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

Fox Financial, Inc

$106 Billion
Q1 2025

A detailed history of Fox Financial, Inc transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Fox Financial, Inc holds 313,249 shares of DLN stock, worth $25.1 Million. This represents 23.4% of its overall portfolio holdings.

Number of Shares

313,249

Previous 310,681 0.83%

Holding current value

$25.1 Million

Previous $24.2 Billion 2.87%

% of portfolio

23.4%

Previous 21.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$76.77 - $82.22 $197,145 - $211,140	2,568 Added 0.83%	313,249 $24.9 Billion
Q4 2024 Jan 23, 2025	BUY	$77.23 - $82.11 $4.28 Million - $4.55 Million	55,455 Added 21.73%	310,681 $24.2 Billion
Q3 2024 Oct 30, 2024	BUY	$71.86 - $78.56 $98,807 - $108,020	1,375 Added 0.54%	255,226 $20.1 Billion
Q2 2024 Jul 22, 2024	BUY	$68.68 - $73.31 $191,342 - $204,241	2,786 Added 1.11%	253,851 $18.5 Billion
Q1 2024 May 03, 2024	SELL	$65.84 - $72.19 $100,998 - $110,739	-1,534 Reduced 0.61%	251,065 $18.1 Billion
Q4 2023 Jan 26, 2024	BUY	$58.89 - $66.53 $14.9 Million - $16.8 Million	252,599 New	252,599 $16.8 Billion

Others Institutions Holding DLN

# of Institutions

458

Shares Held

41.8M

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

News

Stay updated on Fox Financial, Inc with notifications on news.

Account

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