Kingswood Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 60,232 shares of DLN stock, worth $4.81 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

60,232

Previous 29,622 103.34%

Holding current value

$4.81 Million

Previous $2.32 Billion 101.54%

% of portfolio

0.35%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$77.23 - $82.11 $2.36 Million - $2.51 Million	30,610 Added 103.34%	60,232 $4.69 Billion
Q3 2024 Oct 21, 2024	SELL	$71.86 - $78.56 $1.84 Million - $2.02 Million	-25,662 Reduced 46.42%	29,622 $2.32 Billion
Q2 2024 Jul 09, 2024	BUY	$68.68 - $73.31 $670,866 - $716,092	9,768 Added 21.46%	55,284 $4.02 Billion
Q1 2024 Apr 15, 2024	SELL	$65.84 - $72.19 $274,552 - $301,032	-4,170 Reduced 8.39%	45,516 $3.29 Billion
Q4 2023 Jan 16, 2024	BUY	$58.89 - $66.53 $2.59 Million - $2.92 Million	43,910 Added 760.21%	49,686 $3.3 Billion
Q3 2023 Oct 23, 2023	SELL	$61.47 - $65.66 $307,964 - $328,956	-5,010 Reduced 46.45%	5,776 $702 Million
Q2 2023 Aug 09, 2023	BUY	$60.35 - $63.6 $650,935 - $685,989	10,786 New	10,786 $686 Million

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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Kingswood Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History