Waterway Wealth Management, LLC DLN Holdings History
Waterway Wealth Management, LLC's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2025-03-31, Waterway Wealth Management, LLC held 538,555.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $42.74 Mil. This investment constitutes 17.81% of their stock portfolio, and Waterway Wealth Management, LLC now holds 0.89% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2023Q4. And since then Waterway Wealth Management, LLC has made 2 purchases of DLN, at an average price of $63.39, for a total of 756,677.00 shares. In addition, there have been 3 sales at an average price of $70.57 for 218,122.00 shares. Based on historical transaction data and DLN's current price of $84.17, Waterway Wealth Management, LLC's estimated gain on his DLN holdings is $12.75 Mil, reflecting a 26.59% gain to date.
Waterway Wealth Management, LLC DLN ($84.17) Holding Chart
Waterway Wealth Management, 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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