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

United Advisor Group, LLC

$689 Million
Q3 2025

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 117,231 shares of DLN stock, worth $10.2 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

117,231

Previous 108,544 8.0%

Holding current value

$10.2 Million

Previous $8.92 Million 14.44%

% of portfolio

1.48%

Previous 1.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$82.42 - $87.03 $715,982 - $756,029	8,687 Added 8.0%	117,231 $10.2 Million
Q2 2025 Aug 11, 2025	SELL	$70.7 - $82.14 $28,562 - $33,184	-404 Reduced 0.37%	108,544 $8.92 Million
Q1 2025 Apr 21, 2025	BUY	$76.77 - $82.22 $436,437 - $467,420	5,685 Added 5.51%	108,948 $8.65 Million
Q4 2024 Feb 24, 2025	BUY	$77.23 - $82.11 $851,151 - $904,934	11,021 Added 11.95%	103,263 $8.03 Million
Q3 2024 Oct 30, 2024	BUY	$71.86 - $78.56 $975,427 - $1.07 Million	13,574 Added 17.25%	92,242 $7.25 Million

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

480

Shares Held

43.7M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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