Financial Advocates Investment Management Wisdomtree Tr U.S Largecap Div Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Financial Advocates Investment Management holds 7,303 shares of DLN stock, worth $586,576. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,303

Previous 7,289 0.19%

Holding current value

$586,576

Previous $572,000 0.7%

% of portfolio

0.03%

Previous 0.03%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$77.23 - $82.11 $1,081 - $1,149	14 Added 0.19%	7,303 $568,000
Q3 2024 Oct 25, 2024	BUY	$71.86 - $78.56 $934 - $1,021	13 Added 0.18%	7,289 $572,000
Q2 2024 Jul 26, 2024	SELL	$68.68 - $73.31 $23,625 - $25,218	-344 Reduced 4.51%	7,276 $529,000
Q1 2024 May 01, 2024	BUY	$65.84 - $72.19 $26,731 - $29,309	406 Added 5.63%	7,620 $550,000
Q4 2023 Feb 08, 2024	SELL	$58.89 - $66.53 $1,707 - $1,929	-29 Reduced 0.4%	7,214 $478,000
Q3 2023 Oct 27, 2023	SELL	$61.47 - $65.66 $16,535 - $17,662	-269 Reduced 3.58%	7,243 $445,000
Q2 2023 Aug 07, 2023	SELL	$60.35 - $63.6 $292,456 - $308,205	-4,846 Reduced 39.21%	7,512 $477,000
Q1 2023 May 11, 2023	BUY	$59.37 - $64.16 $230,118 - $248,684	3,876 Added 45.7%	12,358 $764,000
Q4 2022 Feb 14, 2023	SELL	$55.78 - $64.63 $32,631 - $37,808	-585 Reduced 6.45%	8,482 $525,000
Q3 2022 Nov 14, 2022	BUY	$55.26 - $64.34 $145,444 - $169,342	2,632 Added 40.9%	9,067 $501,000
Q2 2022 Aug 12, 2022	BUY	$57.22 - $66.91 $28,953 - $33,856	506 Added 8.53%	6,435 $380,000
Q1 2022 May 11, 2022	SELL	$62.31 - $66.73 $38,382 - $41,105	-616 Reduced 9.41%	5,929 $390,000
Q4 2021 Feb 14, 2022	BUY	$59.87 - $66.15 $174,042 - $192,298	2,907 Added 79.91%	6,545 $422,000
Q3 2021 Nov 04, 2021	BUY	$59.65 - $63.08 $6,561 - $6,938	110 Added 3.12%	3,638 $434,000
Q2 2021 Aug 03, 2021	SELL	$57.63 - $60.69 $939,253 - $989,125	-16,298 Reduced 82.21%	3,528 $424,000
Q1 2021 May 10, 2021	BUY	$53.02 - $57.62 $12,141 - $13,194	229 Added 1.17%	19,826 $2.27 Million
Q4 2020 Feb 12, 2021	SELL	$46.78 - $53.75 $47,575 - $54,663	-1,017 Reduced 4.93%	19,597 $2.09 Million
Q3 2020 Nov 04, 2020	SELL	$46.22 - $51.04 $73,212 - $80,847	-1,584 Reduced 7.14%	20,614 $2 Million
Q2 2020 Aug 14, 2020	SELL	$38.73 - $49.8 $9,411 - $12,101	-243 Reduced 1.08%	22,198 $2.04 Million
Q1 2020 Apr 29, 2020	BUY	$34.67 - $54.17 $31,133 - $48,644	898 Added 4.17%	22,441 $1.82 Million
Q4 2019 Feb 13, 2020	SELL	$47.98 - $53.05 $215,814 - $238,618	-4,498 Reduced 17.27%	21,543 $2.28 Million
Q3 2019 Nov 13, 2019	SELL	$49.16 - $49.83 $21,974 - $22,274	-447 Reduced 1.69%	26,041 $2.58 Million
Q2 2019 Aug 08, 2019	BUY	N/A	1,098 Added 4.32%	26,488 $2.57 Million
Q1 2019 May 16, 2019	SELL	N/A	-15 Reduced 0.06%	25,390 $2.39 Million
Q4 2018 Feb 14, 2019	BUY	N/A	244 Added 0.97%	25,405 $0
Q3 2018 Nov 14, 2018	BUY	N/A	1,303 Added 5.46%	25,161 $0
Q2 2018 Aug 09, 2018	SELL	N/A	-71 Reduced 0.3%	23,858 $2.14 Million
Q1 2018 May 11, 2018	BUY	N/A	199 Added 0.84%	23,929 $2.12 Million
Q4 2017 Feb 15, 2018	BUY	N/A	23,730	23,730 $2.19 Million

Others Institutions Holding DLN

# of Institutions

423

Shares Held

37M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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Financial Advocates Investment Management Wisdomtree Tr U.S Largecap Div Transaction History