Adamsbrown Wealth Consultants’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 | $685K | Buy |
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|
2025
Q2 | $645K | Buy |
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|
2025
Q1 | $623K | Sell |
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|
2024
Q4 | $692K | Buy |
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|
2024
Q3 | $698K | Buy |
|
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|
2024
Q2 | $646K | Sell |
|
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|
2024
Q1 | $687K | Buy |
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|
2023
Q4 | $631K | Buy |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $698K | Sell |
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|
2023
Q1 | $768K | Buy |
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|
2022
Q4 | $768K | Sell |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $2.71M | Sell |
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|
2021
Q4 | $3.08M | Buy |
|