Cascade Financial Partners’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 | $1.43M | Buy |
17,369
+300
| +2% | +$24.6K | 0.17% | 89 |
|
|
2025
Q1 | $1.35M | Sell |
17,069
-508
| -3% | -$40.3K | 0.17% | 92 |
|
|
2024
Q4 | $1.37M | Hold |
17,577
| – | – | 0.18% | 85 |
|
|
2024
Q3 | $1.41M | Hold |
17,577
| – | – | 0.18% | 81 |
|
|
2024
Q2 | $1.28M | Hold |
17,577
| – | – | 0.17% | 81 |
|
|
2024
Q1 | $1.22M | Buy |
+17,577
| New | +$1.22M | 0.18% | 83 |
|