Kingswood Wealth Advisors’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 | $4.42M | Buy |
53,763
+149
| +0.3% | +$12.2K | 0.35% | 61 |
|
|
2025
Q1 | $4.25M | Sell |
53,614
-6,618
| -11% | -$525K | 0.39% | 49 |
|
|
2024
Q4 | $4.69M | Buy |
60,232
+30,610
| +103% | +$2.38M | 0.35% | 51 |
|
|
2024
Q3 | $2.32M | Sell |
29,622
-25,662
| -46% | -$2.01M | 0.17% | 140 |
|
|
2024
Q2 | $4.02M | Buy |
55,284
+9,768
| +21% | +$711K | 0.36% | 59 |
|
|
2024
Q1 | $3.29M | Sell |
45,516
-4,170
| -8% | -$301K | 0.38% | 52 |
|
|
2023
Q4 | $3.3M | Buy |
49,686
+43,910
| +760% | +$2.91M | 0.37% | 54 |
|
|
2023
Q3 | $702K | Sell |
5,776
-5,010
| -46% | -$609K | 0.12% | 193 |
|
|
2023
Q2 | $686K | Buy |
+10,786
| New | +$686K | 0.22% | 105 |
|