Optimum Investment Advisors Wisdomtree Tr U.S Largecap Div Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

A detailed history of Optimum Investment Advisors transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Optimum Investment Advisors holds 1,130 shares of DLN stock, worth $89,326. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,130
Previous 1,130 -0.0%
Holding current value
$89,326
Previous $82,000 7.32%
% of portfolio
0.04%
Previous 0.04%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 05, 2023
SELL
$55.78 - $64.63 $4,127 - $4,782
-74 Reduced 6.15%
1,130 $0
Q2 2022

Jul 12, 2022
BUY
$57.22 - $66.91 $57 - $66
1 Added 0.08%
1,204 $71,000
Q4 2021

Mar 17, 2022
BUY
$59.87 - $66.15 $31,551 - $34,861
527 Added 77.96%
1,203 $79,000
Q3 2021

Oct 22, 2021
SELL
$59.65 - $63.08 $149,125 - $157,700
-2,500 Reduced 78.72%
676 $81,000
Q2 2021

Aug 02, 2021
SELL
$57.63 - $60.69 $9,220 - $9,710
-160 Reduced 4.8%
3,176 $382,000
Q4 2020

Jan 21, 2021
SELL
$46.78 - $53.75 $374 - $430
-8 Reduced 0.24%
3,336 $359,000
Q3 2020

Oct 06, 2020
SELL
$46.22 - $51.04 $7,580 - $8,370
-164 Reduced 4.68%
3,344 $325,000
Q2 2020

Jul 16, 2020
SELL
$38.73 - $49.8 $4,221 - $5,428
-109 Reduced 3.01%
3,508 $326,000
Q1 2020

Apr 21, 2020
SELL
$34.67 - $54.17 $115,763 - $180,873
-3,339 Reduced 48.0%
3,617 $293,000
Q4 2019

Jan 22, 2020
SELL
$47.98 - $53.05 $21,495 - $23,766
-448 Reduced 6.05%
6,956 $737,000
Q3 2019

Oct 17, 2019
SELL
$49.16 - $49.83 $33,920 - $34,382
-690 Reduced 8.52%
7,404 $734,000
Q2 2019

Jul 29, 2019
SELL
N/A
-39 Reduced 0.48%
8,094 $784,000
Q1 2019

May 03, 2019
BUY
N/A
49 Added 0.61%
8,133 $766,000
Q4 2018

Feb 04, 2019
BUY
N/A
321 Added 4.13%
8,084 $683,000
Q3 2018

Oct 05, 2018
SELL
N/A
-1,174 Reduced 13.14%
7,763 $741,000
Q2 2018

Oct 05, 2018
SELL
N/A
-73 Reduced 0.81%
8,937 $802,000
Q1 2018

May 09, 2018
SELL
N/A
-5,040 Reduced 35.87%
9,010 $797,000
Q4 2017

Jan 16, 2018
SELL
N/A
-520 Reduced 3.57%
14,050 $1.29 Million
Q3 2017

Nov 21, 2017
SELL
N/A
-626 Reduced 4.12%
14,570 $1.27 Million
Q2 2017

Aug 14, 2017
BUY
N/A
15,196
15,196 $1.28 Million

Others Institutions Holding DLN

# of Institutions
405
Shares Held
36.4M
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
Track This Portfolio

Track Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors 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 Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email