A detailed history of Waldron Private Wealth LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Waldron Private Wealth LLC holds 6,183 shares of DLN stock, worth $493,403. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,183
Previous 6,183 -0.0%
Holding current value
$493,403
Previous $449,000 8.02%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Aug 29, 2024

SELL
$58.89 - $66.53 $167,777 - $189,543
-2,849 Reduced 31.54%
6,183 $410,000
Q4 2023

Jan 30, 2024

SELL
$58.89 - $66.53 $167,777 - $189,543
-2,849 Reduced 31.54%
6,183 $410,000
Q3 2023

Aug 29, 2024

BUY
$61.47 - $65.66 $175,128 - $187,065
2,849 Added 46.08%
9,032 $555,000
Q3 2023

Oct 26, 2023

BUY
$61.47 - $65.66 $555,197 - $593,041
9,032 New
9,032 $555,000

Others Institutions Holding DLN

About WISDOMTREE TR U.S LARGECAP DIV


  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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