Berger Financial Group’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 | $1.74M | Sell |
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|
2025
Q2 | $2.84M | Buy |
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|
2025
Q1 | $2.74M | Sell |
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|
2024
Q4 | $2.71M | Buy |
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|
2024
Q3 | $2.73M | Sell |
|
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|
2024
Q2 | $2.56M | Sell |
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|
2024
Q1 | $2.68M | Buy |
|
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|
2023
Q4 | $2.43M | Sell |
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|
2023
Q3 | $2.28M | Sell |
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|
2023
Q2 | $2.5M | Buy |
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|
2023
Q1 | $2.42M | Buy |
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|
2022
Q4 | $2.33M | Sell |
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|
2022
Q3 | $2.23M | Buy |
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|
2022
Q2 | $2.38M | Sell |
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|
2022
Q1 | $2.98M | Sell |
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|
2021
Q4 | $3.23M | Sell |
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|
2021
Q3 | $3M | Buy |
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|
2021
Q2 | $3M | Sell |
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|
2021
Q1 | $3.22M | Buy |
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|
2020
Q4 | $2.83M | Buy |
|