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

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 5,446 shares of DLN stock, worth $430,506. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,446

Previous 5,446 -0.0%

Holding current value

$430,506

Previous $396,000 7.83%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$58.89 - $66.53 $5,712 - $6,453	-97 Reduced 1.75%	5,446 $361,000
Q3 2023 Nov 14, 2023	BUY	$61.47 - $65.66 $61 - $65	1 Added 0.02%	5,543 $340,000
Q2 2023 Aug 08, 2023	SELL	$60.35 - $63.6 $844 - $890	-14 Reduced 0.25%	5,542 $352,000
Q1 2023 May 03, 2023	SELL	$59.37 - $64.16 $90,539 - $97,844	-1,525 Reduced 21.54%	5,556 $343,000
Q4 2022 Feb 14, 2023	SELL	$55.78 - $64.63 $117,974 - $136,692	-2,115 Reduced 23.0%	7,081 $438,000
Q3 2022 Nov 14, 2022	BUY	$55.26 - $64.34 $88,416 - $102,944	1,600 Added 21.06%	9,196 $508,000
Q4 2021 Aug 11, 2022	BUY	$59.87 - $66.15 $454,772 - $502,475	7,596 New	7,596 $502,000

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Axxcess Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History