A detailed history of Kaydan Wealth Management, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Kaydan Wealth Management, Inc. holds 8,702 shares of DLN stock, worth $687,893. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,702
Previous 8,471 2.73%
Holding current value
$687,893
Previous $616 Million 10.93%
% of portfolio
0.2%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$71.86 - $78.56 $16,599 - $18,147
231 Added 2.73%
8,702 $684 Million
Q2 2024

Jul 11, 2024

BUY
$68.68 - $73.31 $51,166 - $54,615
745 Added 9.64%
8,471 $616 Million
Q1 2024

Apr 12, 2024

SELL
$65.84 - $72.19 $1,711 - $1,876
-26 Reduced 0.34%
7,726 $558 Million
Q4 2023

Jan 16, 2024

SELL
$58.89 - $66.53 $12,955 - $14,636
-220 Reduced 2.76%
7,752 $515 Million
Q3 2023

Nov 02, 2023

SELL
$61.47 - $65.66 $7,745 - $8,273
-126 Reduced 1.56%
7,972 $490 Million
Q2 2023

Jul 17, 2023

BUY
$60.35 - $63.6 $905 - $954
15 Added 0.19%
8,098 $515 Million
Q1 2023

Apr 10, 2023

BUY
$59.37 - $64.16 $3,205 - $3,464
54 Added 0.67%
8,083 $500 Million
Q4 2022

Feb 06, 2023

BUY
$55.78 - $64.63 $447,857 - $518,914
8,029 New
8,029 $497 Million
Q3 2022

Feb 24, 2023

BUY
$55.26 - $64.34 $25,585 - $29,789
463 Added 6.16%
7,979 $441 Million
Q2 2022

Feb 24, 2023

SELL
$57.22 - $66.91 $23,574 - $27,566
-412 Reduced 5.2%
7,516 $444 Million
Q1 2022

Feb 24, 2023

BUY
$62.31 - $66.73 $50,159 - $53,717
805 Added 11.3%
7,928 $521 Million
Q4 2021

Feb 24, 2023

SELL
$59.87 - $66.15 $54,242 - $59,931
-906 Reduced 11.28%
7,123 $470 Million

Others Institutions Holding DLN

About WISDOMTREE TR U.S LARGECAP DIV


  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Kaydan Wealth Management, Inc. Portfolio

Follow Kaydan Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaydan Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kaydan Wealth Management, Inc. with notifications on news.