CVA Family Office’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 | $117K | Hold |
1,426
| – | – | 0.02% | 379 |
|
|
2025
Q1 | $113K | Hold |
1,426
| – | – | 0.02% | 371 |
|
|
2024
Q4 | $111K | Hold |
1,426
| – | – | 0.02% | 371 |
|
|
2024
Q3 | $112K | Hold |
1,426
| – | – | 0.02% | 351 |
|
|
2024
Q2 | $104K | Hold |
1,426
| – | – | 0.02% | 343 |
|
|
2024
Q1 | $103K | Hold |
1,426
| – | – | 0.02% | 350 |
|
|
2023
Q4 | $94.7K | Buy |
+1,426
| New | +$94.7K | 0.02% | 342 |
|
|
2023
Q3 | – | Sell |
-1,426
| Closed | -$90.7K | – | 416 |
|
|
2023
Q2 | $90.7K | Hold |
1,426
| – | – | 0.02% | 321 |
|
|
2023
Q1 | $88.2K | Hold |
1,426
| – | – | 0.02% | 330 |
|
|
2022
Q4 | $88.3K | Hold |
1,426
| – | – | 0.02% | 302 |
|
|
2022
Q3 | $79K | Hold |
1,426
| – | – | 0.02% | 275 |
|
|
2022
Q2 | $84K | Hold |
1,426
| – | – | 0.02% | 269 |
|
|
2022
Q1 | $94K | Hold |
1,426
| – | – | 0.02% | 269 |
|
|
2021
Q4 | $94K | Hold |
1,426
| – | – | 0.02% | 256 |
|
|
2021
Q3 | $69K | Hold |
1,426
| – | – | 0.05% | 148 |
|
|
2021
Q2 | $86K | Hold |
1,426
| – | – | 0.02% | 261 |
|
|
2021
Q1 | $82K | Hold |
1,426
| – | – | 0.03% | 206 |
|
|
2020
Q4 | $77K | Hold |
1,426
| – | – | 0.05% | 148 |
|
|
2020
Q3 | $69K | Hold |
1,426
| – | – | 0.05% | 148 |
|
|
2020
Q2 | $66K | Hold |
1,426
| – | – | 0.05% | 139 |
|
|
2020
Q1 | $58K | Buy |
+1,426
| New | +$58K | 0.06% | 132 |
|