Team Financial Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Team Financial Group, LLC

$174 Billion
Q4 2024

A detailed history of Team Financial Group, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Team Financial Group, LLC holds 25,178 shares of DLN stock, worth $2.02 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

25,178

Previous 25,153 0.1%

Holding current value

$2.02 Million

Previous $1.98 Billion 0.88%

% of portfolio

1.12%

Previous 1.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$77.23 - $82.11 $1,930 - $2,052	25 Added 0.1%	25,178 $1.96 Billion
Q3 2024 Oct 23, 2024	SELL	$71.86 - $78.56 $8,407 - $9,191	-117 Reduced 0.46%	25,153 $1.98 Billion
Q2 2024 Aug 13, 2024	BUY	$68.68 - $73.31 $146,357 - $156,223	2,131 Added 9.21%	25,270 $1.84 Billion
Q1 2024 May 10, 2024	BUY	$65.84 - $72.19 $98,496 - $107,996	1,496 Added 6.91%	23,139 $1.67 Billion
Q4 2023 Feb 14, 2024	BUY	$58.89 - $66.53 $77,087 - $87,087	1,309 Added 6.44%	21,643 $1.44 Billion
Q3 2023 Nov 15, 2023	BUY	$61.47 - $65.66 $1.25 Million - $1.34 Million	20,334 New	20,334 $1.25 Billion

Others Institutions Holding DLN

# of Institutions

408

Shares Held

36.6M

Call Options Held

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 Team Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Team Financial Group, LLC with notifications on news.

Account

Team Financial Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History