Capital Advisors Wealth Management’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 | $709K | Buy |
8,636
+26
| +0.3% | +$2.14K | 0.11% | 96 |
|
|
2025
Q1 | $683K | Buy |
8,610
+20
| +0.2% | +$1.59K | 0.12% | 84 |
|
|
2024
Q4 | $668K | Buy |
8,590
+27
| +0.3% | +$2.1K | 0.12% | 83 |
|
|
2024
Q3 | $673K | Buy |
8,563
+27
| +0.3% | +$2.12K | 0.12% | 80 |
|
|
2024
Q2 | $621K | Buy |
8,536
+29
| +0.3% | +$2.11K | 0.12% | 76 |
|
|
2024
Q1 | $614K | Buy |
8,507
+23
| +0.3% | +$1.66K | 0.13% | 76 |
|
|
2023
Q4 | $563K | Sell |
8,484
-812
| -9% | -$53.9K | 0.13% | 76 |
|
|
2023
Q3 | $572K | Buy |
9,296
+736
| +9% | +$45.3K | 0.15% | 75 |
|
|
2023
Q2 | $544K | Buy |
8,560
+36
| +0.4% | +$2.29K | 0.14% | 77 |
|
|
2023
Q1 | $527K | Buy |
8,524
+34
| +0.4% | +$2.1K | 0.15% | 76 |
|
|
2022
Q4 | $526K | Buy |
8,490
+411
| +5% | +$25.5K | 0.16% | 67 |
|
|
2022
Q3 | $446K | Buy |
8,079
+87
| +1% | +$4.8K | 0.15% | 72 |
|
|
2022
Q2 | $472K | Buy |
7,992
+86
| +1% | +$5.08K | 0.15% | 71 |
|
|
2022
Q1 | $520K | Buy |
7,906
+204
| +3% | +$13.4K | 0.16% | 68 |
|
|
2021
Q4 | $509K | Sell |
7,702
-226
| -3% | -$14.9K | 0.15% | 66 |
|
|
2021
Q3 | $473K | Buy |
7,928
+146
| +2% | +$8.71K | 0.17% | 67 |
|
|
2021
Q2 | $468K | Buy |
7,782
+2,024
| +35% | +$122K | 0.17% | 63 |
|
|
2021
Q1 | $330K | Buy |
+5,758
| New | +$330K | 0.14% | 67 |
|