Capital Advisors Wealth Management’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 | $746K | Sell |
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|
2025
Q2 | $709K | Buy |
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|
2025
Q1 | $683K | Buy |
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|
2024
Q4 | $668K | Buy |
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|
2024
Q3 | $673K | Buy |
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|
2024
Q2 | $621K | Buy |
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|
2024
Q1 | $614K | Buy |
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|
2023
Q4 | $563K | Sell |
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|
2023
Q3 | $572K | Buy |
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|
2023
Q2 | $544K | Buy |
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|
2023
Q1 | $527K | Buy |
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|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $446K | Buy |
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|
2022
Q2 | $472K | Buy |
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|
2022
Q1 | $520K | Buy |
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|
2021
Q4 | $509K | Sell |
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|
2021
Q3 | $473K | Buy |
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|
2021
Q2 | $468K | Buy |
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|
2021
Q1 | $330K | Buy |
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