Family Asset Management’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
Q3 | $539K | Sell |
6,857
-22
| -0.3% | -$1.73K | 0.32% | 65 |
|
|
2024
Q2 | $500K | Sell |
6,879
-447
| -6% | -$32.5K | 0.32% | 66 |
|
|
2024
Q1 | $529K | Hold |
7,326
| – | – | 0.33% | 67 |
|
|
2023
Q4 | $486K | Sell |
7,326
-5,298
| -42% | -$352K | 0.32% | 68 |
|
|
2023
Q3 | $776K | Sell |
12,624
-1,066
| -8% | -$65.5K | 0.57% | 45 |
|
|
2023
Q2 | $871K | Sell |
13,690
-366
| -3% | -$23.3K | 0.59% | 38 |
|
|
2023
Q1 | $870K | Sell |
14,056
-2,006
| -12% | -$124K | 0.64% | 42 |
|
|
2022
Q4 | $995K | Buy |
+16,062
| New | +$995K | 0.83% | 31 |
|