Certuity’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 | $372K | Hold |
|
|||||
|
2025
Q2 | $351K | Buy |
|
|||||
|
2025
Q1 | $334K | Hold |
|
|||||
|
2024
Q4 | $328K | Hold |
|
|||||
|
2024
Q3 | $331K | Hold |
|
|||||
|
2024
Q2 | $307K | Hold |
|
|||||
|
2024
Q1 | $304K | Hold |
|
|||||
|
2023
Q4 | $280K | Hold |
|
|||||
|
2023
Q3 | $259K | Hold |
|
|||||
|
2023
Q2 | $268K | Sell |
|
|||||
|
2023
Q1 | $336K | Hold |
|
|||||
|
2022
Q4 | $337K | Hold |
|
|||||
|
2022
Q3 | $300K | Sell |
|
|||||
|
2022
Q2 | $329K | Hold |
|
|||||
|
2022
Q1 | $366K | Sell |
|
|||||
|
2021
Q4 | $387K | Buy |
|
|||||
|
2021
Q3 | $254K | Hold |
|
|||||
|
2021
Q2 | $254K | Hold |
|
|||||
|
2021
Q1 | $242K | Buy |
|
|||||
|
2020
Q4 | $221K | Hold |
|
|||||
|
2020
Q3 | $200K | Buy |
|