Sax Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,871 shares of DLN stock, worth $337,357. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,871
Previous 4,769 18.83%
Holding current value
$337,357
Previous $415,000 18.8%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$85.3 - $88.17 $76,599 - $79,176
-898 Reduced 18.83%
3,871 $337,000
Q3 2025

Oct 20, 2025
BUY
$82.42 - $87.03 $72,447 - $76,499
879 Added 22.6%
4,769 $415,000
Q2 2025

Jul 23, 2025
BUY
$70.7 - $82.14 $275,023 - $319,524
3,890 New
3,890 $319,000

Others Institutions Holding DLN

# of Institutions
479
Shares Held
43.8M
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
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email