous $3.43 Million 6.79%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$71.86 - $78.56 $38,085 - $41,636
-530 Reduced 1.12%
46,644 $3.66 Million
Q2 2024

Aug 14, 2024

SELL
$68.68 - $73.31 $47,183 - $50,363
-687 Reduced 1.44%
47,174 $3.43 Million
Q1 2024

May 15, 2024

SELL
$65.84 - $72.19 $25,414 - $27,865
-386 Reduced 0.8%
47,861 $3.46 Million
Q4 2023

Feb 14, 2024

SELL
$58.89 - $66.53 $131,854 - $148,960
-2,239 Reduced 4.43%
48,247 $3.2 Million
Q3 2023

Nov 14, 2023

SELL
$61.47 - $65.66 $99,396 - $106,172
-1,617 Reduced 3.1%
50,486 $3.1 Million
Q2 2023

Aug 09, 2023

SELL
$60.35 - $63.6 $238,080 - $250,902
-3,945 Reduced 7.04%
52,103 $3.31 Million
Q1 2023

May 15, 2023

BUY
$59.37 - $64.16 $530,886 - $573,718
8,942 Added 18.98%
56,048 $3.47 Million
Q4 2022

Feb 14, 2023

BUY
$55.78 - $64.63 $1.05 Million - $1.21 Million
18,763 Added 66.2%
47,106 $2.92 Million
Q1 2022

May 17, 2022

BUY
$62.31 - $66.73 $43,180 - $46,243
693 Added 2.51%
28,343 $1.86 Million
Q4 2021

Feb 15, 2022

BUY
$59.87 - $66.15 $827,762 - $914,589
13,826 Added 100.01%
27,650 $1.83 Million
Q3 2021

Feb 15, 2022

BUY
$59.65 - $63.08 $14,435 - $15,265
242 Added 1.78%
13,824 $1.65 Million
Q3 2021

Nov 12, 2021

BUY
$59.65 - $63.08 $810,166 - $856,752
13,582 New
13,582 $1.65 Million

Others Institutions Holding DLN

About WISDOMTREE TR U.S LARGECAP DIV


  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC 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 Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.