Benedict Financial Advisors Inc Wisdomtree Tr U.S Largecap Div Transaction History

Benedict Financial Advisors Inc

$410 Million
Q4 2024

A detailed history of Benedict Financial Advisors Inc transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Benedict Financial Advisors Inc holds 8,136 shares of DLN stock, worth $653,483. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,136

Previous 8,133 0.04%

Holding current value

$653,483

Previous $638,000 0.94%

% of portfolio

0.15%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$77.23 - $82.11 $231 - $246	3 Added 0.04%	8,136 $632,000
Q3 2024 Oct 24, 2024	SELL	$71.86 - $78.56 $3,449 - $3,770	-48 Reduced 0.59%	8,133 $638,000
Q3 2022 Nov 07, 2022	SELL	$55.26 - $64.34 $22,435 - $26,122	-406 Reduced 4.73%	8,181 $452,000
Q1 2022 May 03, 2022	BUY	$62.31 - $66.73 $9,284 - $9,942	149 Added 1.77%	8,587 $564,000
Q4 2021 Feb 09, 2022	BUY	$59.87 - $66.15 $252,591 - $279,086	4,219 Added 100.0%	8,438 $557,000
Q3 2021 Oct 29, 2021	SELL	$59.65 - $63.08 $18,252 - $19,302	-306 Reduced 6.76%	4,219 $503,000
Q2 2021 Aug 05, 2021	SELL	$57.63 - $60.69 $16,885 - $17,782	-293 Reduced 6.08%	4,525 $544,000
Q1 2021 May 10, 2021	BUY	$53.02 - $57.62 $255,450 - $277,613	4,818 New	4,818 $552,000

Others Institutions Holding DLN

# of Institutions

423

Shares Held

37M

Call Options Held

3.1K

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Benedict Financial Advisors Inc Wisdomtree Tr U.S Largecap Div Transaction History