Householder Group Estate & Retirement Specialist’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
2024
Q4
$24K Hold
2024
Q3
$24K Sell
2024
Q2
$37K Sell
2024
Q1
$99.2K Sell
2023
Q4
$92K Hold
2023
Q3
$85.8K Buy
2023
Q1
$86K Buy
2022
Q4
Sell
2022
Q3
$77K Buy