AWA
Amplius Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Hold |
26,075
| – | – | 0.2% | 59 |
|
|
2025
Q1 | $2.07M | Hold |
26,075
| – | – | 0.22% | 53 |
|
|
2024
Q4 | $2.03M | Sell |
26,075
-100
| -0.4% | -$7.78K | 0.21% | 52 |
|
|
2024
Q3 | $2.06M | Sell |
26,175
-1,243
| -5% | -$97.7K | 0.22% | 53 |
|
|
2024
Q2 | $1.99M | Sell |
27,418
-866
| -3% | -$63K | 0.22% | 53 |
|
|
2024
Q1 | $2.04M | Sell |
28,284
-157
| -0.6% | -$11.3K | 0.23% | 53 |
|
|
2023
Q4 | $1.89M | Sell |
28,441
-466
| -2% | -$30.9K | 0.23% | 54 |
|
|
2023
Q3 | $1.78M | Sell |
28,907
-2,465
| -8% | -$152K | 0.24% | 53 |
|
|
2023
Q2 | $2M | Sell |
31,372
-6,629
| -17% | -$422K | 0.27% | 51 |
|
|
2023
Q1 | $2.35M | Sell |
38,001
-878
| -2% | -$54.3K | 0.34% | 45 |
|
|
2022
Q4 | $2.41M | Sell |
38,879
-461,427
| -92% | -$28.6M | 0.38% | 44 |
|
|
2022
Q3 | $27.6M | Buy |
500,306
+75,419
| +18% | +$4.17M | 4.94% | 5 |
|
|
2022
Q2 | $25.1M | Buy |
424,887
+403,914
| +1,926% | +$23.9M | 4.06% | 6 |
|
|
2022
Q1 | $1.38M | Buy |
20,973
+109
| +0.5% | +$7.16K | 0.21% | 51 |
|
|
2021
Q4 | $1.38M | Buy |
+20,864
| New | +$1.38M | 0.19% | 56 |
|