HBK Sorce Advisory’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 | $713K | Hold |
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|
2025
Q2 | $675K | Hold |
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|
2025
Q1 | $652K | Hold |
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|
2024
Q4 | $639K | Hold |
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|
2024
Q3 | $645K | Hold |
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|
2024
Q2 | $597K | Hold |
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|
2024
Q1 | $593K | Hold |
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|
2023
Q4 | $545K | Hold |
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|
2023
Q3 | $505K | Hold |
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|
2023
Q2 | $522K | Hold |
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|
2023
Q1 | $508K | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $458K | Buy |
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|
2022
Q2 | $372K | Sell |
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|
2022
Q1 | $545K | Sell |
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|
2021
Q4 | $550K | Sell |
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|
2021
Q3 | $499K | Hold |
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|
2021
Q2 | $504K | Hold |
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|
2021
Q1 | $480K | Sell |
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|
2020
Q4 | $452K | Hold |
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|
2020
Q3 | $408K | Sell |
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|
2020
Q2 | $414K | Hold |
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|
2020
Q1 | $361K | Sell |
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|
2019
Q4 | $498K | Sell |
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|
2019
Q3 | $471K | Sell |
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|
2019
Q2 | $546K | Buy |
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|
2019
Q1 | $448K | Buy |
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|
2018
Q4 | $401K | Buy |
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|
2018
Q3 | $418K | Sell |
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|
2018
Q2 | $426K | Hold |
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|
2018
Q1 | $421K | Hold |
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|
2017
Q4 | $438K | Buy |
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