Cary Street Partners Financial LLC Wisdomtree Tr U.S Largecap Div Transaction History

Cary Street Partners Financial LLC

  • $3.85 Trillion
  • Q3 2025

A detailed history of Cary Street Partners Financial LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 3,430 shares of DLN stock, worth $298,924. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,430
Previous 3,112 10.22%
Holding current value
$298,924
Previous $255 Million 16.89%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$82.42 - $87.03 $26,209 - $27,675
318 Added 10.22%
3,430 $299 Million
Q2 2025

Aug 13, 2025
SELL
$70.7 - $82.14 $26,724 - $31,048
-378 Reduced 10.83%
3,112 $255 Million
Q1 2025

May 09, 2025
BUY
$76.77 - $82.22 $30,324 - $32,476
395 Added 12.76%
3,490 $277 Million
Q4 2024

Feb 14, 2025
BUY
$77.23 - $82.11 $239,026 - $254,130
3,095 New
3,095 $241 Million

Others Institutions Holding DLN

# of Institutions
480
Shares Held
43.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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