Wealthspire Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 40,695 shares of DLN stock, worth $3.24 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
40,695
Previous 29,032 40.17%
Holding current value
$3.24 Million
Previous $2.26 Million 43.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 09, 2025
BUY
$76.77 - $82.22 $895,368 - $958,931
11,663 Added 40.17%
40,695 $3.23 Million
Q4 2024

Feb 03, 2025
BUY
$77.23 - $82.11 $1.21 Million - $1.28 Million
15,627 Added 116.58%
29,032 $2.26 Million
Q3 2024

Nov 13, 2024
BUY
$71.86 - $78.56 $963,283 - $1.05 Million
13,405 New
13,405 $1.05 Million

Others Institutions Holding DLN

# of Institutions
458
Shares Held
42.4M
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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