Bristlecone Advisors’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 | $19.8M | Buy |
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|
2025
Q2 | $18.4M | Buy |
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|
2025
Q1 | $17.4M | Sell |
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|
2024
Q4 | $17.9M | Buy |
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|
2024
Q3 | $18M | Buy |
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|
2024
Q2 | $16.2M | Sell |
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|
2024
Q1 | $16.2M | Buy |
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|
2023
Q4 | $13.9M | Buy |
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|
2023
Q3 | $11.8M | Sell |
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|
2023
Q2 | $12.4M | Sell |
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|
2023
Q1 | $14.2M | Sell |
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|
2022
Q4 | $14.8M | Buy |
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|
2022
Q3 | $12M | Buy |
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|
2022
Q2 | $12M | Buy |
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|
2022
Q1 | $11.4M | Buy |
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|
2021
Q4 | $9.86M | Sell |
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|
2021
Q3 | $9.61M | Sell |
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|
2021
Q2 | $9.8M | Buy |
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|
2021
Q1 | $8.76M | Buy |
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|
2020
Q4 | $7.96M | Buy |
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|
2020
Q3 | $6.73M | Buy |
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|
2020
Q2 | $5.74M | Buy |
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|
2020
Q1 | $4.16M | Buy |
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|
2019
Q4 | $4.95M | Buy |
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|
2019
Q3 | $3.36M | Buy |
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