Inspirion Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.54M | Sell |
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|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.54M | Hold |
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|
2024
Q2 | $1.43M | Hold |
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|
2024
Q1 | $1.42M | Hold |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.24M | Hold |
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|
2023
Q1 | $1.21M | Hold |
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|
2022
Q4 | $1.21M | Hold |
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|
2022
Q3 | $1.08M | Hold |
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|
2022
Q2 | $1.16M | Hold |
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|
2022
Q1 | $1.29M | Hold |
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|
2021
Q4 | $1.29M | Buy |
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