Shore Haven Wealth Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Shore Haven Wealth Partners, LLC

  • $187 Million
  • Q2 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 11,120 shares of DLN stock, worth $869,806. This represents 0.43% of its overall portfolio holdings.

Number of Shares
11,120
Previous 12,124 8.28%
Holding current value
$869,806
Previous $875,000 7.66%
% of portfolio
0.43%
Previous 0.49%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
SELL
$68.68 - $73.31 $68,954 - $73,603
-1,004 Reduced 8.28%
11,120 $808,000
Q1 2024

May 02, 2024
SELL
$65.84 - $72.19 $55,239 - $60,567
-839 Reduced 6.47%
12,124 $875,000
Q4 2023

Feb 06, 2024
SELL
$58.89 - $66.53 $210,060 - $237,312
-3,567 Reduced 21.58%
12,963 $860,000
Q3 2023

Oct 24, 2023
SELL
$61.47 - $65.66 $8.77 Million - $9.37 Million
-142,657 Reduced 89.62%
16,530 $1.02 Million
Q2 2023

Jul 19, 2023
SELL
$60.35 - $63.6 $1.69 Million - $1.78 Million
-28,044 Reduced 14.98%
159,187 $10.1 Million
Q1 2023

Apr 14, 2023
SELL
$59.37 - $64.16 $2.51 Million - $2.71 Million
-42,313 Reduced 18.43%
187,231 $11.6 Million
Q4 2022

Jan 24, 2023
BUY
$55.78 - $64.63 $479,484 - $555,559
8,596 Added 3.89%
229,544 $0
Q3 2022

Nov 09, 2022
BUY
$55.26 - $64.34 $1.86 Million - $2.17 Million
33,663 Added 17.97%
220,948 $12.2 Million
Q2 2022

Aug 01, 2022
BUY
$57.22 - $66.91 $5.17 Million - $6.04 Million
90,325 Added 93.16%
187,285 $11.1 Million
Q1 2022

May 13, 2022
SELL
$62.31 - $66.73 $7.82 Million - $8.37 Million
-125,424 Reduced 56.4%
96,960 $6.37 Million
Q4 2021

Jan 21, 2022
BUY
$59.87 - $66.15 $6.68 Million - $7.38 Million
111,534 Added 100.62%
222,384 $14.7 Million
Q3 2021

Oct 28, 2021
BUY
$59.65 - $63.08 $140,177 - $148,238
2,350 Added 2.17%
110,850 $13.2 Million
Q2 2021

Aug 16, 2021
BUY
$57.63 - $60.69 $794,717 - $836,915
13,790 Added 14.56%
108,500 $13.1 Million
Q1 2021

May 13, 2021
BUY
$53.02 - $57.62 $176,503 - $191,816
3,329 Added 3.64%
94,710 $10.9 Million
Q4 2020

Feb 10, 2021
BUY
$46.78 - $53.75 $4.27 Million - $4.91 Million
91,381 New
91,381 $9.82 Million

Others Institutions Holding DLN

# of Institutions
389
Shares Held
36.6M
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
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More about DLN
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