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

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 3,735 shares of DLN stock, worth $325,505. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,735
Holding current value
$325,505
% of portfolio
0.02%

Shares

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

Oct 27, 2025
BUY
$82.42 - $87.03 $307,838 - $325,057
3,735 New
3,735 $325,000
Q1 2023

May 08, 2023
BUY
$59.37 - $64.16 $87,036 - $94,058
1,466 New
1,466 $90,000

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
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email