Geneos Wealth Management’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
Q3 | $4.98M | Buy |
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|
2025
Q2 | $4.68M | Sell |
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|
2025
Q1 | $6.47M | Buy |
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|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.42M | Sell |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.88M | Buy |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $917K | Buy |
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|
2021
Q4 | $745K | Buy |
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|
2021
Q3 | $665K | Buy |
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|
2021
Q2 | $667K | Sell |
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|
2021
Q1 | $660K | Sell |
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|
2020
Q4 | $872K | Buy |
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|
2020
Q3 | $508K | Buy |
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|
2020
Q2 | $409K | Buy |
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|
2020
Q1 | $294K | Buy |
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|
2019
Q4 | $390K | Buy |
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|
2019
Q3 | $362K | Buy |
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|
2019
Q2 | $356K | Buy |
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|
2019
Q1 | $345K | Buy |
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|
2018
Q4 | $306K | Buy |
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|
2018
Q3 | $348K | Buy |
|
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|
2018
Q2 | $324K | Sell |
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|
2018
Q1 | $331K | Sell |
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|
2017
Q4 | $345K | Buy |
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|
2017
Q3 | $318K | Sell |
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|
2017
Q2 | $313K | Sell |
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|
2017
Q1 | $315K | Sell |
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|
2016
Q4 | $308K | Sell |
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|
2016
Q3 | $301K | Buy |
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|
2016
Q2 | $296K | Buy |
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|
2016
Q1 | $268K | Buy |
|