Bickling Financial Services, Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Bickling Financial Services, Inc.

$159 Million
Q4 2022

A detailed history of Bickling Financial Services, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Bickling Financial Services, Inc. holds 6,698 shares of DLN stock, worth $537,179. This represents 0.26% of its overall portfolio holdings.

Number of Shares

6,698

Previous 6,659 0.59%

Holding current value

$537,179

Previous $368,000 12.5%

% of portfolio

0.26%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	BUY	$55.78 - $64.63 $2,175 - $2,520	39 Added 0.59%	6,698 $414,000
Q3 2022 Nov 14, 2022	BUY	$55.26 - $64.34 $6,796 - $7,913	123 Added 1.88%	6,659 $368,000
Q2 2022 Aug 12, 2022	BUY	$57.22 - $66.91 $13,046 - $15,255	228 Added 3.61%	6,536 $386,000
Q1 2022 May 25, 2022	BUY	$62.31 - $66.73 $24,799 - $26,558	398 Added 6.73%	6,308 $415,000
Q4 2021 Feb 14, 2022	BUY	$59.87 - $66.15 $166,558 - $184,029	2,782 Added 88.94%	5,910 $390,000
Q3 2021 Nov 01, 2021	BUY	$59.65 - $63.08 $53,088 - $56,141	890 Added 39.77%	3,128 $373,000
Q2 2021 Aug 16, 2021	BUY	$57.63 - $60.69 $691 - $728	12 Added 0.54%	2,238 $269,000
Q1 2021 May 12, 2021	BUY	$53.02 - $57.62 $583 - $633	11 Added 0.5%	2,226 $255,000
Q4 2020 Feb 26, 2021	BUY	$46.78 - $53.75 $103,617 - $119,056	2,215 New	2,215 $238,000

Others Institutions Holding DLN

# of Institutions

437

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 Bickling Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bickling Financial Services, Inc. with notifications on news.

Account

Bickling Financial Services, Inc. Wisdomtree Tr U.S Largecap Div Transaction History