Berger Financial Group, Inc Wisdomtree Tr U.S Largecap Div Transaction History

Berger Financial Group, Inc

$1.19 Billion
Q1 2025

A detailed history of Berger Financial Group, Inc transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Berger Financial Group, Inc holds 34,521 shares of DLN stock, worth $2.75 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

34,521

Previous 34,803 0.81%

Holding current value

$2.75 Million

Previous $2.71 Million 1.18%

% of portfolio

0.23%

Previous 0.22%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$76.77 - $82.22 $21,649 - $23,186	-282 Reduced 0.81%	34,521 $2.74 Million
Q4 2024 Feb 14, 2025	BUY	$77.23 - $82.11 $7,336 - $7,800	95 Added 0.27%	34,803 $2.71 Million
Q3 2024 Nov 12, 2024	SELL	$71.86 - $78.56 $33,199 - $36,294	-462 Reduced 1.31%	34,708 $2.73 Million
Q2 2024 Aug 14, 2024	SELL	$68.68 - $73.31 $136,123 - $145,300	-1,982 Reduced 5.33%	35,170 $2.56 Million
Q1 2024 Apr 16, 2024	BUY	$65.84 - $72.19 $38,384 - $42,086	583 Added 1.59%	37,152 $2.68 Million
Q4 2023 Feb 07, 2024	SELL	$58.89 - $66.53 $31,741 - $35,859	-539 Reduced 1.45%	36,569 $2.43 Million
Q3 2023 Nov 03, 2023	SELL	$61.47 - $65.66 $139,844 - $149,376	-2,275 Reduced 5.78%	37,108 $2.28 Million
Q2 2023 Aug 10, 2023	BUY	$60.35 - $63.6 $14,242 - $15,009	236 Added 0.6%	39,383 $2.5 Million
Q1 2023 Apr 24, 2023	BUY	$59.37 - $64.16 $92,854 - $100,346	1,564 Added 4.16%	39,147 $2.42 Million
Q4 2022 Jan 30, 2023	SELL	$55.78 - $64.63 $151,610 - $175,664	-2,718 Reduced 6.74%	37,583 $2.33 Million
Q3 2022 Oct 27, 2022	BUY	$55.26 - $64.34 $5,636 - $6,562	102 Added 0.25%	40,301 $2.23 Million
Q2 2022 Aug 08, 2022	SELL	$57.22 - $66.91 $295,941 - $346,058	-5,172 Reduced 11.4%	40,199 $2.38 Million
Q1 2022 May 10, 2022	SELL	$62.31 - $66.73 $220,390 - $236,024	-3,537 Reduced 7.23%	45,371 $2.98 Million
Q4 2021 Jan 26, 2022	BUY	$59.87 - $66.15 $1.42 Million - $1.57 Million	23,763 Added 94.5%	48,908 $3.23 Million
Q3 2021 Oct 28, 2021	BUY	$59.65 - $63.08 $13,301 - $14,066	223 Added 0.89%	25,145 $3 Million
Q2 2021 Jul 29, 2021	SELL	$57.63 - $60.69 $183,493 - $193,236	-3,184 Reduced 11.33%	24,922 $3 Million
Q1 2021 May 12, 2021	BUY	$53.02 - $57.62 $93,792 - $101,929	1,769 Added 6.72%	28,106 $3.22 Million
Q4 2020 Feb 02, 2021	BUY	$46.78 - $53.75 $1.23 Million - $1.42 Million	26,337 New	26,337 $2.83 Million

Others Institutions Holding DLN

# of Institutions

458

Shares Held

42.4M

Call Options Held

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 Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

Berger Financial Group, Inc Wisdomtree Tr U.S Largecap Div Transaction History