Cresset 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
Q2 | $3.76M | Buy |
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|
2025
Q1 | $3.62M | Buy |
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|
2024
Q4 | $3.54M | Sell |
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|
2024
Q3 | $3.74M | Buy |
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|
2024
Q2 | $3.45M | Buy |
|
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|
2024
Q1 | $3.41M | Buy |
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|
2023
Q4 | $3M | Buy |
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|
2023
Q3 | $2.76M | Sell |
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|
2023
Q2 | $3M | Sell |
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|
2023
Q1 | $2.93M | Sell |
|
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|
2022
Q4 | $2.94M | Buy |
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|
2022
Q3 | $2.62M | Sell |
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|
2022
Q2 | $2.85M | Sell |
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|
2022
Q1 | $3.19M | Sell |
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|
2021
Q4 | $3.27M | Buy |
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|
2021
Q3 | $2.61M | Sell |
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|
2021
Q2 | $3.02M | Sell |
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|
2021
Q1 | $2.97M | Sell |
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|
2020
Q4 | $3.32M | Buy |
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|
2020
Q3 | $2.97M | Sell |
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|
2020
Q2 | $3.67M | Buy |
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