GHP Investment 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 | $61.5K | Hold |
748
| – | – | ﹤0.01% | 495 |
|
|
2025
Q1 | $59.4K | Hold |
748
| – | – | ﹤0.01% | 484 |
|
|
2024
Q4 | $58.2K | Hold |
748
| – | – | ﹤0.01% | 488 |
|
|
2024
Q3 | $58.8K | Hold |
748
| – | – | ﹤0.01% | 496 |
|
|
2024
Q2 | $54.4K | Hold |
748
| – | – | ﹤0.01% | 494 |
|
|
2024
Q1 | $54K | Hold |
748
| – | – | ﹤0.01% | 492 |
|
|
2023
Q4 | $49.7K | Hold |
748
| – | – | ﹤0.01% | 486 |
|
|
2023
Q3 | $46.1K | Hold |
748
| – | – | ﹤0.01% | 500 |
|
|
2023
Q2 | $48.2K | Hold |
748
| – | – | ﹤0.01% | 487 |
|
|
2023
Q1 | $46.3K | Hold |
748
| – | – | ﹤0.01% | 495 |
|
|
2022
Q4 | $46.4K | Hold |
748
| – | – | ﹤0.01% | 497 |
|
|
2022
Q3 | $41K | Hold |
748
| – | – | ﹤0.01% | 503 |
|
|
2022
Q2 | $44K | Hold |
748
| – | – | ﹤0.01% | 494 |
|
|
2022
Q1 | $49K | Buy |
+748
| New | +$49K | ﹤0.01% | 500 |
|