IHT Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
8,725
+41
| +0.5% | +$3.37K | 0.02% | 591 |
|
|
2025
Q1 | $689K | Buy |
8,684
+32
| +0.4% | +$2.54K | 0.02% | 573 |
|
|
2024
Q4 | $673K | Sell |
8,652
-1,272
| -13% | -$99K | 0.02% | 585 |
|
|
2024
Q3 | $779K | Buy |
9,924
+1,349
| +16% | +$106K | 0.02% | 577 |
|
|
2024
Q2 | $624K | Sell |
8,575
-98
| -1% | -$7.13K | 0.02% | 569 |
|
|
2024
Q1 | $626K | Sell |
8,673
-869
| -9% | -$62.7K | 0.03% | 562 |
|
|
2023
Q4 | $633K | Sell |
9,542
-1,092
| -10% | -$72.5K | 0.03% | 520 |
|
|
2023
Q3 | $654K | Buy |
10,634
+231
| +2% | +$14.2K | 0.03% | 470 |
|
|
2023
Q2 | $662K | Buy |
10,403
+43
| +0.4% | +$2.74K | 0.03% | 452 |
|
|
2023
Q1 | $641K | Buy |
10,360
+99
| +1% | +$6.12K | 0.04% | 433 |
|
|
2022
Q4 | $636K | Buy |
10,261
+548
| +6% | +$33.9K | 0.04% | 413 |
|
|
2022
Q3 | $537K | Buy |
9,713
+2,199
| +29% | +$122K | 0.04% | 435 |
|
|
2022
Q2 | $444K | Buy |
7,514
+49
| +0.7% | +$2.9K | 0.04% | 415 |
|
|
2022
Q1 | $491K | Buy |
7,465
+32
| +0.4% | +$2.11K | 0.04% | 415 |
|
|
2021
Q4 | $491K | Buy |
7,433
+45
| +0.6% | +$2.97K | 0.04% | 442 |
|
|
2021
Q3 | $441K | Buy |
+7,388
| New | +$441K | 0.04% | 463 |
|