Aspiriant LLC’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
Q3 | $7.85M | Buy |
|
|||||
|
2025
Q2 | $5.36M | Buy |
|
|||||
|
2025
Q1 | $3.19M | Sell |
|
|||||
|
2024
Q4 | $3.22M | Sell |
|
|||||
|
2024
Q3 | $3.33M | Hold |
|
|||||
|
2024
Q2 | $3.08M | Sell |
|
|||||
|
2024
Q1 | $3.23M | Sell |
|
|||||
|
2023
Q4 | $2.99M | Sell |
|
|||||
|
2023
Q3 | $3.04M | Buy |
|
|||||
|
2023
Q2 | $3.07M | Sell |
|
|||||
|
2023
Q1 | $3.15M | Sell |
|
|||||
|
2022
Q4 | $3.34M | Buy |
|
|||||
|
2022
Q3 | $330K | Sell |
|
|||||
|
2022
Q2 | $415K | Buy |
|