B. Riley Wealth Advisors’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 | $326K | Buy |
+3,971
| New | +$326K | 0.02% | 659 |
|
|
2024
Q4 | $920K | Sell |
11,829
-88
| -0.7% | -$6.85K | 0.03% | 472 |
|
|
2024
Q3 | $932K | Buy |
11,917
+671
| +6% | +$52.5K | 0.03% | 520 |
|
|
2024
Q2 | $818K | Buy |
11,246
+2,010
| +22% | +$146K | 0.02% | 607 |
|
|
2024
Q1 | $568K | Sell |
9,236
-281
| -3% | -$17.3K | 0.02% | 732 |
|
|
2023
Q4 | $632K | Buy |
9,517
+281
| +3% | +$18.7K | 0.02% | 702 |
|
|
2023
Q3 | $568K | Buy |
9,236
+132
| +1% | +$8.12K | 0.02% | 732 |
|
|
2023
Q2 | $579K | Sell |
9,104
-595
| -6% | -$37.8K | 0.01% | 787 |
|
|
2023
Q1 | $600K | Sell |
9,699
-1,945
| -17% | -$120K | 0.02% | 732 |
|
|
2022
Q4 | $721K | Buy |
11,644
+902
| +8% | +$55.9K | 0.02% | 656 |
|
|
2022
Q3 | $594K | Buy |
+10,742
| New | +$594K | 0.02% | 678 |
|
|
2015
Q1 | – | Sell |
-40
| Closed | -$1 | – | 903 |
|
|
2014
Q4 | $1 | Buy |
+40
| New | +$1 | ﹤0.01% | 3526 |
|
|
2014
Q3 | – | Sell |
-40
| Closed | -$1.42K | – | 929 |
|
|
2014
Q2 | $1.42K | Buy |
+40
| New | +$1.42K | ﹤0.01% | 2268 |
|