GPS Wealth Strategies Group’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 | $259K | Buy |
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|
2025
Q1 | $250K | Buy |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $247K | Buy |
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|
2024
Q2 | $229K | Buy |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $211K | Buy |
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|
2023
Q1 | $45.9K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $21K | Buy |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $25K | Buy |
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|
2021
Q4 | $25K | Buy |
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|
2021
Q3 | $22K | Sell |
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|
2021
Q2 | $52K | Buy |
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|
2021
Q1 | $49K | Buy |
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