Kovack 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
Q2 | $277K | Hold |
|
|||||
|
2025
Q1 | $268K | Sell |
|
|||||
|
2024
Q4 | $465K | Sell |
|
|||||
|
2024
Q3 | $476K | Hold |
|
|||||
|
2024
Q2 | $441K | Buy |
|
|||||
|
2024
Q1 | $426K | Sell |
|
|||||
|
2023
Q4 | $424K | Buy |
|
|||||
|
2023
Q3 | $254K | Hold |
|
|||||
|
2023
Q2 | $263K | Sell |
|
|||||
|
2023
Q1 | $1.9M | Sell |
|
|||||
|
2022
Q4 | $2.01M | Buy |
|
|||||
|
2022
Q3 | $1.76M | Buy |
|
|||||
|
2022
Q2 | $1.8M | Buy |
|
|||||
|
2022
Q1 | $1.97M | Buy |
|
|||||
|
2021
Q4 | $1.7M | Sell |
|
|||||
|
2021
Q3 | $1.55M | Buy |
|
|||||
|
2021
Q2 | $1.56M | Buy |
|
|||||
|
2021
Q1 | $1.48M | Buy |
|
|||||
|
2020
Q4 | $1.37M | Sell |
|
|||||
|
2020
Q3 | $1.24M | Buy |
|
|||||
|
2020
Q2 | $1.18M | Sell |
|
|||||
|
2020
Q1 | $1.65M | Sell |
|
|||||
|
2019
Q4 | $2.37M | Buy |
|
|||||
|
2019
Q3 | $2.18M | Buy |
|
|||||
|
2019
Q2 | $1.7M | Buy |
|
|||||
|
2019
Q1 | $1.63M | Buy |
|
|||||
|
2018
Q4 | $1.46M | Buy |
|
|||||
|
2018
Q3 | $1.63M | Buy |
|
|||||
|
2018
Q2 | $1.52M | Sell |
|
|||||
|
2018
Q1 | $1.57M | Buy |
|
|||||
|
2017
Q4 | $1.53M | Sell |
|
|||||
|
2017
Q3 | $1.44M | Sell |
|
|||||
|
2017
Q2 | $1.4M | Sell |
|
|||||
|
2017
Q1 | $1.48M | Buy |
|
|||||
|
2016
Q4 | $960K | Sell |
|
|||||
|
2016
Q3 | $1.07M | Buy |
|
|||||
|
2016
Q2 | $865K | Buy |
|
|||||
|
2016
Q1 | $725K | Buy |
|
|||||
|
2015
Q4 | $639K | Sell |
|
|||||
|
2015
Q3 | $645K | Sell |
|
|||||
|
2015
Q2 | $1.56M | Buy |
|
|||||
|
2015
Q1 | $1.31M | Buy |
|
|||||
|
2014
Q4 | $875K | Buy |
|