Birch Hill Investment Advisors’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 | $263K | Hold |
3,200
| – | – | 0.01% | 177 |
|
|
2025
Q1 | $254K | Hold |
3,200
| – | – | 0.01% | 170 |
|
|
2024
Q4 | $249K | Hold |
3,200
| – | – | 0.01% | 172 |
|
|
2024
Q3 | $251K | Hold |
3,200
| – | – | 0.01% | 166 |
|
|
2024
Q2 | $233K | Hold |
3,200
| – | – | 0.01% | 165 |
|
|
2024
Q1 | $231K | Hold |
3,200
| – | – | 0.01% | 160 |
|
|
2023
Q4 | $212K | Buy |
+3,200
| New | +$212K | 0.01% | 157 |
|
|
2023
Q3 | – | Sell |
-3,200
| Closed | -$204K | – | 159 |
|
|
2023
Q2 | $204K | Buy |
+3,200
| New | +$204K | 0.01% | 156 |
|
|
2022
Q2 | – | Sell |
-3,200
| Closed | -$210K | – | 157 |
|
|
2022
Q1 | $210K | Hold |
3,200
| – | – | 0.01% | 158 |
|
|
2021
Q4 | $211K | Buy |
+3,200
| New | +$211K | 0.01% | 169 |
|