Wealth Care Investment Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Wealth Care Investment Partners, LLC

  • $234 Million
  • Q1 2025

A detailed history of Wealth Care Investment Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 14,276 shares of DLN stock, worth $1.15 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
14,276
Previous 9,149 56.04%
Holding current value
$1.15 Million
Previous $711,000 59.35%
% of portfolio
0.48%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$76.77 - $82.22 $393,599 - $421,541
5,127 Added 56.04%
14,276 $1.13 Million
Q4 2024

Feb 03, 2025
BUY
$77.23 - $82.11 $366,919 - $390,104
4,751 Added 108.03%
9,149 $711,000
Q3 2024

Oct 08, 2024
BUY
$71.86 - $78.56 $316,040 - $345,506
4,398 New
4,398 $345,000

Others Institutions Holding DLN

# of Institutions
458
Shares Held
41.8M
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
Track This Portfolio

Track Wealth Care Investment Partners, LLC Portfolio

Follow Wealth Care Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Care Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Care Investment Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email