ETFidea’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,264
| Closed | -$236K | – | 112 |
|
|
2024
Q1 | $236K | Sell |
3,264
-96
| -3% | -$6.93K | 0.08% | 105 |
|
|
2023
Q4 | $223K | Sell |
3,360
-190
| -5% | -$12.6K | 0.08% | 101 |
|
|
2023
Q3 | $218K | Hold |
3,550
| – | – | 0.09% | 102 |
|
|
2023
Q2 | $226K | Hold |
3,550
| – | – | 0.09% | 103 |
|
|
2023
Q1 | $220K | Hold |
3,550
| – | – | 0.1% | 101 |
|
|
2022
Q4 | $220K | Buy |
+3,550
| New | +$220K | 0.1% | 99 |
|
|
2022
Q3 | – | Sell |
-3,600
| Closed | -$213K | – | 103 |
|
|
2022
Q2 | $213K | Hold |
3,600
| – | – | 0.11% | 100 |
|
|
2022
Q1 | $237K | Sell |
3,600
-1,146
| -24% | -$75.3K | 0.1% | 100 |
|
|
2021
Q4 | $313K | Buy |
+4,746
| New | +$313K | 0.13% | 90 |
|