Atria Wealth Solutions’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 | $2.53M | Sell |
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|
2025
Q1 | $2.61M | Sell |
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|
2024
Q4 | $3.7M | Buy |
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|
2024
Q3 | $3.65M | Sell |
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|
2024
Q2 | $6.75M | Buy |
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|
2024
Q1 | $6.31M | Buy |
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|
2023
Q4 | $5.64M | Buy |
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|
2023
Q3 | $5.14M | Sell |
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|
2023
Q2 | $5.94M | Buy |
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|
2023
Q1 | $5.72M | Buy |
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|
2022
Q4 | $5.58M | Sell |
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|
2022
Q3 | $5.02M | Sell |
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|
2022
Q2 | $5.72M | Sell |
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|
2022
Q1 | $9.11M | Buy |
|