Glass Jacobson 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 | – | Sell |
-120
| Closed | -$9.34K | – | 623 |
|
|
2025
Q1 | $9.34K | Hold |
120
| – | – | ﹤0.01% | 605 |
|
|
2024
Q4 | $9.34K | Hold |
120
| – | – | ﹤0.01% | 605 |
|
|
2024
Q3 | $9.43K | Hold |
120
| – | – | ﹤0.01% | 575 |
|
|
2024
Q2 | $8.73K | Hold |
120
| – | – | ﹤0.01% | 567 |
|
|
2024
Q1 | $8.66K | Hold |
120
| – | – | ﹤0.01% | 571 |
|
|
2023
Q4 | $7.97K | Hold |
120
| – | – | ﹤0.01% | 540 |
|
|
2023
Q3 | $7.38K | Hold |
120
| – | – | ﹤0.01% | 524 |
|
|
2023
Q2 | $7.63K | Buy |
+120
| New | +$7.63K | ﹤0.01% | 535 |
|
|
2022
Q4 | $7.43K | Buy |
+120
| New | +$7.43K | ﹤0.01% | 547 |
|