DHJJ Financial Advisors’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 | $986 | Hold |
12
| – | – | ﹤0.01% | 737 |
|
|
2025
Q1 | $953 | Hold |
12
| – | – | ﹤0.01% | 694 |
|
|
2024
Q4 | $934 | Hold |
12
| – | – | ﹤0.01% | 666 |
|
|
2024
Q3 | $943 | Hold |
12
| – | – | ﹤0.01% | 648 |
|
|
2024
Q2 | $873 | Hold |
12
| – | – | ﹤0.01% | 610 |
|
|
2024
Q1 | $867 | Hold |
12
| – | – | ﹤0.01% | 598 |
|
|
2023
Q4 | $797 | Hold |
12
| – | – | ﹤0.01% | 589 |
|
|
2023
Q3 | $738 | Buy |
+12
| New | +$738 | ﹤0.01% | 592 |
|