Bessemer 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 | $148K | Buy |
+1,799
| New | +$148K | ﹤0.01% | 1148 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$13K | – | 2069 |
|
|
2023
Q4 | $13K | Sell |
200
-113
| -36% | -$7.35K | ﹤0.01% | 1530 |
|
|
2023
Q3 | $19K | Buy |
+313
| New | +$19K | ﹤0.01% | 1486 |
|
|
2019
Q1 | – | Sell |
-1,070
| Closed | -$45K | – | 1806 |
|
|
2018
Q4 | $45K | Buy |
+1,070
| New | +$45K | ﹤0.01% | 1341 |
|
|
2016
Q4 | – | Sell |
-754
| Closed | -$29K | – | 1966 |
|
|
2016
Q3 | $29K | Buy |
+754
| New | +$29K | ﹤0.01% | 1296 |
|