Powers Advisory Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Powers Advisory Group, LLC

$200 Million
Q3 2024

A detailed history of Powers Advisory Group, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Powers Advisory Group, LLC holds 6,267 shares of DLN stock, worth $497,161. This represents 0.25% of its overall portfolio holdings.

Number of Shares

6,267

Previous 6,235 0.51%

Holding current value

$497,161

Previous $453,000 8.61%

% of portfolio

0.25%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$71.86 - $78.56 $2,299 - $2,513	32 Added 0.51%	6,267 $492,000
Q2 2024 Jul 24, 2024	BUY	$68.68 - $73.31 $2,541 - $2,712	37 Added 0.6%	6,235 $453,000
Q1 2024 Apr 19, 2024	BUY	$65.84 - $72.19 $1,777 - $1,949	27 Added 0.44%	6,198 $447,000
Q4 2023 Jan 17, 2024	BUY	$58.89 - $66.53 $2,650 - $2,993	45 Added 0.73%	6,171 $409,000
Q3 2023 Oct 18, 2023	BUY	$61.47 - $65.66 $2,335 - $2,495	38 Added 0.62%	6,126 $376,000
Q2 2023 Jul 20, 2023	BUY	$60.35 - $63.6 $2,293 - $2,416	38 Added 0.63%	6,088 $387,000
Q1 2023 Apr 13, 2023	BUY	$59.37 - $64.16 $2,077 - $2,245	35 Added 0.58%	6,050 $374,000
Q4 2022 Jan 20, 2023	SELL	$55.78 - $64.63 $128,628 - $149,036	-2,306 Reduced 27.71%	6,015 $0
Q3 2022 Oct 14, 2022	BUY	$55.26 - $64.34 $3,260 - $3,796	59 Added 0.71%	8,321 $460,000
Q2 2022 Jul 19, 2022	SELL	$57.22 - $66.91 $88,176 - $103,108	-1,541 Reduced 15.72%	8,262 $488,000
Q1 2022 May 11, 2022	BUY	$62.31 - $66.73 $264,132 - $282,868	4,239 Added 76.19%	9,803 $644,000
Q4 2021 May 06, 2022	BUY	$59.87 - $66.15 $333,116 - $368,058	5,564 New	5,564 $367,000

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Powers Advisory Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History