Benedict Financial Advisors Inc Wisdomtree Tr U.S Largecap Div Transaction History

Benedict Financial Advisors Inc

  • $435 Million
  • Q2 2025

A detailed history of Benedict Financial Advisors Inc transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Benedict Financial Advisors Inc holds 8,059 shares of DLN stock, worth $693,718. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,059
Previous 8,056 0.04%
Holding current value
$693,718
Previous $639,000 3.44%
% of portfolio
0.15%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$70.7 - $82.14 $212 - $246
3 Added 0.04%
8,059 $661,000
Q1 2025

May 07, 2025
SELL
$76.77 - $82.22 $6,141 - $6,577
-80 Reduced 0.98%
8,056 $639,000
Q4 2024

Jan 28, 2025
BUY
$77.23 - $82.11 $231 - $246
3 Added 0.04%
8,136 $632,000
Q3 2024

Oct 24, 2024
SELL
$71.86 - $78.56 $3,449 - $3,770
-48 Reduced 0.59%
8,133 $638,000
Q3 2022

Nov 07, 2022
SELL
$55.26 - $64.34 $22,435 - $26,122
-406 Reduced 4.73%
8,181 $452,000
Q1 2022

May 03, 2022
BUY
$62.31 - $66.73 $9,284 - $9,942
149 Added 1.77%
8,587 $564,000
Q4 2021

Feb 09, 2022
BUY
$59.87 - $66.15 $252,591 - $279,086
4,219 Added 100.0%
8,438 $557,000
Q3 2021

Oct 29, 2021
SELL
$59.65 - $63.08 $18,252 - $19,302
-306 Reduced 6.76%
4,219 $503,000
Q2 2021

Aug 05, 2021
SELL
$57.63 - $60.69 $16,885 - $17,782
-293 Reduced 6.08%
4,525 $544,000
Q1 2021

May 10, 2021
BUY
$53.02 - $57.62 $255,450 - $277,613
4,818 New
4,818 $552,000

Others Institutions Holding DLN

# of Institutions
472
Shares Held
42.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Benedict Financial Advisors Inc Portfolio

Follow Benedict Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benedict Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Benedict Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email