Choate Investment Advisors’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 | $387K | Hold |
4,710
| – | – | 0.01% | 298 |
|
|
2025
Q1 | $374K | Hold |
4,710
| – | – | 0.01% | 296 |
|
|
2024
Q4 | $366K | Hold |
4,710
| – | – | 0.01% | 301 |
|
|
2024
Q3 | $370K | Hold |
4,710
| – | – | 0.01% | 292 |
|
|
2024
Q2 | $343K | Hold |
4,710
| – | – | 0.01% | 292 |
|
|
2024
Q1 | $340K | Hold |
4,710
| – | – | 0.01% | 316 |
|
|
2023
Q4 | $313K | Hold |
4,710
| – | – | 0.01% | 303 |
|
|
2023
Q3 | $290K | Hold |
4,710
| – | – | 0.01% | 301 |
|
|
2023
Q2 | $300K | Hold |
4,710
| – | – | 0.01% | 239 |
|
|
2023
Q1 | $291K | Hold |
4,710
| – | – | 0.01% | 227 |
|
|
2022
Q4 | $292K | Buy |
+4,710
| New | +$292K | 0.02% | 226 |
|