Mission Wealth Management, LP Wisdomtree Tr U.S Largecap Div Transaction History

Mission Wealth Management, LP

  • $3.78 Billion
  • Q1 2024

A detailed history of Mission Wealth Management, LP transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Mission Wealth Management, LP holds 39,722 shares of DLN stock, worth $2.9 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
39,722
Previous 40,417 1.72%
Holding current value
$2.9 Million
Previous $2.68 Million 6.9%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Apr 30, 2024
SELL
$65.84 - $72.19 $45,758 - $50,172
-695 Reduced 1.72%
39,722 $2.87 Million
Q3 2023

Oct 23, 2023
SELL
$61.47 - $65.66 $7,437 - $7,944
-121 Reduced 0.3%
40,417 $2.49 Million
Q2 2023

Aug 04, 2023
SELL
$60.35 - $63.6 $7,242 - $7,632
-120 Reduced 0.3%
40,538 $2.58 Million
Q1 2023

Apr 07, 2023
SELL
$59.37 - $64.16 $55,807 - $60,310
-940 Reduced 2.26%
40,658 $2.52 Million
Q4 2022

Feb 02, 2023
BUY
$59.96 - $64.63 $82,145 - $88,543
1,370 Added 3.41%
41,598 $2.58 Million
Q3 2022

Oct 12, 2022
SELL
N/A
-2,507 Reduced 5.87%
40,228 $2.22 Million
Q2 2022

Jul 27, 2022
SELL
N/A
-235 Reduced 0.55%
42,735 $2.53 Million
Q1 2022

Apr 25, 2022
SELL
N/A
-14,496 Reduced 25.23%
42,970 $2.82 Million
Q4 2021

Feb 11, 2022
BUY
N/A
28,733 Added 100.0%
57,466 $3.8 Million
Q3 2021

Nov 05, 2021
SELL
N/A
-65 Reduced 0.23%
28,733 $3.43 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-1,766 Reduced 5.78%
28,798 $3.47 Million
Q1 2021

May 10, 2021
SELL
N/A
-5,287 Reduced 14.75%
30,564 $3.51 Million
Q4 2020

Jan 19, 2021
SELL
N/A
-3,502 Reduced 8.9%
35,851 $3.85 Million
Q3 2020

Oct 16, 2020
BUY
N/A
740 Added 1.92%
39,353 $3.82 Million
Q2 2020

Aug 03, 2020
BUY
N/A
2,698 Added 7.51%
38,613 $3.59 Million
Q1 2020

Apr 10, 2020
BUY
N/A
5,581 Added 18.4%
35,915 $2.91 Million
Q4 2019

Jan 21, 2020
BUY
N/A
262 Added 0.87%
30,334 $3.21 Million
Q3 2019

Oct 16, 2019
SELL
N/A
-120 Reduced 0.4%
30,072 $2.98 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-410 Reduced 1.34%
30,192 $2.93 Million
Q1 2019

May 14, 2019
SELL
N/A
-3,390 Reduced 9.97%
30,602 $2.88 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-695 Reduced 2.0%
33,992 $2.87 Million
Q3 2018

Nov 01, 2018
SELL
N/A
-14,155 Reduced 28.98%
34,687 $3.31 Million
Q2 2018

Aug 08, 2018
SELL
N/A
-1,377 Reduced 2.74%
48,842 $4.38 Million
Q1 2018

May 04, 2018
SELL
N/A
-826 Reduced 1.62%
50,219 $4.44 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-3,135 Reduced 5.79%
51,045 $4.7 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-2,919 Reduced 5.11%
54,180 $4.71 Million
Q2 2017

Aug 11, 2017
BUY
N/A
57,099
57,099 $4.8 Million

Others Institutions Holding DLN

# of Institutions
388
Shares Held
36.3M
Call Options Held
4.3K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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