Berger Financial Group’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 | $2.84M | Buy |
34,627
+106
| +0.3% | +$8.71K | 0.18% | 107 |
|
|
2025
Q1 | $2.74M | Sell |
34,521
-282
| -0.8% | -$22.4K | 0.19% | 111 |
|
|
2024
Q4 | $2.71M | Buy |
34,803
+95
| +0.3% | +$7.39K | 0.19% | 111 |
|
|
2024
Q3 | $2.73M | Sell |
34,708
-462
| -1% | -$36.3K | 0.2% | 102 |
|
|
2024
Q2 | $2.56M | Sell |
35,170
-1,982
| -5% | -$144K | 0.2% | 102 |
|
|
2024
Q1 | $2.68M | Buy |
37,152
+583
| +2% | +$42.1K | 0.22% | 100 |
|
|
2023
Q4 | $2.43M | Sell |
36,569
-539
| -1% | -$35.8K | 0.25% | 95 |
|
|
2023
Q3 | $2.28M | Sell |
37,108
-2,275
| -6% | -$140K | 0.26% | 89 |
|
|
2023
Q2 | $2.5M | Buy |
39,383
+236
| +0.6% | +$15K | 0.28% | 84 |
|
|
2023
Q1 | $2.42M | Buy |
39,147
+1,564
| +4% | +$96.7K | 0.29% | 83 |
|
|
2022
Q4 | $2.33M | Sell |
37,583
-2,718
| -7% | -$168K | 0.31% | 80 |
|
|
2022
Q3 | $2.23M | Buy |
40,301
+102
| +0.3% | +$5.64K | 0.33% | 80 |
|
|
2022
Q2 | $2.38M | Sell |
40,199
-5,172
| -11% | -$306K | 0.35% | 70 |
|
|
2022
Q1 | $2.98M | Sell |
45,371
-3,537
| -7% | -$232K | 0.38% | 71 |
|
|
2021
Q4 | $3.23M | Sell |
48,908
-1,382
| -3% | -$91.3K | 0.43% | 71 |
|
|
2021
Q3 | $3M | Buy |
50,290
+446
| +0.9% | +$26.6K | 0.54% | 59 |
|
|
2021
Q2 | $3M | Sell |
49,844
-6,368
| -11% | -$383K | 0.54% | 60 |
|
|
2021
Q1 | $3.22M | Buy |
56,212
+3,538
| +7% | +$203K | 0.7% | 56 |
|
|
2020
Q4 | $2.83M | Buy |
+52,674
| New | +$2.83M | 0.49% | 71 |
|