Aptus Capital 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 | $123K | Sell |
1,494
-72
| -5% | -$5.91K | ﹤0.01% | 1028 |
|
|
2025
Q1 | $124K | Buy |
1,566
+1,212
| +342% | +$96.2K | ﹤0.01% | 967 |
|
|
2024
Q4 | $27.5K | Buy |
354
+54
| +18% | +$4.2K | ﹤0.01% | 1163 |
|
|
2024
Q3 | $23.6K | Hold |
300
| – | – | ﹤0.01% | 1015 |
|
|
2024
Q2 | $21.8K | Hold |
300
| – | – | ﹤0.01% | 962 |
|
|
2024
Q1 | $21.7K | Hold |
300
| – | – | ﹤0.01% | 956 |
|
|
2023
Q4 | $19.9K | Buy |
+300
| New | +$19.9K | ﹤0.01% | 743 |
|
|
2023
Q2 | – | Sell |
-330
| Closed | -$20.4K | – | 799 |
|
|
2023
Q1 | $20.4K | Buy |
330
+30
| +10% | +$1.86K | ﹤0.01% | 631 |
|
|
2022
Q4 | $18.6K | Hold |
300
| – | – | ﹤0.01% | 651 |
|
|
2022
Q3 | $17K | Hold |
300
| – | – | ﹤0.01% | 619 |
|
|
2022
Q2 | $18K | Hold |
300
| – | – | ﹤0.01% | 530 |
|
|
2022
Q1 | $20K | Buy |
+300
| New | +$20K | ﹤0.01% | 559 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$15K | – | 413 |
|
|
2019
Q4 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 394 |
|