Modern Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,412 shares of DLN stock, worth $472,792. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,412

Previous 5,214 3.8%

Holding current value

$472,792

Previous $413,000 7.51%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$70.7 - $82.14 $13,998 - $16,263	198 Added 3.8%	5,412 $444,000
Q1 2025 May 15, 2025	BUY	$76.77 - $82.22 $171,197 - $183,350	2,230 Added 74.73%	5,214 $414 Million
Q4 2024 May 30, 2025	BUY	$77.23 - $82.11 $154,691 - $164,466	2,003 Added 38.42%	7,217 $561,000
Q4 2024 May 29, 2025	SELL	$77.23 - $82.11 $61,088 - $64,949	-791 Reduced 15.17%	4,423 $344,000
Q4 2024 Feb 11, 2025	BUY	$77.23 - $82.11 $14,673 - $15,600	190 Added 6.8%	2,984 $241 Million
Q3 2024 May 30, 2025	SELL	$71.86 - $78.56 $173,901 - $190,115	-2,420 Reduced 46.41%	2,794 $219,000
Q3 2024 Nov 05, 2024	BUY	$71.86 - $78.56 $200,776 - $219,496	2,794 New	2,794 $219 Million

Others Institutions Holding DLN

# of Institutions

473

Shares Held

42.3M

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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Account

Modern Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History