Clearstead Advisors, LLC DLN Holdings History
Clearstead Advisors, LLC's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2025-03-31, Clearstead Advisors, LLC held 1.03 Mil shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $82.14 Mil. This investment constitutes 1.27% of their stock portfolio, and Clearstead Advisors, LLC now holds 1.71% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2021Q1. And since then Clearstead Advisors, LLC has made 16 purchases of DLN, at an average price of $74.02, for a total of 1.04 Mil shares. In addition, there have been 1 sales at an average price of $62.83 for 402.00 shares. Based on historical transaction data and DLN's current price of $82.42, Clearstead Advisors, LLC's estimated gain on his DLN holdings is $8.69 Mil, reflecting a 11.34% gain to date.
Clearstead Advisors, LLC DLN ($82.42) Holding Chart
Clearstead Advisors, LLC DLN ($82.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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