Ausdal Financial Partners’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 | $2.35M | Sell |
28,554
-515
| -2% | -$42.3K | 0.16% | 145 |
|
|
2025
Q1 | $2.31M | Sell |
29,069
-499
| -2% | -$39.6K | 0.17% | 131 |
|
|
2024
Q4 | $2.3M | Sell |
29,568
-188
| -0.6% | -$14.6K | 0.2% | 116 |
|
|
2024
Q3 | $2.34M | Buy |
29,756
+2,176
| +8% | +$171K | 0.24% | 96 |
|
|
2024
Q2 | $2.01M | Sell |
27,580
-4,010
| -13% | -$292K | 0.21% | 107 |
|
|
2024
Q1 | $2.28M | Sell |
31,590
-397
| -1% | -$28.7K | 0.26% | 93 |
|
|
2023
Q4 | $2.12M | Sell |
31,987
-2,452
| -7% | -$163K | 0.26% | 91 |
|
|
2023
Q3 | $2.12M | Sell |
34,439
-5,402
| -14% | -$332K | 0.29% | 87 |
|
|
2023
Q2 | $2.53M | Sell |
39,841
-113
| -0.3% | -$7.19K | 0.34% | 71 |
|
|
2023
Q1 | $2.47M | Sell |
39,954
-1,342
| -3% | -$83K | 0.34% | 70 |
|
|
2022
Q4 | $2.56M | Buy |
41,296
+2,034
| +5% | +$126K | 0.37% | 66 |
|
|
2022
Q3 | $2.17M | Sell |
39,262
-1,352
| -3% | -$74.7K | 0.34% | 71 |
|
|
2022
Q2 | $2.4M | Sell |
40,614
-74
| -0.2% | -$4.37K | 0.36% | 81 |
|
|
2022
Q1 | $2.67M | Sell |
40,688
-371
| -0.9% | -$24.4K | 0.36% | 73 |
|
|
2021
Q4 | $2.71M | Buy |
41,059
+39
| +0.1% | +$2.58K | 0.36% | 76 |
|
|
2021
Q3 | $2.45M | Buy |
41,020
+900
| +2% | +$53.7K | 0.36% | 78 |
|
|
2021
Q2 | $2.41M | Buy |
40,120
+3,258
| +9% | +$196K | 0.37% | 81 |
|
|
2021
Q1 | $2.11M | Buy |
36,862
+9,714
| +36% | +$557K | 0.36% | 81 |
|
|
2020
Q4 | $1.46M | Buy |
27,148
+3,680
| +16% | +$198K | 0.28% | 105 |
|
|
2020
Q3 | $1.14M | Buy |
23,468
+10,378
| +79% | +$504K | 0.28% | 105 |
|
|
2020
Q2 | $608K | Buy |
13,090
+2,436
| +23% | +$113K | 0.2% | 124 |
|
|
2020
Q1 | $468K | Sell |
10,654
-6,002
| -36% | -$264K | 0.17% | 143 |
|
|
2019
Q4 | $878K | Buy |
16,656
+8,618
| +107% | +$454K | 0.26% | 107 |
|
|
2019
Q3 | $398K | Buy |
+8,038
| New | +$398K | 0.14% | 190 |
|
|
2017
Q4 | – | Sell |
-7,750
| Closed | -$337K | – | 359 |
|
|
2017
Q3 | $337K | Buy |
+7,750
| New | +$337K | 0.13% | 201 |
|
|
2016
Q1 | – | Sell |
-70
| Closed | -$2K | – | 399 |
|
|
2015
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 1205 |
|