Arkadios Wealth 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 | $233K | Buy |
2,842
+16
| +0.6% | +$1.31K | 0.01% | 1120 |
|
|
2025
Q1 | $224K | Buy |
2,826
+12
| +0.4% | +$952 | 0.01% | 1003 |
|
|
2024
Q4 | $219K | Buy |
2,814
+15
| +0.5% | +$1.17K | 0.01% | 829 |
|
|
2024
Q3 | $220K | Buy |
2,799
+15
| +0.5% | +$1.18K | 0.01% | 806 |
|
|
2024
Q2 | $203K | Buy |
+2,784
| New | +$203K | 0.01% | 765 |
|
|
2022
Q1 | – | Sell |
-3,062
| Closed | -$202K | – | 571 |
|
|
2021
Q4 | $202K | Buy |
3,062
+2
| +0.1% | +$132 | 0.03% | 550 |
|
|
2021
Q3 | $182K | Hold |
3,060
| – | – | 0.03% | 528 |
|
|
2021
Q2 | $184K | Buy |
3,060
+300
| +11% | +$18K | 0.02% | 553 |
|
|
2021
Q1 | $158K | Hold |
2,760
| – | – | 0.03% | 444 |
|
|
2020
Q4 | $148K | Buy |
2,760
+12
| +0.4% | +$643 | 0.03% | 369 |
|
|
2020
Q3 | $138K | Buy |
2,748
+18
| +0.7% | +$903 | 0.07% | 237 |
|
|
2020
Q2 | $130K | Buy |
2,730
+20
| +0.7% | +$949 | 0.07% | 217 |
|
|
2020
Q1 | $110K | Buy |
2,710
+16
| +0.6% | +$648 | 0.07% | 224 |
|
|
2019
Q4 | $146K | Buy |
+2,694
| New | +$146K | 0.09% | 187 |
|