CIBC Private Wealth Group’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
Q4 | $512K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $11.5K | Sell |
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|
2024
Q3 | $116K | Hold |
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|
2024
Q2 | $109K | Sell |
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|
2024
Q1 | $136K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $587K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $17K | Hold |
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|
2017
Q4 | $18K | Buy |
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