Lido 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 | $2.47M | Sell |
30,119
-16,525
| -35% | -$1.36M | 0.01% | 491 |
|
|
2025
Q1 | $3.7M | Sell |
46,644
-100
| -0.2% | -$7.94K | 0.02% | 385 |
|
|
2024
Q4 | $3.64M | Buy |
46,744
+100
| +0.2% | +$7.78K | 0.02% | 366 |
|
|
2024
Q3 | $3.66M | Sell |
46,644
-530
| -1% | -$41.6K | 0.02% | 326 |
|
|
2024
Q2 | $3.43M | Sell |
47,174
-687
| -1% | -$50K | 0.02% | 327 |
|
|
2024
Q1 | $3.46M | Sell |
47,861
-386
| -0.8% | -$27.9K | 0.02% | 309 |
|
|
2023
Q4 | $3.2M | Sell |
48,247
-2,239
| -4% | -$149K | 0.02% | 306 |
|
|
2023
Q3 | $3.1M | Sell |
50,486
-1,617
| -3% | -$99.4K | 0.02% | 293 |
|
|
2023
Q2 | $3.31M | Sell |
52,103
-3,945
| -7% | -$251K | 0.02% | 265 |
|
|
2023
Q1 | $3.47M | Buy |
56,048
+8,942
| +19% | +$553K | 0.03% | 238 |
|
|
2022
Q4 | $2.92M | Buy |
47,106
+18,763
| +66% | +$1.16M | 0.04% | 215 |
|
|
2022
Q3 | $1.57M | Hold |
28,343
| – | – | 0.02% | 264 |
|
|
2022
Q2 | $1.68M | Hold |
28,343
| – | – | 0.02% | 230 |
|
|
2022
Q1 | $1.86M | Buy |
28,343
+693
| +3% | +$45.5K | 0.02% | 243 |
|
|
2021
Q4 | $1.83M | Buy |
27,650
+2
| +0% | +$132 | 0.02% | 266 |
|
|
2021
Q3 | $1.65M | Buy |
+27,648
| New | +$1.65M | 0.02% | 269 |
|