Northwest Financial Advisors Wisdomtree Tr U.S Largecap Div Transaction History

Northwest Financial Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Northwest Financial Advisors transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Northwest Financial Advisors holds 8,603 shares of DLN stock, worth $691,681. This represents 0.55% of its overall portfolio holdings.

Number of Shares
8,603
Previous 4,579 87.88%
Holding current value
$691,681
Previous $360 Million 86.06%
% of portfolio
0.55%
Previous 0.29%

Shares

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

Jan 22, 2025
BUY
$77.23 - $82.11 $310,773 - $330,410
4,024 Added 87.88%
8,603 $669 Million
Q3 2024

Nov 13, 2024
SELL
$71.86 - $78.56 $6,108 - $6,677
-85 Reduced 1.82%
4,579 $360 Million
Q2 2024

Aug 12, 2024
BUY
$68.68 - $73.31 $1,098 - $1,172
16 Added 0.34%
4,664 $339 Million
Q1 2024

May 09, 2024
BUY
$65.84 - $72.19 $855 - $938
13 Added 0.28%
4,648 $335 Million
Q4 2023

Feb 07, 2024
BUY
$58.89 - $66.53 $272,955 - $308,366
4,635 New
4,635 $308 Million

Others Institutions Holding DLN

# of Institutions
409
Shares Held
36.6M
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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