IFG Advisory’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
Q3 | $4.12M | Sell |
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|
2025
Q2 | $4.19M | Buy |
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|
2025
Q1 | $3.81M | Sell |
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|
2024
Q4 | $3.77M | Sell |
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|
2024
Q3 | $3.98M | Buy |
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|
2024
Q2 | $3.64M | Sell |
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|
2024
Q1 | $3.91M | Sell |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $9.86M | Sell |
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|
2023
Q2 | $10.4M | Buy |
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|
2023
Q1 | $9.91M | Buy |
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|
2022
Q4 | $8.29M | Buy |
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|
2022
Q3 | $859K | Buy |
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|
2022
Q2 | $839K | Buy |
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|
2022
Q1 | $844K | Buy |
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|
2021
Q4 | $694K | Buy |
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|
2021
Q3 | $618K | Sell |
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|
2021
Q2 | $625K | Sell |
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|
2021
Q1 | $768K | Buy |
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|
2020
Q4 | $707K | Buy |
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|
2020
Q3 | $448K | Buy |
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|
2020
Q2 | $327K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $877K | Sell |
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|
2019
Q1 | $956K | Sell |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | $1.26M | Sell |
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|
2018
Q2 | $1.35M | Sell |
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|
2018
Q1 | $1.29M | Buy |
|