Hazlett, Burt & Watson’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
Q2 | $416K | Buy |
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|
2025
Q1 | $400K | Sell |
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|
2024
Q4 | $433K | Buy |
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|
2024
Q3 | $439K | Buy |
|
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|
2024
Q2 | $405K | Buy |
|
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|
2024
Q1 | $402K | Sell |
|
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $370K | Sell |
|
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|
2023
Q2 | $392K | Buy |
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|
2023
Q1 | $379K | Buy |
|
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|
2022
Q4 | $380K | Buy |
|
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $262K | Buy |
|