Arkadios Wealth 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
Q2 | $233K | Buy |
|
|||||
|
2025
Q1 | $224K | Buy |
|
|||||
|
2024
Q4 | $219K | Buy |
|
|||||
|
2024
Q3 | $220K | Buy |
|
|||||
|
2024
Q2 | $203K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $202K | Buy |
|
|||||
|
2021
Q3 | $182K | Hold |
|
|||||
|
2021
Q2 | $184K | Buy |
|
|||||
|
2021
Q1 | $158K | Hold |
|
|||||
|
2020
Q4 | $148K | Buy |
|
|||||
|
2020
Q3 | $138K | Buy |
|
|||||
|
2020
Q2 | $130K | Buy |
|
|||||
|
2020
Q1 | $110K | Buy |
|
|||||
|
2019
Q4 | $146K | Buy |
|