Wealthquest Corp Wisdomtree Tr U.S Largecap Div Transaction History

Wealthquest Corp

  • $781 Million
  • Q1 2024

A detailed history of Wealthquest Corp transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Wealthquest Corp holds 3,700 shares of DLN stock, worth $270,026. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,700
Previous 3,700 -0.0%
Holding current value
$270,026
Previous $245,000 8.98%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022
SELL
N/A
-1,600 Reduced 30.19%
3,700 $218,000
Q4 2021

Feb 14, 2022
BUY
N/A
2,650 Added 100.0%
5,300 $350,000
Q4 2018

Jan 23, 2019
BUY
N/A
2,650 New
2,650 $223,000

Others Institutions Holding DLN

# of Institutions
388
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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