New Edge Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

New Edge Advisors, LLC

$16 Billion
Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, New Edge Advisors, LLC holds 10,471 shares of DLN stock, worth $840,821. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,471

Previous 10,470 0.01%

Holding current value

$840,821

Previous $822,000 0.97%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$77.23 - $82.11 $77 - $82	1 Added 0.01%	10,471 $814,000
Q3 2024 Nov 14, 2024	SELL	$71.86 - $78.56 $17,893 - $19,561	-249 Reduced 2.32%	10,470 $822,000
Q2 2024 Aug 15, 2024	BUY	$68.68 - $73.31 $444,290 - $474,242	6,469 Added 152.21%	10,719 $779,000
Q1 2024 May 14, 2024	BUY	$65.84 - $72.19 $16,460 - $18,047	250 Added 6.25%	4,250 $306,000
Q4 2023 Feb 13, 2024	BUY	$58.89 - $66.53 $58 - $66	1 Added 0.03%	4,000 $265,000
Q3 2023 Nov 14, 2023	SELL	$61.47 - $65.66 $6,392 - $6,828	-104 Reduced 2.53%	3,999 $245,000
Q2 2023 Aug 14, 2023	BUY	$60.35 - $63.6 $236,028 - $248,739	3,911 Added 2036.98%	4,103 $260,000
Q1 2023 May 12, 2023	SELL	$59.37 - $64.16 $434,054 - $469,073	-7,311 Reduced 97.44%	192 $11,000
Q4 2022 Feb 14, 2023	BUY	$55.78 - $64.63 $34,304 - $39,747	615 Added 8.93%	7,503 $464,000
Q2 2022 Aug 09, 2022	BUY	$57.22 - $66.91 $394,131 - $460,876	6,888 New	6,888 $407,000
Q3 2017 Nov 13, 2017	SELL	N/A	-144 Closed	0 $0
Q2 2017 Aug 16, 2017	BUY	N/A	144	144 $0

Others Institutions Holding DLN

# of Institutions

437

Shares Held

40M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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New Edge Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History