Kovitz Investment Group Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 18,827 shares of DLN stock, worth $1.64 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,827
Previous 9,397 100.35%
Holding current value
$1.64 Million
Previous $771,000 112.45%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$82.42 - $87.03 $777,220 - $820,692
9,430 Added 100.35%
18,827 $1.64 Million
Q2 2025

Aug 14, 2025
BUY
$70.7 - $82.14 $68,508 - $79,593
969 Added 11.5%
9,397 $771,000
Q1 2025

May 13, 2025
BUY
$76.77 - $82.22 $2,610 - $2,795
34 Added 0.41%
8,428 $668,000
Q4 2024

Aug 25, 2025
SELL
$77.23 - $82.11 $77,461 - $82,356
-1,003 Reduced 10.67%
8,394 $652,000
Q4 2024

Feb 14, 2025
BUY
$77.23 - $82.11 $648,268 - $689,231
8,394 New
8,394 $652,000

Others Institutions Holding DLN

# of Institutions
480
Shares Held
43.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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  • Ticker DLN
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