Valley National Advisers Inc Wisdomtree Tr U.S Largecap Div Transaction History

Valley National Advisers Inc

$554 Million
Q3 2024

A detailed history of Valley National Advisers Inc transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Valley National Advisers Inc holds 410 shares of DLN stock, worth $32,570. This represents 0.01% of its overall portfolio holdings.

Number of Shares

410

Previous 410 -0.0%

Holding current value

$32,570

Previous $29,000 10.34%

% of portfolio

0.01%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	BUY	$59.87 - $66.15 $12,273 - $13,560	205 Added 100.0%	410 $27,000
Q3 2020 Nov 13, 2020	SELL	$46.22 - $51.04 $1,617 - $1,786	-35 Reduced 14.58%	205 $0
Q2 2020 Aug 10, 2020	SELL	$38.73 - $49.8 $9,798 - $12,599	-253 Reduced 51.32%	240 $22,000
Q3 2019 Nov 12, 2019	BUY	$49.16 - $49.83 $12,437 - $12,606	253 Added 105.42%	493 $49,000
Q2 2019 Aug 08, 2019	SELL	N/A	-50 Reduced 17.24%	240 $23,000
Q1 2019 Apr 26, 2019	BUY	N/A	34 Added 13.28%	290 $27,000
Q4 2018 Feb 25, 2019	BUY	N/A	56 Added 28.0%	256 $22,000
Q3 2018 Nov 08, 2018	BUY	N/A	3 Added 1.52%	200 $19,000
Q2 2018 Aug 14, 2018	BUY	N/A	14 Added 7.65%	197 $18,000
Q1 2018 Apr 19, 2018	BUY	N/A	53 Added 40.77%	183 $16,000
Q3 2017 Nov 14, 2017	BUY	N/A	130	130 $11,000

Others Institutions Holding DLN

# of Institutions

409

Shares Held

36.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Valley National Advisers Inc Wisdomtree Tr U.S Largecap Div Transaction History