Aspiriant LLC’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 | $5.36M | Buy |
65,224
+25,000
| +62% | +$2.05M | 0.17% | 59 |
|
|
2025
Q1 | $3.19M | Sell |
40,224
-1,142
| -3% | -$90.6K | 0.11% | 74 |
|
|
2024
Q4 | $3.22M | Sell |
41,366
-973
| -2% | -$75.7K | 0.12% | 75 |
|
|
2024
Q3 | $3.33M | Hold |
42,339
| – | – | 0.13% | 71 |
|
|
2024
Q2 | $3.08M | Sell |
42,339
-2,414
| -5% | -$176K | 0.13% | 74 |
|
|
2024
Q1 | $3.23M | Sell |
44,753
-279
| -0.6% | -$20.1K | 0.13% | 71 |
|
|
2023
Q4 | $2.99M | Sell |
45,032
-4,398
| -9% | -$292K | 0.13% | 71 |
|
|
2023
Q3 | $3.04M | Buy |
49,430
+1,178
| +2% | +$72.4K | 0.16% | 68 |
|
|
2023
Q2 | $3.07M | Sell |
48,252
-2,608
| -5% | -$166K | 0.16% | 68 |
|
|
2023
Q1 | $3.15M | Sell |
50,860
-3,117
| -6% | -$193K | 0.16% | 65 |
|
|
2022
Q4 | $3.34M | Buy |
53,977
+47,996
| +802% | +$2.97M | 0.17% | 64 |
|
|
2022
Q3 | $330K | Sell |
5,981
-1,042
| -15% | -$57.5K | 0.02% | 203 |
|
|
2022
Q2 | $415K | Buy |
+7,023
| New | +$415K | 0.02% | 177 |
|