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

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024

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 6,306 shares of DLN stock, worth $471,247. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,306
Previous 6,306 -0.0%
Holding current value
$471,247
Previous $495,000 1.01%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
448
Shares Held
40.6M
Call Options Held
3.1K
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
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email