Focus Partners Advisor Solutions’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 | $568K | Hold |
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|
2025
Q1 | $549K | Buy |
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|
2024
Q4 | $383K | Buy |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $263K | Sell |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $425K | Sell |
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|
2022
Q3 | $469K | Buy |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $331K | Sell |
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|
2021
Q4 | $341K | Buy |
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