Bdo Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 5,386 shares of DLN stock, worth $436,643. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,386

Previous 5,386 -0.0%

Holding current value

$436,643

Previous $333,000 2.7%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 25, 2022	BUY	$57.22 - $66.91 $52,070 - $60,888	910 Added 20.33%	5,386 $318,000
Q4 2021 Feb 11, 2022	BUY	$59.87 - $66.15 $133,989 - $148,043	2,238 Added 100.0%	4,476 $296,000
Q1 2021 May 14, 2021	BUY	$53.02 - $57.62 $118,658 - $128,953	2,238 New	2,238 $257,000
Q1 2019 May 15, 2019	SELL	N/A	-197 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	2 Added 1.03%	197 $17,000
Q3 2018 Nov 07, 2018	BUY	N/A	1 Added 0.52%	195 $19,000
Q2 2018 Aug 27, 2018	BUY	N/A	1 Added 0.52%	194 $17,000
Q1 2018 May 23, 2018	BUY	N/A	193 New	193 $17,000

Others Institutions Holding DLN

# of Institutions

437

Shares Held

40M

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 Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.

Account

Bdo Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History