Fiduciary Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Hold |
6,606
| – | – | 0.05% | 192 |
|
|
2025
Q1 | $524K | Hold |
6,606
| – | – | 0.05% | 191 |
|
|
2024
Q4 | $514K | Hold |
6,606
| – | – | 0.05% | 189 |
|
|
2024
Q3 | $519K | Hold |
6,606
| – | – | 0.05% | 189 |
|
|
2024
Q2 | $481K | Hold |
6,606
| – | – | 0.05% | 191 |
|
|
2024
Q1 | $477K | Hold |
6,606
| – | – | 0.05% | 189 |
|
|
2023
Q4 | $439K | Hold |
6,606
| – | – | 0.05% | 186 |
|
|
2023
Q3 | $406K | Hold |
6,606
| – | – | 0.05% | 180 |
|
|
2023
Q2 | $420K | Hold |
6,606
| – | – | 0.05% | 177 |
|
|
2023
Q1 | $409K | Buy |
+6,606
| New | +$409K | 0.05% | 177 |
|