Capital Advisors Ltd’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
$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 +$12K 0.01% 247