High Net Worth Advisory Group’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 | $1.16M | Hold |
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|
2025
Q1 | $1.13M | Hold |
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|
2024
Q4 | $1.1M | Hold |
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|
2024
Q3 | $1.11M | Hold |
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|
2024
Q2 | $1.03M | Hold |
|
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $968K | Hold |
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|
2023
Q3 | $897K | Hold |
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|
2023
Q2 | $927K | Hold |
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|
2023
Q1 | $902K | Hold |
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|
2022
Q4 | $903K | Hold |
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|
2022
Q3 | $806K | Hold |
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|
2022
Q2 | $862K | Hold |
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|
2022
Q1 | $958K | Hold |
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|
2021
Q4 | $963K | Buy |
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