Graves Light Lenhart Wealth’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 | $5.45M | Sell |
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|
2025
Q2 | $5.66M | Sell |
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|
2025
Q1 | $5.5M | Sell |
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|
2024
Q4 | $5.43M | Sell |
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|
2024
Q3 | $5.66M | Sell |
|
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|
2024
Q2 | $9.54M | Sell |
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|
2024
Q1 | $9.6M | Sell |
|
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|
2023
Q4 | $9.24M | Sell |
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|
2023
Q3 | $8.67M | Sell |
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|
2023
Q2 | $10M | Sell |
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|
2023
Q1 | $10.3M | Sell |
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|
2022
Q4 | $10.8M | Sell |
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|
2022
Q3 | $10M | Sell |
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|
2022
Q2 | $11M | Sell |
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|
2022
Q1 | $12.6M | Sell |
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|
2021
Q4 | $13.2M | Sell |
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|
2021
Q3 | $12.2M | Sell |
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|
2021
Q2 | $12.4M | Sell |
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|
2021
Q1 | $12M | Sell |
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|
2020
Q4 | $11.5M | Sell |
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|
2020
Q3 | $10.8M | Sell |
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|
2020
Q2 | $10.7M | Sell |
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|
2020
Q1 | $9.46M | Buy |
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|
2019
Q4 | $12.3M | Buy |
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|
2019
Q3 | $11.6M | Buy |
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|
2019
Q2 | $11.1M | Buy |
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|
2019
Q1 | $10.6M | Buy |
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|
2018
Q4 | $9.11M | Buy |
|