Alta Wealth Advisors’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 | $1.43M | Hold |
17,420
| – | – | 0.68% | 34 |
|
|
2025
Q1 | $1.38M | Hold |
17,420
| – | – | 0.63% | 35 |
|
|
2024
Q4 | $1.36M | Hold |
17,420
| – | – | 0.59% | 39 |
|
|
2024
Q3 | $1.37M | Hold |
17,420
| – | – | 0.63% | 39 |
|
|
2024
Q2 | $1.27M | Hold |
17,420
| – | – | 0.63% | 38 |
|
|
2024
Q1 | $1.26M | Hold |
17,420
| – | – | 0.64% | 40 |
|
|
2023
Q4 | $1.16M | Hold |
17,420
| – | – | 0.65% | 40 |
|
|
2023
Q3 | $1.07M | Hold |
17,420
| – | – | 0.66% | 46 |
|
|
2023
Q2 | $1.11M | Hold |
17,420
| – | – | 0.65% | 47 |
|
|
2023
Q1 | $1.08M | Hold |
17,420
| – | – | 0.68% | 43 |
|
|
2022
Q4 | $1.08M | Hold |
17,420
| – | – | 0.73% | 35 |
|
|
2022
Q3 | $963K | Hold |
17,420
| – | – | 0.69% | 38 |
|
|
2022
Q2 | $1.03M | Hold |
17,420
| – | – | 0.71% | 36 |
|
|
2022
Q1 | $1.15M | Buy |
+17,420
| New | +$1.15M | 0.68% | 40 |
|