Cora Capital Advisors’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 | $408K | Sell |
4,964
-5,730
| -54% | -$471K | 0.18% | 65 |
|
|
2025
Q1 | $849K | Hold |
10,694
| – | – | 0.41% | 43 |
|
|
2024
Q4 | $832K | Hold |
10,694
| – | – | 0.4% | 43 |
|
|
2024
Q3 | $840K | Hold |
10,694
| – | – | 0.41% | 47 |
|
|
2024
Q2 | $778K | Hold |
10,694
| – | – | 0.4% | 45 |
|
|
2024
Q1 | $772K | Hold |
10,694
| – | – | 0.41% | 45 |
|
|
2023
Q4 | $710K | Hold |
10,694
| – | – | 0.42% | 45 |
|
|
2023
Q3 | $658K | Hold |
10,694
| – | – | 0.44% | 42 |
|
|
2023
Q2 | $680K | Hold |
10,694
| – | – | 0.45% | 43 |
|
|
2023
Q1 | $662K | Hold |
10,694
| – | – | 0.49% | 36 |
|
|
2022
Q4 | $662K | Buy |
+10,694
| New | +$662K | 0.46% | 38 |
|