Plante Moran Financial Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,516 shares of DLN stock, worth $132,437. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,516
Previous 280 441.43%
Holding current value
$132,437
Previous $22,000 463.64%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Aug 05, 2025
BUY
$70.7 - $82.14 $87,385 - $101,525
1,236 Added 441.43%
1,516 $124,000
Q1 2025

May 08, 2025
BUY
$76.77 - $82.22 $21,495 - $23,021
280 New
280 $22,000

Others Institutions Holding DLN

# of Institutions
473
Shares Held
42.3M
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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