Rockport Wealth LLC Wisdomtree Tr U.S Largecap Div Transaction History

Rockport Wealth LLC

$283 Billion
Q1 2025

A detailed history of Rockport Wealth LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Rockport Wealth LLC holds 34,057 shares of DLN stock, worth $2.71 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

34,057

Previous 34,713 1.89%

Holding current value

$2.71 Million

Previous $2.71 Billion 0.36%

% of portfolio

0.95%

Previous 1.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$76.77 - $82.22 $50,361 - $53,936	-656 Reduced 1.89%	34,057 $2.7 Billion
Q4 2024 Feb 10, 2025	SELL	$77.23 - $82.11 $18,998 - $20,199	-246 Reduced 0.7%	34,713 $2.71 Billion
Q3 2024 Nov 13, 2024	SELL	$71.86 - $78.56 $166,140 - $181,630	-2,312 Reduced 6.2%	34,959 $2.75 Billion
Q2 2024 Aug 15, 2024	SELL	$68.68 - $73.31 $55,630 - $59,381	-810 Reduced 2.13%	37,271 $2.71 Billion
Q1 2024 May 13, 2024	BUY	$65.84 - $72.19 $2.51 Million - $2.75 Million	38,081 New	38,081 $2.74 Billion

Others Institutions Holding DLN

# of Institutions

458

Shares Held

42.4M

Call Options Held

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 Rockport Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockport Wealth LLC with notifications on news.

Account

Rockport Wealth LLC Wisdomtree Tr U.S Largecap Div Transaction History