Moller Financial Services Wisdomtree Tr U.S Largecap Div Transaction History

Moller Financial Services

$400 Million
Q3 2024

A detailed history of Moller Financial Services transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Moller Financial Services holds 95,943 shares of DLN stock, worth $7.66 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

95,943

Previous 96,218 0.29%

Holding current value

$7.66 Million

Previous $7 Million 7.69%

% of portfolio

1.88%

Previous 1.87%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$71.86 - $78.56 $19,761 - $21,604	-275 Reduced 0.29%	95,943 $7.54 Million
Q2 2024 Jul 01, 2024	SELL	$68.68 - $73.31 $90,245 - $96,329	-1,314 Reduced 1.35%	96,218 $7 Million
Q1 2024 Apr 11, 2024	SELL	$65.84 - $72.19 $251,179 - $275,404	-3,815 Reduced 3.76%	97,532 $7.04 Million
Q4 2023 Jan 10, 2024	BUY	$58.89 - $66.53 $7,714 - $8,715	131 Added 0.13%	101,347 $6.73 Million
Q3 2023 Oct 16, 2023	SELL	$61.47 - $65.66 $121,833 - $130,138	-1,982 Reduced 1.92%	101,216 $6.22 Million
Q2 2023 Jul 17, 2023	SELL	$60.35 - $63.6 $212,311 - $223,744	-3,518 Reduced 3.3%	103,198 $6.56 Million
Q1 2023 Apr 17, 2023	SELL	$59.37 - $64.16 $28,913 - $31,245	-487 Reduced 0.45%	106,716 $6.6 Million
Q4 2022 Jan 18, 2023	BUY	$55.78 - $64.63 $64,258 - $74,453	1,152 Added 1.09%	107,203 $0
Q3 2022 Oct 20, 2022	SELL	$55.26 - $64.34 $58,520 - $68,136	-1,059 Reduced 0.99%	106,051 $5.86 Million
Q2 2022 Jul 21, 2022	SELL	$57.22 - $66.91 $29,926 - $34,993	-523 Reduced 0.49%	107,110 $6.33 Million
Q1 2022 Apr 14, 2022	SELL	$62.31 - $66.73 $22,182 - $23,755	-356 Reduced 0.33%	107,633 $7.07 Million
Q4 2021 Jan 20, 2022	BUY	$59.87 - $66.15 $3.19 Million - $3.53 Million	53,323 Added 97.54%	107,989 $7.13 Million
Q3 2021 Oct 20, 2021	SELL	$59.65 - $63.08 $45,811 - $48,445	-768 Reduced 1.39%	54,666 $6.52 Million
Q2 2021 Jul 22, 2021	SELL	$57.63 - $60.69 $33,252 - $35,018	-577 Reduced 1.03%	55,434 $6.67 Million
Q1 2021 Apr 19, 2021	BUY	$53.02 - $57.62 $175,231 - $190,434	3,305 Added 6.27%	56,011 $6.42 Million
Q4 2020 Jan 11, 2021	SELL	$46.78 - $53.75 $112,038 - $128,731	-2,395 Reduced 4.35%	52,706 $5.67 Million
Q3 2020 Oct 19, 2020	SELL	$46.22 - $51.04 $339,301 - $374,684	-7,341 Reduced 11.76%	55,101 $5.35 Million
Q2 2020 Jul 20, 2020	BUY	$38.73 - $49.8 $988,234 - $1.27 Million	25,516 Added 69.1%	62,442 $5.8 Million
Q1 2020 Apr 20, 2020	BUY	$34.67 - $54.17 $564,843 - $882,537	16,292 Added 78.96%	36,926 $2.99 Million
Q2 2019 Jul 19, 2019	SELL	N/A	-42 Reduced 0.2%	20,634 $2 Million
Q1 2018 Apr 25, 2018	SELL	N/A	-320 Reduced 1.52%	20,676 $1.83 Million
Q3 2017 Oct 26, 2017	BUY	N/A	20,996	20,996 $0

Others Institutions Holding DLN

# of Institutions

403

Shares Held

36.2M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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Moller Financial Services Wisdomtree Tr U.S Largecap Div Transaction History