Wealth Enhancement Advisory Services, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 136,940 shares of DLN stock, worth $10.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

136,940

Previous 138,003 0.77%

Holding current value

$10.9 Million

Previous $10 Million 7.16%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$71.86 - $78.56 $76,387 - $83,509	-1,063 Reduced 0.77%	136,940 $10.8 Million
Q2 2024 Jul 16, 2024	BUY	$68.68 - $73.31 $74,311 - $79,321	1,082 Added 0.79%	138,003 $10 Million
Q1 2024 Apr 15, 2024	SELL	$65.84 - $72.19 $73,279 - $80,347	-1,113 Reduced 0.81%	136,921 $9.88 Million
Q4 2023 Jan 30, 2024	BUY	$58.89 - $66.53 $33,096 - $37,389	562 Added 0.41%	138,034 $9.16 Million
Q3 2023 Nov 13, 2023	BUY	$61.47 - $65.66 $7.57 Million - $8.08 Million	123,100 Added 856.53%	137,472 $8.45 Million
Q2 2023 Jul 21, 2023	SELL	$60.35 - $63.6 $234,218 - $246,831	-3,881 Reduced 21.26%	14,372 $914,000
Q1 2023 Apr 25, 2023	BUY	$59.37 - $64.16 $662,687 - $716,153	11,162 Added 157.41%	18,253 $1.13 Million
Q4 2022 Feb 01, 2023	SELL	$55.78 - $64.63 $35,754 - $41,427	-641 Reduced 8.29%	7,091 $439,000
Q3 2022 Oct 17, 2022	SELL	$55.26 - $64.34 $10,609 - $12,353	-192 Reduced 2.42%	7,732 $436,000
Q2 2022 Jul 18, 2022	SELL	$57.22 - $66.91 $197,409 - $230,839	-3,450 Reduced 30.33%	7,924 $474,000
Q1 2022 Apr 18, 2022	BUY	$62.31 - $66.73 $101,253 - $108,436	1,625 Added 16.67%	11,374 $751,000
Q4 2021 Feb 08, 2022	BUY	$59.87 - $66.15 $307,133 - $339,349	5,130 Added 111.06%	9,749 $635,000
Q3 2021 Nov 03, 2021	BUY	$59.65 - $63.08 $47,720 - $50,464	800 Added 20.95%	4,619 $581,000
Q2 2021 Aug 10, 2021	BUY	$57.63 - $60.69 $7,088 - $7,464	123 Added 3.33%	3,819 $468,000
Q1 2021 May 12, 2021	BUY	$53.02 - $57.62 $195,961 - $212,963	3,696 New	3,696 $430,000

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Wisdomtree Tr U.S Largecap Div Transaction History