CWM
Collaborative Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Sell |
6,900
-1,073
| -13% | -$88.1K | 0.25% | 82 |
|
|
2025
Q1 | $633K | Sell |
7,973
-577
| -7% | -$45.8K | 0.3% | 73 |
|
|
2024
Q4 | $665K | Sell |
8,550
-874
| -9% | -$68K | 0.3% | 70 |
|
|
2024
Q3 | $740K | Sell |
9,424
-36
| -0.4% | -$2.83K | 0.33% | 64 |
|
|
2024
Q2 | $688K | Sell |
9,460
-1,806
| -16% | -$131K | 0.34% | 65 |
|
|
2024
Q1 | $813K | Sell |
11,266
-1,462
| -11% | -$106K | 0.41% | 58 |
|
|
2023
Q4 | $845K | Buy |
12,728
+172
| +1% | +$11.4K | 0.46% | 57 |
|
|
2023
Q3 | $772K | Buy |
12,556
+477
| +4% | +$29.3K | 0.46% | 56 |
|
|
2023
Q2 | $768K | Buy |
12,079
+5,132
| +74% | +$326K | 0.46% | 54 |
|
|
2023
Q1 | $430K | Buy |
+6,947
| New | +$430K | 0.27% | 96 |
|