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

Beacon Financial Group

$869 Million
Q1 2025

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 13,075 shares of DLN stock, worth $1.03 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

13,075

Previous 19,297 32.24%

Holding current value

$1.03 Million

Previous $1.5 Million 31.65%

% of portfolio

0.12%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$76.77 - $82.22 $477,662 - $511,572	-6,222 Reduced 32.24%	13,075 $1.03 Million
Q4 2024 Jan 29, 2025	SELL	$77.23 - $82.11 $102,329 - $108,795	-1,325 Reduced 6.43%	19,297 $1.5 Million
Q3 2024 Nov 12, 2024	SELL	$71.86 - $78.56 $11,856 - $12,962	-165 Reduced 0.79%	20,622 $1.62 Million
Q2 2024 Aug 06, 2024	SELL	$68.68 - $73.31 $171,700 - $183,275	-2,500 Reduced 10.74%	20,787 $1.51 Million
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	$59.87 - $66.15 $578,104 - $638,744	9,656 Added 100.0%	19,312 $1.28 Million
Q2 2021 Jul 26, 2021	BUY	$57.63 - $60.69 $1,498 - $1,577	26 Added 0.27%	9,656 $1.17 Million
Q2 2020 Aug 05, 2020	BUY	$38.73 - $49.8 $372,969 - $479,574	9,630 New	9,630 $882,000

Others Institutions Holding DLN

# of Institutions

440

Shares Held

40.1M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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