Element Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $551K | Sell |
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|
2025
Q2 | $654K | Sell |
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|
2025
Q1 | $637K | Sell |
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|
2024
Q4 | $636K | Hold |
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|
2024
Q3 | $643K | Sell |
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|
2024
Q2 | $596K | Sell |
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|
2024
Q1 | $601K | Buy |
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|
2023
Q4 | $551K | Sell |
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|
2023
Q3 | $559K | Buy |
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|
2023
Q2 | $542K | Buy |
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|
2023
Q1 | $512K | Sell |
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|
2022
Q4 | $515K | Buy |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $412K | Sell |
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|
2021
Q4 | $418K | Buy |
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|
2021
Q3 | $366K | Hold |
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|
2021
Q2 | $370K | Hold |
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|
2021
Q1 | $352K | Hold |
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|
2020
Q4 | $330K | Sell |
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|
2020
Q3 | $352K | Hold |
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|
2020
Q2 | $337K | Hold |
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|
2020
Q1 | $293K | Sell |
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|
2019
Q4 | $397K | Buy |
|