DHJJ Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.07K | Hold |
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|
2025
Q4 | $1.06K | Hold |
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|
2025
Q3 | $1.04K | Hold |
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|
2025
Q2 | $986 | Hold |
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|
2025
Q1 | $953 | Hold |
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|
2024
Q4 | $934 | Hold |
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|
2024
Q3 | $943 | Hold |
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|
2024
Q2 | $873 | Hold |
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|
2024
Q1 | $867 | Hold |
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|
2023
Q4 | $797 | Hold |
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|
2023
Q3 | $738 | Buy |
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