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

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024

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 5,416 shares of DLN stock, worth $411,832. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,416
Previous 6,110 11.36%
Holding current value
$411,832
Previous $405,000 3.95%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Feb 14, 2025
SELL
$77.23 - $82.11 $53,597 - $56,984
-694 Reduced 11.36%
5,416 $421,000
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
451
Shares Held
40.6M
Call Options Held
3.1K
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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