Frazier Financial 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 | $512K | Hold |
6,231
| – | – | 0.36% | 31 |
|
|
2025
Q1 | $495K | Hold |
6,231
| – | – | 0.38% | 29 |
|
|
2024
Q4 | $484K | Hold |
6,231
| – | – | 0.38% | 29 |
|
|
2024
Q3 | $490K | Hold |
6,231
| – | – | 0.38% | 30 |
|
|
2024
Q2 | $453K | Sell |
6,231
-2,167
| -26% | -$158K | 0.36% | 33 |
|
|
2024
Q1 | $606K | Buy |
8,398
+3
| +0% | +$217 | 0.5% | 25 |
|
|
2023
Q4 | $557K | Buy |
+8,395
| New | +$557K | 0.48% | 25 |
|