Bogart Wealth LLC’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 | $746 | Buy |
9
+3
| +50% | +$249 | ﹤0.01% | 1254 |
|
|
2025
Q1 | $478 | Buy |
6
+4
| +200% | +$319 | ﹤0.01% | 1282 |
|
|
2024
Q4 | $156 | Hold |
2
| – | – | ﹤0.01% | 1312 |
|
|
2024
Q3 | $157 | Sell |
2
-3
| -60% | -$236 | ﹤0.01% | 1110 |
|
|
2024
Q2 | $364 | Hold |
5
| – | – | ﹤0.01% | 1066 |
|
|
2024
Q1 | $361 | Hold |
5
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q4 | $332 | Hold |
5
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q3 | $307 | Buy |
+5
| New | +$307 | ﹤0.01% | 1029 |
|