Circle Wealth Management’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 | $4.3M | Sell |
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|
2025
Q2 | $4.21M | Hold |
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|
2025
Q1 | $4.07M | Hold |
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|
2024
Q4 | $3.99M | Hold |
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|
2024
Q3 | $4.03M | Hold |
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|
2024
Q2 | $3.73M | Hold |
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|
2024
Q1 | $3.7M | Hold |
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|
2023
Q4 | $3.4M | Sell |
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|
2023
Q3 | $3.17M | Hold |
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|
2023
Q2 | $3.28M | Hold |
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|
2023
Q1 | $3.19M | Hold |
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|
2022
Q4 | $3.19M | Hold |
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|
2022
Q3 | $2.85M | Hold |
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|
2022
Q2 | $3.05M | Sell |
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|
2022
Q1 | $6.73M | Buy |
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|
2021
Q4 | $3.34M | Hold |
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|
2021
Q3 | $3.02M | Sell |
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|
2021
Q2 | $3.05M | Buy |
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|
2021
Q1 | $2.9M | Sell |
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|
2020
Q4 | $3.28M | Sell |
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|
2020
Q3 | $4.09M | Buy |
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|
2020
Q2 | $3.89M | Buy |
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|
2020
Q1 | $3.37M | Buy |
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|
2019
Q4 | $4.38M | Buy |
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|
2019
Q3 | $2.49M | Buy |
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|
2019
Q2 | $2.42M | Buy |
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|
2019
Q1 | $2.34M | Hold |
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|
2018
Q4 | $2.1M | Buy |
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|
2018
Q3 | $2.36M | Buy |
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|
2018
Q2 | $2.21M | Buy |
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|
2018
Q1 | $2.17M | Buy |
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|
2017
Q4 | $2.24M | Buy |
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|
2017
Q3 | $2.11M | Buy |
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|
2017
Q2 | $2.03M | Buy |
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|
2017
Q1 | $1.99M | Buy |
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|
2016
Q4 | $1.92M | Buy |
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