LAKE STREET PRIVATE WEALTH, LLC DLN Holdings History
LAKE STREET PRIVATE WEALTH, LLC's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2025-03-31, LAKE STREET PRIVATE WEALTH, LLC held 61,510.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $4.88 Mil. This investment constitutes 0.8% of their stock portfolio, and LAKE STREET PRIVATE WEALTH, LLC now holds 0.1% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2019Q3. And since then LAKE STREET PRIVATE WEALTH, LLC has made 16 purchases of DLN, at an average price of $63.32, for a total of 350,584.00 shares. In addition, there have been 7 sales at an average price of $74.19 for 289,074.00 shares. Based on historical transaction data and DLN's current price of $84.17, LAKE STREET PRIVATE WEALTH, LLC's estimated gain on his DLN holdings is $4.42 Mil, reflecting a 19.93% gain to date.
LAKE STREET PRIVATE WEALTH, LLC DLN ($84.17) Holding Chart
LAKE STREET PRIVATE WEALTH, LLC DLN ($84.17) 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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