CAPTRUST Financial Advisors’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
Q2 | $4.92M | Sell |
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|
2025
Q1 | $4.82M | Sell |
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|
2024
Q4 | $4.97M | Sell |
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|
2024
Q3 | $5.29M | Buy |
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|
2024
Q2 | $4.81M | Sell |
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|
2024
Q1 | $5.33M | Sell |
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|
2023
Q4 | $5.21M | Sell |
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|
2023
Q3 | $4.89M | Sell |
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|
2023
Q2 | $5.15M | Sell |
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|
2023
Q1 | $5.06M | Sell |
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|
2022
Q4 | $6.08M | Sell |
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|
2022
Q3 | $5.69M | Sell |
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|
2022
Q2 | $6.18M | Buy |
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|
2022
Q1 | $6.46M | Sell |
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|
2021
Q4 | $7.16M | Sell |
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|
2021
Q3 | $6.46M | Sell |
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|
2021
Q2 | $6.71M | Buy |
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|
2021
Q1 | $6.28M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $710K | Sell |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $769K | Sell |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $1.01M | Hold |
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|
2019
Q2 | $990K | Sell |
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|
2019
Q1 | $981K | Buy |
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|
2018
Q4 | $28K | Hold |
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|
2018
Q3 | $32K | Hold |
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|
2018
Q2 | $30K | Buy |
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|
2018
Q1 | $17K | Hold |
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|
2017
Q4 | $18K | Hold |
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|
2017
Q3 | $18K | Buy |
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