Collaborative Wealth Managment Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 6,160 shares of DLN stock, worth $536,844. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,160
Previous 6,900 10.72%
Holding current value
$536,844
Previous $566,000 5.3%
% of portfolio
0.23%
Previous 0.25%

Shares

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

Nov 07, 2025
SELL
$82.42 - $87.03 $60,990 - $64,402
-740 Reduced 10.72%
6,160 $536,000
Q2 2025

Aug 08, 2025
SELL
$70.7 - $82.14 $75,861 - $88,136
-1,073 Reduced 13.46%
6,900 $566,000
Q1 2025

May 08, 2025
SELL
$76.77 - $82.22 $44,296 - $47,440
-577 Reduced 6.75%
7,973 $632,000
Q4 2024

Feb 10, 2025
SELL
$77.23 - $82.11 $67,499 - $71,764
-874 Reduced 9.27%
8,550 $665,000
Q3 2024

Nov 12, 2024
SELL
$71.86 - $78.56 $2,586 - $2,828
-36 Reduced 0.38%
9,424 $740,000
Q2 2024

Aug 09, 2024
SELL
$68.68 - $73.31 $124,036 - $132,397
-1,806 Reduced 16.03%
9,460 $688,000
Q1 2024

May 10, 2024
SELL
$65.84 - $72.19 $96,258 - $105,541
-1,462 Reduced 11.49%
11,266 $813,000
Q4 2023

Feb 07, 2024
BUY
$58.89 - $66.53 $10,129 - $11,443
172 Added 1.37%
12,728 $844,000
Q3 2023

Nov 09, 2023
BUY
$61.47 - $65.66 $29,321 - $31,319
477 Added 3.95%
12,556 $772,000
Q2 2023

Aug 07, 2023
BUY
$60.35 - $63.6 $309,716 - $326,395
5,132 Added 73.87%
12,079 $768,000
Q1 2023

May 08, 2023
BUY
$59.37 - $64.16 $412,443 - $445,719
6,947 New
6,947 $429,000

Others Institutions Holding DLN

# of Institutions
480
Shares Held
43.7M
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
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