CIBC Private Wealth Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-147
| Closed | -$11.5K | – | 3136 |
|
|
2024
Q4 | $11.5K | Sell |
147
-1,335
| -90% | -$104K | ﹤0.01% | 2232 |
|
|
2024
Q3 | $116K | Hold |
1,482
| – | – | ﹤0.01% | 1411 |
|
|
2024
Q2 | $109K | Sell |
1,482
-419
| -22% | -$30.7K | ﹤0.01% | 1369 |
|
|
2024
Q1 | $136K | Buy |
+1,901
| New | +$136K | ﹤0.01% | 1267 |
|
|
2021
Q1 | – | Sell |
-5,461
| Closed | -$587K | – | 1029 |
|
|
2020
Q4 | $587K | Buy |
+5,461
| New | +$587K | ﹤0.01% | 744 |
|
|
2018
Q3 | – | Sell |
-191
| Closed | -$17K | – | 1140 |
|
|
2018
Q2 | $17K | Hold |
191
| – | – | ﹤0.01% | 1444 |
|
|
2018
Q1 | $17K | Hold |
191
| – | – | ﹤0.01% | 1415 |
|
|
2017
Q4 | $18K | Buy |
+191
| New | +$18K | ﹤0.01% | 1423 |
|