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

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Ae Wealth Management LLC holds 5,708 shares of DLN stock, worth $497,452. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,708
Previous 5,724 0.28%
Holding current value
$497,452
Previous $470,000 5.53%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
SELL
$82.42 - $87.03 $1,318 - $1,392
-16 Reduced 0.28%
5,708 $496,000
Q2 2025

Aug 06, 2025
BUY
$70.7 - $82.14 $59,600 - $69,244
843 Added 17.27%
5,724 $470,000
Q1 2025

May 06, 2025
SELL
$76.77 - $82.22 $30,938 - $33,134
-403 Reduced 7.63%
4,881 $387,000
Q4 2024

Feb 13, 2025
BUY
$77.23 - $82.11 $386 - $410
5 Added 0.09%
5,284 $411,000
Q3 2024

Nov 14, 2024
BUY
$71.86 - $78.56 $74,878 - $81,859
1,042 Added 24.59%
5,279 $414,000
Q2 2024

Aug 12, 2024
BUY
$68.68 - $73.31 $10,920 - $11,656
159 Added 3.9%
4,237 $308,000
Q1 2024

May 15, 2024
SELL
$65.84 - $72.19 $6.42 Million - $7.04 Million
-97,481 Reduced 95.98%
4,078 $294,000
Q4 2023

Feb 14, 2024
BUY
$58.89 - $66.53 $5.98 Million - $6.76 Million
101,559 New
101,559 $6.74 Million
Q2 2023

Jul 10, 2023
SELL
$60.35 - $63.6 $181 - $190
-3 Reduced 0.09%
3,310 $210,000
Q1 2023

Apr 14, 2023
BUY
$59.37 - $64.16 $196,692 - $212,562
3,313 New
3,313 $204,000
Q1 2021

Apr 27, 2021
SELL
$53.02 - $57.62 $2.94 Million - $3.19 Million
-55,398 Closed
0 $0
Q4 2020

Feb 01, 2021
BUY
$46.78 - $53.75 $2.59 Million - $2.98 Million
55,398 New
55,398 $5.96 Million
Q1 2020

May 07, 2020
SELL
$34.67 - $54.17 $244,388 - $381,844
-7,049 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$47.98 - $53.05 $338,211 - $373,949
7,049 New
7,049 $747,000

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

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
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More about DLN
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