FW
Fairway Wealth’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 | $21.5M | Buy |
261,991
+2,958
| +1% | +$243K | 6.88% | 4 |
|
|
2025
Q1 | $20.6M | Buy |
259,033
+36,253
| +16% | +$2.88M | 7.6% | 2 |
|
|
2024
Q4 | $17.3M | Buy |
222,780
+40,310
| +22% | +$3.14M | 7.8% | 4 |
|
|
2024
Q3 | $14.3M | Buy |
182,470
+69,329
| +61% | +$5.45M | 7.28% | 4 |
|
|
2024
Q2 | $8.23M | Buy |
113,141
+11,508
| +11% | +$837K | 4.85% | 5 |
|
|
2024
Q1 | $7.34M | Sell |
101,633
-1,057
| -1% | -$76.3K | 4.97% | 6 |
|
|
2023
Q4 | $6.82M | Buy |
+102,690
| New | +$6.82M | 5.22% | 8 |
|