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

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 3,383 shares of DLN stock, worth $271,722. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,383
Previous 3,618 6.5%
Holding current value
$271,722
Previous $284 Million 7.41%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 21, 2025
SELL
$77.23 - $82.11 $18,149 - $19,295
-235 Reduced 6.5%
3,383 $263 Million
Q3 2024

Oct 17, 2024
SELL
$71.86 - $78.56 $18,899 - $20,661
-263 Reduced 6.78%
3,618 $284 Million
Q4 2023

Jan 18, 2024
BUY
$58.89 - $66.53 $228,552 - $258,202
3,881 New
3,881 $258 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
  • Industry ETFs
More about DLN
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