B. Riley Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $326K | Buy |
|
|||||
|
2024
Q4 | $920K | Sell |
|
|||||
|
2024
Q3 | $932K | Buy |
|
|||||
|
2024
Q2 | $818K | Buy |
|
|||||
|
2024
Q1 | $568K | Sell |
|
|||||
|
2023
Q4 | $632K | Buy |
|
|||||
|
2023
Q3 | $568K | Buy |
|
|||||
|
2023
Q2 | $579K | Sell |
|
|||||
|
2023
Q1 | $600K | Sell |
|
|||||
|
2022
Q4 | $721K | Buy |
|
|||||
|
2022
Q3 | $594K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $1 | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $1.42K | Buy |
|