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

Revolve Wealth Partners, LLC

$909 Million
Q4 2024

A detailed history of Revolve Wealth Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 218,498 shares of DLN stock, worth $17.4 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

218,498

Previous 220,005 0.68%

Holding current value

$17.4 Million

Previous $17.3 Million 1.66%

% of portfolio

1.87%

Previous 2.76%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$77.23 - $82.11 $116,385 - $123,739	-1,507 Reduced 0.68%	218,498 $17 Million
Q3 2024 Oct 18, 2024	BUY	$71.86 - $78.56 $167,936 - $183,594	2,337 Added 1.07%	220,005 $17.3 Million
Q2 2024 Jul 19, 2024	SELL	$68.68 - $73.31 $43,405 - $46,331	-632 Reduced 0.29%	217,668 $15.8 Million
Q1 2024 Apr 15, 2024	SELL	$65.84 - $72.19 $60,506 - $66,342	-919 Reduced 0.42%	218,300 $15.8 Million
Q4 2023 Jan 12, 2024	SELL	$58.89 - $66.53 $368,062 - $415,812	-6,250 Reduced 2.77%	219,219 $14.6 Million
Q3 2023 Oct 10, 2023	SELL	$61.47 - $65.66 $708,749 - $757,059	-11,530 Reduced 4.86%	225,469 $13.9 Million
Q2 2023 Jul 20, 2023	SELL	$60.35 - $63.6 $7.42 Million - $7.82 Million	-122,929 Reduced 34.15%	236,999 $15.1 Million
Q1 2023 Apr 06, 2023	SELL	$59.37 - $64.16 $9.84 Million - $10.6 Million	-165,817 Reduced 31.54%	359,928 $22.3 Million
Q4 2022 Jan 17, 2023	SELL	$55.78 - $64.63 $1.67 Million - $1.94 Million	-29,986 Reduced 5.4%	525,745 $0
Q3 2022 Oct 12, 2022	BUY	$55.26 - $64.34 $461,863 - $537,753	8,358 Added 1.53%	555,731 $30.7 Million
Q2 2022 Jul 11, 2022	BUY	$57.22 - $66.91 $1.01 Million - $1.18 Million	17,704 Added 3.34%	547,373 $32.4 Million
Q1 2022 Apr 19, 2022	SELL	$62.31 - $66.73 $495,987 - $531,170	-7,960 Reduced 1.48%	529,669 $34.8 Million
Q4 2021 Feb 04, 2022	BUY	$59.87 - $66.15 $32.2 Million - $35.6 Million	537,629 New	537,629 $35.5 Million

Others Institutions Holding DLN

# of Institutions

410

Shares Held

36.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Revolve Wealth Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History