KLI
Kelman-Lazarov Inc’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
3,968
-65
| -2% | -$5.34K | 0.05% | 98 |
|
|
2025
Q1 | $320K | Buy |
4,033
+5
| +0.1% | +$397 | 0.06% | 89 |
|
|
2024
Q4 | $313K | Hold |
4,028
| – | – | 0.06% | 88 |
|
|
2024
Q3 | $316K | Hold |
4,028
| – | – | 0.05% | 86 |
|
|
2024
Q2 | $293K | Sell |
4,028
-48
| -1% | -$3.49K | 0.05% | 89 |
|
|
2024
Q1 | $294K | Sell |
4,076
-2,102
| -34% | -$152K | 0.06% | 85 |
|
|
2023
Q4 | $410K | Hold |
6,178
| – | – | 0.09% | 74 |
|
|
2023
Q3 | $380K | Sell |
6,178
-32
| -0.5% | -$1.97K | 0.09% | 73 |
|
|
2023
Q2 | $395K | Sell |
6,210
-35
| -0.6% | -$2.23K | 0.1% | 71 |
|
|
2023
Q1 | $386K | Hold |
6,245
| – | – | 0.1% | 70 |
|
|
2022
Q4 | $387K | Hold |
6,245
| – | – | 0.11% | 65 |
|
|
2022
Q3 | $345K | Hold |
6,245
| – | – | 0.12% | 62 |
|
|
2022
Q2 | $369K | Sell |
6,245
-463
| -7% | -$27.4K | 0.12% | 60 |
|
|
2022
Q1 | $441K | Hold |
6,708
| – | – | 0.15% | 53 |
|
|
2021
Q4 | $443K | Buy |
6,708
+3,354
| +100% | +$222K | 0.14% | 56 |
|
|
2021
Q3 | $400K | Hold |
3,354
| – | – | 0.14% | 53 |
|
|
2021
Q2 | $404K | Sell |
3,354
-110
| -3% | -$13.3K | 0.14% | 53 |
|
|
2021
Q1 | $397K | Hold |
3,464
| – | – | 0.14% | 53 |
|
|
2020
Q4 | $372K | Hold |
3,464
| – | – | 0.14% | 52 |
|
|
2020
Q3 | $336K | Sell |
3,464
-23
| -0.7% | -$2.23K | 0.15% | 53 |
|
|
2020
Q2 | $324K | Sell |
3,487
-58
| -2% | -$5.39K | 0.15% | 56 |
|
|
2020
Q1 | $287K | Sell |
3,545
-746
| -17% | -$60.4K | 0.15% | 60 |
|
|
2019
Q4 | $455K | Sell |
4,291
-125
| -3% | -$13.3K | 0.2% | 56 |
|
|
2019
Q3 | $437K | Sell |
4,416
-29
| -0.7% | -$2.87K | 0.22% | 61 |
|
|
2019
Q2 | $431K | Sell |
4,445
-709
| -14% | -$68.7K | 0.22% | 61 |
|
|
2019
Q1 | $486K | Hold |
5,154
| – | – | 0.26% | 63 |
|
|
2018
Q4 | $435K | Sell |
5,154
-500
| -9% | -$42.2K | 0.27% | 68 |
|
|
2018
Q3 | $539K | Hold |
5,654
| – | – | 0.32% | 66 |
|
|
2018
Q2 | $507K | Sell |
5,654
-200
| -3% | -$17.9K | 0.27% | 75 |
|
|
2018
Q1 | $518K | Hold |
5,854
| – | – | 0.28% | 77 |
|
|
2017
Q4 | $539K | Sell |
5,854
-116
| -2% | -$10.7K | 0.28% | 82 |
|
|
2017
Q3 | $518K | Sell |
5,970
-314
| -5% | -$27.2K | 0.27% | 81 |
|
|
2017
Q2 | $528K | Sell |
6,284
-150
| -2% | -$12.6K | 0.29% | 80 |
|
|
2017
Q1 | $534K | Hold |
6,434
| – | – | 0.34% | 71 |
|
|
2016
Q4 | $514K | Hold |
6,434
| – | – | 0.29% | 78 |
|
|
2016
Q3 | $490K | Sell |
6,434
-425
| -6% | -$32.4K | 0.28% | 79 |
|
|
2016
Q2 | $520K | Hold |
6,859
| – | – | 0.3% | 82 |
|
|
2016
Q1 | $506K | Buy |
+6,859
| New | +$506K | 0.3% | 83 |
|