Aspire Private Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,080
| Closed | -$84.8K | – | 283 |
|
|
2024
Q3 | $84.8K | Hold |
1,080
| – | – | 0.02% | 205 |
|
|
2024
Q2 | $78.6K | Hold |
1,080
| – | – | 0.02% | 206 |
|
|
2024
Q1 | $78K | Hold |
1,080
| – | – | 0.02% | 212 |
|
|
2023
Q4 | $71.7K | Hold |
1,080
| – | – | 0.02% | 204 |
|
|
2023
Q3 | $66.4K | Hold |
1,080
| – | – | 0.02% | 193 |
|
|
2023
Q2 | $68.7K | Hold |
1,080
| – | – | 0.02% | 185 |
|
|
2023
Q1 | $66.8K | Hold |
1,080
| – | – | 0.02% | 176 |
|
|
2022
Q4 | $66.9K | Hold |
1,080
| – | – | 0.02% | 170 |
|
|
2022
Q3 | $60K | Hold |
1,080
| – | – | 0.02% | 169 |
|
|
2022
Q2 | $64K | Hold |
1,080
| – | – | 0.02% | 170 |
|
|
2022
Q1 | $71K | Buy |
+1,080
| New | +$71K | 0.02% | 173 |
|