Beacon Financial Group Wisdomtree Tr U.S Largecap Div Transaction History

Beacon Financial Group

  • $864 Million
  • Q1 2024

A detailed history of Beacon Financial Group transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Beacon Financial Group holds 23,287 shares of DLN stock, worth $1.7 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
23,287
Previous 23,606 1.35%
Holding current value
$1.7 Million
Previous $1.57 Million 7.34%
% of portfolio
0.19%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$65.84 - $72.19 $21,002 - $23,028
-319 Reduced 1.35%
23,287 $1.68 Million
Q4 2023

Feb 23, 2024
BUY
$58.89 - $66.53 $255,935 - $289,139
4,346 Added 22.56%
23,606 $1.57 Million
Q3 2023

Oct 16, 2023
SELL
$61.47 - $65.66 $3,196 - $3,414
-52 Reduced 0.27%
19,260 $1.23 Million
Q4 2021

Jan 07, 2022
BUY
N/A
9,656 Added 100.0%
19,312 $1.28 Million
Q2 2021

Jul 26, 2021
BUY
N/A
26 Added 0.27%
9,656 $1.17 Million
Q2 2020

Aug 05, 2020
BUY
N/A
9,630 New
9,630 $882,000

Others Institutions Holding DLN

# of Institutions
388
Shares Held
36.3M
Call Options Held
4.3K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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  • Ticker DLN
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