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

Mutual Advisors, LLC

$3.31 Billion
Q4 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 5,336 shares of DLN stock, worth $429,014. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,336

Previous 5,332 0.08%

Holding current value

$429,014

Previous $418,000 0.72%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$77.23 - $82.11 $308 - $328	4 Added 0.08%	5,336 $415,000
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

409

Shares Held

36.6M

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 Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

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