Steward Partners Investment Advisory, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 194,276 shares of DLN stock, worth $15.5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
194,276
Previous 194,115 0.08%
Holding current value
$15.5 Million
Previous $14.1 Million 8.08%
% of portfolio
0.14%
Previous 0.15%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$71.86 - $78.56 $11,569 - $12,648
161 Added 0.08%
194,276 $15.3 Million
Q2 2024

Aug 08, 2024
SELL
$68.68 - $73.31 $45,191 - $48,237
-658 Reduced 0.34%
194,115 $14.1 Million
Q1 2024

May 15, 2024
BUY
$65.84 - $72.19 $4,345 - $4,764
66 Added 0.03%
194,773 $14.1 Million
Q4 2023

Feb 12, 2024
SELL
$58.89 - $66.53 $101,408 - $114,564
-1,722 Reduced 0.88%
194,707 $12.9 Million
Q3 2023

Nov 13, 2023
SELL
$61.47 - $65.66 $44,996 - $48,063
-732 Reduced 0.37%
196,429 $12.1 Million
Q2 2023

Aug 14, 2023
SELL
$60.35 - $63.6 $60,168 - $63,409
-997 Reduced 0.5%
197,161 $12.5 Million
Q1 2023

May 15, 2023
SELL
$59.37 - $64.16 $174,369 - $188,437
-2,937 Reduced 1.46%
198,158 $12.3 Million
Q4 2022

Feb 15, 2023
BUY
$55.78 - $64.63 $18,742 - $21,715
336 Added 0.17%
201,095 $12.5 Million
Q3 2022

Nov 10, 2022
SELL
$55.26 - $64.34 $89,355 - $104,037
-1,617 Reduced 0.8%
200,759 $11.1 Million
Q2 2022

Aug 04, 2022
SELL
$57.22 - $66.91 $22,773 - $26,630
-398 Reduced 0.2%
202,376 $12 Million
Q1 2022

May 02, 2022
BUY
$62.31 - $66.73 $109,603 - $117,378
1,759 Added 0.88%
202,774 $13.3 Million
Q4 2021

Feb 08, 2022
BUY
$59.87 - $66.15 $5.97 Million - $6.59 Million
99,637 Added 98.28%
201,015 $13.3 Million
Q3 2021

Nov 12, 2021
SELL
$59.65 - $63.08 $71,997 - $76,137
-1,207 Reduced 1.18%
101,378 $12.1 Million
Q2 2021

Aug 13, 2021
SELL
$57.63 - $60.69 $63,911 - $67,305
-1,109 Reduced 1.07%
102,585 $12.3 Million
Q1 2021

May 14, 2021
SELL
$53.02 - $57.62 $137,480 - $149,408
-2,593 Reduced 2.44%
103,694 $0
Q4 2020

Feb 11, 2021
SELL
$46.78 - $53.75 $70,918 - $81,485
-1,516 Reduced 1.41%
106,287 $11.4 Million
Q3 2020

Oct 30, 2020
SELL
$46.22 - $51.04 $141,109 - $155,825
-3,053 Reduced 2.75%
107,803 $10.5 Million
Q2 2020

Aug 06, 2020
SELL
$38.73 - $49.8 $2.3 Million - $2.95 Million
-59,300 Reduced 34.85%
110,856 $10.3 Million
Q1 2020

Apr 29, 2020
SELL
$34.67 - $54.17 $21,079 - $32,935
-608 Reduced 0.36%
170,156 $13.8 Million
Q4 2019

Jan 17, 2020
BUY
$47.98 - $53.05 $57,096 - $63,129
1,190 Added 0.7%
170,764 $18.1 Million
Q3 2019

Oct 30, 2019
BUY
$49.16 - $49.83 $109,774 - $111,270
2,233 Added 1.33%
169,574 $16.8 Million
Q2 2019

Jul 25, 2019
SELL
N/A
-11,559 Reduced 6.46%
167,341 $16.2 Million
Q1 2019

Apr 30, 2019
BUY
N/A
65,267 Added 57.44%
178,900 $16.9 Million
Q4 2018

Jan 15, 2019
BUY
N/A
3,569 Added 3.24%
113,633 $9.6 Million
Q3 2018

Oct 23, 2018
BUY
N/A
80,467 Added 271.88%
110,064 $10.5 Million
Q2 2018

Jul 20, 2018
SELL
N/A
-7,086 Reduced 19.32%
29,597 $2.66 Million
Q1 2018

Apr 20, 2018
BUY
N/A
17,376 Added 90.0%
36,683 $3.25 Million
Q4 2017

Jan 19, 2018
BUY
N/A
10,210 Added 112.23%
19,307 $1.78 Million
Q3 2017

Nov 22, 2017
BUY
N/A
7,862 Added 636.6%
9,097 $789,000
Q2 2017

Nov 22, 2017
SELL
N/A
-237 Reduced 16.1%
1,235 $103,000
Q1 2017

Nov 22, 2017
BUY
N/A
1,472
1,472 $122,000

Others Institutions Holding DLN

# of Institutions
403
Shares Held
36.2M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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