AssetMark Inc’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
Q2 | $3.74M | Sell |
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|
2025
Q1 | $3.68M | Sell |
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|
2024
Q4 | $3.62M | Sell |
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|
2024
Q3 | $3.71M | Sell |
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|
2024
Q2 | $3.6M | Sell |
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|
2024
Q1 | $5.04M | Buy |
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|
2023
Q4 | $3.96M | Sell |
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|
2023
Q3 | $4.27M | Buy |
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|
2023
Q2 | $4.03M | Sell |
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|
2023
Q1 | $4.1M | Buy |
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|
2022
Q4 | $3.5M | Sell |
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|
2022
Q3 | $3.47M | Sell |
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|
2022
Q2 | $4.36M | Sell |
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|
2022
Q1 | $5.49M | Sell |
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|
2021
Q4 | $6.12M | Sell |
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|
2021
Q3 | $5.91M | Sell |
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|
2021
Q2 | $6.35M | Sell |
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|
2021
Q1 | $6.54M | Sell |
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|
2020
Q4 | $6.7M | Sell |
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|
2020
Q3 | $6.21M | Buy |
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|
2020
Q2 | $4.93M | Sell |
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|
2020
Q1 | $5.07M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $34K | Buy |
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|
2016
Q2 | $3K | Sell |
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|
2016
Q1 | $9K | Sell |
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|
2015
Q4 | $2.06M | Buy |
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|
2015
Q3 | $43K | Buy |
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