Fusion Capital’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 | $252K | Hold |
3,062
| – | – | 0.09% | 77 |
|
|
2025
Q1 | $243K | Hold |
3,062
| – | – | 0.09% | 73 |
|
|
2024
Q4 | $238K | Hold |
3,062
| – | – | 0.1% | 76 |
|
|
2024
Q3 | $241K | Hold |
3,062
| – | – | 0.1% | 68 |
|
|
2024
Q2 | $223K | Hold |
3,062
| – | – | 0.1% | 68 |
|
|
2024
Q1 | $221K | Hold |
3,062
| – | – | 0.1% | 70 |
|
|
2023
Q4 | $203K | Buy |
+3,062
| New | +$203K | 0.1% | 71 |
|
|
2022
Q4 | – | Sell |
-3,872
| Closed | -$214K | – | 75 |
|
|
2022
Q3 | $214K | Hold |
3,872
| – | – | 0.14% | 65 |
|
|
2022
Q2 | $229K | Hold |
3,872
| – | – | 0.14% | 65 |
|
|
2022
Q1 | $254K | Hold |
3,872
| – | – | 0.13% | 67 |
|
|
2021
Q4 | $256K | Buy |
+3,872
| New | +$256K | 0.13% | 73 |
|