JNBA Financial Advisors’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 | $15.1K | Sell |
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|
2025
Q2 | $15.9K | Hold |
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|
2025
Q1 | $15.3K | Sell |
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|
2024
Q4 | $16K | Sell |
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|
2024
Q3 | $18K | Sell |
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|
2024
Q2 | $35.2K | Sell |
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|
2024
Q1 | $40.4K | Buy |
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|
2023
Q4 | $32.1K | Sell |
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|
2023
Q3 | $65.6K | Buy |
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|
2023
Q2 | $58.1K | Buy |
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|
2023
Q1 | $7.11K | Hold |
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|
2022
Q4 | $7.12K | Sell |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $9K | Sell |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $11K | Sell |
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|
2020
Q4 | $77K | Hold |
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|
2020
Q3 | $69K | Hold |
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|
2020
Q2 | $66K | Sell |
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|
2020
Q1 | $63K | Hold |
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|
2019
Q4 | $83K | Buy |
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|
2019
Q3 | $72K | Buy |
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|
2019
Q2 | $61K | Buy |
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|
2019
Q1 | $55K | Sell |
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|
2018
Q4 | $58K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $90K | Hold |
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|
2018
Q1 | $89K | Hold |
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|
2017
Q4 | $93K | Hold |
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|
2017
Q3 | $87K | Sell |
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|
2017
Q2 | $94K | Hold |
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|
2017
Q1 | $93K | Hold |
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|
2016
Q4 | $90K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $18K | Hold |
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|
2016
Q1 | $18K | Buy |
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