Bosun Asset Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $783K | Hold |
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|
2025
Q2 | $739K | Hold |
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|
2025
Q1 | $714K | Hold |
|
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|
2024
Q4 | $700K | Hold |
|
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|
2024
Q3 | $707K | Hold |
|
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|
2024
Q2 | $655K | Hold |
|
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|
2024
Q1 | $650K | Hold |
|
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|
2023
Q4 | $597K | Hold |
|
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|
2023
Q3 | $553K | Hold |
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|
2023
Q2 | $572K | Hold |
|
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|
2023
Q1 | $557K | Hold |
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|
2022
Q4 | $558K | Hold |
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|
2022
Q3 | $497K | Sell |
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|
2022
Q2 | $532K | Sell |
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|
2022
Q1 | $700K | Buy |
|
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|
2021
Q4 | $703K | Buy |
|