Carson Wealth (CWM LLC)’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 | $963K | Buy |
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|
2025
Q2 | $708K | Sell |
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|
2025
Q1 | $788K | Buy |
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|
2024
Q4 | $330K | Buy |
|
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|
2024
Q3 | $266K | Buy |
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|
2024
Q2 | $245K | Buy |
|
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|
2024
Q1 | $148K | Buy |
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|
2023
Q4 | $101K | Buy |
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|
2023
Q3 | $90K | Buy |
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|
2023
Q2 | $82K | Buy |
|
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|
2023
Q1 | $68K | Sell |
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|
2022
Q4 | $69K | Hold |
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|
2022
Q3 | $62K | Hold |
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|
2022
Q2 | $66K | Sell |
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|
2022
Q1 | $84K | Buy |
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|
2021
Q4 | $62K | Buy |
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|
2021
Q2 | $56K | Hold |
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|
2021
Q1 | $56K | Hold |
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|
2020
Q4 | $56K | Hold |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $56K | Hold |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $56K | Hold |
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|
2019
Q3 | $56K | Hold |
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|
2019
Q2 | $56K | Hold |
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|
2019
Q1 | $56K | Buy |
|