Almanack Investment Partners, Llc. Wisdomtree Tr U.S Largecap Div Transaction History

Almanack Investment Partners, Llc.

  • $602 Million
  • Q4 2024

A detailed history of Almanack Investment Partners, Llc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Almanack Investment Partners, Llc. holds 135,707 shares of DLN stock, worth $11 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
135,707
Previous 138,735 2.18%
Holding current value
$11 Million
Previous $10.9 Million 3.15%
% of portfolio
1.75%
Previous 1.78%

Shares

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

Jan 28, 2025
SELL
$77.23 - $82.11 $233,852 - $248,629
-3,028 Reduced 2.18%
135,707 $10.6 Million
Q3 2024

Oct 31, 2024
SELL
$71.86 - $78.56 $329,118 - $359,804
-4,580 Reduced 3.2%
138,735 $10.9 Million
Q2 2024

Aug 09, 2024
BUY
$68.68 - $73.31 $82,553 - $88,118
1,202 Added 0.85%
143,315 $10.4 Million
Q1 2024

May 01, 2024
BUY
$65.84 - $72.19 $2.07 Million - $2.27 Million
31,437 Added 28.4%
142,113 $10.3 Million
Q4 2023

Feb 07, 2024
SELL
$58.89 - $66.53 $357,108 - $403,437
-6,064 Reduced 5.19%
110,676 $7.35 Million
Q3 2023

Oct 05, 2023
SELL
$61.47 - $65.66 $5.9 Million - $6.3 Million
-95,912 Reduced 45.1%
116,740 $7.18 Million
Q2 2023

Aug 07, 2023
SELL
$60.35 - $63.6 $1.47 Million - $1.55 Million
-24,365 Reduced 10.28%
212,652 $13.5 Million
Q1 2023

May 08, 2023
SELL
$59.37 - $64.16 $216,463 - $233,927
-3,646 Reduced 1.51%
237,017 $14.7 Million
Q4 2022

Feb 08, 2023
BUY
$55.78 - $64.63 $154,510 - $179,025
2,770 Added 1.16%
240,663 $14.9 Million
Q3 2022

Nov 14, 2022
BUY
$55.26 - $64.34 $13.1 Million - $15.3 Million
237,893 New
237,893 $13.1 Million

Others Institutions Holding DLN

# of Institutions
433
Shares Held
38.1M
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 Almanack Investment Partners, Llc. Portfolio

Follow Almanack Investment Partners, 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 Almanack Investment Partners, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Almanack Investment Partners, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email