United Advisor Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History

United Advisor Group, LLC

  • $305 Million
  • Q2 2024

A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, United Advisor Group, LLC holds 78,668 shares of DLN stock, worth $6.15 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
78,668
Previous 67,423 16.68%
Holding current value
$6.15 Million
Previous $4.87 Million 17.59%
% of portfolio
1.88%
Previous 1.92%

Shares

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

Aug 08, 2024
BUY
$68.68 - $73.31 $772,306 - $824,370
11,245 Added 16.68%
78,668 $5.72 Million
Q1 2024

May 14, 2024
BUY
$65.84 - $72.19 $4.44 Million - $4.87 Million
67,423 New
67,423 $4.87 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
  • Industry ETFs
More about DLN
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