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

Willow Creek Wealth Management Inc.

  • $782 Million
  • Q4 2023

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 6,110 shares of DLN stock, worth $447,374. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,110
Previous 6,110 -0.0%
Holding current value
$447,374
Previous $375,000 8.0%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
524 Added 8.58%
6,634 $392,000
Q4 2021

Mar 24, 2022
BUY
N/A
3,055 Added 100.0%
6,110 $404,000
Q4 2020

Feb 23, 2021
SELL
N/A
-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
389
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
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. 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 Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email