Beacon Pointe Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 2,603 shares of DLN stock, worth $226,851. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,603
Previous 2,646 1.63%
Holding current value
$226,851
Previous $217,000 4.15%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$82.42 - $87.03 $3,544 - $3,742
-43 Reduced 1.63%
2,603 $226,000
Q2 2025

Aug 13, 2025
SELL
$70.7 - $82.14 $22,553 - $26,202
-319 Reduced 10.76%
2,646 $217,000
Q1 2025

May 13, 2025
SELL
$76.77 - $82.22 $103,255 - $110,585
-1,345 Reduced 31.21%
2,965 $235,000
Q4 2024

Feb 14, 2025
BUY
$77.23 - $82.11 $38,074 - $40,480
493 Added 12.92%
4,310 $335,000
Q3 2024

Nov 14, 2024
BUY
$71.86 - $78.56 $215 - $235
3 Added 0.08%
3,817 $299,000
Q2 2024

Aug 12, 2024
BUY
$68.68 - $73.31 $9,134 - $9,750
133 Added 3.61%
3,814 $277,000
Q1 2024

May 14, 2024
BUY
$65.84 - $72.19 $197 - $216
3 Added 0.08%
3,681 $265,000
Q4 2023

Feb 08, 2024
SELL
$58.89 - $66.53 $144,162 - $162,865
-2,448 Reduced 39.96%
3,678 $244,000
Q3 2023

Nov 14, 2023
BUY
$61.47 - $65.66 $78,435 - $83,782
1,276 Added 26.31%
6,126 $376,000
Q2 2023

Aug 11, 2023
BUY
$60.35 - $63.6 $19,070 - $20,097
316 Added 6.97%
4,850 $308,000
Q1 2023

May 12, 2023
BUY
$59.37 - $64.16 $65,307 - $70,576
1,100 Added 32.03%
4,534 $280,000
Q4 2022

Feb 14, 2023
BUY
$55.78 - $64.63 $191,548 - $221,939
3,434 New
3,434 $212,000
Q2 2022

Aug 11, 2022
SELL
$57.22 - $66.91 $55,045 - $64,367
-962 Reduced 21.88%
3,434 $203,000
Q1 2022

May 17, 2022
BUY
$62.31 - $66.73 $273,914 - $293,345
4,396 New
4,396 $289,000

Others Institutions Holding DLN

# of Institutions
480
Shares Held
43.6M
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
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