Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $205K | Hold |
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|
2025
Q4 | $202K | Hold |
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|
2025
Q3 | $200K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $259K | Buy |
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|
2021
Q4 | $260K | Buy |
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|
2021
Q3 | $210K | Buy |
|