KCM Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
17,027
+95
| +0.6% | +$7.8K | 0.05% | 183 |
|
|
2025
Q1 | $1.34M | Buy |
16,932
+73
| +0.4% | +$5.79K | 0.05% | 182 |
|
|
2024
Q4 | $1.31M | Sell |
16,859
-2,422
| -13% | -$188K | 0.05% | 186 |
|
|
2024
Q3 | $1.51M | Buy |
19,281
+100
| +0.5% | +$7.86K | 0.05% | 183 |
|
|
2024
Q2 | $1.4M | Buy |
19,181
+113
| +0.6% | +$8.22K | 0.05% | 182 |
|
|
2024
Q1 | $1.38M | Buy |
19,068
+84
| +0.4% | +$6.06K | 0.05% | 189 |
|
|
2023
Q4 | $1.26M | Buy |
18,984
+138
| +0.7% | +$9.16K | 0.05% | 190 |
|
|
2023
Q3 | $1.16M | Buy |
+18,846
| New | +$1.16M | 0.05% | 194 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$212K | – | 310 |
|
|
2019
Q4 | $212K | Buy |
+4,000
| New | +$212K | 0.01% | 329 |
|