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

Pcg Wealth Advisors, LLC

  • $194 Million
  • Q2 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 2,451 shares of DLN stock, worth $213,065. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,451
Holding current value
$213,065
% of portfolio
0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$70.7 - $82.14 $173,285 - $201,325
2,451 New
2,451 $201,000
Q4 2023

Jan 29, 2024
SELL
$58.89 - $66.53 $32,095 - $36,258
-545 Reduced 13.56%
3,475 $230,000
Q3 2023

Oct 19, 2023
SELL
$61.47 - $65.66 $1,844 - $1,969
-30 Reduced 0.74%
4,020 $247,000
Q2 2023

Jul 20, 2023
BUY
$60.35 - $63.6 $21,726 - $22,896
360 Added 9.76%
4,050 $257,000
Q1 2023

May 08, 2023
BUY
$59.37 - $64.16 $219,075 - $236,750
3,690 New
3,690 $228,000

Others Institutions Holding DLN

# of Institutions
471
Shares Held
42.4M
Call Options Held
0
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
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