Koshinski Asset Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Buy |
57,810
+131
| +0.2% | +$10.8K | 0.36% | 55 |
|
|
2025
Q1 | $4.58M | Buy |
57,679
+10
| +0% | +$794 | 0.39% | 53 |
|
|
2024
Q4 | $4.49B | Sell |
57,669
-661
| -1% | -$51.4M | 0.38% | 49 |
|
|
2024
Q3 | $4.58M | Sell |
58,330
-705
| -1% | -$55.4K | 0.4% | 50 |
|
|
2024
Q2 | $4.33M | Sell |
59,035
-14,028
| -19% | -$1.03M | 0.4% | 51 |
|
|
2024
Q1 | $5.27M | Sell |
73,063
-40,646
| -36% | -$2.93M | 0.54% | 32 |
|
|
2023
Q4 | $7.55M | Buy |
113,709
+51,484
| +83% | +$3.42M | 1.15% | 11 |
|
|
2023
Q3 | $3.83M | Sell |
62,225
-5,361
| -8% | -$330K | 0.44% | 48 |
|
|
2023
Q2 | $4.3M | Sell |
67,586
-49,546
| -42% | -$3.15M | 0.46% | 39 |
|
|
2023
Q1 | $7.25M | Sell |
117,132
-237
| -0.2% | -$14.7K | 0.71% | 26 |
|
|
2022
Q4 | $7.27M | Buy |
117,369
+2,834
| +2% | +$176K | 0.7% | 24 |
|
|
2022
Q3 | $6.33M | Sell |
114,535
-476
| -0.4% | -$26.3K | 0.76% | 20 |
|
|
2022
Q2 | $6.8M | Buy |
115,011
+831
| +0.7% | +$49.1K | 0.68% | 25 |
|
|
2022
Q1 | $7.5M | Buy |
114,180
+19
| +0% | +$1.25K | 0.62% | 26 |
|
|
2021
Q4 | $7.54M | Buy |
114,161
+51,431
| +82% | +$3.4M | 0.61% | 28 |
|
|
2021
Q3 | $7.48M | Buy |
62,730
+29,419
| +88% | +$3.51M | 0.65% | 22 |
|
|
2021
Q2 | $4.01M | Sell |
33,311
-28,232
| -46% | -$3.4M | 0.5% | 44 |
|
|
2021
Q1 | $7.06M | Buy |
61,543
+1,276
| +2% | +$146K | 0.75% | 25 |
|
|
2020
Q4 | $6.48M | Buy |
60,267
+1,553
| +3% | +$167K | 0.82% | 20 |
|
|
2020
Q3 | $5.96K | Sell |
58,714
-1,386
| -2% | -$141 | 0.8% | 20 |
|
|
2020
Q2 | $5.58M | Buy |
60,100
+13,060
| +28% | +$1.21M | 0.9% | 18 |
|
|
2020
Q1 | $3.81M | Buy |
47,040
+9,105
| +24% | +$737K | 0.8% | 24 |
|
|
2019
Q4 | $4.01M | Buy |
+37,935
| New | +$4.01M | 0.69% | 22 |
|
|
2019
Q3 | – | Sell |
-29,266
| Closed | -$2.84M | – | 177 |
|
|
2019
Q2 | $2.84M | Sell |
29,266
-2,388
| -8% | -$231K | 1.15% | 18 |
|
|
2019
Q1 | $2.98K | Sell |
31,654
-6,516
| -17% | -$614 | 0.8% | 24 |
|
|
2018
Q4 | $3.2M | Buy |
38,170
+1,203
| +3% | +$101K | 0.79% | 25 |
|
|
2018
Q3 | $3.53M | Buy |
36,967
+15,920
| +76% | +$1.52M | 0.5% | 48 |
|
|
2018
Q2 | $1.89M | Sell |
21,047
-89
| -0.4% | -$7.99K | 0.58% | 40 |
|
|
2018
Q1 | $1.87M | Sell |
21,136
-3,448
| -14% | -$305K | 0.58% | 43 |
|
|
2017
Q4 | $2.27M | Buy |
24,584
+2,028
| +9% | +$187K | 0.57% | 34 |
|
|
2017
Q3 | $1.96M | Buy |
22,556
+22
| +0.1% | +$1.91K | 0.64% | 30 |
|
|
2017
Q2 | $1.9M | Buy |
22,534
+548
| +2% | +$46.1K | 0.69% | 28 |
|
|
2017
Q1 | $1.82M | Sell |
21,986
-148
| -0.7% | -$12.3K | 0.71% | 37 |
|
|
2016
Q4 | $1.77M | Sell |
22,134
-2,378
| -10% | -$190K | 0.88% | 24 |
|
|
2016
Q3 | $1.89M | Sell |
24,512
-128
| -0.5% | -$9.85K | 0.94% | 20 |
|
|
2016
Q2 | $1.87M | Buy |
24,640
+1,172
| +5% | +$88.8K | 1.02% | 18 |
|
|
2016
Q1 | $1.72M | Buy |
23,468
+1,592
| +7% | +$117K | 1.11% | 16 |
|
|
2015
Q4 | $1.56M | Buy |
21,876
+2,634
| +14% | +$187K | 1.09% | 18 |
|
|
2015
Q3 | $1.4M | Sell |
19,242
-5,570
| -22% | -$404K | 0.89% | 23 |
|
|
2015
Q2 | $1.8M | Sell |
24,812
-3,758
| -13% | -$272K | 1.14% | 17 |
|
|
2015
Q1 | $2.09M | Sell |
28,570
-108
| -0.4% | -$7.92K | 1.36% | 15 |
|
|
2014
Q4 | $2.13M | Buy |
+28,678
| New | +$2.13M | 1.21% | 17 |
|