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

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 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 5,214 shares of DLN stock, worth $414,930. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,214
Previous 2,984 74.73%
Holding current value
$414,930
Previous $241 Million 71.62%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
457
Shares Held
41.8M
Call Options Held
0
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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