Kcm Investment Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History

Kcm Investment Advisors LLC

$3.05 Billion
Q3 2025

A detailed history of Kcm Investment Advisors LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 17,109 shares of DLN stock, worth $1.49 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

17,109

Previous 17,027 0.48%

Holding current value

$1.49 Million

Previous $1.4 Million 6.44%

% of portfolio

0.05%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$82.42 - $87.03 $6,758 - $7,136	82 Added 0.48%	17,109 $1.49 Million
Q2 2025 Aug 06, 2025	BUY	$70.7 - $82.14 $6,716 - $7,803	95 Added 0.56%	17,027 $1.4 Million
Q1 2025 May 14, 2025	BUY	$76.77 - $82.22 $5,604 - $6,002	73 Added 0.43%	16,932 $1.34 Million
Q4 2024 Feb 12, 2025	SELL	$77.23 - $82.11 $187,051 - $198,870	-2,422 Reduced 12.56%	16,859 $1.31 Million
Q3 2024 Nov 06, 2024	BUY	$71.86 - $78.56 $7,186 - $7,856	100 Added 0.52%	19,281 $1.51 Million

Q2 2024 Jul 29, 2024	BUY	$68.68 - $73.31 $7,760 - $8,284	113 Added 0.59%	19,181 $1.4 Million
Q1 2024 May 07, 2024	BUY	$65.84 - $72.19 $5,530 - $6,063	84 Added 0.44%	19,068 $1.38 Million
Q4 2023 Feb 13, 2024	BUY	$58.89 - $66.53 $8,126 - $9,181	138 Added 0.73%	18,984 $1.26 Million
Q3 2023 Nov 08, 2023	BUY	$61.47 - $65.66 $1.16 Million - $1.24 Million	18,846 New	18,846 $1.16 Million
Q1 2020 Apr 27, 2020	SELL	$34.67 - $54.17 $69,340 - $108,340	-2,000 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$47.98 - $53.05 $95,960 - $106,100	2,000 New	2,000 $212,000

Others Institutions Holding DLN

# of Institutions

480

Shares Held

43.6M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Kcm Investment Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History