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 $90,761. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,130
Previous 1,130 -0.0%
Holding current value
$90,761
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
421
Shares Held
36.9M
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
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More about DLN
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