Avant Capital’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 | $2.8M | Buy |
34,096
+2,047
| +6% | +$168K | 2.17% | 18 |
|
|
2025
Q1 | $2.54M | Buy |
32,049
+1,995
| +7% | +$158K | 2.12% | 18 |
|
|
2024
Q4 | $2.34M | Buy |
+30,054
| New | +$2.34M | 1.94% | 20 |
|
|
2023
Q3 | $1.5M | Buy |
24,386
+1,516
| +7% | +$93.2K | 1.71% | 20 |
|
|
2023
Q2 | $1.45M | Buy |
22,870
+2,599
| +13% | +$165K | 1.61% | 21 |
|
|
2023
Q1 | $1.25M | Buy |
20,271
+3,636
| +22% | +$225K | 1.45% | 24 |
|
|
2022
Q4 | $1.03M | Sell |
16,635
-295
| -2% | -$18.3K | 1.26% | 26 |
|
|
2022
Q3 | $936K | Buy |
16,930
+75
| +0.4% | +$4.15K | 1.26% | 28 |
|
|
2022
Q2 | $996K | Buy |
16,855
+74
| +0.4% | +$4.37K | 1.29% | 26 |
|
|
2022
Q1 | $1.1M | Buy |
16,781
+119
| +0.7% | +$7.82K | 1.23% | 26 |
|
|
2021
Q4 | $1.1M | Buy |
+16,662
| New | +$1.1M | 1.21% | 26 |
|