Bartlett & Co. Wealth Management LLC Wisdomtree Tr U.S Largecap Div Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 900 shares of DLN stock, worth $71,145. This represents 0.0% of its overall portfolio holdings.

Number of Shares
900
Previous 900 -0.0%
Holding current value
$71,145
Previous $65.5 Million 7.99%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$65.84 - $72.19 $21,924 - $24,039
-333 Reduced 27.01%
900 $65 Million
Q4 2023

Feb 14, 2024
SELL
$58.89 - $66.53 $39,220 - $44,308
-666 Reduced 35.07%
1,233 $82 Million
Q1 2023

Feb 14, 2024
SELL
$59.37 - $64.16 $59 - $64
-1 Reduced 0.05%
1,899 $117 Million
Q1 2022

Feb 14, 2024
BUY
$62.31 - $66.73 $49,848 - $53,384
800 Added 72.73%
1,900 $125 Million
Q3 2020

Feb 13, 2024
SELL
$46.22 - $51.04 $13,265 - $14,648
-287 Reduced 20.69%
1,100 $107 Million
Q2 2020

Feb 13, 2024
SELL
$38.73 - $49.8 $8,791 - $11,304
-227 Reduced 14.06%
1,387 $129 Million
Q1 2020

Feb 13, 2024
SELL
$34.67 - $54.17 $39,003 - $60,941
-1,125 Reduced 41.07%
1,614 $131 Million
Q4 2019

Feb 13, 2024
SELL
$47.98 - $53.05 $15,833 - $17,506
-330 Reduced 10.75%
2,739 $290 Million
Q3 2019

Feb 13, 2024
SELL
$49.16 - $49.83 $22,908 - $23,220
-466 Reduced 13.18%
3,069 $304 Million
Q1 2019

Feb 13, 2024
SELL
N/A
-3,300 Reduced 48.28%
3,535 $333 Million
Q2 2018

Feb 13, 2024
SELL
N/A
-550 Reduced 7.45%
6,835 $613 Million
Q1 2018

Feb 13, 2024
BUY
N/A
7,385 New
7,385 $653 Million

Others Institutions Holding DLN

# of Institutions
405
Shares Held
36.4M
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
  • Industry ETFs
More about DLN
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email