A detailed history of National Asset Management, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, National Asset Management, Inc. holds 11,246 shares of DLN stock, worth $897,430. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,246
Previous 9,236 21.76%
Holding current value
$897,430
Previous $666,000 22.82%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024

BUY
$68.68 - $73.31 $138,046 - $147,353
2,010 Added 21.76%
11,246 $818,000
Q1 2024

May 16, 2024

SELL
$65.84 - $72.19 $18,501 - $20,285
-281 Reduced 2.95%
9,236 $666,000
Q4 2023

Mar 15, 2024

BUY
$58.89 - $66.53 $16,548 - $18,694
281 Added 3.04%
9,517 $631,000
Q3 2023

Dec 01, 2023

BUY
$61.47 - $65.66 $8,114 - $8,667
132 Added 1.45%
9,236 $567,000
Q2 2023

Jul 27, 2023

SELL
$60.35 - $63.6 $35,908 - $37,842
-595 Reduced 6.13%
9,104 $579,000
Q1 2023

May 17, 2023

SELL
$59.37 - $64.16 $115,474 - $124,791
-1,945 Reduced 16.7%
9,699 $599,000
Q4 2022

Feb 21, 2023

BUY
$55.78 - $64.63 $50,313 - $58,296
902 Added 8.4%
11,644 $721,000
Q3 2022

Nov 14, 2022

BUY
$55.26 - $64.34 $593,602 - $691,140
10,742 New
10,742 $594,000

Others Institutions Holding DLN

About WISDOMTREE TR U.S LARGECAP DIV


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

Track National Asset Management, Inc. Portfolio

Follow National Asset Management, Inc. 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 National Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on National Asset Management, Inc. with notifications on news.