Kaydan 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 | $745K | Sell |
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|
2025
Q2 | $706K | Sell |
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|
2025
Q1 | $720K | Buy |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $616K | Buy |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $515K | Sell |
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|
2023
Q3 | $490K | Sell |
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|
2023
Q2 | $515K | Buy |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $497K | Buy |
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|
2022
Q3 | $441K | Buy |
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|
2022
Q2 | $444K | Sell |
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|
2022
Q1 | $521K | Buy |
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|
2021
Q4 | $470K | Buy |
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