Great Valley Advisor 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
Q3 | $104M | Buy |
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|
2025
Q2 | $96.5M | Buy |
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|
2025
Q1 | $82.2M | Buy |
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|
2024
Q4 | $74M | Buy |
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|
2024
Q3 | $69.8M | Buy |
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|
2024
Q2 | $57.2M | Buy |
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|
2024
Q1 | $52.3M | Sell |
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|
2023
Q4 | $48.3M | Buy |
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|
2023
Q3 | $43.5M | Buy |
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|
2023
Q2 | $44.2M | Buy |
|
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|
2023
Q1 | $31.2M | Buy |
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|
2022
Q4 | $29.5M | Buy |
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|
2022
Q3 | $23.7M | Buy |
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|
2022
Q2 | $21.2M | Buy |
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|
2022
Q1 | $15.5M | Buy |
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|
2021
Q4 | $14.4M | Sell |
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|
2021
Q3 | $18M | Buy |
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|
2021
Q2 | $11.6M | Buy |
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|
2021
Q1 | $8.05M | Buy |
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|
2020
Q4 | $2.81M | Buy |
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|
2020
Q3 | $1.85M | Buy |
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|
2020
Q2 | $353K | Buy |
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