Waldron Private Wealth LLC Wisdomtree Tr U.S Largecap Div Transaction History

Waldron Private Wealth LLC

  • $2.47 Billion
  • Q4 2024

A detailed history of Waldron Private Wealth LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Waldron Private Wealth LLC holds 6,183 shares of DLN stock, worth $496,618. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,183
Previous 6,183 -0.0%
Holding current value
$496,618
Previous $485,000 1.03%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 29, 2024
SELL
$58.89 - $66.53 $167,777 - $189,543
-2,849 Reduced 31.54%
6,183 $410,000
Q4 2023

Jan 30, 2024
SELL
$58.89 - $66.53 $167,777 - $189,543
-2,849 Reduced 31.54%
6,183 $410,000
Q3 2023

Aug 29, 2024
BUY
$61.47 - $65.66 $175,128 - $187,065
2,849 Added 46.08%
9,032 $555,000
Q3 2023

Oct 26, 2023
BUY
$61.47 - $65.66 $555,197 - $593,041
9,032 New
9,032 $555,000

Others Institutions Holding DLN

# of Institutions
421
Shares Held
36.9M
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
Track This Portfolio

Track Waldron Private Wealth LLC Portfolio

Follow Waldron Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email