Arrowroot Family Office’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 | $247K | Buy |
+3,013
| New | +$247K | 0.11% | 126 |
|
|
2024
Q4 | $257K | Sell |
3,306
-338
| -9% | -$26.3K | 0.13% | 112 |
|
|
2024
Q3 | $286K | Sell |
3,644
-1,701
| -32% | -$134K | 0.17% | 103 |
|
|
2024
Q2 | $389K | Sell |
5,345
-7,469
| -58% | -$543K | 0.25% | 84 |
|
|
2024
Q1 | $925K | Sell |
12,814
-2,050
| -14% | -$148K | 0.59% | 48 |
|
|
2023
Q4 | $987K | Sell |
14,864
-616
| -4% | -$40.9K | 0.7% | 40 |
|
|
2023
Q3 | $952K | Buy |
15,480
+767
| +5% | +$47.2K | 0.75% | 40 |
|
|
2023
Q2 | $936K | Sell |
14,713
-55
| -0.4% | -$3.5K | 0.71% | 45 |
|
|
2023
Q1 | $914K | Buy |
+14,768
| New | +$914K | 0.78% | 40 |
|