Institute For Wealth Management, Llc. Wisdomtree Tr U.S Largecap Div Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,084 shares of DLN stock, worth $325,944. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,084

Previous 4,148 1.54%

Holding current value

$325,944

Previous $325,000 2.46%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$77.23 - $82.11 $4,942 - $5,255	-64 Reduced 1.54%	4,084 $317,000
Q1 2024 Apr 30, 2024	SELL	$65.84 - $72.19 $1,843 - $2,021	-28 Reduced 0.67%	4,148 $299,000
Q1 2023 Apr 20, 2023	SELL	$59.37 - $64.16 $13,655 - $14,756	-230 Reduced 5.22%	4,176 $258,000
Q2 2022 Jul 25, 2022	BUY	$57.22 - $66.91 $13,160 - $15,389	230 Added 5.51%	4,406 $260,000
Q4 2021 Jan 21, 2022	BUY	$59.87 - $66.15 $125,008 - $138,121	2,088 Added 100.0%	4,176 $276,000
Q3 2020 Nov 03, 2020	BUY	$46.22 - $51.04 $96,507 - $106,571	2,088 New	2,088 $203,000
Q1 2020 Apr 29, 2020	SELL	$34.67 - $54.17 $55,992 - $87,484	-1,615 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$47.98 - $53.05 $77,487 - $85,675	1,615 New	1,615 $171,000

Others Institutions Holding DLN

# of Institutions

410

Shares Held

36.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Institute For Wealth Management, Llc. Wisdomtree Tr U.S Largecap Div Transaction History