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

Us Advisors Wealth Management, LLC

  • $290 Million
  • Q3 2025

A detailed history of Us Advisors Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 2,611 shares of DLN stock, worth $227,548. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,611
Previous 2,735 4.53%
Holding current value
$227,548
Previous $224,000 1.34%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$82.42 - $87.03 $10,220 - $10,791
-124 Reduced 4.53%
2,611 $227,000
Q2 2025

Jul 22, 2025
BUY
$70.7 - $82.14 $777 - $903
11 Added 0.4%
2,735 $224,000
Q1 2025

May 06, 2025
SELL
$76.77 - $82.22 $21,495 - $23,021
-280 Reduced 9.32%
2,724 $216,000
Q4 2024

Jan 23, 2025
BUY
$77.23 - $82.11 $926 - $985
12 Added 0.4%
3,004 $233,000
Q3 2024

Nov 07, 2024
BUY
$71.86 - $78.56 $215,005 - $235,051
2,992 New
2,992 $234,000

Others Institutions Holding DLN

# of Institutions
480
Shares Held
43.6M
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
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