EverSource Wealth Advisors’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 | $643K | Sell |
7,829
-1,127
| -13% | -$92.6K | 0.03% | 379 |
|
|
2025
Q1 | $711K | Hold |
8,956
| – | – | 0.04% | 311 |
|
|
2024
Q4 | $697K | Sell |
8,956
-840
| -9% | -$65.3K | 0.04% | 304 |
|
|
2024
Q3 | $770K | Buy |
9,796
+1,331
| +16% | +$105K | 0.05% | 260 |
|
|
2024
Q2 | $637K | Hold |
8,465
| – | – | 0.04% | 279 |
|
|
2024
Q1 | $586K | Buy |
8,465
+62
| +0.7% | +$4.29K | 0.05% | 244 |
|
|
2023
Q4 | $558K | Sell |
8,403
-400
| -5% | -$26.6K | 0.05% | 232 |
|
|
2023
Q3 | $541K | Hold |
8,803
| – | – | 0.06% | 220 |
|
|
2023
Q2 | $560K | Hold |
8,803
| – | – | 0.06% | 219 |
|
|
2023
Q1 | $545K | Buy |
8,803
+180
| +2% | +$11.1K | 0.07% | 208 |
|
|
2022
Q4 | $534K | Buy |
+8,623
| New | +$534K | 0.08% | 188 |
|