Advisornet Financial’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 | $74.2K | Buy |
903
+1
| +0.1% | +$82 | ﹤0.01% | 843 |
|
|
2025
Q1 | $71.6K | Hold |
902
| – | – | 0.01% | 820 |
|
|
2024
Q4 | $70.1K | Buy |
902
+1
| +0.1% | +$78 | 0.01% | 775 |
|
|
2024
Q3 | $70.8K | Sell |
901
-160
| -15% | -$12.6K | 0.01% | 792 |
|
|
2024
Q2 | $77.2K | Hold |
1,061
| – | – | 0.01% | 696 |
|
|
2024
Q1 | $76.6K | Hold |
1,061
| – | – | 0.01% | 700 |
|
|
2023
Q4 | $70.4K | Buy |
1,061
+126
| +13% | +$8.36K | 0.01% | 724 |
|
|
2023
Q3 | $57.5K | Buy |
935
+175
| +23% | +$10.8K | 0.01% | 749 |
|
|
2023
Q2 | $48.3K | Hold |
760
| – | – | ﹤0.01% | 824 |
|
|
2023
Q1 | $47K | Hold |
760
| – | – | ﹤0.01% | 814 |
|
|
2022
Q4 | $47.1K | Hold |
760
| – | – | ﹤0.01% | 807 |
|
|
2022
Q3 | $42K | Hold |
760
| – | – | ﹤0.01% | 890 |
|
|
2022
Q2 | $45K | Hold |
760
| – | – | ﹤0.01% | 889 |
|
|
2022
Q1 | $50K | Buy |
760
+330
| +77% | +$21.7K | ﹤0.01% | 960 |
|
|
2021
Q4 | $28K | Sell |
430
-5,000
| -92% | -$326K | ﹤0.01% | 1188 |
|
|
2021
Q3 | $324K | Buy |
+5,430
| New | +$324K | 0.02% | 445 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1699 |
|
|
2019
Q1 | – | Sell |
-182
| Closed | -$8K | – | 1596 |
|
|
2018
Q4 | $8K | Hold |
182
| – | – | ﹤0.01% | 1130 |
|
|
2018
Q3 | $9K | Buy |
+182
| New | +$9K | ﹤0.01% | 1144 |
|