IAG Wealth Partners’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 | $32.7M | Sell |
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|
2025
Q1 | $33M | Buy |
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|
2024
Q4 | $32.1M | Sell |
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|
2024
Q3 | $32.9M | Buy |
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|
2024
Q2 | $29.8M | Buy |
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|
2024
Q1 | $28.1M | Buy |
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|
2023
Q4 | $25.4M | Buy |
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|
2023
Q3 | $23.5M | Buy |
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|
2023
Q2 | $24.1M | Buy |
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|
2023
Q1 | $23.1M | Buy |
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|
2022
Q4 | $22M | Sell |
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|
2022
Q3 | $19.7M | Buy |
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|
2022
Q2 | $20.1M | Buy |
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|
2022
Q1 | $21.4M | Buy |
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|
2021
Q4 | $20.2M | Buy |
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|
2021
Q3 | $16.9M | Buy |
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|
2021
Q2 | $16.1M | Buy |
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|
2021
Q1 | $15M | Buy |
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|
2020
Q4 | $13.4M | Buy |
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|
2020
Q3 | $11.2M | Buy |
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|
2020
Q2 | $9.28M | Buy |
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|
2020
Q1 | $5.24M | Buy |
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|
2019
Q4 | $1.18M | Buy |
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