Kingswood Wealth Advisors’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
Q4 | $4.49M | Sell |
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|
2025
Q3 | $4.48M | Sell |
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|
2025
Q2 | $4.42M | Buy |
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|
2025
Q1 | $4.25M | Sell |
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|
2024
Q4 | $4.69M | Buy |
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|
2024
Q3 | $2.32M | Sell |
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|
2024
Q2 | $4.02M | Buy |
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|
2024
Q1 | $3.29M | Sell |
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|
2023
Q4 | $3.3M | Buy |
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|
2023
Q3 | $702K | Sell |
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|
2023
Q2 | $686K | Buy |
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