Cora Capital 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
Q3 | $432K | Hold |
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|
2025
Q2 | $408K | Sell |
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|
2025
Q1 | $849K | Hold |
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|
2024
Q4 | $832K | Hold |
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|
2024
Q3 | $840K | Hold |
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|
2024
Q2 | $778K | Hold |
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|
2024
Q1 | $772K | Hold |
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|
2023
Q4 | $710K | Hold |
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|
2023
Q3 | $658K | Hold |
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|
2023
Q2 | $680K | Hold |
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|
2023
Q1 | $662K | Hold |
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|
2022
Q4 | $662K | Buy |
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