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

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 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 4,050 shares of DLN stock, worth $316,629. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,050
Previous 4,048 0.05%
Holding current value
$316,629
Previous $294,000 8.16%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$71.86 - $78.56 $143 - $157
2 Added 0.05%
4,050 $318,000
Q2 2024

Jul 31, 2024
BUY
$68.68 - $73.31 $73,899 - $78,881
1,076 Added 36.2%
4,048 $294,000
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
$55.78 - $64.63 $192,050 - $222,521
3,443 New
3,443 $213,000
Q2 2022

Aug 01, 2022
BUY
$57.22 - $66.91 $972 - $1,137
17 Added 0.49%
3,521 $208,000
Q1 2022

May 10, 2022
BUY
$62.31 - $66.73 $218,334 - $233,821
3,504 New
3,504 $230,000
Q2 2020

Jul 31, 2020
SELL
$38.73 - $49.8 $119,094 - $153,135
-3,075 Closed
0 $0
Q1 2020

May 01, 2020
BUY
$34.67 - $54.17 $5,027 - $7,854
145 Added 4.95%
3,075 $249,000
Q4 2019

Jan 31, 2020
BUY
$47.98 - $53.05 $13,194 - $14,588
275 Added 10.36%
2,930 $310,000
Q3 2019

Nov 06, 2019
BUY
$49.16 - $49.83 $344 - $348
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
405
Shares Held
36.4M
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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