Vertex Planning Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,536 shares of DLN stock, worth $221,012. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,536
Previous 2,533 0.12%
Holding current value
$221,012
Previous $208 Million 6.08%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 18, 2025
BUY
$82.42 - $87.03 $247 - $261
3 Added 0.12%
2,536 $221 Million
Q2 2025

Aug 13, 2025
BUY
$70.7 - $82.14 $212 - $246
3 Added 0.12%
2,533 $208 Million
Q1 2025

May 14, 2025
BUY
$76.77 - $82.22 $194,228 - $208,016
2,530 New
2,530 $201 Million
Q4 2023

Feb 14, 2024
BUY
$58.89 - $66.53 $201,344 - $227,466
3,419 New
3,419 $227 Million

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
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More about DLN
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