Colonial Trust’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4K | Hold |
164
| – | – | ﹤0.01% | 731 |
|
|
2025
Q1 | $12.9K | Hold |
164
| – | – | ﹤0.01% | 738 |
|
|
2024
Q4 | $12.7K | Hold |
164
| – | – | ﹤0.01% | 908 |
|
|
2024
Q3 | $12.8K | Hold |
164
| – | – | ﹤0.01% | 774 |
|
|
2024
Q2 | $11.9K | Hold |
164
| – | – | ﹤0.01% | 751 |
|
|
2024
Q1 | $11.8K | Hold |
164
| – | – | ﹤0.01% | 743 |
|
|
2023
Q4 | $10.9K | Hold |
164
| – | – | ﹤0.01% | 714 |
|
|
2023
Q3 | $10.4K | Hold |
164
| – | – | ﹤0.01% | 702 |
|
|
2023
Q2 | $10.3K | Hold |
164
| – | – | ﹤0.01% | 695 |
|
|
2023
Q1 | $10K | Hold |
164
| – | – | ﹤0.01% | 673 |
|
|
2022
Q4 | $10.2K | Buy |
+164
| New | +$10.2K | ﹤0.01% | 670 |
|