IHT Wealth Management’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 | $717K | Buy |
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|
2025
Q1 | $689K | Buy |
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|
2024
Q4 | $673K | Sell |
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|
2024
Q3 | $779K | Buy |
|
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|
2024
Q2 | $624K | Sell |
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|
2024
Q1 | $626K | Sell |
|
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|
2023
Q4 | $633K | Sell |
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|
2023
Q3 | $654K | Buy |
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|
2023
Q2 | $662K | Buy |
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|
2023
Q1 | $641K | Buy |
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|
2022
Q4 | $636K | Buy |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $444K | Buy |
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|
2022
Q1 | $491K | Buy |
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|
2021
Q4 | $491K | Buy |
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|
2021
Q3 | $441K | Buy |
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