Legend Financial 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 | $8.54K | Buy |
+104
| New | +$8.54K | 0.01% | 121 |
|
|
2025
Q1 | – | Sell |
-104
| Closed | -$8.09K | – | 91 |
|
|
2024
Q4 | $8.09K | Hold |
104
| – | – | 0.01% | 127 |
|
|
2024
Q3 | $8.17K | Hold |
104
| – | – | 0.01% | 111 |
|
|
2024
Q2 | $7.57K | Sell |
104
-21
| -17% | -$1.53K | 0.01% | 168 |
|
|
2024
Q1 | $9.02K | Buy |
125
+83
| +198% | +$5.99K | 0.01% | 140 |
|
|
2023
Q4 | $2.79K | Buy |
+42
| New | +$2.79K | ﹤0.01% | 172 |
|
|
2023
Q3 | – | Sell |
-124
| Closed | -$7.89K | – | 199 |
|
|
2023
Q2 | $7.89K | Hold |
124
| – | – | 0.01% | 164 |
|
|
2023
Q1 | $7.67K | Sell |
124
-62
| -33% | -$3.84K | 0.01% | 171 |
|
|
2022
Q4 | $11.5K | Buy |
+186
| New | +$11.5K | 0.01% | 154 |
|