Merit Financial Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Merit Financial Group, LLC

$5.49 Billion
Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Merit Financial Group, LLC holds 7,548 shares of DLN stock, worth $607,312. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,548

Previous 8,262 8.64%

Holding current value

$607,312

Previous $649,000 9.55%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$77.23 - $82.11 $55,142 - $58,626	-714 Reduced 8.64%	7,548 $587,000
Q3 2024 Oct 17, 2024	BUY	$71.86 - $78.56 $42,325 - $46,271	589 Added 7.68%	8,262 $649,000
Q2 2024 Aug 13, 2024	SELL	$68.68 - $73.31 $4,326 - $4,618	-63 Reduced 0.81%	7,673 $558,000
Q1 2024 May 06, 2024	SELL	$65.84 - $72.19 $551,607 - $604,807	-8,378 Reduced 51.99%	7,736 $558,000
Q4 2023 Feb 06, 2024	BUY	$58.89 - $66.53 $948,953 - $1.07 Million	16,114 New	16,114 $1.07 Million
Q2 2020 Aug 13, 2020	SELL	$38.73 - $49.8 $98,877 - $127,139	-2,553 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$34.67 - $54.17 $88,512 - $138,296	2,553 New	2,553 $207,000

Others Institutions Holding DLN

# of Institutions

432

Shares Held

37.6M

Call Options Held

3.1K

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 Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Account

Merit Financial Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History