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

Waterway Wealth Management, LLC

  • $419 Billion
  • Q3 2025

A detailed history of Waterway Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 732,261 shares of DLN stock, worth $63.8 Million. This represents 13.49% of its overall portfolio holdings.

Number of Shares
732,261
Previous 600,370 21.97%
Holding current value
$63.8 Million
Previous $49.3 Billion 14.73%
% of portfolio
13.49%
Previous 14.92%

Shares

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

Nov 06, 2025
BUY
$82.42 - $87.03 $10.9 Million - $11.5 Million
131,891 Added 21.97%
732,261 $56.6 Billion
Q2 2025

Aug 14, 2025
BUY
$70.7 - $82.14 $4.37 Million - $5.08 Million
61,815 Added 11.48%
600,370 $49.3 Billion
Q1 2025

May 08, 2025
BUY
$76.77 - $82.22 $1.32 Million - $1.41 Million
17,199 Added 3.3%
538,555 $42.7 Billion
Q4 2024

Feb 05, 2025
SELL
$77.23 - $82.11 $371,862 - $395,359
-4,815 Reduced 0.92%
521,356 $40.6 Billion
Q3 2024

Oct 21, 2024
BUY
$71.86 - $78.56 $762,290 - $833,364
10,608 Added 2.06%
526,171 $41.3 Billion
Q2 2024

Jul 25, 2024
SELL
$68.68 - $73.31 $9.95 Million - $10.6 Million
-144,942 Reduced 21.94%
515,563 $37.5 Billion
Q1 2024

Apr 18, 2024
SELL
$65.84 - $72.19 $4.5 Million - $4.94 Million
-68,365 Reduced 9.38%
660,505 $47.7 Billion
Q4 2023

Jan 17, 2024
BUY
$58.89 - $66.53 $42.9 Million - $48.5 Million
728,870 New
728,870 $48.4 Billion

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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