Institute for Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
3,956
-13
| -0.3% | -$1.07K | 0.04% | 409 |
|
|
2025
Q1 | $315K | Sell |
3,969
-115
| -3% | -$9.13K | 0.04% | 403 |
|
|
2024
Q4 | $318K | Sell |
4,084
-64
| -2% | -$4.98K | 0.04% | 387 |
|
|
2024
Q3 | $326K | Hold |
4,148
| – | – | 0.04% | 397 |
|
|
2024
Q2 | $302K | Hold |
4,148
| – | – | 0.04% | 385 |
|
|
2024
Q1 | $299K | Sell |
4,148
-28
| -0.7% | -$2.02K | 0.04% | 385 |
|
|
2023
Q4 | $277K | Hold |
4,176
| – | – | 0.05% | 385 |
|
|
2023
Q3 | $257K | Hold |
4,176
| – | – | 0.05% | 372 |
|
|
2023
Q2 | $266K | Hold |
4,176
| – | – | 0.04% | 380 |
|
|
2023
Q1 | $258K | Sell |
4,176
-230
| -5% | -$14.2K | 0.05% | 381 |
|
|
2022
Q4 | $273K | Hold |
4,406
| – | – | 0.06% | 362 |
|
|
2022
Q3 | $243K | Hold |
4,406
| – | – | 0.05% | 379 |
|
|
2022
Q2 | $260K | Buy |
4,406
+230
| +6% | +$13.6K | 0.05% | 427 |
|
|
2022
Q1 | $274K | Hold |
4,176
| – | – | 0.04% | 444 |
|
|
2021
Q4 | $276K | Hold |
4,176
| – | – | 0.05% | 397 |
|
|
2021
Q3 | $249K | Hold |
4,176
| – | – | 0.04% | 414 |
|
|
2021
Q2 | $251K | Hold |
4,176
| – | – | 0.04% | 417 |
|
|
2021
Q1 | $239K | Hold |
4,176
| – | – | 0.05% | 402 |
|
|
2020
Q4 | $224K | Hold |
4,176
| – | – | 0.04% | 402 |
|
|
2020
Q3 | $203K | Buy |
+4,176
| New | +$203K | 0.05% | 392 |
|
|
2020
Q1 | – | Sell |
-3,230
| Closed | -$171K | – | 430 |
|
|
2019
Q4 | $171K | Buy |
+3,230
| New | +$171K | 0.04% | 431 |
|