Dixon Fnancial Services’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 | $235K | Buy |
2,862
+16
| +0.6% | +$1.31K | 0.12% | 38 |
|
|
2025
Q1 | $226K | Buy |
2,846
+13
| +0.5% | +$1.03K | 0.12% | 37 |
|
|
2024
Q4 | $220K | Buy |
2,833
+15
| +0.5% | +$1.17K | 0.12% | 37 |
|
|
2024
Q3 | $221K | Buy |
2,818
+14
| +0.5% | +$1.1K | 0.12% | 36 |
|
|
2024
Q2 | $204K | Buy |
2,804
+17
| +0.6% | +$1.24K | 0.11% | 36 |
|
|
2024
Q1 | $201K | Buy |
+2,787
| New | +$201K | 0.11% | 36 |
|