Live Oak Investment Partners’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 | $633K | Hold |
7,707
| – | – | 0.49% | 52 |
|
|
2025
Q1 | $612K | Buy |
+7,707
| New | +$612K | 0.48% | 53 |
|
|
2024
Q4 | – | Hold |
0
| – | -$591K | – | 53 |
|
|
2024
Q3 | – | Hold |
0
| – | -$848K | – | 55 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 40 |
|
|
2023
Q4 | – | Hold |
0
| – | -$833K | – | 32 |
|
|
2023
Q3 | – | Hold |
0
| – | -$897K | – | 36 |
|
|
2023
Q2 | – | Hold |
0
| – | -$873K | – | 36 |
|
|
2023
Q1 | – | Hold |
0
| – | -$832K | – | 35 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 34 |
|