Laird Norton Wetherby Wealth 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 | $746K | Buy |
+9,083
| New | +$746K | 0.03% | 445 |
|
|
2024
Q4 | $706K | Buy |
9,081
+1
| +0% | +$78 | 0.03% | 429 |
|
|
2024
Q3 | $713K | Buy |
9,080
+1
| +0% | +$79 | 0.03% | 448 |
|
|
2024
Q2 | $660K | Buy |
9,079
+229
| +3% | +$16.7K | 0.03% | 463 |
|
|
2024
Q1 | $639K | Hold |
8,850
| – | – | 0.03% | 481 |
|
|
2023
Q4 | $587K | Hold |
8,850
| – | – | 0.03% | 498 |
|
|
2023
Q3 | $544K | Hold |
8,850
| – | – | 0.03% | 494 |
|
|
2023
Q2 | $563K | Hold |
8,850
| – | – | 0.03% | 496 |
|
|
2023
Q1 | $547K | Hold |
8,850
| – | – | 0.03% | 500 |
|
|
2022
Q4 | $548K | Hold |
8,850
| – | – | 0.04% | 490 |
|
|
2022
Q3 | $489K | Hold |
8,850
| – | – | 0.03% | 501 |
|
|
2022
Q2 | $523K | Buy |
+8,850
| New | +$523K | 0.04% | 488 |
|