Institute for Wealth Management’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 | $230K | Hold |
2,576
| – | – | 0.02% | 490 |
|
|
2025
Q4 | $227K | Sell |
2,576
-780
| -23% | -$68.1K | 0.02% | 506 |
|
|
2025
Q3 | $292K | Sell |
3,356
-600
| -15% | -$50.8K | 0.03% | 457 |
|
|
2025
Q2 | $325K | Sell |
3,956
-13
| -0.3% | -$1.01K | 0.04% | 410 |
|
|
2025
Q1 | $315K | Sell |
3,969
-115
| -3% | -$9.18K | 0.04% | 404 |
|
|
2024
Q4 | $318K | Sell |
4,084
-64
| -2% | -$5.1K | 0.04% | 388 |
|
|
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% | -$1.92K | 0.04% | 389 |
|
|
2023
Q4 | $277K | Hold |
4,176
| – | – | 0.05% | 389 |
|
|
2023
Q3 | $257K | Hold |
4,176
| – | – | 0.05% | 378 |
|
|
2023
Q2 | $266K | Hold |
4,176
| – | – | 0.05% | 387 |
|
|
2023
Q1 | $258K | Sell |
4,176
-230
| -5% | -$14.3K | 0.05% | 386 |
|
|
2022
Q4 | $273K | Hold |
4,406
| – | – | 0.06% | 368 |
|
|
2022
Q3 | $243K | Hold |
4,406
| – | – | 0.05% | 380 |
|
|
2022
Q2 | $260K | Buy |
4,406
+230
| +6% | +$14.5K | 0.05% | 429 |
|
|
2022
Q1 | $274K | Hold |
4,176
| – | – | 0.04% | 448 |
|
|
2021
Q4 | $276K | Hold |
4,176
| – | – | 0.05% | 397 |
|
|
2021
Q3 | $249K | Hold |
4,176
| – | – | 0.04% | 417 |
|
|
2021
Q2 | $251K | Hold |
4,176
| – | – | 0.04% | 417 |
|
|
2021
Q1 | $239K | Hold |
4,176
| – | – | 0.05% | 405 |
|
|
2020
Q4 | $224K | Hold |
4,176
| – | – | 0.04% | 407 |
|
|
2020
Q3 | $203K | Buy |
+4,176
| New | +$203K | 0.05% | 396 |
|
|
2020
Q1 | – | Sell |
-3,230
| Closed | -$171K | – | 437 |
|
|
2019
Q4 | $171K | Buy |
+3,230
| New | +$165K | 0.04% | 432 |
|
Other funds holding DLN
GVAG
TC