Harbour Investments’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 | $435K | Buy |
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|
2025
Q2 | $335K | Hold |
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|
2025
Q1 | $324K | Buy |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $231K | Hold |
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|
2024
Q2 | $214K | Hold |
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|
2024
Q1 | $212K | Hold |
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|
2023
Q4 | $195K | Buy |
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|
2023
Q3 | $160K | Sell |
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|
2023
Q2 | $172K | Hold |
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|
2023
Q1 | $168K | Hold |
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|
2022
Q4 | $168K | Sell |
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|
2022
Q3 | $203K | Hold |
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|
2022
Q2 | $203K | Buy |
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|
2021
Q4 | $209K | Sell |
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|
2021
Q3 | $311K | Buy |
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|
2021
Q2 | $313K | Buy |
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|
2021
Q1 | $298K | Buy |
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