Amplius Wealth Advisors’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 | $2.14M | Hold |
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|
2025
Q1 | $2.07M | Hold |
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|
2024
Q4 | $2.03M | Sell |
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|
2024
Q3 | $2.06M | Sell |
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|
2024
Q2 | $1.99M | Sell |
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|
2024
Q1 | $2.04M | Sell |
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|
2023
Q4 | $1.89M | Sell |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $2M | Sell |
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|
2023
Q1 | $2.35M | Sell |
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|
2022
Q4 | $2.41M | Sell |
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|
2022
Q3 | $27.6M | Buy |
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|
2022
Q2 | $25.1M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.38M | Buy |
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