Daymark Wealth Partners’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 | $314K | Hold |
3,820
| – | – | 0.01% | 437 |
|
|
2025
Q1 | $303K | Hold |
3,820
| – | – | 0.01% | 416 |
|
|
2024
Q4 | $297K | Hold |
3,820
| – | – | 0.01% | 411 |
|
|
2024
Q3 | $300K | Hold |
3,820
| – | – | 0.01% | 424 |
|
|
2024
Q2 | $278K | Hold |
3,820
| – | – | 0.01% | 408 |
|
|
2024
Q1 | $276K | Buy |
3,820
+756
| +25% | +$54.6K | 0.01% | 360 |
|
|
2023
Q4 | $203K | Buy |
+3,064
| New | +$203K | 0.01% | 385 |
|
|
2023
Q3 | – | Sell |
-3,330
| Closed | -$212K | – | 392 |
|
|
2023
Q2 | $212K | Buy |
+3,330
| New | +$212K | 0.02% | 349 |
|