Aptus Capital 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
Q3 | $108K | Sell |
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2025
Q2 | $123K | Sell |
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2025
Q1 | $124K | Buy |
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|
2024
Q4 | $27.5K | Buy |
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|
2024
Q3 | $23.6K | Hold |
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|
2024
Q2 | $21.8K | Hold |
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|
2024
Q1 | $21.7K | Hold |
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|
2023
Q4 | $19.9K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $20.4K | Buy |
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|
2022
Q4 | $18.6K | Hold |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $20K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $15K | Buy |
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