Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

SELL
$61.47 - $65.66 $43,336 - $46,290
-705 Reduced 5.66%
11,747 $722,000
Q2 2023

Aug 04, 2023

SELL
$60.35 - $63.6 $105,009 - $110,664
-1,740 Reduced 12.26%
12,452 $791,000
Q1 2023

Apr 28, 2023

SELL
$59.37 - $64.16 $38,174 - $41,254
-643 Reduced 4.33%
14,192 $877,000
Q4 2022

Feb 06, 2023

SELL
$55.78 - $64.63 $42,950 - $49,765
-770 Reduced 4.93%
14,835 $919,000
Q3 2022

Nov 03, 2022

SELL
$55.26 - $64.34 $216,674 - $252,277
-3,921 Reduced 20.08%
15,605 $862,000
Q2 2022

Aug 08, 2022

BUY
$57.22 - $66.91 $824,311 - $963,905
14,406 Added 281.37%
19,526 $1.15 Million
Q1 2022

May 27, 2022

BUY
$62.31 - $66.73 $1,869 - $2,001
30 Added 0.59%
5,120 $336,000
Q4 2021

May 27, 2022

BUY
$59.87 - $66.15 $139,796 - $154,460
2,335 Added 84.75%
5,090 $336,000
Q3 2021

Oct 27, 2021

BUY
$59.65 - $63.08 $8,410 - $8,894
141 Added 5.39%
2,755 $329,000
Q2 2021

Jul 09, 2021

BUY
$57.63 - $60.69 $150,644 - $158,643
2,614 New
2,614 $315,000

Others Institutions Holding DLN

About WISDOMTREE TR U.S LARGECAP DIV


  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Wealth Trust Asset Management, LLC Portfolio

Follow Wealth Trust Asset Management, 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 Trust Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Asset Management, LLC with notifications on news.