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

Western Wealth Management, LLC

$1.72 Billion
Q3 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 7,954 shares of DLN stock, worth $628,763. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,954

Previous 7,759 2.51%

Holding current value

$628,763

Previous $564,000 10.64%

% of portfolio

0.04%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$71.86 - $78.56 $14,012 - $15,319	195 Added 2.51%	7,954 $624,000
Q2 2024 Jul 19, 2024	BUY	$68.68 - $73.31 $14,491 - $15,468	211 Added 2.8%	7,759 $564,000
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	$55.78 - $64.63 $196,234 - $227,368	-3,518 Reduced 50.22%	3,487 $216,000
Q3 2022 Nov 04, 2022	BUY	$55.26 - $64.34 $110,133 - $128,229	1,993 Added 39.76%	7,005 $388,000
Q2 2022 Jul 18, 2022	BUY	$57.22 - $66.91 $11,730 - $13,716	205 Added 4.26%	5,012 $295,000
Q1 2022 May 10, 2022	BUY	$62.31 - $66.73 $299,524 - $320,771	4,807 New	4,807 $316,000
Q4 2021 Feb 14, 2022	SELL	$59.87 - $66.15 $103,634 - $114,505	-1,731 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$57.63 - $60.69 $99,757 - $105,054	1,731 New	1,731 $209,000
Q2 2020 Jul 20, 2020	SELL	$38.73 - $49.8 $113,827 - $146,362	-2,939 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$34.67 - $54.17 $11,649 - $18,201	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

405

Shares Held

36.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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