Grandview Asset 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 | $560K | Buy |
6,821
+27
| +0.4% | +$2.22K | 0.18% | 78 |
|
|
2025
Q1 | $539K | Buy |
6,794
+22
| +0.3% | +$1.75K | 0.2% | 76 |
|
|
2024
Q4 | $527K | Sell |
6,772
-558
| -8% | -$43.4K | 0.19% | 74 |
|
|
2024
Q3 | $576K | Buy |
7,330
+70
| +1% | +$5.5K | 0.33% | 36 |
|
|
2024
Q2 | $528K | Buy |
7,260
+57
| +0.8% | +$4.15K | 0.31% | 37 |
|
|
2024
Q1 | $520K | Buy |
7,203
+55
| +0.8% | +$3.97K | 0.24% | 69 |
|
|
2023
Q4 | $474K | Buy |
7,148
+17
| +0.2% | +$1.13K | 0.25% | 70 |
|
|
2023
Q3 | $438K | Sell |
7,131
-77
| -1% | -$4.73K | 0.25% | 71 |
|
|
2023
Q2 | $458K | Buy |
7,208
+85
| +1% | +$5.4K | 0.45% | 38 |
|
|
2023
Q1 | $441K | Sell |
7,123
-118
| -2% | -$7.31K | 0.26% | 72 |
|
|
2022
Q4 | $449K | Buy |
7,241
+23
| +0.3% | +$1.43K | 0.28% | 74 |
|
|
2022
Q3 | $399K | Buy |
7,218
+50
| +0.7% | +$2.76K | 0.25% | 73 |
|
|
2022
Q2 | $424K | Sell |
7,168
-666
| -9% | -$39.4K | 0.24% | 75 |
|
|
2022
Q1 | $515K | Buy |
7,834
+469
| +6% | +$30.8K | 0.22% | 80 |
|
|
2021
Q4 | $486K | Buy |
7,365
+697
| +10% | +$46K | 0.2% | 89 |
|
|
2021
Q3 | $398K | Buy |
+6,668
| New | +$398K | 0.41% | 45 |
|
|
2021
Q2 | – | Sell |
-4,750
| Closed | -$272K | – | 195 |
|
|
2021
Q1 | $272K | Buy |
+4,750
| New | +$272K | 0.14% | 107 |
|