Perfromance Wealth Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Perfromance Wealth Partners, LLC

  • $3.57 Billion
  • Q4 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 4,750 shares of DLN stock, worth $413,962. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,750
Previous 4,750 -0.0%
Holding current value
$413,962
Previous $413,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$70.7 - $82.14 $136,097 - $158,119
1,925 Added 68.14%
4,750 $390,000
Q4 2024

Jan 17, 2025
SELL
$77.23 - $82.11 $8,881 - $9,442
-115 Reduced 3.91%
2,825 $219,000
Q1 2024

Apr 30, 2024
BUY
$65.84 - $72.19 $193,569 - $212,238
2,940 New
2,940 $212,000
Q2 2022

Jul 15, 2022
SELL
$57.22 - $66.91 $184,248 - $215,450
-3,220 Closed
0 $0
Q4 2021

Feb 03, 2022
BUY
$59.87 - $66.15 $192,781 - $213,003
3,220 New
3,220 $213,000

Others Institutions Holding DLN

# of Institutions
485
Shares Held
44.1M
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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