IWP
IAG Wealth Partners’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 | $32.7M | Sell |
398,151
-17,455
| -4% | -$1.43M | 4.33% | 5 |
|
|
2025
Q1 | $33M | Buy |
415,606
+3,221
| +0.8% | +$256K | 5.13% | 3 |
|
|
2024
Q4 | $32.1M | Sell |
412,385
-5,980
| -1% | -$465K | 5.66% | 3 |
|
|
2024
Q3 | $32.9M | Buy |
418,365
+8,950
| +2% | +$703K | 6.08% | 3 |
|
|
2024
Q2 | $29.8M | Buy |
409,415
+19,642
| +5% | +$1.43M | 5.99% | 3 |
|
|
2024
Q1 | $28.1M | Buy |
389,773
+6,512
| +2% | +$470K | 6.04% | 3 |
|
|
2023
Q4 | $25.4M | Buy |
383,261
+458
| +0.1% | +$30.4K | 5.8% | 4 |
|
|
2023
Q3 | $23.5M | Buy |
382,803
+3,403
| +0.9% | +$209K | 6.56% | 4 |
|
|
2023
Q2 | $24.1M | Buy |
379,400
+5,824
| +2% | +$370K | 6.38% | 4 |
|
|
2023
Q1 | $23.1M | Buy |
373,576
+17,899
| +5% | +$1.11M | 6.41% | 4 |
|
|
2022
Q4 | $22M | Sell |
355,677
-1,612
| -0.5% | -$99.9K | 6.49% | 4 |
|
|
2022
Q3 | $19.7M | Buy |
357,289
+17,866
| +5% | +$987K | 6.56% | 4 |
|
|
2022
Q2 | $20.1M | Buy |
339,423
+13,991
| +4% | +$827K | 6.56% | 5 |
|
|
2022
Q1 | $21.4M | Buy |
325,432
+19,390
| +6% | +$1.27M | 6.73% | 5 |
|
|
2021
Q4 | $20.2M | Buy |
306,042
+164,013
| +115% | +$10.8M | 6.48% | 6 |
|
|
2021
Q3 | $16.9M | Buy |
142,029
+8,345
| +6% | +$995K | 6.03% | 6 |
|
|
2021
Q2 | $16.1M | Buy |
133,684
+2,774
| +2% | +$334K | 5.77% | 6 |
|
|
2021
Q1 | $15M | Buy |
130,910
+6,492
| +5% | +$745K | 5.72% | 6 |
|
|
2020
Q4 | $13.4M | Buy |
124,418
+9,217
| +8% | +$991K | 5.46% | 6 |
|
|
2020
Q3 | $11.2M | Buy |
115,201
+15,249
| +15% | +$1.48M | 5.16% | 7 |
|
|
2020
Q2 | $9.28M | Buy |
99,952
+35,178
| +54% | +$3.27M | 4.5% | 8 |
|
|
2020
Q1 | $5.24M | Buy |
64,774
+53,642
| +482% | +$4.34M | 3.5% | 11 |
|
|
2019
Q4 | $1.18M | Buy |
+11,132
| New | +$1.18M | 0.77% | 19 |
|