EverSource Wealth Advisors’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
Q2 | $643K | Sell |
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|
2025
Q1 | $711K | Hold |
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|
2024
Q4 | $697K | Sell |
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|
2024
Q3 | $770K | Buy |
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|
2024
Q2 | $637K | Hold |
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|
2024
Q1 | $586K | Buy |
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|
2023
Q4 | $558K | Sell |
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|
2023
Q3 | $541K | Hold |
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|
2023
Q2 | $560K | Hold |
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|
2023
Q1 | $545K | Buy |
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|
2022
Q4 | $534K | Buy |
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