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

Waterway Wealth Management, LLC

  • $233 Billion
  • Q3 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 526,171 shares of DLN stock, worth $41.8 Million. This represents 17.75% of its overall portfolio holdings.

Number of Shares
526,171
Previous 515,563 2.06%
Holding current value
$41.8 Million
Previous $37.5 Billion 10.2%
% of portfolio
17.75%
Previous 18.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
409
Shares Held
36.5M
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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