St. Clair Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

St. Clair Advisors, LLC

$357 Billion
Q1 2025

A detailed history of St. Clair Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, St. Clair Advisors, LLC holds 15,714 shares of DLN stock, worth $1.21 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

15,714

Previous 15,839 0.79%

Holding current value

$1.21 Million

Previous $1.23 Billion 1.23%

% of portfolio

0.35%

Previous 0.35%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$76.77 - $82.22 $9,596 - $10,277	-125 Reduced 0.79%	15,714 $1.25 Billion
Q4 2024 Feb 14, 2025	BUY	$77.23 - $82.11 $1.22 Million - $1.3 Million	15,839 New	15,839 $1.23 Billion
Q1 2024 Apr 10, 2025	SELL	$65.84 - $72.19 $4,938 - $5,414	-75 Reduced 0.47%	15,839 $1.14 Billion
Q3 2023 Apr 10, 2025	BUY	$61.47 - $65.66 $4,610 - $4,924	75 Added 0.47%	15,914 $979 Million
Q1 2023 Apr 10, 2025	SELL	$59.37 - $64.16 $106,866 - $115,488	-1,800 Reduced 9.75%	16,664 $1.03 Billion
Q4 2022 Apr 10, 2025	SELL	$55.78 - $64.63 $136,549 - $158,214	-2,448 Reduced 11.71%	18,464 $1.14 Billion
Q3 2022 Apr 10, 2025	SELL	$55.26 - $64.34 $66,312 - $77,208	-1,200 Reduced 5.43%	20,912 $1.16 Billion
Q4 2021 Apr 10, 2025	BUY	$59.87 - $66.15 $375,564 - $414,958	6,273 Added 39.6%	22,112 $1.46 Billion
Q3 2021 Apr 10, 2025	SELL	$59.65 - $63.08 $285,305 - $301,711	-4,783 Reduced 30.2%	11,056 $1.32 Billion

Others Institutions Holding DLN

# of Institutions

455

Shares Held

42.7M

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 St. Clair Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on St. Clair Advisors, LLC with notifications on news.

Account

St. Clair Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History