Insight Advisors’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 | – | Sell |
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|
2025
Q4 | $300K | Hold |
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|
2025
Q3 | $296K | Sell |
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|
2025
Q2 | $284K | Sell |
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|
2025
Q1 | $276K | Sell |
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|
2024
Q4 | $292K | Sell |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $274K | Sell |
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|
2024
Q1 | $276K | Hold |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $596K | Sell |
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|
2021
Q4 | $780K | Sell |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $2.56M | Sell |
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|
2021
Q1 | $2.69M | Sell |
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|
2020
Q4 | $2.57M | Buy |
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