Carson Wealth (CWM LLC)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Sell |
8,617
-1,311
| -13% | -$108K | ﹤0.01% | 1429 |
|
|
2025
Q1 | $788K | Buy |
9,928
+5,681
| +134% | +$451K | ﹤0.01% | 1267 |
|
|
2024
Q4 | $330K | Buy |
4,247
+866
| +26% | +$67.3K | ﹤0.01% | 1535 |
|
|
2024
Q3 | $266K | Buy |
3,381
+9
| +0.3% | +$708 | ﹤0.01% | 1610 |
|
|
2024
Q2 | $245K | Buy |
3,372
+1,320
| +64% | +$95.9K | ﹤0.01% | 1481 |
|
|
2024
Q1 | $148K | Buy |
2,052
+528
| +35% | +$38.1K | ﹤0.01% | 1660 |
|
|
2023
Q4 | $101K | Buy |
1,524
+56
| +4% | +$3.71K | ﹤0.01% | 1761 |
|
|
2023
Q3 | $90K | Buy |
1,468
+171
| +13% | +$10.5K | ﹤0.01% | 1698 |
|
|
2023
Q2 | $82K | Buy |
1,297
+203
| +19% | +$12.8K | ﹤0.01% | 1669 |
|
|
2023
Q1 | $68K | Sell |
1,094
-22
| -2% | -$1.37K | ﹤0.01% | 1696 |
|
|
2022
Q4 | $69K | Hold |
1,116
| – | – | ﹤0.01% | 1550 |
|
|
2022
Q3 | $62K | Hold |
1,116
| – | – | ﹤0.01% | 1560 |
|
|
2022
Q2 | $66K | Sell |
1,116
-165
| -13% | -$9.76K | ﹤0.01% | 1495 |
|
|
2022
Q1 | $84K | Buy |
1,281
+347
| +37% | +$22.8K | ﹤0.01% | 1393 |
|
|
2021
Q4 | $62K | Buy |
+934
| New | +$62K | ﹤0.01% | 1481 |
|
|
2021
Q2 | $56K | Hold |
934
| – | – | ﹤0.01% | 1349 |
|
|
2021
Q1 | $56K | Hold |
934
| – | – | ﹤0.01% | 1349 |
|
|
2020
Q4 | $56K | Hold |
934
| – | – | ﹤0.01% | 1349 |
|
|
2020
Q3 | $56K | Hold |
934
| – | – | ﹤0.01% | 1349 |
|
|
2020
Q2 | $56K | Hold |
934
| – | – | ﹤0.01% | 1349 |
|
|
2020
Q1 | $56K | Hold |
934
| – | – | ﹤0.01% | 1349 |
|
|
2019
Q4 | $56K | Hold |
934
| – | – | ﹤0.01% | 1349 |
|
|
2019
Q3 | $56K | Hold |
934
| – | – | ﹤0.01% | 1349 |
|
|
2019
Q2 | $56K | Hold |
934
| – | – | ﹤0.01% | 1349 |
|
|
2019
Q1 | $56K | Buy |
+934
| New | +$56K | ﹤0.01% | 1349 |
|