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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $292K | Sell |
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|
2025
Q2 | $325K | Sell |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $318K | Sell |
|
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|
2024
Q3 | $326K | Hold |
|
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|
2024
Q2 | $302K | Hold |
|
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|
2024
Q1 | $299K | Sell |
|
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|
2023
Q4 | $277K | Hold |
|
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $266K | Hold |
|
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|
2023
Q1 | $258K | Sell |
|
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|
2022
Q4 | $273K | Hold |
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|
2022
Q3 | $243K | Hold |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $239K | Hold |
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|
2020
Q4 | $224K | Hold |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $171K | Buy |
|