A detailed history of Meridian Financial Partners LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Meridian Financial Partners LLC holds 8,200 shares of DOL stock, worth $417,708. This represents 0.52% of its overall portfolio holdings.

Number of Shares
8,200
Previous 8,041 1.98%
Holding current value
$417,708
Previous $388,000 4.64%
% of portfolio
0.52%
Previous 0.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$47.98 - $51.98 $7,628 - $8,264
159 Added 1.98%
8,200 $406,000
Q4 2023

Jan 19, 2024

SELL
$43.94 - $49.34 $10,941 - $12,285
-249 Reduced 3.0%
8,041 $388,000
Q2 2023

Jul 24, 2023

SELL
$45.64 - $48.69 $61,522 - $65,634
-1,348 Reduced 13.99%
8,290 $399,000
Q1 2023

Apr 19, 2023

SELL
$44.28 - $47.87 $28,472 - $30,780
-643 Reduced 6.25%
9,638 $466,000
Q4 2022

Jan 20, 2023

BUY
$39.21 - $45.18 $705 - $813
18 Added 0.18%
10,281 $482,000
Q3 2022

Oct 24, 2022

BUY
N/A
310 Added 3.11%
10,263 $384,000
Q2 2022

Jul 29, 2022

BUY
N/A
2,219 Added 28.69%
9,953 $424,000
Q1 2022

May 02, 2022

BUY
N/A
109 Added 1.43%
7,734 $376,000
Q4 2021

Jan 27, 2022

BUY
N/A
811 Added 11.9%
7,625 $385,000
Q2 2021

Jul 21, 2021

BUY
N/A
6,814 New
6,814 $334,000

Others Institutions Holding DOL

About WISDOMTREE TR INTL LARGECAP DI


  • Ticker DOL
  • Sector ETFs
  • Industry ETFs
More about DOL
Track This Portfolio

Track Meridian Financial Partners LLC Portfolio

Follow Meridian Financial Partners LLC and customize your updates to receive the information that matters most to you.

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.