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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | $463K | Buy |
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|
2023
Q2 | $479K | Buy |
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|
2023
Q1 | $466K | Buy |
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|
2022
Q4 | $466K | Buy |
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|
2022
Q3 | $416K | Buy |
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|
2022
Q2 | $444K | Buy |
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|
2022
Q1 | $494K | Buy |
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|
2021
Q4 | $475K | Buy |
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|
2021
Q3 | $411K | Buy |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $198K | Hold |
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|
2020
Q3 | $179K | Buy |
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