United Capital Financial Advisers, LLC Wisdomtree Tr U.S Largecap Div Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 3,969 shares of DLN stock, worth $318,790. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,969
Previous 3,969 -0.0%
Holding current value
$318,790
Previous $288,000 7.99%
% of portfolio
0.0%
Previous 0.0%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$68.68 - $73.31 $33,378 - $35,628
-486 Reduced 10.91%
3,969 $288,000
Q4 2023

Feb 14, 2024
SELL
$58.89 - $66.53 $1,766 - $1,995
-30 Reduced 0.67%
4,455 $295,000
Q3 2023

Nov 14, 2023
SELL
$61.47 - $65.66 $30,120 - $32,173
-490 Reduced 9.85%
4,485 $275,000
Q4 2022

Feb 14, 2023
SELL
$55.78 - $64.63 $117,807 - $136,498
-2,112 Reduced 29.8%
4,975 $308,000
Q3 2022

Nov 14, 2022
BUY
$55.26 - $64.34 $108,309 - $126,106
1,960 Added 38.23%
7,087 $392,000
Q2 2022

Aug 11, 2022
SELL
$57.22 - $66.91 $16,593 - $19,403
-290 Reduced 5.35%
5,127 $303,000
Q1 2022

May 16, 2022
SELL
$62.31 - $66.73 $77,389 - $82,878
-1,242 Reduced 18.65%
5,417 $356,000
Q4 2021

Feb 14, 2022
BUY
$59.87 - $66.15 $157,338 - $173,842
2,628 Added 65.19%
6,659 $440,000
Q2 2021

Aug 13, 2021
SELL
$57.63 - $60.69 $57,630 - $60,690
-1,000 Reduced 19.88%
4,031 $485,000
Q1 2021

May 14, 2021
SELL
$53.02 - $57.62 $76,772 - $83,433
-1,448 Reduced 22.35%
5,031 $577,000
Q4 2020

Feb 17, 2021
SELL
$46.78 - $53.75 $1.25 Million - $1.44 Million
-26,700 Reduced 80.47%
6,479 $697,000
Q3 2020

Nov 13, 2020
BUY
$46.22 - $51.04 $33,555 - $37,055
726 Added 2.24%
33,179 $3.22 Million
Q2 2020

Aug 13, 2020
SELL
$38.73 - $49.8 $32,184 - $41,383
-831 Reduced 2.5%
32,453 $3.01 Million
Q1 2020

May 15, 2020
SELL
$34.67 - $54.17 $38,241 - $59,749
-1,103 Reduced 3.21%
33,284 $2.69 Million
Q4 2019

Feb 14, 2020
SELL
$47.98 - $53.05 $3,790 - $4,190
-79 Reduced 0.23%
34,387 $3.64 Million
Q3 2019

Nov 14, 2019
BUY
$49.16 - $49.83 $7,767 - $7,873
158 Added 0.46%
34,466 $3.42 Million
Q2 2019

Aug 13, 2019
BUY
N/A
3,238 Added 10.42%
34,308 $3.32 Million
Q1 2019

May 14, 2019
SELL
N/A
-458 Reduced 1.45%
31,070 $2.93 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-3,052 Reduced 8.83%
31,528 $2.66 Million
Q3 2018

Nov 14, 2018
BUY
N/A
282 Added 0.82%
34,580 $3.3 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-574 Reduced 1.65%
34,298 $3.08 Million
Q1 2018

May 15, 2018
SELL
N/A
-365 Reduced 1.04%
34,872 $3.09 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-69 Reduced 0.2%
35,237 $3.25 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-1,404 Reduced 3.82%
35,306 $3.07 Million
Q2 2017

Aug 14, 2017
BUY
N/A
36,710
36,710 $3.09 Million

Others Institutions Holding DLN

# of Institutions
423
Shares Held
37M
Call Options Held
3.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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