Adamsbrown Wealth Consultants’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Buy |
7,858
+12
| +0.2% | +$986 | 0.19% | 45 |
|
|
2025
Q1 | $623K | Sell |
7,846
-1,054
| -12% | -$83.7K | 0.2% | 44 |
|
|
2024
Q4 | $692K | Buy |
8,900
+11
| +0.1% | +$856 | 0.24% | 39 |
|
|
2024
Q3 | $698K | Buy |
8,889
+10
| +0.1% | +$786 | 0.24% | 37 |
|
|
2024
Q2 | $646K | Sell |
8,879
-632
| -7% | -$46K | 0.25% | 35 |
|
|
2024
Q1 | $687K | Buy |
9,511
+9
| +0.1% | +$650 | 0.28% | 34 |
|
|
2023
Q4 | $631K | Buy |
9,502
+14
| +0.1% | +$929 | 0.27% | 33 |
|
|
2023
Q3 | $583K | Sell |
9,488
-1,493
| -14% | -$91.8K | 0.29% | 34 |
|
|
2023
Q2 | $698K | Sell |
10,981
-1,430
| -12% | -$91K | 0.37% | 31 |
|
|
2023
Q1 | $768K | Buy |
12,411
+20
| +0.2% | +$1.24K | 0.44% | 32 |
|
|
2022
Q4 | $768K | Sell |
12,391
-5,806
| -32% | -$360K | 0.47% | 34 |
|
|
2022
Q3 | $1.01M | Sell |
18,197
-8,963
| -33% | -$496K | 0.77% | 27 |
|
|
2022
Q2 | $1.61M | Sell |
27,160
-14,077
| -34% | -$832K | 1.26% | 16 |
|
|
2022
Q1 | $2.71M | Sell |
41,237
-5,366
| -12% | -$353K | 2.15% | 10 |
|
|
2021
Q4 | $3.08M | Buy |
+46,603
| New | +$3.08M | 2.78% | 9 |
|