Avantax Advisory Services’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 | $2.74M | Buy |
33,339
+1,621
| +5% | +$133K | 0.02% | 658 |
|
|
2025
Q1 | $2.52M | Buy |
31,718
+1,882
| +6% | +$149K | 0.02% | 652 |
|
|
2024
Q4 | $2.32M | Buy |
29,836
+593
| +2% | +$46.1K | 0.01% | 650 |
|
|
2024
Q3 | $2.3M | Sell |
29,243
-977
| -3% | -$76.8K | 0.02% | 635 |
|
|
2024
Q2 | $2.2M | Sell |
30,220
-4,593
| -13% | -$334K | 0.02% | 629 |
|
|
2024
Q1 | $2.51M | Sell |
34,813
-4,135
| -11% | -$299K | 0.02% | 483 |
|
|
2023
Q4 | $2.59M | Sell |
38,948
-548
| -1% | -$36.4K | 0.03% | 436 |
|
|
2023
Q3 | $2.43M | Sell |
39,496
-52
| -0.1% | -$3.2K | 0.03% | 407 |
|
|
2023
Q2 | $2.52M | Sell |
39,548
-19,369
| -33% | -$1.23M | 0.03% | 391 |
|
|
2023
Q1 | $3.64M | Buy |
58,917
+9,972
| +20% | +$617K | 0.04% | 306 |
|
|
2022
Q4 | $3.03M | Buy |
48,945
+20,874
| +74% | +$1.29M | 0.04% | 331 |
|
|
2022
Q3 | $1.55M | Sell |
28,071
-854
| -3% | -$47.2K | 0.02% | 433 |
|
|
2022
Q2 | $1.71M | Buy |
28,925
+98
| +0.3% | +$5.79K | 0.03% | 413 |
|
|
2022
Q1 | $1.9M | Sell |
28,827
-546
| -2% | -$35.9K | 0.03% | 387 |
|
|
2021
Q4 | $1.94M | Buy |
29,373
+545
| +2% | +$36K | 0.03% | 374 |
|
|
2021
Q3 | $1.72M | Sell |
28,828
-2,014
| -7% | -$120K | 0.03% | 370 |
|
|
2021
Q2 | $1.85M | Sell |
30,842
-1,780
| -5% | -$107K | 0.03% | 346 |
|
|
2021
Q1 | $1.87M | Sell |
32,622
-89,194
| -73% | -$5.12M | 0.04% | 302 |
|
|
2020
Q4 | $6.55M | Sell |
121,816
-64,698
| -35% | -$3.48M | 0.16% | 105 |
|
|
2020
Q3 | $9.05M | Buy |
186,514
+70,980
| +61% | +$3.44M | 0.15% | 120 |
|
|
2020
Q2 | $5.36M | Sell |
115,534
-35,306
| -23% | -$1.64M | 0.15% | 107 |
|
|
2020
Q1 | $6.1M | Buy |
150,840
+13,424
| +10% | +$543K | 0.18% | 87 |
|
|
2019
Q4 | $7.28M | Buy |
137,416
+19,774
| +17% | +$1.05M | 0.17% | 82 |
|
|
2019
Q3 | $5.82M | Buy |
117,642
+87,394
| +289% | +$4.33M | 0.24% | 54 |
|
|
2019
Q2 | $1.47M | Buy |
30,248
+1,972
| +7% | +$95.6K | 0.06% | 145 |
|
|
2019
Q1 | $1.33M | Sell |
28,276
-558
| -2% | -$26.3K | 0.07% | 147 |
|
|
2018
Q4 | $1.22M | Buy |
+28,834
| New | +$1.22M | 0.2% | 115 |
|