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

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 8,570 shares of DLN stock, worth $746,875. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,570
Previous 8,636 0.76%
Holding current value
$746,875
Previous $709,000 5.08%
% of portfolio
0.11%
Previous 0.11%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$82.42 - $87.03 $5,439 - $5,743
-66 Reduced 0.76%
8,570 $745,000
Q2 2025

Aug 13, 2025
BUY
$70.7 - $82.14 $1,838 - $2,135
26 Added 0.3%
8,636 $709,000
Q1 2025

Apr 24, 2025
BUY
$76.77 - $82.22 $1,535 - $1,644
20 Added 0.23%
8,610 $683,000
Q4 2024

Jan 14, 2025
BUY
$77.23 - $82.11 $2,085 - $2,216
27 Added 0.32%
8,590 $668,000
Q3 2024

Oct 15, 2024
BUY
$71.86 - $78.56 $1,940 - $2,121
27 Added 0.32%
8,563 $672,000
Q2 2024

Jul 16, 2024
BUY
$68.68 - $73.31 $1,991 - $2,125
29 Added 0.34%
8,536 $620,000
Q1 2024

Apr 12, 2024
BUY
$65.84 - $72.19 $1,514 - $1,660
23 Added 0.27%
8,507 $614,000
Q4 2023

Jan 08, 2024
SELL
$58.89 - $66.53 $47,818 - $54,022
-812 Reduced 8.73%
8,484 $563,000
Q3 2023

Oct 10, 2023
BUY
$61.47 - $65.66 $45,241 - $48,325
736 Added 8.6%
9,296 $571,000
Q2 2023

Jul 11, 2023
BUY
$60.35 - $63.6 $2,172 - $2,289
36 Added 0.42%
8,560 $544,000
Q1 2023

Apr 14, 2023
BUY
$59.37 - $64.16 $2,018 - $2,181
34 Added 0.4%
8,524 $527,000
Q4 2022

Feb 09, 2023
BUY
$55.78 - $64.63 $22,925 - $26,562
411 Added 5.09%
8,490 $525,000
Q3 2022

Nov 14, 2022
BUY
$55.26 - $64.34 $4,807 - $5,597
87 Added 1.09%
8,079 $446,000
Q2 2022

Aug 04, 2022
BUY
$57.22 - $66.91 $4,920 - $5,754
86 Added 1.09%
7,992 $472,000
Q1 2022

May 09, 2022
BUY
$62.31 - $66.73 $12,711 - $13,612
204 Added 2.65%
7,906 $520,000
Q4 2021

Feb 04, 2022
BUY
$59.87 - $66.15 $223,794 - $247,268
3,738 Added 94.3%
7,702 $509,000
Q3 2021

Nov 12, 2021
BUY
$59.65 - $63.08 $4,354 - $4,604
73 Added 1.88%
3,964 $473,000
Q2 2021

Aug 13, 2021
BUY
$57.63 - $60.69 $58,321 - $61,418
1,012 Added 35.15%
3,891 $468,000
Q1 2021

Apr 20, 2021
BUY
$53.02 - $57.62 $152,644 - $165,887
2,879 New
2,879 $330,000

Others Institutions Holding DLN

# of Institutions
480
Shares Held
43.6M
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
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More about DLN
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