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

Waterway Wealth Management, LLC

  • $227 Billion
  • Q1 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 660,505 shares of DLN stock, worth $48.1 Million. This represents 20.96% of its overall portfolio holdings.

Number of Shares
660,505
Previous 728,870 9.38%
Holding current value
$48.1 Million
Previous $48.4 Billion 1.45%
% of portfolio
20.96%
Previous 20.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
387
Shares Held
36.3M
Call Options Held
4.3K
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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