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

Beacon Financial Group

  • $896 Million
  • Q2 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 $1.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
13,075
Previous 13,075 -0.0%
Holding current value
$1.1 Million
Previous $1.03 Million 4.58%
% of portfolio
0.12%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
472
Shares Held
42.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
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