Marion Wealth Management Wisdomtree Tr U.S Largecap Div Transaction History

Marion Wealth Management

$371 Million
Q1 2025

A detailed history of Marion Wealth Management transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Marion Wealth Management holds 4,924 shares of DLN stock, worth $378,754. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,924

Previous 4,894 0.61%

Holding current value

$378,754

Previous $380,000 1.58%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$76.77 - $82.22 $2,303 - $2,466	30 Added 0.61%	4,924 $386,000
Q2 2024 Jul 09, 2024	BUY	$68.68 - $73.31 $12,568 - $13,415	183 Added 3.88%	4,894 $356,000
Q4 2022 Jan 19, 2023	BUY	$55.78 - $64.63 $58,624 - $67,926	1,051 Added 28.72%	4,711 $0
Q3 2022 Nov 10, 2022	SELL	$55.26 - $64.34 $98,915 - $115,168	-1,790 Reduced 32.84%	3,660 $202,000
Q2 2022 Jul 27, 2022	BUY	$57.22 - $66.91 $686 - $802	12 Added 0.22%	5,450 $322,000
Q1 2022 Apr 08, 2022	BUY	$62.31 - $66.73 $498 - $533	8 Added 0.15%	5,438 $357,000
Q4 2021 Feb 14, 2022	BUY	$59.87 - $66.15 $325,094 - $359,194	5,430 New	5,430 $359,000

Others Institutions Holding DLN

# of Institutions

451

Shares Held

40.7M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

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Marion Wealth Management Wisdomtree Tr U.S Largecap Div Transaction History