Cresset Asset Management’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 | $3.76M | Buy |
45,802
+138
| +0.3% | +$11.3K | 0.02% | 412 |
|
|
2025
Q1 | $3.62M | Buy |
45,664
+127
| +0.3% | +$10.1K | 0.02% | 399 |
|
|
2024
Q4 | $3.54M | Sell |
45,537
-2,014
| -4% | -$157K | 0.02% | 402 |
|
|
2024
Q3 | $3.74M | Buy |
47,551
+151
| +0.3% | +$11.9K | 0.01% | 521 |
|
|
2024
Q2 | $3.45M | Buy |
47,400
+172
| +0.4% | +$12.5K | 0.01% | 503 |
|
|
2024
Q1 | $3.41M | Buy |
47,228
+2,057
| +5% | +$148K | 0.02% | 451 |
|
|
2023
Q4 | $3M | Buy |
45,171
+210
| +0.5% | +$13.9K | 0.02% | 428 |
|
|
2023
Q3 | $2.76M | Sell |
44,961
-2,168
| -5% | -$133K | 0.01% | 427 |
|
|
2023
Q2 | $3M | Sell |
47,129
-276
| -0.6% | -$17.6K | ﹤0.01% | 411 |
|
|
2023
Q1 | $2.93M | Sell |
47,405
-63
| -0.1% | -$3.9K | 0.06% | 182 |
|
|
2022
Q4 | $2.94M | Buy |
47,468
+35
| +0.1% | +$2.17K | 0.04% | 165 |
|
|
2022
Q3 | $2.62M | Sell |
47,433
-829
| -2% | -$45.8K | 0.03% | 183 |
|
|
2022
Q2 | $2.85M | Sell |
48,262
-229
| -0.5% | -$13.5K | 0.04% | 177 |
|
|
2022
Q1 | $3.19M | Sell |
48,491
-1,018
| -2% | -$66.9K | 0.03% | 184 |
|
|
2021
Q4 | $3.27M | Buy |
49,509
+5,729
| +13% | +$378K | 0.03% | 211 |
|
|
2021
Q3 | $2.61M | Sell |
43,780
-6,428
| -13% | -$383K | 0.04% | 189 |
|
|
2021
Q2 | $3.02M | Sell |
50,208
-1,522
| -3% | -$91.6K | 0.04% | 153 |
|
|
2021
Q1 | $2.97M | Sell |
51,730
-10,008
| -16% | -$574K | 0.05% | 139 |
|
|
2020
Q4 | $3.32M | Buy |
61,738
+486
| +0.8% | +$26.1K | 0.05% | 114 |
|
|
2020
Q3 | $2.97M | Sell |
61,252
-17,744
| -22% | -$861K | 0.06% | 125 |
|
|
2020
Q2 | $3.67M | Buy |
+78,996
| New | +$3.67M | 0.08% | 98 |
|