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 96,218 shares of DLN stock, worth $7.02 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
96,218
Previous 97,532 1.35%
Holding current value
$7.02 Million
Previous $7.04 Million 0.58%
% of portfolio
1.87%
Previous 1.91%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$59.96 - $64.63 $69,073 - $74,453
1,152 Added 1.09%
107,203 $0
Q3 2022

Oct 20, 2022

SELL
N/A
-1,059 Reduced 0.99%
106,051 $5.86 Million
Q2 2022

Jul 21, 2022

SELL
N/A
-523 Reduced 0.49%
107,110 $6.33 Million
Q1 2022

Apr 14, 2022

SELL
N/A
-356 Reduced 0.33%
107,633 $7.07 Million
Q4 2021

Jan 20, 2022

BUY
N/A
53,323 Added 97.54%
107,989 $7.13 Million
Q3 2021

Oct 20, 2021

SELL
N/A
-768 Reduced 1.39%
54,666 $6.52 Million
Q2 2021

Jul 22, 2021

SELL
N/A
-577 Reduced 1.03%
55,434 $6.67 Million
Q1 2021

Apr 19, 2021

BUY
N/A
3,305 Added 6.27%
56,011 $6.42 Million
Q4 2020

Jan 11, 2021

SELL
N/A
-2,395 Reduced 4.35%
52,706 $5.67 Million
Q3 2020

Oct 19, 2020

SELL
N/A
-7,341 Reduced 11.76%
55,101 $5.35 Million
Q2 2020

Jul 20, 2020

BUY
N/A
25,516 Added 69.1%
62,442 $5.8 Million
Q1 2020

Apr 20, 2020

BUY
N/A
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

About WISDOMTREE TR U.S LARGECAP DIV


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

Track Moller Financial Services Portfolio

Follow Moller Financial Services 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 Moller Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on Moller Financial Services with notifications on news.