Plante Moran Financial Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Plante Moran Financial Advisors, LLC

  • $1.59 Billion
  • Q3 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 280 shares of DLN stock, worth $24,402. This represents 0.0% of its overall portfolio holdings.

Number of Shares
280
Previous 1,516 81.53%
Holding current value
$24,402
Previous $124,000 80.65%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$82.42 - $87.03 $101,871 - $107,569
-1,236 Reduced 81.53%
280 $24,000
Q2 2025

Aug 05, 2025
BUY
$70.7 - $82.14 $87,385 - $101,525
1,236 Added 441.43%
1,516 $124,000
Q1 2025

May 08, 2025
BUY
$76.77 - $82.22 $21,495 - $23,021
280 New
280 $22,000

Others Institutions Holding DLN

# of Institutions
480
Shares Held
43.6M
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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