Focus Financial Network’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 | $231K | Hold |
2,807
| – | – | 0.01% | 649 |
|
|
2025
Q1 | $223K | Hold |
2,807
| – | – | 0.01% | 626 |
|
|
2024
Q4 | $218K | Hold |
2,807
| – | – | 0.01% | 633 |
|
|
2024
Q3 | $221K | Hold |
2,807
| – | – | 0.01% | 623 |
|
|
2024
Q2 | $212K | Buy |
+2,807
| New | +$212K | 0.01% | 624 |
|
|
2024
Q1 | – | Sell |
-29,925
| Closed | -$1.99M | – | 655 |
|
|
2023
Q4 | $1.99M | Buy |
+29,925
| New | +$1.99M | 0.07% | 209 |
|
|
2022
Q3 | – | Sell |
-3,409
| Closed | -$201K | – | 479 |
|
|
2022
Q2 | $201K | Buy |
+3,409
| New | +$201K | 0.02% | 464 |
|
|
2022
Q1 | – | Sell |
-23,439
| Closed | -$1.55M | – | 529 |
|
|
2021
Q4 | $1.55M | Buy |
23,439
+105
| +0.4% | +$6.93K | 0.23% | 98 |
|
|
2021
Q3 | $1.39M | Buy |
23,334
+426
| +2% | +$25.4K | 0.19% | 126 |
|
|
2021
Q2 | $1.38M | Buy |
22,908
+534
| +2% | +$32.1K | 0.18% | 128 |
|
|
2021
Q1 | $1.28M | Buy |
+22,374
| New | +$1.28M | 0.15% | 136 |
|