BMM
Berkshire Money Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Hold |
6,000
| – | – | 0.05% | 62 |
|
|
2025
Q1 | $476K | Hold |
6,000
| – | – | 0.05% | 55 |
|
|
2024
Q4 | $467K | Buy |
+6,000
| New | +$467K | 0.05% | 54 |
|
|
2024
Q2 | – | Sell |
-6,000
| Closed | -$433K | – | 47 |
|
|
2024
Q1 | $433K | Buy |
+6,000
| New | +$433K | 0.05% | 53 |
|