FSA 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 | $251K | Sell |
3,058
-4,876
| -61% | -$400K | 0.2% | 143 |
|
|
2025
Q1 | $630K | Sell |
7,934
-3,469
| -30% | -$275K | 0.5% | 68 |
|
|
2024
Q4 | $887K | Buy |
11,403
+787
| +7% | +$61.2K | 1.09% | 28 |
|
|
2024
Q3 | $772K | Sell |
10,616
-1,429
| -12% | -$104K | 0.77% | 35 |
|
|
2024
Q2 | $870K | Sell |
12,045
-38
| -0.3% | -$2.74K | 0.91% | 34 |
|
|
2024
Q1 | $872K | Buy |
+12,083
| New | +$872K | 0.93% | 30 |
|