Dynamic Advisor Solutions’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Sell |
10,150
-22
| -0.2% | -$1.81K | 0.03% | 491 |
|
|
2025
Q1 | $807K | Buy |
+10,172
| New | +$807K | 0.03% | 472 |
|
|
2024
Q4 | – | Sell |
-9,812
| Closed | -$771K | – | 691 |
|
|
2024
Q3 | $771K | Buy |
9,812
+1,168
| +14% | +$91.8K | 0.02% | 518 |
|
|
2024
Q2 | $629K | Buy |
8,644
+1,375
| +19% | +$100K | 0.02% | 571 |
|
|
2024
Q1 | $525K | Buy |
7,269
+508
| +8% | +$36.7K | 0.02% | 590 |
|
|
2023
Q4 | $448K | Buy |
+6,761
| New | +$448K | 0.02% | 597 |
|
|
2023
Q2 | – | Sell |
-3,567
| Closed | -$221K | – | 814 |
|
|
2023
Q1 | $221K | Buy |
+3,567
| New | +$221K | 0.01% | 674 |
|