Resurgent Financial Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History

Resurgent Financial Advisors LLC

$170 Million
Q3 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 23,096 shares of DLN stock, worth $1.86 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

23,096

Previous 23,223 0.55%

Holding current value

$1.86 Million

Previous $1.69 Million 7.4%

% of portfolio

1.07%

Previous 1.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$71.86 - $78.56 $9,126 - $9,977	-127 Reduced 0.55%	23,096 $1.81 Million
Q2 2024 Aug 14, 2024	SELL	$68.68 - $73.31 $1.66 Million - $1.78 Million	-24,233 Reduced 51.06%	23,223 $1.69 Million
Q1 2024 May 10, 2024	BUY	$65.84 - $72.19 $1.56 Million - $1.71 Million	23,730 Added 100.02%	47,456 $3.43 Million
Q4 2023 Feb 09, 2024	SELL	$58.89 - $66.53 $49,526 - $55,951	-841 Reduced 3.42%	23,726 $1.57 Million
Q3 2023 Nov 13, 2023	BUY	$61.47 - $65.66 $1,844 - $1,969	30 Added 0.12%	24,567 $1.51 Million
Q2 2023 Aug 14, 2023	BUY	$60.35 - $63.6 $23,174 - $24,422	384 Added 1.59%	24,537 $1.56 Million
Q1 2023 May 15, 2023	BUY	$59.37 - $64.16 $2,968 - $3,208	50 Added 0.21%	24,153 $1.49 Million
Q4 2022 Feb 14, 2023	BUY	$55.78 - $64.63 $18,518 - $21,457	332 Added 1.4%	24,103 $1.49 Million
Q3 2022 Nov 14, 2022	BUY	$55.26 - $64.34 $83,553 - $97,282	1,512 Added 6.79%	23,771 $1.31 Million
Q2 2022 Aug 15, 2022	BUY	$57.22 - $66.91 $266,073 - $311,131	4,650 Added 26.41%	22,259 $1.32 Million
Q1 2022 May 16, 2022	BUY	$62.31 - $66.73 $6,978 - $7,473	112 Added 0.64%	17,609 $1.16 Million
Q4 2021 May 16, 2022	BUY	$59.87 - $66.15 $1.05 Million - $1.16 Million	17,497 New	17,497 $1.16 Million

Others Institutions Holding DLN

# of Institutions

421

Shares Held

36.9M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Resurgent Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resurgent Financial Advisors LLC with notifications on news.

Account

Resurgent Financial Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History