Fortis Group Advisors’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 | $41.1K | Hold |
500
| – | – | 0.01% | 253 |
|
|
2025
Q1 | $39.7K | Hold |
500
| – | – | 0.01% | 224 |
|
|
2024
Q4 | $38.9K | Hold |
500
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $39.3K | Hold |
500
| – | – | 0.01% | 217 |
|
|
2024
Q2 | $36.4K | Hold |
500
| – | – | 0.01% | 217 |
|
|
2024
Q1 | $36.1K | Sell |
500
-500
| -50% | -$36.1K | 0.01% | 237 |
|
|
2023
Q4 | $66.4K | Buy |
1,000
+500
| +100% | +$33.2K | 0.02% | 159 |
|
|
2023
Q3 | $30.7K | Buy |
+500
| New | +$30.7K | 0.01% | 158 |
|
|
2020
Q3 | $24K | Buy |
+500
| New | +$24K | ﹤0.01% | 239 |
|