Armstrong Advisory Group’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 | $52.2K | Hold |
636
| – | – | ﹤0.01% | 380 |
|
2025
Q1 | $49.5K | Hold |
636
| – | – | ﹤0.01% | 380 |
|
2024
Q4 | $49.5K | Hold |
636
| – | – | ﹤0.01% | 380 |
|
2024
Q3 | $50K | Hold |
636
| – | – | ﹤0.01% | 371 |
|
2024
Q2 | $46.3K | Hold |
636
| – | – | ﹤0.01% | 366 |
|
2024
Q1 | $42.2K | Hold |
636
| – | – | ﹤0.01% | 363 |
|
2023
Q4 | $42.2K | Hold |
636
| – | – | ﹤0.01% | 363 |
|
2023
Q3 | $39.1K | Sell |
636
-247
| -28% | -$15.2K | ﹤0.01% | 370 |
|
2023
Q2 | $56.2K | Buy |
+883
| New | +$56.2K | 0.01% | 324 |
|