Lutz Financial Services LLC Wisdomtree Tr U.S Largecap Div Transaction History

Lutz Financial Services LLC

  • $1.24 Billion
  • Q4 2024

A detailed history of Lutz Financial Services LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Lutz Financial Services LLC holds 7,456 shares of DLN stock, worth $607,738. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,456
Previous 4,046 84.28%
Holding current value
$607,738
Previous $317,000 82.97%
% of portfolio
0.05%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$77.23 - $82.11 $263,354 - $279,995
3,410 Added 84.28%
7,456 $580,000
Q2 2022

Jul 20, 2022
BUY
$57.22 - $66.91 $231,512 - $270,717
4,046 New
4,046 $239,000

Others Institutions Holding DLN

# of Institutions
437
Shares Held
39.9M
Call Options Held
3.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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  • Ticker DLN
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