Clearstead Advisors’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
Q2 | $86.2M | Buy |
|
|||||
|
2025
Q1 | $82.1M | Buy |
|
|||||
|
2024
Q4 | $56M | Buy |
|
|||||
|
2024
Q3 | $54.3M | Buy |
|
|||||
|
2024
Q2 | $50.2M | Buy |
|
|||||
|
2024
Q1 | $112K | Buy |
|
|||||
|
2023
Q4 | $27.1K | Sell |
|
|||||
|
2023
Q3 | $49.8K | Buy |
|
|||||
|
2023
Q2 | $25.6K | Buy |
|
|||||
|
2023
Q1 | $24.7K | Buy |
|
|||||
|
2022
Q4 | $24.6K | Buy |
|
|||||
|
2022
Q3 | $22K | Buy |
|
|||||
|
2022
Q2 | $23K | Buy |
|
|||||
|
2022
Q1 | $26K | Buy |
|
|||||
|
2021
Q4 | $26K | Buy |
|
|||||
|
2021
Q3 | $23K | Buy |
|
|||||
|
2021
Q2 | $23K | Buy |
|
|||||
|
2021
Q1 | $22K | Buy |
|