Edmond de Rothschild Holding’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 | $204K | Hold |
2,480
| – | – | ﹤0.01% | 380 |
|
|
2025
Q1 | $197K | Hold |
2,480
| – | – | ﹤0.01% | 388 |
|
|
2024
Q4 | $193K | Hold |
2,480
| – | – | ﹤0.01% | 409 |
|
|
2024
Q3 | $195K | Hold |
2,480
| – | – | ﹤0.01% | 423 |
|
|
2024
Q2 | $180K | Hold |
2,480
| – | – | ﹤0.01% | 433 |
|
|
2024
Q1 | $179K | Hold |
2,480
| – | – | ﹤0.01% | 431 |
|
|
2023
Q4 | $165K | Buy |
+2,480
| New | +$165K | ﹤0.01% | 447 |
|