Waterway Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Waterway Wealth Management, LLC

$227 Billion
Q4 2024

A detailed history of Waterway Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 521,356 shares of DLN stock, worth $42.8 Million. This represents 17.84% of its overall portfolio holdings.

Number of Shares

521,356

Previous 526,171 0.92%

Holding current value

$42.8 Million

Previous $41.3 Billion 1.88%

% of portfolio

17.84%

Previous 17.75%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$77.23 - $82.11 $371,862 - $395,359	-4,815 Reduced 0.92%	521,356 $40.6 Billion
Q3 2024 Oct 21, 2024	BUY	$71.86 - $78.56 $762,290 - $833,364	10,608 Added 2.06%	526,171 $41.3 Billion
Q2 2024 Jul 25, 2024	SELL	$68.68 - $73.31 $9.95 Million - $10.6 Million	-144,942 Reduced 21.94%	515,563 $37.5 Billion
Q1 2024 Apr 18, 2024	SELL	$65.84 - $72.19 $4.5 Million - $4.94 Million	-68,365 Reduced 9.38%	660,505 $47.7 Billion
Q4 2023 Jan 17, 2024	BUY	$58.89 - $66.53 $42.9 Million - $48.5 Million	728,870 New	728,870 $48.4 Billion

Others Institutions Holding DLN

# of Institutions

437

Shares Held

39.9M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Waterway Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History