HNWAG
High Net Worth Advisory Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
14,180
| – | – | 0.31% | 71 |
|
|
2025
Q1 | $1.13M | Hold |
14,180
| – | – | 0.32% | 74 |
|
|
2024
Q4 | $1.1M | Hold |
14,180
| – | – | 0.31% | 73 |
|
|
2024
Q3 | $1.11M | Hold |
14,180
| – | – | 0.31% | 73 |
|
|
2024
Q2 | $1.03M | Hold |
14,180
| – | – | 0.31% | 71 |
|
|
2024
Q1 | $1.02M | Sell |
14,180
-400
| -3% | -$28.9K | 0.32% | 75 |
|
|
2023
Q4 | $968K | Hold |
14,580
| – | – | 0.36% | 67 |
|
|
2023
Q3 | $897K | Hold |
14,580
| – | – | 0.36% | 68 |
|
|
2023
Q2 | $927K | Hold |
14,580
| – | – | 0.36% | 66 |
|
|
2023
Q1 | $902K | Hold |
14,580
| – | – | 0.37% | 72 |
|
|
2022
Q4 | $903K | Hold |
14,580
| – | – | 0.35% | 69 |
|
|
2022
Q3 | $806K | Hold |
14,580
| – | – | 0.34% | 64 |
|
|
2022
Q2 | $862K | Hold |
14,580
| – | – | 0.36% | 66 |
|
|
2022
Q1 | $958K | Hold |
14,580
| – | – | 0.35% | 66 |
|
|
2021
Q4 | $963K | Buy |
+14,580
| New | +$963K | 0.34% | 67 |
|