Northwest Financial Advisors Wisdomtree Tr U.S Largecap Div Transaction History

Northwest Financial Advisors

  • $136 Billion
  • Q1 2024

A detailed history of Northwest Financial Advisors transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Northwest Financial Advisors holds 4,648 shares of DLN stock, worth $340,326. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,648
Previous 4,635 0.28%
Holding current value
$340,326
Previous $308 Million 9.05%
% of portfolio
0.25%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$65.84 - $72.19 $855 - $938
13 Added 0.28%
4,648 $335 Million
Q4 2023

Feb 07, 2024
BUY
$58.89 - $66.53 $272,955 - $308,366
4,635 New
4,635 $308 Million

Others Institutions Holding DLN

# of Institutions
389
Shares Held
36.3M
Call Options Held
4.3K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Northwest Financial Advisors Portfolio

Follow Northwest Financial Advisors 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 Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email