A detailed history of New Edge Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, New Edge Advisors, LLC holds 10,470 shares of DLN stock, worth $810,168. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,470
Previous 10,719 2.32%
Holding current value
$810,168
Previous $779,000 5.52%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$71.86 - $78.56 $17,893 - $19,561
-249 Reduced 2.32%
10,470 $822,000
Q2 2024

Aug 15, 2024

BUY
$68.68 - $73.31 $444,290 - $474,242
6,469 Added 152.21%
10,719 $779,000
Q1 2024

May 14, 2024

BUY
$65.84 - $72.19 $16,460 - $18,047
250 Added 6.25%
4,250 $306,000
Q4 2023

Feb 13, 2024

BUY
$58.89 - $66.53 $58 - $66
1 Added 0.03%
4,000 $265,000
Q3 2023

Nov 14, 2023

SELL
$61.47 - $65.66 $6,392 - $6,828
-104 Reduced 2.53%
3,999 $245,000
Q2 2023

Aug 14, 2023

BUY
$60.35 - $63.6 $236,028 - $248,739
3,911 Added 2036.98%
4,103 $260,000
Q1 2023

May 12, 2023

SELL
$59.37 - $64.16 $434,054 - $469,073
-7,311 Reduced 97.44%
192 $11,000
Q4 2022

Feb 14, 2023

BUY
$55.78 - $64.63 $34,304 - $39,747
615 Added 8.93%
7,503 $464,000
Q2 2022

Aug 09, 2022

BUY
$57.22 - $66.91 $394,131 - $460,876
6,888 New
6,888 $407,000
Q3 2017

Nov 13, 2017

SELL
N/A
-144 Closed
0 $0
Q2 2017

Aug 16, 2017

BUY
N/A
144
144 $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 New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.