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

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 5,245 shares of DLN stock, worth $457,101. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,245
Previous 4,999 4.92%
Holding current value
$457,101
Previous $410,000 11.22%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$82.42 - $87.03 $20,275 - $21,409
246 Added 4.92%
5,245 $456,000
Q1 2025

May 15, 2025
SELL
$76.77 - $82.22 $100,338 - $107,461
-1,307 Reduced 20.73%
4,999 $396,000
Q3 2024

Nov 12, 2024
SELL
$71.86 - $78.56 $82,207 - $89,872
-1,144 Reduced 15.36%
6,306 $495,000
Q2 2024

Aug 13, 2024
BUY
$68.68 - $73.31 $78,569 - $83,866
1,144 Added 18.14%
7,450 $541,000
Q1 2024

Aug 13, 2024
BUY
$65.84 - $72.19 $415,187 - $455,230
6,306 New
6,306 $455,000

Others Institutions Holding DLN

# of Institutions
485
Shares Held
44M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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