Wetherby Asset Management Inc Wisdomtree Tr U.S Largecap Div Transaction History

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024

A detailed history of Wetherby Asset Management Inc transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Wetherby Asset Management Inc holds 9,081 shares of DLN stock, worth $722,665. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,081
Previous 9,080 0.01%
Holding current value
$722,665
Previous $713,000 0.98%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$77.23 - $82.11 $77 - $82
1 Added 0.01%
9,081 $706,000
Q3 2024

Nov 14, 2024
BUY
$71.86 - $78.56 $71 - $78
1 Added 0.01%
9,080 $713,000
Q2 2024

Aug 14, 2024
BUY
$68.68 - $73.31 $15,727 - $16,787
229 Added 2.59%
9,079 $660,000
Q2 2022

Aug 15, 2022
BUY
$57.22 - $66.91 $506,397 - $592,153
8,850 New
8,850 $523,000

Others Institutions Holding DLN

# of Institutions
439
Shares Held
40M
Call Options Held
3.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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