Prestige Wealth Management Group LLC Wisdomtree Tr U.S Largecap Div Transaction History

Prestige Wealth Management Group LLC

$460 Million
Q3 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 721 shares of DLN stock, worth $57,910. This represents 0.01% of its overall portfolio holdings.

Number of Shares

721

Previous 1,376 47.6%

Holding current value

$57,910

Previous $100,000 44.0%

% of portfolio

0.01%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$71.86 - $78.56 $47,068 - $51,456	-655 Reduced 47.6%	721 $56,000
Q3 2023 Apr 26, 2024	SELL	$61.47 - $65.66 $2,827 - $3,020	-46 Reduced 3.23%	1,376 $84,000
Q3 2023 Nov 13, 2023	SELL	$61.47 - $65.66 $2,827 - $3,020	-46 Reduced 3.23%	1,376 $84,000
Q2 2023 Apr 26, 2024	SELL	$60.35 - $63.6 $10.4 Million - $11 Million	-173,118 Reduced 99.19%	1,422 $90,000
Q2 2023 Aug 11, 2023	SELL	$60.35 - $63.6 $10.4 Million - $11 Million	-173,118 Reduced 99.19%	1,422 $90,000
Q1 2023 Apr 26, 2024	BUY	$59.37 - $64.16 $10.3 Million - $11.1 Million	173,164 Added 12584.59%	174,540 $10.8 Million
Q1 2023 May 16, 2023	SELL	$59.37 - $64.16 $392,435 - $424,097	-6,610 Reduced 3.65%	174,540 $10.8 Million
Q4 2022 Feb 07, 2023	SELL	$55.78 - $64.63 $195,676 - $226,722	-3,508 Reduced 1.9%	181,150 $11.2 Million
Q3 2022 Nov 01, 2022	BUY	$55.26 - $64.34 $31,000 - $36,094	561 Added 0.3%	184,658 $10.2 Million
Q2 2022 Aug 10, 2022	BUY	$57.22 - $66.91 $401,054 - $468,972	7,009 Added 3.96%	184,097 $10.9 Million
Q1 2022 May 05, 2022	BUY	$62.31 - $66.73 $10.8 Million - $11.6 Million	173,338 Added 4622.35%	177,088 $11.6 Million
Q4 2021 Feb 15, 2022	BUY	$59.87 - $66.15 $112,256 - $124,031	1,875 Added 100.0%	3,750 $248,000
Q2 2021 Aug 12, 2021	BUY	$57.63 - $60.69 $108,056 - $113,793	1,875 New	1,875 $226,000

Others Institutions Holding DLN

# of Institutions

421

Shares Held

36.9M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.

Account

Prestige Wealth Management Group LLC Wisdomtree Tr U.S Largecap Div Transaction History