Focus Partners Wealth’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 | $198M | Buy |
2,411,847
+40,866
| +2% | +$3.36M | 0.43% | 46 |
|
|
2025
Q1 | $188M | Buy |
2,370,981
+20,155
| +0.9% | +$1.6M | 0.47% | 45 |
|
|
2024
Q4 | $183M | Buy |
2,350,826
+2,331,196
| +11,876% | +$181M | 0.47% | 40 |
|
|
2024
Q3 | $1.54M | Sell |
19,630
-2,181,356
| -99% | -$171M | ﹤0.01% | 826 |
|
|
2024
Q2 | $160M | Buy |
2,200,986
+9,763
| +0.4% | +$710K | 0.54% | 40 |
|
|
2024
Q1 | $158M | Buy |
2,191,223
+2,176,934
| +15,235% | +$157M | 1.28% | 11 |
|
|
2023
Q4 | $949K | Buy |
+14,289
| New | +$949K | 0.01% | 459 |
|