Benedict Financial 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 | $662K | Buy |
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|
2025
Q1 | $639K | Sell |
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|
2024
Q4 | $633K | Buy |
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|
2024
Q3 | $639K | Sell |
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|
2024
Q2 | $595K | Hold |
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|
2024
Q1 | $591K | Hold |
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|
2023
Q4 | $543K | Hold |
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|
2023
Q3 | $503K | Hold |
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|
2023
Q2 | $520K | Hold |
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|
2023
Q1 | $506K | Hold |
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|
2022
Q4 | $507K | Hold |
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|
2022
Q3 | $452K | Sell |
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|
2022
Q2 | $507K | Hold |
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|
2022
Q1 | $564K | Buy |
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|
2021
Q4 | $557K | Hold |
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|
2021
Q3 | $503K | Sell |
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|
2021
Q2 | $544K | Sell |
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|
2021
Q1 | $552K | Buy |
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