IWA
Inspirion Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
19,886
+111
| +0.6% | +$9.12K | 0.22% | 45 |
|
|
2025
Q1 | $1.57M | Buy |
19,775
+83
| +0.4% | +$6.59K | 0.22% | 46 |
|
|
2024
Q4 | $1.53M | Buy |
19,692
+40
| +0.2% | +$3.11K | 0.21% | 45 |
|
|
2024
Q3 | $1.54M | Hold |
19,652
| – | – | 0.22% | 44 |
|
|
2024
Q2 | $1.43M | Hold |
19,652
| – | – | 0.22% | 46 |
|
|
2024
Q1 | $1.42M | Hold |
19,652
| – | – | 0.23% | 45 |
|
|
2023
Q4 | $1.31M | Sell |
19,652
-90
| -0.5% | -$6K | 0.24% | 46 |
|
|
2023
Q3 | $1.21M | Buy |
19,742
+180
| +0.9% | +$11.1K | 0.24% | 46 |
|
|
2023
Q2 | $1.24M | Hold |
19,562
| – | – | 0.24% | 43 |
|
|
2023
Q1 | $1.21M | Hold |
19,562
| – | – | 0.24% | 42 |
|
|
2022
Q4 | $1.21M | Hold |
19,562
| – | – | 0.26% | 41 |
|
|
2022
Q3 | $1.08M | Hold |
19,562
| – | – | 0.24% | 41 |
|
|
2022
Q2 | $1.16M | Hold |
19,562
| – | – | 0.25% | 40 |
|
|
2022
Q1 | $1.29M | Hold |
19,562
| – | – | 0.26% | 39 |
|
|
2021
Q4 | $1.29M | Buy |
+19,562
| New | +$1.29M | 0.27% | 39 |
|