Founders Financial Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.72M | Sell |
19,245
-802
| -4% | -$72.9K | 0.31% | 75 |
|
|
2025
Q4 | $1.77M | Sell |
20,047
-460
| -2% | -$40.2K | 0.33% | 69 |
|
|
2025
Q3 | $1.78M | Sell |
20,507
-1,345
| -6% | -$114K | 0.34% | 72 |
|
|
2025
Q2 | $1.79M | Sell |
21,852
-207
| -0.9% | -$16.2K | 0.41% | 56 |
|
|
2025
Q1 | $1.75M | Buy |
22,059
+2,023
| +10% | +$161K | 0.42% | 51 |
|
|
2024
Q4 | $1.56M | Buy |
20,036
+264
| +1% | +$21.1K | 0.43% | 51 |
|
|
2024
Q3 | $1.55M | Sell |
19,772
-2,419
| -11% | -$183K | 0.43% | 48 |
|
|
2024
Q2 | $1.61M | Buy |
22,191
+5,110
| +30% | +$364K | 0.48% | 44 |
|
|
2024
Q1 | $1.23M | Buy |
17,081
+9,541
| +127% | +$655K | 0.37% | 67 |
|
|
2023
Q4 | $501K | Buy |
7,540
+4
| +0.1% | +$251 | 0.19% | 109 |
|
|
2023
Q3 | $463K | Buy |
7,536
+4
| +0.1% | +$255 | 0.2% | 106 |
|
|
2023
Q2 | $479K | Buy |
7,532
+3
| +0% | +$186 | 0.19% | 113 |
|
|
2023
Q1 | $466K | Buy |
7,529
+4
| +0.1% | +$248 | 0.23% | 103 |
|
|
2022
Q4 | $466K | Buy |
7,525
+4
| +0.1% | +$244 | 0.21% | 108 |
|
|
2022
Q3 | $416K | Buy |
7,521
+4
| +0.1% | +$243 | 0.21% | 108 |
|
|
2022
Q2 | $444K | Buy |
7,517
+4
| +0.1% | +$251 | 0.23% | 101 |
|
|
2022
Q1 | $494K | Buy |
7,513
+327
| +5% | +$21.2K | 0.22% | 107 |
|
|
2021
Q4 | $475K | Buy |
7,186
+286
| +4% | +$18.1K | 0.19% | 117 |
|
|
2021
Q3 | $411K | Buy |
6,900
+1,952
| +39% | +$120K | 0.19% | 121 |
|
|
2021
Q2 | $298K | Buy |
4,948
+62
| +1% | +$3.7K | 0.14% | 173 |
|
|
2021
Q1 | $290K | Buy |
4,886
+1,214
| +33% | +$66.8K | 0.14% | 167 |
|
|
2020
Q4 | $198K | Hold |
3,672
| – | – | 0.11% | 192 |
|
|
2020
Q3 | $179K | Buy |
+3,672
| New | +$178K | 0.11% | 176 |
|
Other funds holding DLN
GVAG
TC