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

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

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 5,284 shares of DLN stock, worth $430,698. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,284

Previous 5,279 0.09%

Holding current value

$430,698

Previous $414,000 0.72%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

437

Shares Held

39.9M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

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