Willow Creek Wealth Management Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Willow Creek Wealth Management Inc.

$1.06 Billion
Q2 2025

A detailed history of Willow Creek Wealth Management Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 5,329 shares of DLN stock, worth $465,541. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,329

Previous 5,329 -0.0%

Holding current value

$465,541

Previous $422,000 3.55%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Jul 16, 2025	SELL	$76.77 - $82.22 $6,678 - $7,153	-87 Reduced 1.61%	5,329 $422,000
Q4 2024 Feb 14, 2025	SELL	$77.23 - $82.11 $53,597 - $56,984	-694 Reduced 11.36%	5,416 $421,000
Q3 2024 Jul 25, 2025	SELL	$71.86 - $78.56 $19,186 - $20,975	-267 Reduced 4.7%	5,416 $425,000
Q2 2024 Jul 25, 2025	BUY	$68.68 - $73.31 $24,312 - $25,951	354 Added 6.64%	5,683 $413,000
Q1 2024 Jul 25, 2025	BUY	$65.84 - $72.19 $41,742 - $45,768	634 Added 11.9%	5,963 $430,000
Q3 2023 Nov 20, 2023	SELL	$61.47 - $65.66 $32,210 - $34,405	-524 Reduced 7.9%	6,110 $375,000
Q2 2022 Aug 16, 2022	BUY	$57.22 - $66.91 $29,983 - $35,060	524 Added 8.58%	6,634 $392,000
Q4 2021 Mar 24, 2022	BUY	$59.87 - $66.15 $182,902 - $202,088	3,055 Added 100.0%	6,110 $404,000
Q4 2020 Feb 23, 2021	SELL	$46.78 - $53.75 $7,157 - $8,223	-153 Reduced 4.77%	3,055 $328,000
Q1 2018 Apr 26, 2018	BUY	N/A	3,208 New	3,208 $284,000

Others Institutions Holding DLN

# of Institutions

471

Shares Held

42.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Willow Creek Wealth Management Inc. Wisdomtree Tr U.S Largecap Div Transaction History