Brown, Lisle/Cummings’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 | $4.35K | Hold |
|
|||||
|
2025
Q2 | $4.11K | Hold |
|
|||||
|
2025
Q1 | $3.97K | Hold |
|
|||||
|
2024
Q4 | $3.89K | Hold |
|
|||||
|
2024
Q3 | $3.93K | Hold |
|
|||||
|
2024
Q2 | $3.64K | Sell |
|
|||||
|
2024
Q1 | $7.22K | Hold |
|
|||||
|
2023
Q4 | $6.64K | Hold |
|
|||||
|
2023
Q3 | $6.15K | Sell |
|
|||||
|
2023
Q2 | $14.3K | Hold |
|
|||||
|
2023
Q1 | $13.9K | Hold |
|
|||||
|
2022
Q4 | $13.9K | Sell |
|
|||||
|
2022
Q3 | $13.8K | Hold |
|
|||||
|
2022
Q2 | $14.8K | Hold |
|
|||||
|
2022
Q1 | $16.4K | Hold |
|
|||||
|
2021
Q4 | $16.5K | Buy |
|