Beacon Pointe Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Beacon Pointe Advisors, LLC

$8.89 Billion
Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 4,310 shares of DLN stock, worth $351,006. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,310

Previous 3,817 12.92%

Holding current value

$351,006

Previous $299,000 12.04%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$77.23 - $82.11 $38,074 - $40,480	493 Added 12.92%	4,310 $335,000
Q3 2024 Nov 14, 2024	BUY	$71.86 - $78.56 $215 - $235	3 Added 0.08%	3,817 $299,000
Q2 2024 Aug 12, 2024	BUY	$68.68 - $73.31 $9,134 - $9,750	133 Added 3.61%	3,814 $277,000
Q1 2024 May 14, 2024	BUY	$65.84 - $72.19 $197 - $216	3 Added 0.08%	3,681 $265,000
Q4 2023 Feb 08, 2024	SELL	$58.89 - $66.53 $144,162 - $162,865	-2,448 Reduced 39.96%	3,678 $244,000
Q3 2023 Nov 14, 2023	BUY	$61.47 - $65.66 $78,435 - $83,782	1,276 Added 26.31%	6,126 $376,000
Q2 2023 Aug 11, 2023	BUY	$60.35 - $63.6 $19,070 - $20,097	316 Added 6.97%	4,850 $308,000
Q1 2023 May 12, 2023	BUY	$59.37 - $64.16 $65,307 - $70,576	1,100 Added 32.03%	4,534 $280,000
Q4 2022 Feb 14, 2023	BUY	$55.78 - $64.63 $191,548 - $221,939	3,434 New	3,434 $212,000
Q2 2022 Aug 11, 2022	SELL	$57.22 - $66.91 $55,045 - $64,367	-962 Reduced 21.88%	3,434 $203,000
Q1 2022 May 17, 2022	BUY	$62.31 - $66.73 $273,914 - $293,345	4,396 New	4,396 $289,000

Others Institutions Holding DLN

# of Institutions

439

Shares Held

40M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Account

Beacon Pointe Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History