HB Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Hold |
17,352
| – | – | 0.01% | 445 |
|
|
2025
Q1 | $1.38M | Sell |
17,352
-718
| -4% | -$57K | 0.01% | 456 |
|
|
2024
Q4 | $1.41M | Buy |
18,070
+718
| +4% | +$55.9K | 0.01% | 356 |
|
|
2024
Q3 | $1.36M | Hold |
17,352
| – | – | 0.01% | 334 |
|
|
2024
Q2 | $1.26M | Hold |
17,352
| – | – | 0.01% | 321 |
|
|
2024
Q1 | $1.25M | Hold |
17,352
| – | – | 0.02% | 307 |
|
|
2023
Q4 | $1.15M | Hold |
17,352
| – | – | 0.02% | 299 |
|
|
2023
Q3 | $1.07M | Hold |
17,352
| – | – | 0.02% | 290 |
|
|
2023
Q2 | $1.1M | Hold |
17,352
| – | – | 0.02% | 278 |
|
|
2023
Q1 | $1.07M | Hold |
17,352
| – | – | 0.02% | 278 |
|
|
2022
Q4 | $1.07M | Sell |
17,352
-362
| -2% | -$22.4K | 0.02% | 271 |
|
|
2022
Q3 | $979K | Buy |
+17,714
| New | +$979K | 0.02% | 257 |
|