United Capital Financial Advisers, LLC Wisdomtree Tr U.S Largecap Div Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 3,769 shares of DLN stock, worth $306,947. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,769

Previous 3,969 5.04%

Holding current value

$306,947

Previous $311,000 5.79%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$77.23 - $82.11 $15,446 - $16,422	-200 Reduced 5.04%	3,769 $293,000
Q2 2024 Aug 14, 2024	SELL	$68.68 - $73.31 $33,378 - $35,628	-486 Reduced 10.91%	3,969 $288,000
Q4 2023 Feb 14, 2024	SELL	$58.89 - $66.53 $1,766 - $1,995	-30 Reduced 0.67%	4,455 $295,000
Q3 2023 Nov 14, 2023	SELL	$61.47 - $65.66 $30,120 - $32,173	-490 Reduced 9.85%	4,485 $275,000
Q4 2022 Feb 14, 2023	SELL	$55.78 - $64.63 $117,807 - $136,498	-2,112 Reduced 29.8%	4,975 $308,000
Q3 2022 Nov 14, 2022	BUY	$55.26 - $64.34 $108,309 - $126,106	1,960 Added 38.23%	7,087 $392,000
Q2 2022 Aug 11, 2022	SELL	$57.22 - $66.91 $16,593 - $19,403	-290 Reduced 5.35%	5,127 $303,000
Q1 2022 May 16, 2022	SELL	$62.31 - $66.73 $77,389 - $82,878	-1,242 Reduced 18.65%	5,417 $356,000
Q4 2021 Feb 14, 2022	BUY	$59.87 - $66.15 $157,338 - $173,842	2,628 Added 65.19%	6,659 $440,000
Q2 2021 Aug 13, 2021	SELL	$57.63 - $60.69 $57,630 - $60,690	-1,000 Reduced 19.88%	4,031 $485,000
Q1 2021 May 14, 2021	SELL	$53.02 - $57.62 $76,772 - $83,433	-1,448 Reduced 22.35%	5,031 $577,000
Q4 2020 Feb 17, 2021	SELL	$46.78 - $53.75 $1.25 Million - $1.44 Million	-26,700 Reduced 80.47%	6,479 $697,000
Q3 2020 Nov 13, 2020	BUY	$46.22 - $51.04 $33,555 - $37,055	726 Added 2.24%	33,179 $3.22 Million
Q2 2020 Aug 13, 2020	SELL	$38.73 - $49.8 $32,184 - $41,383	-831 Reduced 2.5%	32,453 $3.01 Million
Q1 2020 May 15, 2020	SELL	$34.67 - $54.17 $38,241 - $59,749	-1,103 Reduced 3.21%	33,284 $2.69 Million
Q4 2019 Feb 14, 2020	SELL	$47.98 - $53.05 $3,790 - $4,190	-79 Reduced 0.23%	34,387 $3.64 Million
Q3 2019 Nov 14, 2019	BUY	$49.16 - $49.83 $7,767 - $7,873	158 Added 0.46%	34,466 $3.42 Million
Q2 2019 Aug 13, 2019	BUY	N/A	3,238 Added 10.42%	34,308 $3.32 Million
Q1 2019 May 14, 2019	SELL	N/A	-458 Reduced 1.45%	31,070 $2.93 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-3,052 Reduced 8.83%	31,528 $2.66 Million
Q3 2018 Nov 14, 2018	BUY	N/A	282 Added 0.82%	34,580 $3.3 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-574 Reduced 1.65%	34,298 $3.08 Million
Q1 2018 May 15, 2018	SELL	N/A	-365 Reduced 1.04%	34,872 $3.09 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-69 Reduced 0.2%	35,237 $3.25 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-1,404 Reduced 3.82%	35,306 $3.07 Million
Q2 2017 Aug 14, 2017	BUY	N/A	36,710	36,710 $3.09 Million

Others Institutions Holding DLN

# of Institutions

439

Shares Held

40M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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United Capital Financial Advisers, LLC Wisdomtree Tr U.S Largecap Div Transaction History