Waterway Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Waterway Wealth Management, LLC

  • $227 Billion
  • Q4 2024

A detailed history of Waterway Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 521,356 shares of DLN stock, worth $41.9 Million. This represents 17.84% of its overall portfolio holdings.

Number of Shares
521,356
Previous 526,171 0.92%
Holding current value
$41.9 Million
Previous $41.3 Billion 1.88%
% of portfolio
17.84%
Previous 17.75%

Shares

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

Feb 05, 2025
SELL
$77.23 - $82.11 $371,862 - $395,359
-4,815 Reduced 0.92%
521,356 $40.6 Billion
Q3 2024

Oct 21, 2024
BUY
$71.86 - $78.56 $762,290 - $833,364
10,608 Added 2.06%
526,171 $41.3 Billion
Q2 2024

Jul 25, 2024
SELL
$68.68 - $73.31 $9.95 Million - $10.6 Million
-144,942 Reduced 21.94%
515,563 $37.5 Billion
Q1 2024

Apr 18, 2024
SELL
$65.84 - $72.19 $4.5 Million - $4.94 Million
-68,365 Reduced 9.38%
660,505 $47.7 Billion
Q4 2023

Jan 17, 2024
BUY
$58.89 - $66.53 $42.9 Million - $48.5 Million
728,870 New
728,870 $48.4 Billion

Others Institutions Holding DLN

# of Institutions
432
Shares Held
37.6M
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
Track This Portfolio

Track Waterway Wealth Management, LLC Portfolio

Follow Waterway Wealth Management, LLC 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 Waterway Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterway Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email