Valmark Advisers, Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Valmark Advisers, Inc.

$5.7 Billion
Q1 2024

A detailed history of Valmark Advisers, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,972 shares of DLN stock, worth $217,609. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,972

Holding current value

$217,609

% of portfolio

0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$65.84 - $72.19 $195,676 - $214,548	2,972 New	2,972 $214,000
Q1 2023 May 01, 2023	BUY	$59.37 - $64.16 $178 - $192	3 Added 0.09%	3,446 $213,000
Q4 2022 Feb 06, 2023	BUY	$59.96 - $64.63 $206,442 - $222,521	3,443 New	3,443 $213,000
Q2 2022 Aug 01, 2022	BUY	N/A	17 Added 0.49%	3,521 $208,000
Q1 2022 May 10, 2022	BUY	N/A	3,504 New	3,504 $230,000

Q2 2020 Jul 31, 2020	SELL	N/A	-3,075 Closed	0 $0
Q1 2020 May 01, 2020	BUY	N/A	145 Added 4.95%	3,075 $249,000
Q4 2019 Jan 31, 2020	BUY	N/A	275 Added 10.36%	2,930 $310,000
Q3 2019 Nov 06, 2019	BUY	N/A	7 Added 0.26%	2,655 $263,000
Q2 2019 Aug 07, 2019	SELL	N/A	-320 Reduced 10.78%	2,648 $257,000
Q1 2019 May 10, 2019	BUY	N/A	2,968 New	2,968 $280,000
Q4 2018 Feb 07, 2019	SELL	N/A	-2,120 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	N/A	2,120 New	2,120 $202,000
Q4 2017 Feb 09, 2018	SELL	N/A	-3,633 Closed	0 $0
Q3 2017 Nov 06, 2017	BUY	N/A	3,633	3,633 $315,000

Others Institutions Holding DLN

# of Institutions

389

Shares Held

36.3M

Call Options Held

4.3K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Valmark Advisers, Inc. Wisdomtree Tr U.S Largecap Div Transaction History