Beacon Pointe 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
Q2 | $217K | Sell |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q3 | $300K | Buy |
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|
2024
Q2 | $277K | Buy |
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|
2024
Q1 | $266K | Buy |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $308K | Buy |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $289K | Buy |
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