Mutual Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

A detailed history of Mutual Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Mutual Advisors, LLC holds 5,332 shares of DLN stock, worth $425,493. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,332

Previous 5,077 5.02%

Holding current value

$425,493

Previous $369,000 13.28%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$71.86 - $78.56 $18,324 - $20,032	255 Added 5.02%	5,332 $418,000
Q2 2024 Jul 30, 2024	BUY	$68.68 - $73.31 $274 - $293	4 Added 0.08%	5,077 $369,000
Q1 2024 May 02, 2024	SELL	$65.84 - $72.19 $31,734 - $34,795	-482 Reduced 8.68%	5,073 $366,000
Q4 2023 Jan 12, 2024	BUY	$58.89 - $66.53 $353 - $399	6 Added 0.11%	5,555 $368,000
Q3 2023 Nov 13, 2023	SELL	$61.47 - $65.66 $3,565 - $3,808	-58 Reduced 1.03%	5,549 $341,000
Q2 2023 Jul 31, 2023	SELL	$60.35 - $63.6 $165,841 - $174,772	-2,748 Reduced 32.89%	5,607 $356,000
Q1 2023 Apr 11, 2023	SELL	$59.37 - $64.16 $12,289 - $13,281	-207 Reduced 2.42%	8,355 $516,000
Q4 2022 Jan 12, 2023	BUY	$55.78 - $64.63 $477,588 - $553,362	8,562 New	8,562 $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

Ticker DLN
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Mutual Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History