Brown, Lisle/Cummings’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 | $4.11K | Hold |
50
| – | – | ﹤0.01% | 584 |
|
|
2025
Q1 | $3.97K | Hold |
50
| – | – | ﹤0.01% | 579 |
|
|
2024
Q4 | $3.89K | Hold |
50
| – | – | ﹤0.01% | 557 |
|
|
2024
Q3 | $3.93K | Hold |
50
| – | – | ﹤0.01% | 531 |
|
|
2024
Q2 | $3.64K | Sell |
50
-50
| -50% | -$3.64K | ﹤0.01% | 531 |
|
|
2024
Q1 | $7.22K | Hold |
100
| – | – | ﹤0.01% | 459 |
|
|
2023
Q4 | $6.64K | Hold |
100
| – | – | ﹤0.01% | 473 |
|
|
2023
Q3 | $6.15K | Sell |
100
-125
| -56% | -$7.69K | ﹤0.01% | 455 |
|
|
2023
Q2 | $14.3K | Hold |
225
| – | – | 0.01% | 373 |
|
|
2023
Q1 | $13.9K | Hold |
225
| – | – | 0.01% | 364 |
|
|
2022
Q4 | $13.9K | Sell |
225
-25
| -10% | -$1.55K | 0.01% | 347 |
|
|
2022
Q3 | $13.8K | Hold |
250
| – | – | 0.01% | 342 |
|
|
2022
Q2 | $14.8K | Hold |
250
| – | – | 0.01% | 341 |
|
|
2022
Q1 | $16.4K | Hold |
250
| – | – | 0.01% | 349 |
|
|
2021
Q4 | $16.5K | Buy |
+250
| New | +$16.5K | 0.01% | 349 |
|