Cozad Asset 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 | $727K | Sell |
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|
2025
Q2 | $688K | Hold |
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|
2025
Q1 | $665K | Hold |
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|
2024
Q4 | $651K | Sell |
|
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|
2024
Q3 | $658K | Hold |
|
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|
2024
Q2 | $609K | Buy |
|
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|
2024
Q1 | $542K | Sell |
|
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|
2023
Q4 | $499K | Hold |
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|
2023
Q3 | $462K | Hold |
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|
2023
Q2 | $478K | Hold |
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|
2023
Q1 | $465K | Hold |
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|
2022
Q4 | $466K | Hold |
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|
2022
Q3 | $416K | Hold |
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|
2022
Q2 | $444K | Hold |
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|
2022
Q1 | $494K | Hold |
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|
2021
Q4 | $497K | Sell |
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|
2021
Q3 | $456K | Hold |
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|
2021
Q2 | $460K | Hold |
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|
2021
Q1 | $438K | Hold |
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|
2020
Q4 | $411K | Hold |
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|
2020
Q3 | $371K | Hold |
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|
2020
Q2 | $355K | Buy |
|