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

Fox Financial, Inc

$111 Billion
Q4 2024

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 310,681 shares of DLN stock, worth $25 Million. This represents 21.83% of its overall portfolio holdings.

Number of Shares

310,681

Previous 255,226 21.73%

Holding current value

$25 Million

Previous $20.1 Billion 20.53%

% of portfolio

21.83%

Previous 17.48%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

409

Shares Held

36.6M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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