HHRDM
H&H Retirement Design & Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Buy |
73,089
+5,680
| +8% | +$473K | 3.34% | 6 |
|
|
2025
Q1 | $4.94M | Sell |
67,409
-439
| -0.6% | -$32.2K | 3.29% | 8 |
|
|
2024
Q4 | $5.53M | Sell |
67,848
-852
| -1% | -$69.4K | 3.36% | 7 |
|
|
2024
Q3 | $5.48M | Buy |
68,700
+2,595
| +4% | +$207K | 3.23% | 6 |
|
|
2024
Q2 | $4.96M | Buy |
66,105
+939
| +1% | +$70.4K | 3.06% | 9 |
|
|
2024
Q1 | $4.53M | Sell |
65,166
-7,717
| -11% | -$537K | 2.99% | 8 |
|
|
2023
Q4 | $4.96M | Buy |
72,883
+163
| +0.2% | +$11.1K | 3.13% | 9 |
|
|
2023
Q3 | $4.48M | Sell |
72,720
-445
| -0.6% | -$27.4K | 3.1% | 9 |
|
|
2023
Q2 | $4.69M | Sell |
73,165
-724
| -1% | -$46.4K | 3.11% | 8 |
|
|
2023
Q1 | $4.65M | Buy |
+73,889
| New | +$4.65M | 2.96% | 9 |
|