Live Oak Investment Partners Wisdomtree Tr U.S Largecap Div Transaction History

Live Oak Investment Partners

  • $146 Million
  • Q3 2025

A detailed history of Live Oak Investment Partners transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Live Oak Investment Partners holds 7,888 shares of DLN stock, worth $687,439. This represents 0.47% of its overall portfolio holdings.

Number of Shares
7,888
Previous 13,547 41.77%
Holding current value
$687,439
Previous $1.18 Million 41.77%
% of portfolio
0.47%
Previous 0.9%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$82.42 - $87.03 $466,414 - $492,502
-5,659 Reduced 41.77%
7,888 $686,000
Q3 2025

Oct 28, 2025
BUY
$82.42 - $87.03 $481,332 - $508,255
5,840 Added 75.78%
13,547 $1.18 Million
Q4 2024

Feb 06, 2025
BUY
$77.23 - $82.11 $14,442 - $15,354
187 Added 2.49%
7,707 $599,000
Q3 2024

Nov 05, 2024
SELL
$71.86 - $78.56 $296,781 - $324,452
-4,130 Reduced 35.45%
7,520 $590,000
Q2 2024

Jul 16, 2024
SELL
$68.68 - $73.31 $120,876 - $129,025
-1,760 Reduced 13.12%
11,650 $847,000
Q4 2023

Feb 14, 2024
SELL
$58.89 - $66.53 $8,067 - $9,114
-137 Reduced 1.01%
13,410 $890,000
Q3 2023

Oct 31, 2023
SELL
$61.47 - $65.66 $34,423 - $36,769
-560 Reduced 3.97%
13,547 $833,000
Q1 2023

May 03, 2023
BUY
$59.37 - $64.16 $39,718 - $42,923
669 Added 4.98%
14,107 $872,000
Q4 2022

Feb 15, 2023
BUY
$55.78 - $64.63 $749,571 - $868,497
13,438 New
13,438 $832,000

Others Institutions Holding DLN

# of Institutions
480
Shares Held
43.6M
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
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More about DLN
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