CRA Financial Services’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 | $2.62M | Buy |
31,925
+21
| +0.1% | +$1.73K | 0.4% | 49 |
|
|
2025
Q1 | $2.53M | Buy |
31,904
+169
| +0.5% | +$13.4K | 0.43% | 47 |
|
|
2024
Q4 | $2.47M | Buy |
31,735
+1,792
| +6% | +$139K | 0.42% | 49 |
|
|
2024
Q3 | $2.35M | Sell |
29,943
-21
| -0.1% | -$1.65K | 0.43% | 44 |
|
|
2024
Q2 | $2.18M | Sell |
29,964
-799
| -3% | -$58.1K | 0.44% | 42 |
|
|
2024
Q1 | $2.22M | Buy |
30,763
+16
| +0.1% | +$1.16K | 0.48% | 38 |
|
|
2023
Q4 | $2.04M | Sell |
30,747
-597
| -2% | -$39.6K | 0.5% | 36 |
|
|
2023
Q3 | $1.93M | Sell |
31,344
-536
| -2% | -$33K | 0.53% | 38 |
|
|
2023
Q2 | $2.03M | Buy |
31,880
+105
| +0.3% | +$6.68K | 0.55% | 37 |
|
|
2023
Q1 | $1.97M | Buy |
31,775
+3,208
| +11% | +$198K | 0.58% | 38 |
|
|
2022
Q4 | $1.77M | Buy |
28,567
+6,450
| +29% | +$400K | 0.58% | 36 |
|
|
2022
Q3 | $1.22M | Buy |
22,117
+4,295
| +24% | +$237K | 0.44% | 45 |
|
|
2022
Q2 | $1.05M | Buy |
+17,822
| New | +$1.05M | 0.36% | 56 |
|