Western Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Western Wealth Management, LLC holds 7,548 shares of DLN stock, worth $550,853. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,548
Previous 6,981 8.12%
Holding current value
$550,853
Previous $463,000 17.49%
% of portfolio
0.04%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$65.84 - $72.19 $37,331 - $40,931
567 Added 8.12%
7,548 $544,000
Q4 2023

Jan 31, 2024
BUY
$58.89 - $66.53 $102,468 - $115,762
1,740 Added 33.2%
6,981 $463,000
Q3 2023

Nov 07, 2023
BUY
$61.47 - $65.66 $84,582 - $90,348
1,376 Added 35.6%
5,241 $322,000
Q2 2023

Aug 30, 2023
BUY
$60.35 - $63.6 $19,794 - $20,860
328 Added 9.27%
3,865 $245,000
Q1 2023

Aug 30, 2023
BUY
$59.37 - $64.16 $2,968 - $3,208
50 Added 1.43%
3,537 $218,000
Q4 2022

Feb 02, 2023
SELL
$59.96 - $64.63 $210,939 - $227,368
-3,518 Reduced 50.22%
3,487 $216,000
Q3 2022

Nov 04, 2022
BUY
N/A
1,993 Added 39.76%
7,005 $388,000
Q2 2022

Jul 18, 2022
BUY
N/A
205 Added 4.26%
5,012 $295,000
Q1 2022

May 10, 2022
BUY
N/A
4,807 New
4,807 $316,000
Q4 2021

Feb 14, 2022
SELL
N/A
-1,731 Closed
0 $0
Q2 2021

Aug 09, 2021
BUY
N/A
1,731 New
1,731 $209,000
Q2 2020

Jul 20, 2020
SELL
N/A
-2,939 Closed
0 $0
Q1 2020

Apr 27, 2020
BUY
N/A
336 Added 12.91%
2,939 $237,000
Q2 2019

Aug 06, 2019
BUY
N/A
364 Added 16.26%
2,603 $252,000
Q1 2019

May 10, 2019
BUY
N/A
2,239 New
2,239 $212,000

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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