Meridian Financial Partners LLC Wisdomtree Tr U.S Largecap Div Transaction History

Meridian Financial Partners LLC

$168 Million
Q2 2024

A detailed history of Meridian Financial Partners LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Meridian Financial Partners LLC holds 37,887 shares of DLN stock, worth $2.96 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

37,887

Previous 38,023 0.36%

Holding current value

$2.96 Million

Previous $2.61 Million 8.72%

% of portfolio

1.69%

Previous 3.36%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$68.68 - $73.31 $9,340 - $9,970	-136 Reduced 0.36%	37,887 $2.84 Million
Q1 2024 Apr 17, 2024	SELL	$65.84 - $72.19 $141,819 - $155,497	-2,154 Reduced 5.36%	38,023 $2.61 Million
Q4 2023 Jan 19, 2024	SELL	$58.89 - $66.53 $72,199 - $81,565	-1,226 Reduced 2.96%	40,177 $2.66 Million
Q3 2023 Oct 20, 2023	SELL	$61.47 - $65.66 $64,174 - $68,549	-1,044 Reduced 2.46%	41,403 $2.53 Million
Q2 2023 Jul 24, 2023	SELL	$60.35 - $63.6 $324,260 - $341,722	-5,373 Reduced 11.24%	42,447 $2.76 Million
Q1 2023 Apr 19, 2023	SELL	$59.37 - $64.16 $4,215 - $4,555	-71 Reduced 0.15%	47,820 $3.02 Million
Q4 2022 Jan 20, 2023	SELL	$55.78 - $64.63 $113,846 - $131,909	-2,041 Reduced 4.09%	47,891 $2.96 Million
Q3 2022 Oct 24, 2022	SELL	$55.26 - $64.34 $380,907 - $443,495	-6,893 Reduced 12.13%	49,932 $2.81 Million
Q2 2022 Jul 29, 2022	SELL	$57.22 - $66.91 $2.89 Million - $3.38 Million	-50,442 Reduced 47.02%	56,825 $3.47 Million
Q1 2022 May 02, 2022	SELL	$62.31 - $66.73 $2.5 Million - $2.68 Million	-40,149 Reduced 27.24%	107,267 $7.05 Million
Q4 2021 Jan 27, 2022	BUY	$59.87 - $66.15 $4.47 Million - $4.94 Million	74,680 Added 102.67%	147,416 $9.56 Million
Q3 2021 Oct 25, 2021	BUY	$59.65 - $63.08 $126,875 - $134,171	2,127 Added 3.01%	72,736 $8.8 Million
Q2 2021 Jul 21, 2021	BUY	$57.63 - $60.69 $117,449 - $123,686	2,038 Added 2.97%	70,609 $8.57 Million
Q1 2021 Apr 21, 2021	BUY	$53.02 - $57.62 $59,276 - $64,419	1,118 Added 1.66%	68,571 $8.1 Million
Q4 2020 Jan 21, 2021	BUY	$46.78 - $53.75 $49,446 - $56,813	1,057 Added 1.59%	67,453 $7.38 Million
Q3 2020 Nov 02, 2020	BUY	$46.22 - $51.04 $10,214 - $11,279	221 Added 0.33%	66,396 $6.49 Million
Q2 2020 Jul 21, 2020	BUY	$38.73 - $49.8 $31,138 - $40,039	804 Added 1.23%	66,175 $6.28 Million
Q1 2020 Apr 21, 2020	BUY	$34.67 - $54.17 $6,725 - $10,508	194 Added 0.3%	65,371 $5.87 Million
Q4 2019 Jan 13, 2020	BUY	$47.98 - $53.05 $82,813 - $91,564	1,726 Added 2.72%	65,177 $6.9 Million
Q3 2019 Oct 07, 2019	BUY	$49.16 - $49.83 $58,549 - $59,347	1,191 Added 1.91%	63,451 $6.09 Million
Q2 2019 Jul 19, 2019	BUY	N/A	346 Added 0.56%	62,260 $6.13 Million
Q1 2019 May 01, 2019	BUY	N/A	226 Added 0.37%	61,914 $5.97 Million
Q4 2018 Jan 16, 2019	BUY	N/A	61,688 New	61,688 $5.21 Million

Others Institutions Holding DLN

# of Institutions

389

Shares Held

36.6M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Financial Partners LLC with notifications on news.

Account

Meridian Financial Partners LLC Wisdomtree Tr U.S Largecap Div Transaction History