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

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 10,200 shares of DLN stock, worth $831,402. This represents 0.39% of its overall portfolio holdings.

Number of Shares

10,200

Previous 10,220 0.2%

Holding current value

$831,402

Previous $802,000 1.12%

% of portfolio

0.39%

Previous 0.4%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$77.23 - $82.11 $1,544 - $1,642	-20 Reduced 0.2%	10,200 $793,000
Q3 2024 Oct 24, 2024	SELL	$71.86 - $78.56 $64,674 - $70,704	-900 Reduced 8.09%	10,220 $802,000
Q2 2024 Jul 24, 2024	SELL	$68.68 - $73.31 $68,954 - $73,603	-1,004 Reduced 8.28%	11,120 $808,000
Q1 2024 May 02, 2024	SELL	$65.84 - $72.19 $55,239 - $60,567	-839 Reduced 6.47%	12,124 $875,000
Q4 2023 Feb 06, 2024	SELL	$58.89 - $66.53 $210,060 - $237,312	-3,567 Reduced 21.58%	12,963 $860,000
Q3 2023 Oct 24, 2023	SELL	$61.47 - $65.66 $8.77 Million - $9.37 Million	-142,657 Reduced 89.62%	16,530 $1.02 Million
Q2 2023 Jul 19, 2023	SELL	$60.35 - $63.6 $1.69 Million - $1.78 Million	-28,044 Reduced 14.98%	159,187 $10.1 Million
Q1 2023 Apr 14, 2023	SELL	$59.37 - $64.16 $2.51 Million - $2.71 Million	-42,313 Reduced 18.43%	187,231 $11.6 Million
Q4 2022 Jan 24, 2023	BUY	$55.78 - $64.63 $479,484 - $555,559	8,596 Added 3.89%	229,544 $0
Q3 2022 Nov 09, 2022	BUY	$55.26 - $64.34 $1.86 Million - $2.17 Million	33,663 Added 17.97%	220,948 $12.2 Million
Q2 2022 Aug 01, 2022	BUY	$57.22 - $66.91 $5.17 Million - $6.04 Million	90,325 Added 93.16%	187,285 $11.1 Million
Q1 2022 May 13, 2022	SELL	$62.31 - $66.73 $7.82 Million - $8.37 Million	-125,424 Reduced 56.4%	96,960 $6.37 Million
Q4 2021 Jan 21, 2022	BUY	$59.87 - $66.15 $6.68 Million - $7.38 Million	111,534 Added 100.62%	222,384 $14.7 Million
Q3 2021 Oct 28, 2021	BUY	$59.65 - $63.08 $140,177 - $148,238	2,350 Added 2.17%	110,850 $13.2 Million
Q2 2021 Aug 16, 2021	BUY	$57.63 - $60.69 $794,717 - $836,915	13,790 Added 14.56%	108,500 $13.1 Million
Q1 2021 May 13, 2021	BUY	$53.02 - $57.62 $176,503 - $191,816	3,329 Added 3.64%	94,710 $10.9 Million
Q4 2020 Feb 10, 2021	BUY	$46.78 - $53.75 $4.27 Million - $4.91 Million	91,381 New	91,381 $9.82 Million

Others Institutions Holding DLN

# of Institutions

437

Shares Held

39.9M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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