Mason Investment Advisory Services, Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Mason Investment Advisory Services, Inc.

$1.71 Trillion
Q3 2024

A detailed history of Mason Investment Advisory Services, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 3,764 shares of DLN stock, worth $300,367. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,764

Previous 3,759 0.13%

Holding current value

$300,367

Previous $273 Million 8.13%

% of portfolio

0.02%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$71.86 - $78.56 $359 - $392	5 Added 0.13%	3,764 $296 Million
Q2 2024 Aug 09, 2024	BUY	$68.68 - $73.31 $1,510 - $1,612	22 Added 0.59%	3,759 $273 Million
Q1 2024 May 13, 2024	SELL	$65.84 - $72.19 $125,951 - $138,099	-1,913 Reduced 33.86%	3,737 $270 Million
Q4 2023 Feb 13, 2024	BUY	$58.89 - $66.53 $332,728 - $375,894	5,650 New	5,650 $375 Million
Q3 2023 Aug 08, 2024	BUY	$61.47 - $65.66 $120,665 - $128,890	1,963 Added 52.53%	5,700 $350 Million
Q2 2023 Aug 08, 2024	BUY	$60.35 - $63.6 $2,172 - $2,289	36 Added 0.64%	5,674 $361 Million
Q1 2023 Aug 08, 2024	BUY	$59.37 - $64.16 $112,862 - $121,968	1,901 Added 50.87%	5,638 $349 Million
Q4 2022 Aug 07, 2024	BUY	$55.78 - $64.63 $2,231 - $2,585	40 Added 0.72%	5,605 $347 Million
Q3 2022 Aug 07, 2024	SELL	$55.26 - $64.34 $384,443 - $447,613	-6,957 Reduced 55.56%	5,565 $308 Million
Q2 2022 Aug 07, 2024	BUY	$57.22 - $66.91 $4,863 - $5,687	85 Added 0.68%	12,522 $740 Million
Q1 2022 Aug 07, 2024	BUY	$62.31 - $66.73 $542,097 - $580,551	8,700 Added 232.81%	12,437 $817 Million
Q4 2021 Aug 06, 2024	BUY	$59.87 - $66.15 $371,553 - $410,526	6,206 Added 100.45%	12,384 $818 Million
Q3 2021 Aug 06, 2024	BUY	$59.65 - $63.08 $2,028 - $2,144	34 Added 0.55%	6,178 $737 Million
Q2 2021 Aug 06, 2024	BUY	$57.63 - $60.69 $1,959 - $2,063	34 Added 0.56%	6,144 $739 Million
Q1 2021 Aug 06, 2024	BUY	$53.02 - $57.62 $125,816 - $136,732	2,373 Added 63.5%	6,110 $701 Million
Q4 2020 Aug 05, 2024	BUY	$46.78 - $53.75 $2,292 - $2,633	49 Added 0.81%	6,080 $654 Million
Q3 2020 Aug 05, 2024	BUY	$46.22 - $51.04 $1,802 - $1,990	39 Added 0.65%	6,031 $585 Million
Q2 2020 Aug 05, 2024	BUY	$38.73 - $49.8 $21,417 - $27,539	553 Added 10.17%	5,992 $557 Million
Q1 2020 Aug 05, 2024	BUY	$34.67 - $54.17 $59,008 - $92,197	1,702 Added 45.54%	5,439 $440 Million
Q4 2019 Aug 02, 2024	BUY	$47.98 - $53.05 $2,542 - $2,811	53 Added 0.71%	7,498 $794 Million
Q3 2019 Aug 02, 2024	BUY	$49.16 - $49.83 $3,195 - $3,238	65 Added 0.88%	7,445 $738 Million
Q2 2019 Aug 02, 2024	BUY	N/A	61 Added 0.83%	7,380 $715 Million
Q1 2019 Aug 02, 2024	BUY	N/A	3,582 Added 95.85%	7,319 $690 Million

Others Institutions Holding DLN

# of Institutions

403

Shares Held

36.2M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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Mason Investment Advisory Services, Inc. Wisdomtree Tr U.S Largecap Div Transaction History