Fox Financial’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 | $25.9M | Buy |
314,980
+1,731
| +0.6% | +$142K | 21.87% | 1 |
|
|
2025
Q1 | $24.9M | Buy |
313,249
+2,568
| +0.8% | +$204K | 23.4% | 1 |
|
|
2024
Q4 | $24.2M | Buy |
310,681
+55,455
| +22% | +$4.31M | 21.83% | 1 |
|
|
2024
Q3 | $20.1M | Buy |
255,226
+1,375
| +0.5% | +$108K | 17.48% | 3 |
|
|
2024
Q2 | $18.5M | Buy |
253,851
+2,786
| +1% | +$203K | 17.03% | 3 |
|
|
2024
Q1 | $18.1M | Sell |
251,065
-1,534
| -0.6% | -$111K | 16.42% | 3 |
|
|
2023
Q4 | $16.8M | Buy |
+252,599
| New | +$16.8M | 16.06% | 3 |
|