626 Financial’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$846K Buy
2025
Q2
$755K Sell
2025
Q1
$740K Sell
2024
Q4
$773K Buy
2024
Q3
$779K Buy
2024
Q2
$719K Buy
2024
Q1
$712K Buy
2023
Q4
$653K Sell
2023
Q3
$677K Buy
2023
Q2
$698K Sell
2023
Q1
$694K Sell
2022
Q4
$746K Buy
2022
Q3
$655K Sell
2022
Q2
$707K Buy
2022
Q1
$784K Sell
2021
Q4
$805K Buy
2021
Q1
$784K Buy