Capital Advisors Ltd’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Capital Advisors Ltd’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29K	Hold	320	–	–	﹤0.01%	601
2025 Q4	$28K	Hold	320	–	–	﹤0.01%	595
2025 Q3	$28K	Hold	320	–	–	﹤0.01%	581
2025 Q2	$26K	Hold	320	–	–	﹤0.01%	581
2025 Q1	$25K	Hold	320	–	–	﹤0.01%	577
2024 Q4	$25K	Hold	320	–	–	﹤0.01%	578
2024 Q3	$25K	Hold	320	–	–	﹤0.01%	576
2024 Q2	$23K	Hold	320	–	–	﹤0.01%	577
2024 Q1	$23K	Hold	320	–	–	﹤0.01%	563
2023 Q4	$21K	Hold	320	–	–	﹤0.01%	556
2023 Q3	$20K	Hold	320	–	–	﹤0.01%	557
2023 Q2	$20K	Hold	320	–	–	﹤0.01%	569
2023 Q1	$20K	Hold	320	–	–	﹤0.01%	460
2022 Q4	$20K	Hold	320	–	–	﹤0.01%	462
2022 Q3	$18K	Hold	320	–	–	﹤0.01%	461
2022 Q2	$19K	Hold	320	–	–	﹤0.01%	440
2022 Q1	$21K	Hold	320	–	–	﹤0.01%	438
2021 Q4	$21K	Hold	320	–	–	﹤0.01%	430
2021 Q3	$19K	Hold	320	–	–	﹤0.01%	383
2021 Q2	$19K	Hold	320	–	–	﹤0.01%	367
2021 Q1	$18K	Hold	320	–	–	﹤0.01%	360
2020 Q4	$17K	Hold	320	–	–	﹤0.01%	353
2020 Q3	$16K	Hold	320	–	–	﹤0.01%	347
2020 Q2	$15K	Hold	320	–	–	﹤0.01%	343
2020 Q1	$13K	Hold	320	–	–	﹤0.01%	343
2019 Q4	$17K	Hold	320	–	–	﹤0.01%	314
2019 Q3	$16K	Hold	320	–	–	﹤0.01%	318
2019 Q2	$16K	Hold	320	–	–	﹤0.01%	349
2019 Q1	$15K	Hold	320	–	–	﹤0.01%	347
2018 Q4	$14K	Hold	320	–	–	﹤0.01%	356
2018 Q3	$15K	Hold	320	–	–	﹤0.01%	386
2018 Q2	$14K	Hold	320	–	–	﹤0.01%	312
2018 Q1	$14K	Hold	320	–	–	﹤0.01%	303
2017 Q4	$15K	Hold	320	–	–	﹤0.01%	300
2017 Q3	$14K	Hold	320	–	–	﹤0.01%	306
2017 Q2	$13K	Hold	320	–	–	﹤0.01%	311
2017 Q1	$13K	Hold	320	–	–	0.01%	288
2016 Q4	$13K	Hold	320	–	–	0.01%	279
2016 Q3	$12K	Hold	320	–	–	0.01%	281
2016 Q2	$12K	Hold	320	–	–	0.01%	265
2016 Q1	$12K	Hold	320	–	–	0.01%	259
2015 Q4	$11K	Hold	320	–	–	0.01%	254
2015 Q3	$11K	Hold	320	–	–	0.01%	250
2015 Q2	$12K	Hold	320	–	–	0.01%	270
2015 Q1	$12K	Hold	320	–	–	0.01%	256
2014 Q4	$12K	Buy	+320	New	+$11.6K	0.01%	247