Coldstream Capital 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 | $2.69M | Sell |
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|
2025
Q2 | $2.56M | Hold |
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|
2025
Q1 | $2.47M | Sell |
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|
2024
Q4 | $2.43M | Sell |
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|
2024
Q3 | $2.5M | Sell |
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|
2024
Q2 | $2.32M | Sell |
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|
2024
Q1 | $2.39M | Sell |
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|
2023
Q4 | $2.7M | Sell |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $2.61M | Sell |
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|
2023
Q1 | $2.79M | Sell |
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|
2022
Q4 | $2.83M | Buy |
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|
2022
Q2 | $2.63M | Hold |
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|
2022
Q1 | $2.92M | Sell |
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|
2021
Q4 | $3.2M | Sell |
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|
2021
Q3 | $2.97M | Sell |
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|
2021
Q2 | $3.08M | Buy |
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