Golden State Wealth Management’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 | $32.9K | Sell |
400
-277
| -41% | -$22.8K | ﹤0.01% | 744 |
|
|
2025
Q1 | $53.7K | Hold |
677
| – | – | 0.01% | 578 |
|
|
2024
Q4 | $52.7K | Buy |
+677
| New | +$52.7K | 0.01% | 563 |
|
|
2020
Q2 | – | Sell |
-186
| Closed | -$8K | – | 336 |
|
|
2020
Q1 | $8K | Buy |
+186
| New | +$8K | ﹤0.01% | 653 |
|
|
2019
Q4 | – | Sell |
-4,598
| Closed | -$228K | – | 245 |
|
|
2019
Q3 | $228K | Hold |
4,598
| – | – | 0.08% | 186 |
|
|
2019
Q2 | $222K | Sell |
4,598
-700
| -13% | -$33.8K | 0.07% | 210 |
|
|
2019
Q1 | $250K | Buy |
+5,298
| New | +$250K | 0.08% | 197 |
|