Traverso Chambers Private Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Traverso Chambers Private Wealth Management, LLC

  • $411 Million
  • Q4 2023

A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 254,800 shares of DLN stock, worth $20 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares
254,800
Previous 249,510 2.12%
Holding current value
$20 Million
Previous $15.3 Million 10.24%
% of portfolio
4.11%
Previous 4.11%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024
BUY
$58.89 - $66.53 $311,528 - $351,943
5,290 Added 2.12%
254,800 $16.9 Million
Q3 2023

Oct 26, 2023
SELL
$61.47 - $65.66 $7,069 - $7,550
-115 Reduced 0.05%
249,510 $15.3 Million
Q2 2023

Jul 13, 2023
BUY
$60.35 - $63.6 $121,182 - $127,708
2,008 Added 0.81%
249,625 $15.9 Million
Q1 2023

Apr 12, 2023
BUY
$59.37 - $64.16 $218,244 - $235,852
3,676 Added 1.51%
247,617 $15.3 Million
Q4 2022

Jan 27, 2023
SELL
$55.78 - $64.63 $31,125 - $36,063
-558 Reduced 0.23%
243,941 $15.1 Million
Q3 2022

Oct 12, 2022
BUY
$55.26 - $64.34 $5.92 Million - $6.89 Million
107,122 Added 77.98%
244,499 $13.5 Million
Q2 2022

Jul 13, 2022
SELL
$57.22 - $66.91 $17,967 - $21,009
-314 Reduced 0.23%
137,377 $8.12 Million
Q1 2022

Apr 13, 2022
BUY
$62.31 - $66.73 $72,965 - $78,140
1,171 Added 0.86%
137,691 $9.05 Million
Q4 2021

Jan 19, 2022
BUY
$59.87 - $66.15 $4.11 Million - $4.55 Million
68,723 Added 101.37%
136,520 $9.02 Million
Q3 2021

Oct 08, 2021
BUY
$59.65 - $63.08 $33,463 - $35,387
561 Added 0.83%
67,797 $8.09 Million
Q2 2021

Aug 12, 2021
SELL
$57.63 - $60.69 $806 - $849
-14 Reduced 0.02%
67,236 $8.09 Million
Q1 2021

Apr 15, 2021
SELL
$53.02 - $57.62 $3,075 - $3,341
-58 Reduced 0.09%
67,250 $7.71 Million
Q4 2020

Jan 19, 2021
SELL
$46.78 - $53.75 $28,021 - $32,196
-599 Reduced 0.88%
67,308 $7.24 Million
Q3 2020

Oct 20, 2020
BUY
$46.22 - $51.04 $74,414 - $82,174
1,610 Added 2.43%
67,907 $6.59 Million
Q2 2020

Jul 09, 2020
BUY
$38.73 - $49.8 $65,376 - $84,062
1,688 Added 2.61%
66,297 $6.16 Million
Q1 2020

Apr 10, 2020
BUY
$34.67 - $54.17 $136,495 - $213,267
3,937 Added 6.49%
64,609 $5.23 Million
Q4 2019

Jan 09, 2020
SELL
$47.98 - $53.05 $3.14 Million - $3.47 Million
-65,382 Reduced 51.87%
60,672 $6.43 Million
Q3 2019

Oct 31, 2019
BUY
$49.16 - $49.83 $270,380 - $274,065
5,500 Added 4.56%
126,054 $12.5 Million
Q2 2019

Jul 17, 2019
SELL
N/A
-16,906 Reduced 12.3%
120,554 $11.8 Million
Q1 2019

Apr 10, 2019
BUY
N/A
1,552 Added 1.14%
137,460 $13 Million
Q4 2018

Feb 12, 2019
BUY
N/A
135,908 New
135,908 $11.5 Million

Others Institutions Holding DLN

# of Institutions
440
Shares Held
40.1M
Call Options Held
3.1K
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
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