Marshall & Sterling Wealth Advisors Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 215 shares of DLN stock, worth $18,782. This represents 0.01% of its overall portfolio holdings.

Number of Shares
215
Previous 214 0.47%
Holding current value
$18,782
Previous $17 Million 4.07%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2025
BUY
$70.7 - $82.14 $70 - $82
1 Added 0.47%
215 $17.6 Million
Q1 2025

May 15, 2025
BUY
$76.77 - $82.22 $76 - $82
1 Added 0.47%
214 $17 Million
Q4 2024

Feb 14, 2025
BUY
$77.23 - $82.11 $16,449 - $17,489
213 New
213 $16.5 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
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