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

Berger Financial Group, Inc

$1.04 Billion
Q1 2024

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 37,152 shares of DLN stock, worth $2.71 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

37,152

Previous 36,569 1.59%

Holding current value

$2.71 Million

Previous $2.43 Million 10.51%

% of portfolio

0.26%

Previous 0.27%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$59.96 - $64.63 $162,971 - $175,664	-2,718 Reduced 6.74%	37,583 $2.33 Million
Q3 2022 Oct 27, 2022	BUY	N/A	102 Added 0.25%	40,301 $2.23 Million
Q2 2022 Aug 08, 2022	SELL	N/A	-5,172 Reduced 11.4%	40,199 $2.38 Million
Q1 2022 May 10, 2022	SELL	N/A	-3,537 Reduced 7.23%	45,371 $2.98 Million
Q4 2021 Jan 26, 2022	BUY	N/A	23,763 Added 94.5%	48,908 $3.23 Million
Q3 2021 Oct 28, 2021	BUY	N/A	223 Added 0.89%	25,145 $3 Million
Q2 2021 Jul 29, 2021	SELL	N/A	-3,184 Reduced 11.33%	24,922 $3 Million
Q1 2021 May 12, 2021	BUY	N/A	1,769 Added 6.72%	28,106 $3.22 Million
Q4 2020 Feb 02, 2021	BUY	N/A	26,337 New	26,337 $2.83 Million

Others Institutions Holding DLN

# of Institutions

388

Shares Held

36.3M

Call Options Held

4.3K

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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