Heritage Wealth Management (Texas)’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 | $595K | Sell |
7,247
-3,963
| -35% | -$326K | 0.3% | 20 |
|
|
2025
Q1 | $890K | Buy |
11,210
+2,817
| +34% | +$224K | 0.52% | 17 |
|
|
2024
Q4 | $653K | Sell |
8,393
-1,151
| -12% | -$89.5K | 0.38% | 17 |
|
|
2024
Q3 | $750K | Sell |
9,544
-1,284
| -12% | -$101K | 0.43% | 16 |
|
|
2024
Q2 | $788K | Sell |
10,828
-12,807
| -54% | -$932K | 0.49% | 16 |
|
|
2024
Q1 | $1.71M | Buy |
23,635
+429
| +2% | +$31K | 1.11% | 13 |
|
|
2023
Q4 | $1.54M | Buy |
+23,206
| New | +$1.54M | 1.09% | 13 |
|