Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $908K | Buy |
11,676
+454
| +4% | +$35.3K | 0.04% | 237 |
|
|
2024
Q3 | $882K | Buy |
11,222
+202
| +2% | +$15.9K | 0.04% | 233 |
|
|
2024
Q2 | $802K | Buy |
11,020
+2
| +0% | +$146 | 0.04% | 250 |
|
|
2024
Q1 | $795K | Buy |
11,018
+2
| +0% | +$144 | 0.04% | 264 |
|
|
2023
Q4 | $731K | Sell |
11,016
-97
| -0.9% | -$6.44K | 0.04% | 269 |
|
|
2023
Q3 | $683K | Sell |
11,113
-1,621
| -13% | -$99.6K | 0.04% | 188 |
|
|
2023
Q2 | $810K | Buy |
+12,734
| New | +$810K | 0.04% | 184 |
|
|
2023
Q1 | – | Sell |
-11,112
| Closed | -$688K | – | 353 |
|
|
2022
Q4 | $688K | Buy |
+11,112
| New | +$688K | 0.05% | 169 |
|