AE Wealth Management’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
Q2 | $470K | Buy |
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|
2025
Q1 | $387K | Sell |
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|
2024
Q4 | $411K | Buy |
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|
2024
Q3 | $415K | Buy |
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|
2024
Q2 | $308K | Buy |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $6.85M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $205K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5.96M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $747K | Buy |
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