Flynn Zito Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
16,168
+86
| +0.5% | +$7.06K | 0.56% | 31 |
|
|
2025
Q1 | $1.28M | Sell |
16,082
-381
| -2% | -$30.2K | 0.59% | 28 |
|
|
2024
Q4 | $1.28M | Buy |
16,463
+83
| +0.5% | +$6.46K | 0.6% | 25 |
|
|
2024
Q3 | $1.29M | Buy |
16,380
+81
| +0.5% | +$6.36K | 0.62% | 24 |
|
|
2024
Q2 | $1.19M | Buy |
16,299
+1,087
| +7% | +$79.1K | 0.61% | 25 |
|
|
2024
Q1 | $1.1M | Buy |
15,212
+6,604
| +77% | +$477K | 0.57% | 28 |
|
|
2023
Q4 | $571K | Sell |
8,608
-2,959
| -26% | -$196K | 0.39% | 34 |
|
|
2023
Q3 | $711K | Buy |
11,567
+67
| +0.6% | +$4.12K | 0.5% | 23 |
|
|
2023
Q2 | $731K | Buy |
11,500
+502
| +5% | +$31.9K | 0.49% | 22 |
|
|
2023
Q1 | $680K | Buy |
10,998
+59
| +0.5% | +$3.65K | 0.49% | 25 |
|
|
2022
Q4 | $678K | Buy |
+10,939
| New | +$678K | 0.57% | 27 |
|