GHP Investment Advisors’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
Q2 | $61.5K | Hold |
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|
2025
Q1 | $59.4K | Hold |
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|
2024
Q4 | $58.2K | Hold |
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|
2024
Q3 | $58.8K | Hold |
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|
2024
Q2 | $54.4K | Hold |
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|
2024
Q1 | $54K | Hold |
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|
2023
Q4 | $49.7K | Hold |
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|
2023
Q3 | $46.1K | Hold |
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|
2023
Q2 | $48.2K | Hold |
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|
2023
Q1 | $46.3K | Hold |
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|
2022
Q4 | $46.4K | Hold |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $49K | Buy |
|