Financial Counselors Inc’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 | – | Sell |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $324K | Hold |
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $311K | Hold |
|
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|
2023
Q4 | $286K | Sell |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $253K | Sell |
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|
2021
Q3 | $348K | Hold |
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|
2021
Q2 | $351K | Hold |
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|
2021
Q1 | $334K | Sell |
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|
2020
Q4 | $326K | Hold |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $367K | Hold |
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|
2020
Q1 | $320K | Sell |
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|
2019
Q4 | $424K | Hold |
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|
2019
Q3 | $396K | Hold |
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|
2019
Q2 | $387K | Hold |
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|
2019
Q1 | $377K | Hold |
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|
2018
Q4 | $338K | Buy |
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