Kelman-Lazarov Inc’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
Q2 | $326K | Sell |
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|
2025
Q1 | $320K | Buy |
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|
2024
Q4 | $313K | Hold |
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|
2024
Q3 | $316K | Hold |
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|
2024
Q2 | $293K | Sell |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $410K | Hold |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $395K | Sell |
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|
2023
Q1 | $386K | Hold |
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|
2022
Q4 | $387K | Hold |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $441K | Hold |
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|
2021
Q4 | $443K | Hold |
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|
2021
Q3 | $400K | Hold |
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|
2021
Q2 | $404K | Sell |
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|
2021
Q1 | $397K | Hold |
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|
2020
Q4 | $372K | Hold |
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|
2020
Q3 | $336K | Sell |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $287K | Sell |
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|
2019
Q4 | $455K | Sell |
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|
2019
Q3 | $437K | Sell |
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|
2019
Q2 | $431K | Sell |
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|
2019
Q1 | $486K | Hold |
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|
2018
Q4 | $435K | Sell |
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|
2018
Q3 | $539K | Hold |
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|
2018
Q2 | $507K | Sell |
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|
2018
Q1 | $518K | Hold |
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|
2017
Q4 | $539K | Sell |
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|
2017
Q3 | $518K | Sell |
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|
2017
Q2 | $528K | Sell |
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|
2017
Q1 | $534K | Hold |
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|
2016
Q4 | $514K | Hold |
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|
2016
Q3 | $490K | Sell |
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|
2016
Q2 | $520K | Hold |
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|
2016
Q1 | $506K | Buy |
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