Cornerstone Planning Group’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 | $24.7K | Hold |
297
| – | – | 0.01% | 372 |
|
|
2025
Q1 | $22.4K | Buy |
+297
| New | +$22.4K | 0.01% | 391 |
|
|
2024
Q1 | – | Sell |
-451
| Closed | -$29.9K | – | 1125 |
|
|
2023
Q4 | $29.9K | Sell |
451
-908
| -67% | -$60.3K | 0.01% | 262 |
|
|
2023
Q3 | $83.6K | Sell |
1,359
-5,274
| -80% | -$324K | 0.03% | 125 |
|
|
2023
Q2 | $422K | Buy |
+6,633
| New | +$422K | 0.17% | 57 |
|
|
2022
Q4 | $410K | Buy |
+6,633
| New | +$410K | 0.17% | 66 |
|