Key Financial 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 | $8.21M | Buy |
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|
2025
Q1 | $7.69M | Sell |
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|
2024
Q4 | $7.65M | Sell |
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|
2024
Q3 | $7.81M | Sell |
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|
2024
Q2 | $7.24M | Buy |
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|
2024
Q1 | $6.31M | Buy |
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|
2023
Q4 | $5.7M | Buy |
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|
2023
Q3 | $4.92M | Buy |
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|
2023
Q2 | $4.69M | Sell |
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|
2023
Q1 | $4.64M | Buy |
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|
2022
Q4 | $4.05M | Hold |
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|
2022
Q3 | $4.05M | Buy |
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|
2022
Q2 | $4.06M | Sell |
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|
2022
Q1 | $4.57M | Buy |
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|
2021
Q4 | $4.54M | Sell |
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|
2021
Q3 | $4.11M | Buy |
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|
2021
Q2 | $4.16M | Buy |
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|
2021
Q1 | $3.78M | Buy |
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|
2020
Q4 | $2.76M | Buy |
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|
2020
Q3 | $2.37M | Buy |
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|
2020
Q2 | $2.03M | Buy |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $830K | Buy |
|