United Advisor Group, LLC DLN Holdings History
United Advisor Group, LLC's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2025-03-31, United Advisor Group, LLC held 108,948.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $8.65 Mil. This investment constitutes 1.77% of their stock portfolio, and United Advisor Group, LLC now holds 0.18% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2024Q1. And since then United Advisor Group, LLC has made 5 purchases of DLN, at an average price of $71.47, for a total of 108,948.00 shares. Based on historical transaction data and DLN's current price of $83.23, United Advisor Group, LLC's estimated gain on his DLN holdings is $1.28 Mil, reflecting a 16.46% gain to date.
United Advisor Group, LLC DLN ($83.23) Holding Chart
United Advisor Group, LLC DLN ($83.23) 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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