A detailed history of Arkadios Wealth Advisors transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Arkadios Wealth Advisors holds 2,814 shares of DLN stock, worth $218,760. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,814
Previous 2,799 0.54%
Holding current value
$218,760
Previous $219,000 0.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 15, 2025

BUY
$77.23 - $82.11 $1,158 - $1,231
15 Added 0.54%
2,814 $218,000
Q3 2024

Oct 24, 2024

BUY
$71.86 - $78.56 $1,077 - $1,178
15 Added 0.54%
2,799 $219,000
Q2 2024

Jul 29, 2024

BUY
$68.68 - $73.31 $191,205 - $204,095
2,784 New
2,784 $202,000
Q1 2022

May 02, 2022

SELL
$62.31 - $66.73 $190,793 - $204,327
-3,062 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$59.87 - $66.15 $91,720 - $101,341
1,532 Added 100.13%
3,062 $202,000
Q2 2021

Jul 28, 2021

BUY
$57.63 - $60.69 $8,644 - $9,103
150 Added 10.87%
1,530 $184,000
Q4 2020

Feb 09, 2021

BUY
$46.78 - $53.75 $280 - $322
6 Added 0.44%
1,380 $148,000
Q3 2020

Nov 10, 2020

BUY
$46.22 - $51.04 $415 - $459
9 Added 0.66%
1,374 $138 Million
Q2 2020

Aug 10, 2020

BUY
$38.73 - $49.8 $387 - $498
10 Added 0.74%
1,365 $130 Million
Q1 2020

May 14, 2020

BUY
$34.67 - $54.17 $277 - $433
8 Added 0.59%
1,355 $110 Million
Q4 2019

Feb 14, 2020

BUY
$47.98 - $53.05 $64,629 - $71,458
1,347 New
1,347 $0

Others Institutions Holding DLN

About WISDOMTREE TR U.S LARGECAP DIV


  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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