Global Retirement Partners’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 | $868K | Buy |
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|
2025
Q2 | $713K | Buy |
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|
2024
Q4 | $879K | Buy |
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|
2024
Q3 | $885K | Buy |
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|
2024
Q2 | $802K | Buy |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $362K | Sell |
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|
2022
Q4 | $385K | Buy |
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|
2022
Q3 | $380K | Sell |
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|
2022
Q2 | $371K | Hold |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $157K | Hold |
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|
2021
Q2 | $158K | Buy |
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|
2021
Q1 | $147K | Hold |
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|
2020
Q4 | $138K | Buy |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $31K | Sell |
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|
2020
Q1 | $146K | Buy |
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|
2019
Q4 | $35K | Hold |
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|
2019
Q3 | $33K | Hold |
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|
2019
Q2 | $32K | Hold |
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|
2019
Q1 | $32K | Hold |
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|
2018
Q4 | $28K | Hold |
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|
2018
Q3 | $32K | Hold |
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|
2018
Q2 | $30K | Hold |
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|
2018
Q1 | $30K | Hold |
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|
2017
Q4 | $31K | Hold |
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|
2017
Q3 | $29K | Buy |
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