Atria Wealth Solutions’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 | $2.53M | Sell |
30,778
-2,077
| -6% | -$171K | 0.06% | 357 |
|
|
2025
Q1 | $2.61M | Sell |
32,855
-14,729
| -31% | -$1.17M | 0.03% | 538 |
|
|
2024
Q4 | $3.7M | Buy |
47,584
+1,104
| +2% | +$85.9K | 0.04% | 434 |
|
|
2024
Q3 | $3.65M | Sell |
46,480
-46,276
| -50% | -$3.64M | 0.04% | 429 |
|
|
2024
Q2 | $6.75M | Buy |
92,756
+5,303
| +6% | +$386K | 0.07% | 267 |
|
|
2024
Q1 | $6.31M | Buy |
87,453
+2,434
| +3% | +$176K | 0.07% | 285 |
|
|
2023
Q4 | $5.64M | Buy |
85,019
+1,399
| +2% | +$92.9K | 0.07% | 276 |
|
|
2023
Q3 | $5.14M | Sell |
83,620
-9,727
| -10% | -$598K | 0.07% | 286 |
|
|
2023
Q2 | $5.94M | Buy |
93,347
+815
| +0.9% | +$51.8K | 0.08% | 240 |
|
|
2023
Q1 | $5.72M | Buy |
92,532
+2,390
| +3% | +$148K | 0.08% | 237 |
|
|
2022
Q4 | $5.58M | Sell |
90,142
-619
| -0.7% | -$38.3K | 0.09% | 239 |
|
|
2022
Q3 | $5.02M | Sell |
90,761
-5,991
| -6% | -$331K | 0.09% | 231 |
|
|
2022
Q2 | $5.72M | Sell |
96,752
-41,860
| -30% | -$2.47M | 0.11% | 193 |
|
|
2022
Q1 | $9.11M | Buy |
+138,612
| New | +$9.11M | 0.15% | 139 |
|