Cornerstone Wealth Management’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 | $468K | Hold |
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|
2025
Q2 | $442K | Hold |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $413K | Hold |
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|
2024
Q3 | $417K | Sell |
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|
2024
Q2 | $390K | Buy |
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|
2024
Q1 | $387K | Hold |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $338K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $346K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $391K | Sell |
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|
2018
Q2 | $391K | Buy |
|