J.W. Burns & Co’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 | $326K | Hold |
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|
2025
Q2 | $308K | Hold |
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|
2025
Q1 | $298K | Hold |
|
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|
2024
Q4 | $292K | Hold |
|
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|
2024
Q3 | $295K | Hold |
|
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|
2024
Q2 | $273K | Hold |
|
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|
2024
Q1 | $271K | Hold |
|
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|
2023
Q4 | $249K | Hold |
|
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|
2023
Q3 | $231K | Hold |
|
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|
2023
Q2 | $239K | Hold |
|
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|
2023
Q1 | $232K | Hold |
|
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|
2022
Q4 | $232K | Hold |
|
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|
2022
Q3 | $207K | Hold |
|
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|
2022
Q2 | $222K | Hold |
|
|||||
|
2022
Q1 | $246K | Hold |
|
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|
2021
Q4 | $248K | Hold |
|
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|
2021
Q3 | $224K | Hold |
|
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|
2021
Q2 | $226K | Hold |
|
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|
2021
Q1 | $215K | Hold |
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|
2020
Q4 | $202K | Buy |
|