Level Four Advisory Services’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 | $286K | Hold |
3,487
| – | – | 0.01% | 659 |
|
|
2025
Q1 | $277K | Hold |
3,487
| – | – | 0.01% | 646 |
|
|
2024
Q4 | $271K | Hold |
3,487
| – | – | 0.01% | 642 |
|
|
2024
Q3 | $273K | Hold |
3,487
| – | – | 0.01% | 654 |
|
|
2024
Q2 | $254K | Hold |
3,487
| – | – | 0.01% | 659 |
|
|
2024
Q1 | $231K | Hold |
3,487
| – | – | 0.01% | 684 |
|
|
2023
Q4 | $231K | Sell |
3,487
-50
| -1% | -$3.32K | 0.01% | 682 |
|
|
2023
Q3 | $217K | Hold |
3,537
| – | – | 0.01% | 667 |
|
|
2023
Q2 | $225K | Sell |
3,537
-9
| -0.3% | -$572 | 0.01% | 703 |
|
|
2023
Q1 | $219K | Hold |
3,546
| – | – | 0.01% | 667 |
|
|
2022
Q4 | $220K | Buy |
+3,546
| New | +$220K | 0.02% | 593 |
|