ARK & TLK Investments’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 | $449K | Sell |
5,461
-303
| -5% | -$24.9K | 0.14% | 82 |
|
|
2025
Q1 | $457K | Sell |
5,764
-446
| -7% | -$35.4K | 0.16% | 75 |
|
|
2024
Q4 | $483K | Hold |
6,210
| – | – | 0.17% | 69 |
|
|
2024
Q3 | $488K | Hold |
6,210
| – | – | 0.17% | 66 |
|
|
2024
Q2 | $452K | Sell |
6,210
-403
| -6% | -$29.3K | 0.17% | 71 |
|
|
2024
Q1 | $477K | Sell |
6,613
-295
| -4% | -$21.3K | 0.19% | 65 |
|
|
2023
Q4 | $459K | Buy |
+6,908
| New | +$459K | 0.18% | 65 |
|