Kestra Private Wealth Services’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 | $5.09M | Buy |
61,946
+13
| +0% | +$1.07K | 0.07% | 269 |
|
|
2025
Q1 | $4.92M | Buy |
61,933
+927
| +2% | +$73.6K | 0.08% | 252 |
|
|
2024
Q4 | $4.75M | Buy |
61,006
+3,873
| +7% | +$301K | 0.08% | 253 |
|
|
2024
Q3 | $4.49M | Sell |
57,133
-11,242
| -16% | -$883K | 0.08% | 245 |
|
|
2024
Q2 | $4.97M | Buy |
68,375
+2,951
| +5% | +$215K | 0.1% | 219 |
|
|
2024
Q1 | $4.72M | Buy |
65,424
+4,957
| +8% | +$358K | 0.11% | 210 |
|
|
2023
Q4 | $4.01M | Buy |
60,467
+4,280
| +8% | +$284K | 0.1% | 219 |
|
|
2023
Q3 | $3.45M | Buy |
56,187
+6,313
| +13% | +$388K | 0.11% | 214 |
|
|
2023
Q2 | $3.17M | Buy |
49,874
+44,449
| +819% | +$2.83M | 0.11% | 211 |
|
|
2023
Q1 | $336K | Buy |
+5,425
| New | +$336K | 0.01% | 743 |
|