Gladstone Institutional Advisory LLC Wisdomtree Tr U.S Largecap Div Transaction History

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 51,335 shares of DLN stock, worth $3.99 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
51,335
Previous 47,062 9.08%
Holding current value
$3.99 Million
Previous $3.7 Million 8.01%
% of portfolio
0.19%
Previous 0.19%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$77.23 - $82.11 $330,003 - $350,856
4,273 Added 9.08%
51,335 $3.99 Million
Q3 2024

Oct 28, 2024
BUY
$71.86 - $78.56 $340,113 - $371,824
4,733 Added 11.18%
47,062 $3.7 Million
Q2 2024

Aug 02, 2024
BUY
$68.68 - $73.31 $255,558 - $272,786
3,721 Added 9.64%
42,329 $3.08 Million
Q1 2024

May 14, 2024
BUY
$65.84 - $72.19 $191,594 - $210,072
2,910 Added 8.15%
38,608 $2.79 Million
Q4 2023

Feb 09, 2024
BUY
$58.89 - $66.53 $548,207 - $619,327
9,309 Added 35.28%
35,698 $2.37 Million
Q3 2023

Nov 13, 2023
BUY
$61.47 - $65.66 $345,276 - $368,812
5,617 Added 27.04%
26,389 $1.62 Million
Q2 2023

Aug 10, 2023
BUY
$60.35 - $63.6 $243,934 - $257,071
4,042 Added 24.16%
20,772 $1.32 Million
Q1 2023

May 12, 2023
BUY
$59.37 - $64.16 $31,287 - $33,812
527 Added 3.25%
16,730 $1.03 Million
Q4 2022

Feb 01, 2023
BUY
$55.78 - $64.63 $316,439 - $366,645
5,673 Added 53.87%
16,203 $1 Million
Q3 2022

Jan 27, 2023
BUY
$55.26 - $64.34 $91,952 - $107,061
1,664 Added 18.77%
10,530 $582,000
Q3 2022

Oct 20, 2022
BUY
$55.26 - $64.34 $91,952 - $107,061
1,664 Added 18.77%
10,530 $582,000
Q2 2022

Jan 27, 2023
BUY
$57.22 - $66.91 $145,167 - $169,750
2,537 Added 40.09%
8,866 $524,000
Q2 2022

Aug 15, 2022
BUY
$57.22 - $66.91 $145,167 - $169,750
2,537 Added 40.09%
8,866 $524,000
Q1 2022

Jan 27, 2023
BUY
$62.31 - $66.73 $127,797 - $136,863
2,051 Added 47.94%
6,329 $416,000
Q1 2022

May 04, 2022
BUY
$62.31 - $66.73 $127,797 - $136,863
2,051 Added 47.94%
6,329 $416,000
Q4 2021

Jan 27, 2023
BUY
$59.87 - $66.15 $147,699 - $163,192
2,467 Added 136.22%
4,278 $282,000
Q4 2021

Feb 11, 2022
BUY
$59.87 - $66.15 $147,699 - $163,192
2,467 Added 136.22%
4,278 $282,000
Q1 2021

Jan 27, 2023
SELL
$53.02 - $57.62 $462,281 - $502,388
-8,719 Reduced 82.8%
1,811 $208,000
Q1 2021

May 17, 2021
BUY
$53.02 - $57.62 $96,019 - $104,349
1,811 New
1,811 $208,000

Others Institutions Holding DLN

# of Institutions
438
Shares Held
40M
Call Options Held
3.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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