Lake Street Advisors Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Lake Street Advisors Group, LLC

$2.12 Billion
Q4 2024

A detailed history of Lake Street Advisors Group, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 11,676 shares of DLN stock, worth $920,769. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,676

Previous 11,222 4.05%

Holding current value

$920,769

Previous $881,000 3.06%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$77.23 - $82.11 $35,062 - $37,277	454 Added 4.05%	11,676 $908,000
Q3 2024 Oct 23, 2024	BUY	$71.86 - $78.56 $14,515 - $15,869	202 Added 1.83%	11,222 $881,000
Q2 2024 Aug 05, 2024	BUY	$68.68 - $73.31 $137 - $146	2 Added 0.02%	11,020 $801,000
Q1 2024 May 13, 2024	BUY	$65.84 - $72.19 $725,425 - $795,389	11,018 New	11,018 $795,000
Q4 2023 May 30, 2024	SELL	$58.89 - $66.53 $117 - $133	-2 Reduced 0.02%	11,016 $731,000
Q3 2023 Nov 14, 2023	SELL	$61.47 - $65.66 $99,642 - $106,434	-1,621 Reduced 12.73%	11,113 $683,000
Q2 2023 Aug 10, 2023	BUY	$60.35 - $63.6 $768,496 - $809,882	12,734 New	12,734 $810,000
Q4 2022 Feb 13, 2023	BUY	$55.78 - $64.63 $619,827 - $718,168	11,112 New	11,112 $688,000

Others Institutions Holding DLN

# of Institutions

439

Shares Held

40M

Call Options Held

3.1K

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Lake Street Advisors Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History