A detailed history of Midland Wealth Advisors LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 8,293 shares of DLN stock, worth $669,410. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,293
Previous 9,227 10.12%
Holding current value
$669,410
Previous $671 Million 2.94%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$71.86 - $78.56 $67,117 - $73,375
-934 Reduced 10.12%
8,293 $651 Million
Q2 2024

Aug 01, 2024

SELL
$68.68 - $73.31 $12,087 - $12,902
-176 Reduced 1.87%
9,227 $671 Million
Q1 2024

May 13, 2024

SELL
$65.84 - $72.19 $29,167 - $31,980
-443 Reduced 4.5%
9,403 $679 Million
Q4 2023

Feb 14, 2024

BUY
$58.89 - $66.53 $579,830 - $655,054
9,846 New
9,846 $654 Million

Others Institutions Holding DLN

About WISDOMTREE TR U.S LARGECAP DIV


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

Track Midland Wealth Advisors LLC Portfolio

Follow Midland Wealth Advisors 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 Midland Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.