Buckingham Strategic Wealth, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 4,946 shares of DLN stock, worth $397,955. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,946

Previous 4,946 -0.0%

Holding current value

$397,955

Previous $357,000 0.56%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$65.84 - $72.19 $194,228 - $212,960	-2,950 Reduced 37.36%	4,946 $357,000
Q4 2023 Feb 14, 2024	BUY	$58.89 - $66.53 $84,507 - $95,470	1,435 Added 22.21%	7,896 $524,000
Q3 2023 Nov 13, 2023	SELL	$61.47 - $65.66 $27,169 - $29,021	-442 Reduced 6.4%	6,461 $397,000
Q2 2023 Aug 11, 2023	BUY	$60.35 - $63.6 $121,062 - $127,581	2,006 Added 40.96%	6,903 $439,000
Q4 2021 Feb 09, 2022	BUY	$59.87 - $66.15 $105,790 - $116,887	1,767 Added 56.45%	4,897 $323,000
Q3 2021 Nov 10, 2021	SELL	$59.65 - $63.08 $16,702 - $17,662	-280 Reduced 8.21%	3,130 $373,000
Q1 2021 Apr 30, 2021	SELL	$53.02 - $57.62 $6,627 - $7,202	-125 Reduced 3.54%	3,410 $391,000
Q4 2020 Feb 16, 2021	BUY	$46.78 - $53.75 $5,847 - $6,718	125 Added 3.67%	3,535 $380,000
Q3 2020 Nov 12, 2020	SELL	$46.22 - $51.04 $13,819 - $15,260	-299 Reduced 8.06%	3,410 $331,000
Q2 2020 Aug 03, 2020	BUY	$38.73 - $49.8 $7,048 - $9,063	182 Added 5.16%	3,709 $344,000
Q3 2019 Nov 12, 2019	SELL	$49.16 - $49.83 $12,290 - $12,457	-250 Reduced 6.62%	3,527 $349,000
Q2 2019 Aug 05, 2019	SELL	N/A	-400 Reduced 9.58%	3,777 $366,000
Q1 2019 May 02, 2019	BUY	N/A	800 Added 23.69%	4,177 $394,000
Q3 2017 Nov 08, 2017	BUY	N/A	3,377	3,377 $293,000

Others Institutions Holding DLN

# of Institutions

432

Shares Held

37.6M

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 Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Account

Buckingham Strategic Wealth, LLC Wisdomtree Tr U.S Largecap Div Transaction History